BAMD NORTHERN LTS FD TR IV: institutional ownership and insider trading

11 funds reported holding $88.5M of NORTHERN LTS FD TR IV in their latest 13F filings; in Q2 2026 funds net sold $3.79M, with 0 new positions and 2 funds selling out.

Largest institutional holders of BAMD

  1. Brookstone Capital Management — $84.2M
  2. Simplicity Wealth,LLC — $2.23M
  3. Chris Bulman Inc — $641K
  4. SUSQUEHANNA INTERNATIONAL GROUP, LLP — $603K
  5. GTS SECURITIES LLC — $395K
  6. FSA Advisors, Inc. — $323K
  7. JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) — $70.3K
  8. Anfield Capital Management, LLC — $37.2K
  9. OSAIC HOLDINGS, INC. — $27.6K
  10. ARMSTRONG ADVISORY GROUP, INC — $18.9K

All BAMD 13F holders