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

10 funds reported holding $42.4M of NORTHERN LTS FD TR IV in their latest 13F filings; in Q2 2026 funds net sold $1.32M, with 1 new positions and 0 funds selling out.

Largest institutional holders of BAMO

  1. Brookstone Capital Management — $39.7M
  2. GTS SECURITIES LLC — $1.11M
  3. Simplicity Wealth,LLC — $1.11M
  4. Chris Bulman Inc — $246K
  5. HARBOUR INVESTMENTS, INC. — $65.3K
  6. AE Wealth Management LLC — $63.5K
  7. Oakmont Advisory Group, LLC — $15.5K
  8. OSAIC HOLDINGS, INC. — $15.3K
  9. UBS Group AG (UBS) — $13.2K
  10. Anfield Capital Management, LLC — $11.8K

All BAMO 13F holders