BAMV NORTHERN LTS FD TR IV: institutional ownership and insider trading
15 funds reported holding $119M of NORTHERN LTS FD TR IV in their latest 13F filings; in Q2 2026 funds net sold $3.07M, with 2 new positions and 1 funds selling out.
Largest institutional holders of BAMV
- Brookstone Capital Management — $113M
- Simplicity Wealth,LLC — $2.46M
- Arkadios Wealth Advisors — $2.05M
- Chris Bulman Inc — $705K
- SUSQUEHANNA INTERNATIONAL GROUP, LLP — $430K
- FSA Advisors, Inc. — $348K
- Impact Partnership Wealth, LLC — $264K
- HARBOUR INVESTMENTS, INC. — $140K
- UBS Group AG (UBS) — $56.4K
- AE Wealth Management LLC — $46.1K