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

11 funds reported holding $39.8M of NORTHERN LTS FD TR IV in their latest 13F filings; in Q2 2026 funds net sold $418K, with 2 new positions and 0 funds selling out.

Largest institutional holders of BAMY

  1. Brookstone Capital Management — $37.4M
  2. Simplicity Wealth,LLC — $956K
  3. GTS SECURITIES LLC — $920K
  4. Chris Bulman Inc — $217K
  5. SUSQUEHANNA INTERNATIONAL GROUP, LLP — $207K
  6. HARBOUR INVESTMENTS, INC. — $58.0K
  7. OSAIC HOLDINGS, INC. — $16.5K
  8. Oakmont Advisory Group, LLC — $14.7K
  9. UBS Group AG (UBS) — $12.5K
  10. Anfield Capital Management, LLC — $12.5K

All BAMY 13F holders