BAMU institutional holders

NORTHERN LTS FD TR IV · 13F, 2026Q2

Managers holding8
Shares held2,601,469
Reported value$65.6m
Quarter flows2 new, 2 added, 3 trimmed, 1 exited

Top 8 holders

ManagerSharesValue% of manager's 13F
Brookstone Capital Management2,544,231$64.2m0.6%
CITADEL ADVISORS LLC20,940$528,3160.0%
Simplicity Wealth,LLC19,773$498,8800.0%
JANE STREET GROUP, LLC8,644$218,0880.0%
HARBOUR INVESTMENTS, INC.3,389$85,5040.0%
JPMORGAN CHASE & CO3,383$85,3530.0%
OSAIC HOLDINGS, INC.1,000$25,2300.0%
AE Wealth Management LLC109$2,7500.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("BAMU"). BAMU price history · All 13F data

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