NORTHERN LTS FD TR IV - BAMV

Sector: No information yet · Industry: No information yet
Website: No information yet · Social: No information yet

Company profile

Powered by TradingView

Quarter snapshot

Latest / Compare
Q2 2026 · Q1 2026
Value (USD)
Total reported value ($000)
$98.77M
QoQ value delta ($000)
+$4.626M (+4.91%)
Implied price effect (QoQ)
+8.18%
Shares
Total shares
2,809,194
QoQ shares delta
-87,412 (-3.02%)
Total shares held by funds (by quarter)
Shares (left)

Fund holders include prior positions carried forward until a new 13F confirms a change. Reported holders have reported a position in this security for that quarter; this is not the total number of 13F filers.

Market chart (BAMV)

Powered by TradingView
Interactive chart by TradingView.

Top holders (Q2 2026)

Top 25 only Full list
Partial Q2 2026 data: 15 holders have filed so far. Prior holders are carried forward until their next 13F confirms a change.
Manager Value ($000) Shares % of 13F
Brookstone Capital Management 93,687 2,664,258 0.94%
Arkadios Wealth Advisors 2,053 58,383 0.03%
Chris Bulman Inc 726 20,663 0.27%
Simplicity Wealth,LLC 658 18,716 0.02%
SUSQUEHANNA INTERNATIONAL GROUP, LLP 429 12,226 0.0%
FSA Advisors, Inc. 347 9,891 0.16%
Impact Partnership Wealth, LLC 263 7,502 0.03%
Gradient Investments LLC 253 7,200 0.0%
HARBOUR INVESTMENTS, INC. 139 3,968 0.0%
UBS Group AG 56 1,605 0.0%
AE Wealth Management LLC 46 1,311 0.0%
Anfield Capital Management, LLC 38 1,181 0.01%
OSAIC HOLDINGS, INC. 29 838 0.0%
Oakmont Advisory Group, LLC 27 791 0.02%
ARMSTRONG ADVISORY GROUP, INC 20 576 0.0%
JPMORGAN CHASE & CO 3 85 0.0%