Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / BROOKSTONE YIELD
-
Total 13F shares
-
1,453,290
-
Share change
-
-4,492
-
Total reported value
-
$40,401,480
-
Price per share
-
$27.80
-
Number of holders
-
13
-
Value change
-
-$123,794
-
Number of buys
-
8
-
Number of sells
-
4
Institutional Holders of NORTHERN LTS FD TR IV - BROOKSTONE YIELD (BAMY) as of Q4 2025
As of 31 Dec 2025,
NORTHERN LTS FD TR IV - BROOKSTONE YIELD (BAMY) was held by
13 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,453,290 shares.
The largest 10 holders included
Brookstone Capital Management, GTS SECURITIES LLC, AlphaStar Capital Management, LLC, Chris Bulman Inc, Simplicity Wealth,LLC, BANK OF AMERICA CORP /DE/, OSAIC HOLDINGS, INC., HARBOUR INVESTMENTS, INC., Anfield Capital Management, LLC, and Camelot Portfolios, LLC.
This page lists
13
institutional shareholders reporting positions in this security
for the Q4 2025 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.