Q2 2025 13F Holders as of 6/30/2025
-
Type / Class
-
Equity / BROOKSTONE DIVID
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Number of holders
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10
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Total 13F shares, excl. options
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3M
-
Shares change
-
+168K
-
Total reported value, excl. options
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$92.6M
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Value change
-
+$5.16M
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Number of buys
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6
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Number of sells
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-5
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Price
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$30.89
Significant Holders of NORTHERN LTS FD TR IV - BROOKSTONE DIVID (BAMD) as of Q2 2025
13 filings reported holding BAMD - NORTHERN LTS FD TR IV - BROOKSTONE DIVID as of Q2 2025.
NORTHERN LTS FD TR IV - BROOKSTONE DIVID (BAMD) has 10 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 3M shares
.
Largest 10 shareholders include Brookstone Capital Management (2.91M shares), Simplicity Wealth,LLC (28.1K shares), Chris Bulman Inc (23.2K shares), GTS SECURITIES LLC (10.4K shares), Triad Wealth Partners, LLC (8.49K shares), FSA Advisors, Inc. (8.46K shares), SUSQUEHANNA INTERNATIONAL GROUP, LLP (7.77K shares), Anfield Capital Management, LLC (1.2K shares), HARBOUR INVESTMENTS, INC. (1K shares), and OSAIC HOLDINGS, INC. (848 shares).
This table shows the top 10 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| 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.