Brookstone Yield ETFBAMYETF
13F holders, Q1 2025 (March 31)7holders
1new positions
1sold out
$26.30avg. 13F price*
At the end of Q1 2025, 7 institutions reported holding Brookstone Yield ETF (BAMY) in their 13F filings, unchanged from Q4 2024. 1 opened new positions and 1 sold out. The largest holders were Brookstone Capital Management ($35.3M), GTS Securities LLC ($394K) and Chris Bulman Inc ($264K).
- Company
- Brookstone Yield ETF
- Filed as
- NORTHERN LTS FD TR IV (Q1 2025)
- CUSIP
- 66537J853
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $12K |
| Exits | 1 | $3K |
All 13F filers, Q4 2024 → Q1 2025: 56,648 shares bought and 377 shares sold, net +56,271 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 7 holders
| Brookstone Capital Management | 0.51% | Add +4.3% | 1,341,657 | $35.3M |
| GTS Securities LLC | 0.02% | Add +1.4% | 14,966 | $394K |
| Chris Bulman Inc | 0.17% | Add +13.8% | 10,020 | $264K |
| Anfield Capital Management, LLC | 0.00% | New | 457 | $12K |
| Osaic Holdings, Inc. | 0.00% | No change | 444 | $12K |
| UBS Group AG | 0.00% | Reduce -39.6% | 402 | $11K |
| Tsfg, LLC | 0.00% | No change | 40 | $1K |
"% of holder's portfolio" is BAMY's weight in each manager's 13F, not the share of Brookstone Yield ETF the manager owns.