NORTHERN LTS FD TR IV

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BAMD·66537J507·US·ETF

BAMD (NORTHERN LTS FD TR IV) is held by 4 institutional investors as of Q2 2026. Largest holders: SUSQUEHANNA INTERNATIONAL GROUP, LLP ($602,529), JPMORGAN CHASE & CO ($70,316), OSAIC HOLDINGS, INC. ($27,627). Net institutional sentiment: Mixed.

4

Holders

(1 Elite)

$718,456

Total Value

60% (5)

Consensus

3 buying - 2 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)39

Insider (Form 4)67

Activist (13D/13G)69

Congressional (STOCK Act)60

Holder Quality

67

★★★★★

Elite

59

★★★★

Strong

75

★★★

Solid

33

★★

Below

44

★

Weak

Held by 4 funds

1 elite

Who's Trading

Source dates: Price Oct 12, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for BAMD.

Top Holders

Top Holders (4)History

AllNewIncreasedHeldDecreasedExitedFirst report

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Increased	18,494(+20.8%)	$602,529	0.0%	+10.14%	20
JPMORGAN CHASE & CO	Increased	2,151(+152.8%)	$70,316	0.0%	+4.49%	23
OSAIC HOLDINGS, INC.	Unchanged	848	$27,627	0.0%	+26.46%	0
AE Wealth Management LLC	Increased	552(+1074.5%)	$17,984	0.0%	+3.10%	30
UBS Group AG	Exited	0(-100.0%)	$43,412	0.0%	+5.64%	0
MORGAN STANLEY	Exited	0(-100.0%)	$331,480	0.0%	+5.64%	0

BAMDNORTHERN LTS FD TR IV

1M3M6M1Y3Y5Y

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer