Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Northern Lts Fd Tr IV (BAMV)

15 + Investors. Track Smart Money conviction in BAMV. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
→ 0
Streak
1Q —
Buyers last Q
40%

Smart Money Signals — BAMV

Based on 15 hedge funds · latest filing: 2026 Q2 · updated quarterly

➡️

No change last quarter

last 6Q
The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
📊

High ownership — 79% of 3.0Y peak

79% of all-time peak
15 funds currently hold this stock — 79% of the 3.0-year high of 19 funds (reached 2025 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +15% more funds vs a year ago

fund count last 6Q
+2 new funds entered over the past year (+15% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 40% buying

6 buying9 selling
Last quarter: 9 funds reduced or exited vs 6 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~2 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 1 → 9 → 2 → 2. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 27% entered in last year

20% conviction (2yr+) 53% medium 27% new
Only 3 funds (20%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
⚠️

Saturation — most institutions already know this story

3 → 1 → 9 → 2 → 2 new funds/Q
New funds entering each quarter: 1 → 9 → 2 → 2. Far fewer institutions are entering now vs. a year ago. When the pool of potential new buyers shrinks this fast, future price support from institutional inflows weakens significantly.
📊

Mixed cohorts — 33% veterans, 33% new entrants

33% veterans 33% 1-2yr 33% new
Of 15 current holders: 5 (33%) held 2+ years, 5 held 1–2 years, 5 (33%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 0% AUM from top-100

0% from top-100 AUM funds
2 of 15 holders rank in the top 100 by AUM, but together hold only 0% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.3
out of 10
Low Exit Risk
Exit risk score 3.3/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — BAMV

In 2026 Q2, 6 hedge funds were net buyers of BAMV (2 opened a new position, 4 added to an existing one), while 9 reduced or exited (7 trimmed, 2 sold completely) — a 40% buyer ratio, indicating roughly balanced activity. Net fund flow last quarter: flat (entries and exits balanced). Total institutional holders: 15.

Hedge Fund Ownership: BAMV

How many hedge funds hold BAMV — quarterly history vs. share price
Quarterly hedge fund ownership of BAMV vs. share price

Market Analysis: BAMV

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BAMV

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

0 top-rated funds 0 high-conviction
Consensus
0.0
/ 10
breadth
×
Elite
0.2
/ 10
conviction
Hedge Fund Positioning: BAMV
15 + Investors

Track Smart Money conviction in BAMV. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 15 15 -
13F Shares 3M 3M -3.06%
Total Value $99M $94M 4.87%
New Positions 2 2 -
Increased Positions 4 4 -
Closed Positions 2 6 -4
Reduced Positions 7 6 +1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BAMV

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Valuation Measures Data as of: --

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Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q2)

15 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in BAMV. Verified SEC 13F-HR filings.

QUARTER:
Top 15 BAMV holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Brookstone Capital Management 0.94% 2,664,258 $93.7M
2 Chris Bulman Inc 0.27% 20,663 $727K
3 FSA Advisors, Inc. 0.16% 9,891 $348K
4 Arkadios Wealth Advisors 0.03% 58,383 $2.1M
5 Impact Partnership Wealth, LLC 0.03% 7,502 $264K
6 Oakmont Advisory Group, LLC 0.02% 791 $28K
7 Simplicity Wealth,LLC 0.02% 18,716 $658K
8 Gradient Investments LLC 0.00% 7,200 $253K
9 Harbour Investments, INC. 0.00% 3,968 $140K
10 Armstrong Advisory Group, Inc 0.00% 576 $20K
11 AE Wealth Management LLC 0.00% 1,311 $46K
12 Osaic Holdings, INC. 0.00% 838 $29K
13 Susquehanna International Group, LLP 0.00% 12,226 $430K
14 UBS Group AG 0.00% 1,605 $56K
15 Jpmorgan Chase & Co 0.00% 85 $3K
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Northern Lts Fd Tr IV (BAMV)

What does the Smart Money Trend signal show for BAMV?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for BAMV?

More sellers than buyers — 40% buying: Last quarter: 9 funds reduced or exited vs 6 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for BAMV holders?

Smaller funds dominant — 0% AUM from top-100: 2 of 15 holders rank in the top 100 by AUM, but together hold only 0% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held BAMV?

Mostly new holders — 27% entered in last year: Only 3 funds (20%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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