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.

Fetching live quote...
Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -4
Streak
1Q ▼
Buyers last Q
33%

Smart Money Signals — BAMV

Based on 15 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their BAMV positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

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 — +7% more funds vs a year ago

fund count last 6Q
+1 new funds entered over the past year (+7% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🔴

Heavy selling pressure — only 33% buying

6 buying12 selling
Last quarter: 12 funds sold vs only 6 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
⚠️

Fewer new buyers each quarter (-7 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 3 → 1 → 9 → 2. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔄

Mostly new holders — 13% entered in last year

20% conviction (2yr+) 67% medium 13% 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.
➡️

Steady discovery — ~2 new funds/quarter

7 → 3 → 1 → 9 → 2 new funds/Q
New funds entering each quarter: 3 → 1 → 9 → 2. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 33% veterans, 40% new entrants

33% veterans 27% 1-2yr 40% new
Of 15 current holders: 5 (33%) held 2+ years, 4 held 1–2 years, 6 (40%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 1% AUM from top-100

1% from top-100 AUM funds
2 of 15 holders rank in the top 100 by AUM, but together hold only 1% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — 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 Q1, 6 hedge funds were net buyers of BAMV (2 opened a new position, 4 added to an existing one), while 12 reduced or exited (6 trimmed, 6 sold completely) — a 33% buyer ratio, indicating net institutional distribution. Net fund flow last quarter: -4 funds (more exits than new entries). 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

-- --

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

Is It Too Late to Buy Northern Lts Fd Tr IV (BAMV) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much BAMV has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 78d ago
BAMV
+8.9%
SPY
+15.9%

BAMV outperformed SPY by -7.0% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 33d ago
BAMV
+2.8%
SPY
+2.0%

Since the filing became public, BAMV outperformed SPY by +0.8% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

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
0.3
/ 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 Q1) Prior (2025 Q4) Change
Funds Holding 15 19 -21.05%
13F Shares 3M 3M -3.1%
Total Value $94M $97M -2.82%
New Positions 2 9 -7
Increased Positions 4 3 +1
Closed Positions 6 0 +6
Reduced Positions 6 4 +2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BAMV

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Brookstone Capital Management 1.01% 2,711,519 $88.1M
2 Chris Bulman Inc 0.30% 21,046 $684K
3 FSA Advisors, Inc. 0.23% 10,535 $342K
4 Gts Securities LLC 0.04% 36,818 $1.2M
5 Arkadios Wealth Advisors 0.03% 58,075 $1.9M
6 Simplicity Wealth,LLC 0.03% 14,661 $477K
7 Impact Partnership Wealth, LLC 0.03% 6,434 $209K
8 Anfield Capital Management, LLC 0.01% 1,181 $38K
9 Gradient Investments LLC 0.00% 7,575 $246K
10 Harbour Investments, INC. 0.00% 4,746 $154K
11 Armstrong Advisory Group, Inc 0.00% 576 $19K
12 Susquehanna International Group, LLP 0.00% 20,425 $664K
13 Osaic Holdings, INC. 0.00% 838 $27K
14 UBS Group AG 0.00% 2,131 $69K
15 AE Wealth Management LLC 0.00% 46 $1K
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?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their BAMV positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for BAMV?

Heavy selling pressure — only 33% buying: Last quarter: 12 funds sold vs only 6 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

What is the fund quality score for BAMV holders?

Smaller funds dominant — 1% AUM from top-100: 2 of 15 holders rank in the top 100 by AUM, but together hold only 1% 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 — 13% 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.

Is it too late to buy Northern Lts Fd Tr IV (BAMV) following the 2026 Q1 hedge fund 13F filings?

As of today, BAMV has moved +2.8% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.0% for the SPY sector ETF — an outperformance of +0.8%. Since the quarter end (March 31, 2026), BAMV has gained +8.9% vs +15.9% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

Full history →