DOSSIER · 13F Holders · Q2 2026

NORTHERN LTS FD TR IV

17 institutions still hold NORTHERN LTS FD TR IV as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 66537J606·17 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$139M
visible holders
Holders
17
filers reporting
Concentration
94.59%
Brookstone Capital Management #1
top holder share
AI Holders Summary · Q2 2026

17 institutions reported NORTHERN LTS FD TR IV in Q2 2026. Brookstone Capital Management leads at 94.6% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Brookstone Capital Management
CIK 0001599584
$131M2.9M1.31%Q2 2026
02
Arkadios Wealth Advisors
CIK 0001800798
$2M65K0.04%Q1 2026
03
GTS SECURITIES LLC
CIK 0001452765· Market maker
$1M37K0.05%Q1 2026
04
Chris Bulman Inc
CIK 0002032404
$871K19K0.32%Q2 2026
05
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$648K18K0.00%Q1 2026
06
Simplicity Wealth,LLC
CIK 0001913243
$529K14K0.03%Q1 2026
07
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$506K14K0.00%Q1 2026
08
FSA Advisors, Inc.
CIK 0001905627
$385K10K0.27%Q4 2025
09
Gradient Investments LLC
CIK 0001542265
$317K7K0.00%Q2 2026
10
Impact Partnership Wealth, LLC
CIK 0001984555
$238K7K0.03%Q1 2026
11
HARBOUR INVESTMENTS, INC.
CIK 0000810121
$162K4K0.00%Q1 2026
12
Anfield Capital Management, LLC
CIK 0001602020
$43K1K0.01%Q1 2026
13
OSAIC HOLDINGS, INC.
CIK 0001677044
$31K8360.00%Q1 2026
14
ARMSTRONG ADVISORY GROUP, INC
CIK 0001932952
$26K5810.00%Q2 2026
15
UBS Group AG
CIK 0001610520
$6K1640.00%Q1 2026
16
AE Wealth Management LLC
CIK 0001697723
$2K460.00%Q1 2026
17
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00Q2 2025