DOSSIER · 13F Holders · Q2 2026
BAMA

NORTHERN LTS FD TR IV

13 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 66537J879·13 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$49M
visible holders
Holders
13
filers reporting
Concentration
96.69%
Brookstone Capital Management #1
top holder share
AI Holders Summary · Q2 2026

13 institutions reported BAMA in Q2 2026. Brookstone Capital Management leads at 96.7% 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
$47M1.3M0.47%Q2 2026
02
GTS SECURITIES LLC
CIK 0001452765· Market maker
$577K16K0.01%Q2 2026
03
Simplicity Wealth,LLC
CIK 0001913243
$359K10K0.01%Q2 2026
04
Chris Bulman Inc
CIK 0002032404
$274K7K0.10%Q2 2026
05
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$208K6K0.00%Q2 2026
06
HARBOUR INVESTMENTS, INC.
CIK 0000810121
$69K2K0.00%Q2 2026
07
AE Wealth Management LLC
CIK 0001697723
$64K2K0.00%Q2 2026
08
OSAIC HOLDINGS, INC.
CIK 0001677044
$16K4440.00%Q2 2026
09
Oakmont Advisory Group, LLC
CIK 0002115370
$16K4420.01%Q2 2026
10
Anfield Capital Management, LLC
CIK 0001602020
$12K3720.00%Q1 2026
11
ARMSTRONG ADVISORY GROUP, INC
CIK 0001932952
$11K3100.00%Q2 2026
12
UBS Group AG
CIK 0001610520
$3K950.00%Q2 2026
13
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00Q2 2025