DOSSIER · 13F Holders · Q2 2026
BAMD

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 66537J507·13 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$91M
visible holders
Holders
13
filers reporting
Concentration
96.74%
Brookstone Capital Management #1
top holder share
AI Holders Summary · Q2 2026

13 institutions reported BAMD 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
$88M2.7M0.88%Q2 2026
02
Chris Bulman Inc
CIK 0002032404
$689K21K0.25%Q2 2026
03
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$603K18K0.00%Q2 2026
04
Simplicity Wealth,LLC
CIK 0001913243
$543K17K0.02%Q2 2026
05
GTS SECURITIES LLC
CIK 0001452765· Market maker
$395K12K0.01%Q2 2026
06
FSA Advisors, Inc.
CIK 0001905627
$323K10K0.15%Q2 2026
07
Gradient Investments LLC
CIK 0001542265
$246K8K0.00%Q2 2026
08
JPMORGAN CHASE & CO
CIK 0000019617
$70K2K0.00%Q2 2026
09
Anfield Capital Management, LLC
CIK 0001602020
$37K1K0.01%Q1 2026
10
OSAIC HOLDINGS, INC.
CIK 0001677044
$28K8480.00%Q2 2026
11
ARMSTRONG ADVISORY GROUP, INC
CIK 0001932952
$19K5870.00%Q2 2026
12
AE Wealth Management LLC
CIK 0001697723
$18K5520.00%Q2 2026
13
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00Q2 2025