13F Insight
DOSSIER · 13F Holders · Q2 2026
BAMV

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 66537J705·17 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$99M
visible holders
Holders
17
filers reporting
Concentration
94.84%
Brookstone Capital Management #1
top holder share
AI Holders Summary · Q2 2026

17 institutions reported BAMV in Q2 2026. Brookstone Capital Management leads at 94.8% 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
$94M2.7M0.94%Q2 202602
Arkadios Wealth Advisors
CIK 0001800798
$2M58K0.03%Q2 202603
Chris Bulman Inc
CIK 0002032404
$727K21K0.27%Q2 202604
Simplicity Wealth,LLC
CIK 0001913243
$658K19K0.02%Q2 202605
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$430K12K0.00%Q2 202606
FSA Advisors, Inc.
CIK 0001905627
$348K10K0.16%Q2 202607
Impact Partnership Wealth, LLC
CIK 0001984555
$264K8K0.03%Q2 202608
Gradient Investments LLC
CIK 0001542265
$253K7K0.00%Q2 202609
HARBOUR INVESTMENTS, INC.
CIK 0000810121
$140K4K0.00%Q2 202610
UBS Group AG
CIK 0001610520
$56K2K0.00%Q2 202611
AE Wealth Management LLC
CIK 0001697723
$46K1K0.00%Q2 202612
Anfield Capital Management, LLC
CIK 0001602020
$38K1K0.01%Q1 202613
OSAIC HOLDINGS, INC.
CIK 0001677044
$29K8380.00%Q2 202614
Oakmont Advisory Group, LLC
CIK 0002115370
$28K7910.02%Q2 202615
ARMSTRONG ADVISORY GROUP, INC
CIK 0001932952
$20K5760.00%Q2 202616
JPMORGAN CHASE & CO
CIK 0000019617
$3K850.00%Q2 202617
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00—Q2 2025