DOSSIER · 13F Holders · Q2 2026
BAMY

NORTHERN LTS FD TR IV

12 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 66537J853·12 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$43M
visible holders
Holders
12
filers reporting
Concentration
95.97%
Brookstone Capital Management #1
top holder share
AI Holders Summary · Q2 2026

12 institutions reported BAMY in Q2 2026. Brookstone Capital Management leads at 96.0% 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
$42M1.5M0.42%Q2 2026
02
GTS SECURITIES LLC
CIK 0001452765· Market maker
$920K33K0.02%Q2 2026
03
Simplicity Wealth,LLC
CIK 0001913243
$268K10K0.01%Q2 2026
04
Chris Bulman Inc
CIK 0002032404
$238K9K0.09%Q2 2026
05
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$207K8K0.00%Q2 2026
06
HARBOUR INVESTMENTS, INC.
CIK 0000810121
$58K2K0.00%Q2 2026
07
OSAIC HOLDINGS, INC.
CIK 0001677044
$16K6000.00%Q2 2026
08
Oakmont Advisory Group, LLC
CIK 0002115370
$15K5350.01%Q2 2026
09
UBS Group AG
CIK 0001610520
$13K4560.00%Q2 2026
10
Anfield Capital Management, LLC
CIK 0001602020
$12K4570.00%Q1 2026
11
AE Wealth Management LLC
CIK 0001697723
$467170.00%Q2 2026
12
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00Q2 2025