BAMB — Northern Lts Fd Tr IV Institutional Holders · Q2 2026
Who owns Northern Lts Fd Tr IV (BAMB)? 8 institutions reported holding $56.55M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Brookstone Capital Management ($55.2M), Gts Securities LLC ($494,638), Simplicity Wealth,LLC ($455,378).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Brookstone Capital Management | $55.2M | 2.1M | Trimmed |
| 2 | GTS SECURITIES LLC | $494,638 | 19,026 | Trimmed |
| 3 | Simplicity Wealth,LLC | $455,378 | 17,516 | Added |
| 4 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $233,385 | 8,977 | Trimmed |
| 5 | HARBOUR INVESTMENTS, INC. | $86,392 | 3,323 | Trimmed |
| 6 | OSAIC HOLDINGS, INC. | $26,832 | 1,032 | Hold |
| 7 | Oakmont Advisory Group, LLC | $23,162 | 891 | New |
| 8 | UBS Group AG | $4,108 | 158 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30