13 institutions reported holding $91.2M of NORTHERN LTS FD TR IV (BAMD) in SEC 13F filings for 2026-06-30. Largest institutional holders: Brookstone Capital Management ($88.2M), Chris Bulman Inc ($689,483), SUSQUEHANNA INTERNATIONAL GROUP, LLP ($602,529), Simplicity Wealth,LLC ($542,777), GTS SECURITIES LLC ($394,870). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Brookstone Capital Management | $88.2M | 2.7M | Trimmed |
| 2 | Chris Bulman Inc | $689,483 | 21,163 | Trimmed |
| 3 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $602,529 | 18,494 | Added |
| 4 | Simplicity Wealth,LLC | $542,777 | 16,660 | Added |
| 5 | GTS SECURITIES LLC | $394,870 | 12,120 | Trimmed |
| 6 | FSA Advisors, Inc. | $323,133 | 9,918 | Trimmed |
| 7 | Gradient Investments LLC | $245,944 | 7,549 | Trimmed |
| 8 | JPMORGAN CHASE & CO | $70,316 | 2,151 | Added |
| 9 | OSAIC HOLDINGS, INC. | $27,627 | 848 | Hold |
| 10 | ARMSTRONG ADVISORY GROUP, INC | $19,125 | 587 | Hold |
| 11 | AE Wealth Management LLC | $17,984 | 552 | Added |
| 12 | UBS Group AG | $0 | 0 | Exited |
| 13 | MORGAN STANLEY | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30