17 institutions reported holding $137.9M of NORTHERN LTS FD TR IV (BAMG) in SEC 13F filings for 2026-06-30. Largest institutional holders: Brookstone Capital Management ($131.3M), Arkadios Wealth Advisors ($2.9M), Chris Bulman Inc ($870,824), Simplicity Wealth,LLC ($821,078), GTS SECURITIES LLC ($578,995). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Brookstone Capital Management | $131.3M | 2.9M | Added |
| 2 | Arkadios Wealth Advisors | $2.9M | 64,494 | Trimmed |
| 3 | Chris Bulman Inc | $870,824 | 19,232 | Trimmed |
| 4 | Simplicity Wealth,LLC | $821,078 | 18,133 | Added |
| 5 | GTS SECURITIES LLC | $578,995 | 12,787 | Trimmed |
| 6 | FSA Advisors, Inc. | $430,251 | 9,502 | Trimmed |
| 7 | Gradient Investments LLC | $316,598 | 6,992 | Trimmed |
| 8 | Impact Partnership Wealth, LLC | $291,233 | 6,432 | Trimmed |
| 9 | HARBOUR INVESTMENTS, INC. | $164,774 | 3,639 | Trimmed |
| 10 | AE Wealth Management LLC | $51,891 | 1,146 | Added |
| 11 | OSAIC HOLDINGS, INC. | $37,854 | 836 | Hold |
| 12 | JPMORGAN CHASE & CO | $34,780 | 776 | New |
| 13 | ARMSTRONG ADVISORY GROUP, INC | $26,308 | 581 | Hold |
| 14 | Planning Strategies Inc. | $16,210 | 358 | New |
| 15 | UBS Group AG | $15,169 | 335 | Added |
| 16 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $0 | 0 | Exited |
| 17 | JANE STREET GROUP, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30