BAMU — Northern Lts Fd Tr IV Institutional Holders · Q2 2026
Who owns Northern Lts Fd Tr IV (BAMU)? 9 institutions reported holding $65.64M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Brookstone Capital Management ($64.2M), Citadel Advisors LLC ($528,316), Simplicity Wealth,LLC ($498,880).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Brookstone Capital Management | $64.2M | 2.5M | Trimmed |
| 2 | CITADEL ADVISORS LLC | $528,316 | 20,940 | New |
| 3 | Simplicity Wealth,LLC | $498,880 | 19,773 | Added |
| 4 | JANE STREET GROUP, LLC | $218,088 | 8,644 | Added |
| 5 | HARBOUR INVESTMENTS, INC. | $85,504 | 3,389 | Trimmed |
| 6 | JPMORGAN CHASE & CO | $85,353 | 3,383 | Trimmed |
| 7 | OSAIC HOLDINGS, INC. | $25,230 | 1,000 | Hold |
| 8 | AE Wealth Management LLC | $2,750 | 109 | New |
| 9 | UBS Group AG | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30