16 institutions reported holding $98.7M of NORTHERN LTS FD TR IV (BAMV) in SEC 13F filings for 2026-06-30. Largest institutional holders: Brookstone Capital Management ($93.7M), Arkadios Wealth Advisors ($2.1M), Chris Bulman Inc ($726,604), Simplicity Wealth,LLC ($658,143), SUSQUEHANNA INTERNATIONAL GROUP, LLP ($429,921). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Brookstone Capital Management | $93.7M | 2.7M | Trimmed |
| 2 | Arkadios Wealth Advisors | $2.1M | 58,383 | Added |
| 3 | Chris Bulman Inc | $726,604 | 20,663 | Trimmed |
| 4 | Simplicity Wealth,LLC | $658,143 | 18,716 | Added |
| 5 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $429,921 | 12,226 | Trimmed |
| 6 | FSA Advisors, Inc. | $347,823 | 9,891 | Trimmed |
| 7 | Impact Partnership Wealth, LLC | $263,818 | 7,502 | Added |
| 8 | Gradient Investments LLC | $253,184 | 7,200 | Trimmed |
| 9 | HARBOUR INVESTMENTS, INC. | $139,533 | 3,968 | Trimmed |
| 10 | UBS Group AG | $56,438 | 1,605 | Trimmed |
| 11 | AE Wealth Management LLC | $46,101 | 1,311 | Added |
| 12 | OSAIC HOLDINGS, INC. | $29,464 | 838 | Hold |
| 13 | Oakmont Advisory Group, LLC | $27,802 | 791 | New |
| 14 | ARMSTRONG ADVISORY GROUP, INC | $20,255 | 576 | Hold |
| 15 | JPMORGAN CHASE & CO | $3,015 | 85 | New |
| 16 | GTS SECURITIES LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30