BAMY — Northern Lts Fd Tr IV Institutional Holders · Q2 2026
Who owns Northern Lts Fd Tr IV (BAMY)? 10 institutions reported holding $43.33M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Brookstone Capital Management ($41.6M), Gts Securities LLC ($920,384), Simplicity Wealth,LLC ($268,188).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Brookstone Capital Management | $41.6M | 1.5M | Trimmed |
| 2 | GTS SECURITIES LLC | $920,384 | 33,488 | Added |
| 3 | Simplicity Wealth,LLC | $268,188 | 9,758 | Added |
| 4 | Chris Bulman Inc | $237,765 | 8,651 | Trimmed |
| 5 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $206,597 | 7,517 | New |
| 6 | HARBOUR INVESTMENTS, INC. | $58,019 | 2,111 | Trimmed |
| 7 | OSAIC HOLDINGS, INC. | $16,488 | 600 | Hold |
| 8 | Oakmont Advisory Group, LLC | $14,691 | 535 | New |
| 9 | UBS Group AG | $12,533 | 456 | Trimmed |
| 10 | AE Wealth Management LLC | $467 | 17 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30