11 institutions reported holding $48.6M of NORTHERN LTS FD TR IV (BAMA) in SEC 13F filings for 2026-06-30. Largest institutional holders: Brookstone Capital Management ($47.0M), GTS SECURITIES LLC ($576,818), Simplicity Wealth,LLC ($358,597), Chris Bulman Inc ($273,593), SUSQUEHANNA INTERNATIONAL GROUP, LLP ($208,125). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Brookstone Capital Management | $47.0M | 1.3M | Trimmed |
| 2 | GTS SECURITIES LLC | $576,818 | 15,745 | Trimmed |
| 3 | Simplicity Wealth,LLC | $358,597 | 9,788 | Added |
| 4 | Chris Bulman Inc | $273,593 | 7,468 | Trimmed |
| 5 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $208,125 | 5,681 | New |
| 6 | HARBOUR INVESTMENTS, INC. | $68,948 | 1,882 | Trimmed |
| 7 | AE Wealth Management LLC | $64,039 | 1,748 | Added |
| 8 | OSAIC HOLDINGS, INC. | $16,268 | 444 | Hold |
| 9 | Oakmont Advisory Group, LLC | $16,201 | 442 | New |
| 10 | ARMSTRONG ADVISORY GROUP, INC | $11,357 | 310 | Hold |
| 11 | UBS Group AG | $3,480 | 95 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30