14 institutions reported holding $46.6M of NORTHERN LTS FD TR IV (BAMA) in SEC 13F filings for 2026-03-31. Largest institutional holders: Brookstone Capital Management ($44.6M), GTS SECURITIES LLC ($1.3M), Simplicity Wealth,LLC ($262,705), Chris Bulman Inc ($252,153), HARBOUR INVESTMENTS, INC. ($76,901). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Brookstone Capital Management | $44.6M | 1.3M | Added |
| 2 | GTS SECURITIES LLC | $1.3M | 39,620 | Added |
| 3 | Simplicity Wealth,LLC | $262,705 | 7,949 | Trimmed |
| 4 | Chris Bulman Inc | $252,153 | 7,630 | Trimmed |
| 5 | HARBOUR INVESTMENTS, INC. | $76,901 | 2,327 | Added |
| 6 | UBS Group AG | $59,419 | 1,798 | New |
| 7 | OSAIC HOLDINGS, INC. | $14,674 | 444 | Hold |
| 8 | Anfield Capital Management, LLC | $12,294 | 372 | Hold |
| 9 | ARMSTRONG ADVISORY GROUP, INC | $10,245 | 310 | Hold |
| 10 | AE Wealth Management LLC | $496 | 15 | Trimmed |
| 11 | Wealth Watch Advisors, INC | $0 | 0 | Exited |
| 12 | Camelot Portfolios, LLC | $0 | 0 | Exited |
| 13 | Key Capital Management, INC | $0 | 0 | Exited |
| 14 | AlphaStar Capital Management, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31