15 institutions reported holding $60.0M of NORTHERN LTS FD TR IV (BAMB) in SEC 13F filings for 2026-03-31. Largest institutional holders: Brookstone Capital Management ($58.6M), GTS SECURITIES LLC ($506,247), SUSQUEHANNA INTERNATIONAL GROUP, LLP ($425,867), Simplicity Wealth,LLC ($373,955), HARBOUR INVESTMENTS, INC. ($116,681). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Brookstone Capital Management | $58.6M | 2.2M | Trimmed |
| 2 | GTS SECURITIES LLC | $506,247 | 19,268 | Trimmed |
| 3 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $425,867 | 16,209 | New |
| 4 | Simplicity Wealth,LLC | $373,955 | 14,233 | Trimmed |
| 5 | HARBOUR INVESTMENTS, INC. | $116,681 | 4,441 | Added |
| 6 | OSAIC HOLDINGS, INC. | $27,110 | 1,032 | Hold |
| 7 | UBS Group AG | $6,752 | 257 | Added |
| 8 | Wealth Watch Advisors, INC | $0 | 0 | Exited |
| 9 | CITADEL ADVISORS LLC | $0 | 0 | Exited |
| 10 | Camelot Portfolios, LLC | $0 | 0 | Exited |
| 11 | JANE STREET GROUP, LLC | $0 | 0 | Exited |
| 12 | AlphaStar Capital Management, LLC | $0 | 0 | Exited |
| 13 | AE Wealth Management LLC | $0 | 0 | Exited |
| 14 | Key Capital Management, INC | $0 | 0 | Exited |
| 15 | MORGAN STANLEY | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31