5 institutions reported holding $89.2M of NORTHERN LTS FD TR IV (BAMD) in SEC 13F filings for 2026-06-30. Largest institutional holders: Brookstone Capital Management ($88.2M), Chris Bulman Inc ($689,483), Gradient Investments LLC ($245,944), ARMSTRONG ADVISORY GROUP, INC ($19,125), AE Wealth Management LLC ($17,984). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Brookstone Capital Management | $88.2M | 2.7M | Trimmed |
| 2 | Chris Bulman Inc | $689,483 | 21,163 | Trimmed |
| 3 | Gradient Investments LLC | $245,944 | 7,549 | Trimmed |
| 4 | ARMSTRONG ADVISORY GROUP, INC | $19,125 | 587 | Hold |
| 5 | AE Wealth Management LLC | $17,984 | 552 | Added |
Source: SEC Form 13F filings · as of 2026-06-30