21 institutions reported holding $90.8M of NORTHERN LTS FD TR IV (BAMD) in SEC 13F filings for 2026-03-31. Largest institutional holders: Brookstone Capital Management ($87.4M), GTS SECURITIES LLC ($766,716), Chris Bulman Inc ($670,121), SUSQUEHANNA INTERNATIONAL GROUP, LLP ($476,634), Simplicity Wealth,LLC ($452,058). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Brookstone Capital Management | $87.4M | 2.8M | Trimmed |
| 2 | GTS SECURITIES LLC | $766,716 | 24,620 | Trimmed |
| 3 | Chris Bulman Inc | $670,121 | 21,518 | Trimmed |
| 4 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $476,634 | 15,305 | Added |
| 5 | Simplicity Wealth,LLC | $452,058 | 14,516 | Trimmed |
| 6 | MORGAN STANLEY | $331,480 | 10,644 | New |
| 7 | FSA Advisors, Inc. | $327,867 | 10,528 | Added |
| 8 | Gradient Investments LLC | $241,322 | 7,749 | New |
| 9 | UBS Group AG | $43,412 | 1,394 | New |
| 10 | Anfield Capital Management, LLC | $37,215 | 1,195 | Hold |
| 11 | OSAIC HOLDINGS, INC. | $26,406 | 848 | Hold |
| 12 | JPMORGAN CHASE & CO | $26,304 | 851 | New |
| 13 | ARMSTRONG ADVISORY GROUP, INC | $18,281 | 587 | Hold |
| 14 | AE Wealth Management LLC | $1,464 | 47 | Trimmed |
| 15 | Camelot Portfolios, LLC | $0 | 0 | Exited |
| 16 | AlphaStar Capital Management, LLC | $0 | 0 | Exited |
| 17 | Kestra Advisory Services, LLC | $0 | 0 | Exited |
| 18 | Wealth Watch Advisors, INC | $0 | 0 | Exited |
| 19 | Key Capital Management, INC | $0 | 0 | Exited |
| 20 | BANK OF AMERICA CORP /DE/ | $0 | 0 | Exited |
| 21 | HARBOUR INVESTMENTS, INC. | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31