7 institutions reported holding $132.9M of NORTHERN LTS FD TR IV (BAMG) in SEC 13F filings for 2026-06-30. Largest institutional holders: Brookstone Capital Management ($131.3M), Chris Bulman Inc ($870,824), Gradient Investments LLC ($316,598), Impact Partnership Wealth, LLC ($291,233), AE Wealth Management LLC ($51,891). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Brookstone Capital Management | $131.3M | 2.9M | Added |
| 2 | Chris Bulman Inc | $870,824 | 19,232 | Trimmed |
| 3 | Gradient Investments LLC | $316,598 | 6,992 | Trimmed |
| 4 | Impact Partnership Wealth, LLC | $291,233 | 6,432 | Trimmed |
| 5 | AE Wealth Management LLC | $51,891 | 1,146 | Added |
| 6 | ARMSTRONG ADVISORY GROUP, INC | $26,308 | 581 | Hold |
| 7 | Planning Strategies Inc. | $16,210 | 358 | New |
Source: SEC Form 13F filings · as of 2026-06-30