21 institutions reported holding $108.4M of NORTHERN LTS FD TR IV (BAMG) in SEC 13F filings for 2026-03-31. Largest institutional holders: Brookstone Capital Management ($101.2M), Arkadios Wealth Advisors ($2.4M), GTS SECURITIES LLC ($1.4M), Chris Bulman Inc ($717,873), SUSQUEHANNA INTERNATIONAL GROUP, LLP ($647,537). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Brookstone Capital Management | $101.2M | 2.8M | Trimmed |
| 2 | Arkadios Wealth Advisors | $2.4M | 65,216 | Trimmed |
| 3 | GTS SECURITIES LLC | $1.4M | 37,342 | Added |
| 4 | Chris Bulman Inc | $717,873 | 19,658 | Trimmed |
| 5 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $647,537 | 17,732 | New |
| 6 | Simplicity Wealth,LLC | $529,050 | 14,487 | Trimmed |
| 7 | JANE STREET GROUP, LLC | $506,103 | 13,859 | New |
| 8 | FSA Advisors, Inc. | $366,495 | 10,036 | Added |
| 9 | Gradient Investments LLC | $263,660 | 7,220 | New |
| 10 | Impact Partnership Wealth, LLC | $238,237 | 6,524 | Trimmed |
| 11 | HARBOUR INVESTMENTS, INC. | $161,556 | 4,424 | Added |
| 12 | Anfield Capital Management, LLC | $42,507 | 1,164 | Hold |
| 13 | OSAIC HOLDINGS, INC. | $30,530 | 836 | Hold |
| 14 | ARMSTRONG ADVISORY GROUP, INC | $21,217 | 581 | Hold |
| 15 | UBS Group AG | $5,989 | 164 | Trimmed |
| 16 | AE Wealth Management LLC | $1,680 | 46 | Trimmed |
| 17 | Camelot Portfolios, LLC | $0 | 0 | Exited |
| 18 | Kestra Advisory Services, LLC | $0 | 0 | Exited |
| 19 | AlphaStar Capital Management, LLC | $0 | 0 | Exited |
| 20 | Key Capital Management, INC | $0 | 0 | Exited |
| 21 | Wealth Watch Advisors, INC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31