13 institutions reported holding $43.3M of NORTHERN LTS FD TR IV (BAMO) in SEC 13F filings for 2026-03-31. Largest institutional holders: Brookstone Capital Management ($41.9M), GTS SECURITIES LLC ($680,273), Simplicity Wealth,LLC ($256,031), Chris Bulman Inc ($243,304), HARBOUR INVESTMENTS, INC. ($75,295). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Brookstone Capital Management | $41.9M | 1.3M | Added |
| 2 | GTS SECURITIES LLC | $680,273 | 21,403 | Added |
| 3 | Simplicity Wealth,LLC | $256,031 | 8,055 | Trimmed |
| 4 | Chris Bulman Inc | $243,304 | 7,655 | Trimmed |
| 5 | HARBOUR INVESTMENTS, INC. | $75,295 | 2,369 | Added |
| 6 | UBS Group AG | $67,223 | 2,115 | Added |
| 7 | OSAIC HOLDINGS, INC. | $14,078 | 443 | Hold |
| 8 | Anfield Capital Management, LLC | $11,792 | 371 | Hold |
| 9 | AE Wealth Management LLC | $509 | 16 | Trimmed |
| 10 | Wealth Watch Advisors, INC | $0 | 0 | Exited |
| 11 | Camelot Portfolios, LLC | $0 | 0 | Exited |
| 12 | AlphaStar Capital Management, LLC | $0 | 0 | Exited |
| 13 | Key Capital Management, INC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31