BAMO — Northern Lts Fd Tr IV Institutional Holders · Q2 2026
Who owns Northern Lts Fd Tr IV (BAMO)? 9 institutions reported holding $45.65M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Brookstone Capital Management ($43.8M), Gts Securities LLC ($1.1M), Simplicity Wealth,LLC ($347,313).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Brookstone Capital Management | $43.8M | 1.3M | Trimmed |
| 2 | GTS SECURITIES LLC | $1.1M | 32,179 | Added |
| 3 | Simplicity Wealth,LLC | $347,313 | 10,063 | Added |
| 4 | Chris Bulman Inc | $258,748 | 7,497 | Trimmed |
| 5 | HARBOUR INVESTMENTS, INC. | $65,265 | 1,891 | Trimmed |
| 6 | AE Wealth Management LLC | $63,505 | 1,840 | Added |
| 7 | Oakmont Advisory Group, LLC | $15,491 | 449 | New |
| 8 | OSAIC HOLDINGS, INC. | $15,287 | 443 | Hold |
| 9 | UBS Group AG | $13,184 | 382 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30