13 institutions reported holding $67.7M of NORTHERN LTS FD TR IV (BAMU) in SEC 13F filings for 2026-03-31. Largest institutional holders: Brookstone Capital Management ($66.8M), Simplicity Wealth,LLC ($404,880), JANE STREET GROUP, LLC ($205,135), JPMORGAN CHASE & CO ($119,538), HARBOUR INVESTMENTS, INC. ($116,585). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Brookstone Capital Management | $66.8M | 2.6M | Trimmed |
| 2 | Simplicity Wealth,LLC | $404,880 | 16,044 | Trimmed |
| 3 | JANE STREET GROUP, LLC | $205,135 | 8,129 | New |
| 4 | JPMORGAN CHASE & CO | $119,538 | 4,737 | Added |
| 5 | HARBOUR INVESTMENTS, INC. | $116,585 | 4,620 | Added |
| 6 | UBS Group AG | $31,897 | 1,264 | Added |
| 7 | OSAIC HOLDINGS, INC. | $25,230 | 1,000 | Hold |
| 8 | Key Capital Management, INC | $0 | 0 | Exited |
| 9 | Camelot Portfolios, LLC | $0 | 0 | Exited |
| 10 | AlphaStar Capital Management, LLC | $0 | 0 | Exited |
| 11 | AE Wealth Management LLC | $0 | 0 | Exited |
| 12 | GTS SECURITIES LLC | $0 | 0 | Exited |
| 13 | Wealth Watch Advisors, INC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31