2 institutions reported holding $64.2M of NORTHERN LTS FD TR IV (BAMU) in SEC 13F filings for 2026-06-30. Largest institutional holders: Brookstone Capital Management ($64.2M), AE Wealth Management LLC ($2,750). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Brookstone Capital Management | $64.2M | 2.5M | Trimmed |
| 2 | AE Wealth Management LLC | $2,750 | 109 | New |
Source: SEC Form 13F filings · as of 2026-06-30