21 institutions reported holding $94.2M of NORTHERN LTS FD TR IV (BAMV) in SEC 13F filings for 2026-03-31. Largest institutional holders: Brookstone Capital Management ($88.1M), Arkadios Wealth Advisors ($1.9M), GTS SECURITIES LLC ($1.2M), Chris Bulman Inc ($684,103), SUSQUEHANNA INTERNATIONAL GROUP, LLP ($663,919). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Brookstone Capital Management | $88.1M | 2.7M | Trimmed |
| 2 | Arkadios Wealth Advisors | $1.9M | 58,075 | Trimmed |
| 3 | GTS SECURITIES LLC | $1.2M | 36,818 | Added |
| 4 | Chris Bulman Inc | $684,103 | 21,046 | Trimmed |
| 5 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $663,919 | 20,425 | New |
| 6 | Simplicity Wealth,LLC | $476,554 | 14,661 | Trimmed |
| 7 | FSA Advisors, Inc. | $342,442 | 10,535 | Added |
| 8 | Gradient Investments LLC | $246,227 | 7,575 | New |
| 9 | Impact Partnership Wealth, LLC | $209,139 | 6,434 | Trimmed |
| 10 | HARBOUR INVESTMENTS, INC. | $154,270 | 4,746 | Added |
| 11 | UBS Group AG | $69,268 | 2,131 | Added |
| 12 | Anfield Capital Management, LLC | $38,389 | 1,181 | Hold |
| 13 | OSAIC HOLDINGS, INC. | $27,243 | 838 | Hold |
| 14 | ARMSTRONG ADVISORY GROUP, INC | $18,723 | 576 | Hold |
| 15 | AE Wealth Management LLC | $1,495 | 46 | Trimmed |
| 16 | AlphaStar Capital Management, LLC | $0 | 0 | Exited |
| 17 | Camelot Portfolios, LLC | $0 | 0 | Exited |
| 18 | Kestra Advisory Services, LLC | $0 | 0 | Exited |
| 19 | Key Capital Management, INC | $0 | 0 | Exited |
| 20 | Wealth Watch Advisors, INC | $0 | 0 | Exited |
| 21 | BANK OF AMERICA CORP /DE/ | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31