7 institutions reported holding $95.0M of NORTHERN LTS FD TR IV (BAMV) in SEC 13F filings for 2026-06-30. Largest institutional holders: Brookstone Capital Management ($93.7M), Chris Bulman Inc ($726,604), Impact Partnership Wealth, LLC ($263,818), Gradient Investments LLC ($253,184), AE Wealth Management LLC ($46,101). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Brookstone Capital Management | $93.7M | 2.7M | Trimmed |
| 2 | Chris Bulman Inc | $726,604 | 20,663 | Trimmed |
| 3 | Impact Partnership Wealth, LLC | $263,818 | 7,502 | Added |
| 4 | Gradient Investments LLC | $253,184 | 7,200 | Trimmed |
| 5 | AE Wealth Management LLC | $46,101 | 1,311 | Added |
| 6 | Oakmont Advisory Group, LLC | $27,802 | 791 | New |
| 7 | ARMSTRONG ADVISORY GROUP, INC | $20,255 | 576 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30