14 institutions reported holding $43.5M of NORTHERN LTS FD TR IV (BAMY) in SEC 13F filings for 2026-03-31. Largest institutional holders: Brookstone Capital Management ($42.5M), GTS SECURITIES LLC ($504,969), Chris Bulman Inc ($240,917), Simplicity Wealth,LLC ($210,011), HARBOUR INVESTMENTS, INC. ($70,419). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Brookstone Capital Management | $42.5M | 1.6M | Added |
| 2 | GTS SECURITIES LLC | $504,969 | 18,472 | Trimmed |
| 3 | Chris Bulman Inc | $240,917 | 8,813 | Trimmed |
| 4 | Simplicity Wealth,LLC | $210,011 | 7,682 | Trimmed |
| 5 | HARBOUR INVESTMENTS, INC. | $70,419 | 2,576 | Added |
| 6 | UBS Group AG | $22,170 | 811 | New |
| 7 | OSAIC HOLDINGS, INC. | $16,404 | 600 | Hold |
| 8 | Anfield Capital Management, LLC | $12,493 | 457 | Hold |
| 9 | AE Wealth Management LLC | $465 | 17 | Trimmed |
| 10 | Wealth Watch Advisors, INC | $0 | 0 | Exited |
| 11 | Key Capital Management, INC | $0 | 0 | Exited |
| 12 | BANK OF AMERICA CORP /DE/ | $0 | 0 | Exited |
| 13 | Camelot Portfolios, LLC | $0 | 0 | Exited |
| 14 | AlphaStar Capital Management, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31