Northern Lts Fd Tr IV (BAMO) institutional ownership
NORTHERN LTS FD TR IV · 13F, 2026Q2
| Managers holding | 9 |
|---|---|
| Shares held | 1,322,558 |
| Reported value | $45.6m |
| Quarter flows | 1 new, 3 added, 4 trimmed, 1 exited |
Top 9 holders
| Manager | Shares | Value | % of manager's 13F |
|---|---|---|---|
| Brookstone Capital Management | 1,267,814 | $43.8m | 0.4% |
| GTS SECURITIES LLC | 32,179 | $1.1m | 0.0% |
| Simplicity Wealth,LLC | 10,063 | $347,313 | 0.0% |
| Chris Bulman Inc | 7,497 | $258,748 | 0.1% |
| HARBOUR INVESTMENTS, INC. | 1,891 | $65,265 | 0.0% |
| AE Wealth Management LLC | 1,840 | $63,505 | 0.0% |
| Oakmont Advisory Group, LLC | 449 | $15,491 | 0.0% |
| OSAIC HOLDINGS, INC. | 443 | $15,287 | 0.0% |
| UBS Group AG | 382 | $13,184 | 0.0% |
Every holder, line by line, and the full history since 2013: yf.Client().holders("BAMO"). BAMO price history · All 13F data