Northern Lts Fd Tr IV (BAMY) institutional ownership
NORTHERN LTS FD TR IV · 13F, 2026Q2
| Managers holding | 10 |
|---|---|
| Shares held | 1,576,685 |
| Reported value | $43.3m |
| Quarter flows | 2 new, 2 added, 4 trimmed, 1 exited |
Top 10 holders
| Manager | Shares | Value | % of manager's 13F |
|---|---|---|---|
| Brookstone Capital Management | 1,513,552 | $41.6m | 0.4% |
| GTS SECURITIES LLC | 33,488 | $920,384 | 0.0% |
| Simplicity Wealth,LLC | 9,758 | $268,188 | 0.0% |
| Chris Bulman Inc | 8,651 | $237,765 | 0.1% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 7,517 | $206,597 | 0.0% |
| HARBOUR INVESTMENTS, INC. | 2,111 | $58,019 | 0.0% |
| OSAIC HOLDINGS, INC. | 600 | $16,488 | 0.0% |
| Oakmont Advisory Group, LLC | 535 | $14,691 | 0.0% |
| UBS Group AG | 456 | $12,533 | 0.0% |
| AE Wealth Management LLC | 17 | $467 | 0.0% |
Every holder, line by line, and the full history since 2013: yf.Client().holders("BAMY"). BAMY price history · All 13F data