13FBOX
NORTHERN LTS FD TR IV · 13F Institutional Holdings
Options Calculator Rankings
N

NORTHERN LTS FD TR IV

BAMV
Institutions
15
Combined AUM (Q2 2026)
$98.7M
Combined Shares (Q2 2026)
2.8M
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+7,572
6 · 2 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-96,165
9 · 2 Exit · ≈
⚖️ Net
-88,593
Net Sell
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$98.7M
Institutions
15
New Buys
2
Adds
4
Reduces
7
Exits
2
Unchanged
2
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Brookstone Capital Management
0.94%1.01%#1$93.7M2.7M$88.1M2.7M-47,261-1.74%Reduce
Arkadios Wealth Advisors
0.03%0.03%#4$2.1M58,383$1.9M58,075+308+0.53%Add
Chris Bulman Inc
0.27%0.3%#2$726,60420,663$684,10321,046-383-1.82%Reduce
Simplicity Wealth,LLC
0.02%0.03%#7$658,14318,716$476,55414,661+4,055+27.66%Add
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#13$429,92112,226$663,91920,425-8,199-40.14%Reduce
FSA Advisors, Inc.
0.16%0.23%#3$347,8239,891$342,44210,535-644-6.11%Reduce
Impact Partnership Wealth, LLC
0.03%0.03%#5$263,8187,502$209,1396,434+1,068+16.60%Add
Gradient Investments LLC
<0.01%<0.01%#8$253,1847,200$246,2277,575-375-4.95%Reduce
HARBOUR INVESTMENTS, INC.
<0.01%<0.01%#9$139,5333,968$154,2704,746-778-16.39%Reduce
UBS Group AG
<0.01%<0.01%#14$56,4381,605$69,2682,131-526-24.68%Reduce
AE Wealth Management LLC
<0.01%<0.01%#11$46,1011,311$1,49546+1,265+2,750.00%Add
OSAIC HOLDINGS, INC.
<0.01%<0.01%#12$29,464838$27,24383800.00%Unchanged
Oakmont Advisory Group, LLC
0.02%#6$27,802791$00+791New Buy
ARMSTRONG ADVISORY GROUP, INC
<0.01%<0.01%#10$20,255576$18,72357600.00%Unchanged
JPMORGAN CHASE & CO
<0.01%#15$3,01585$00+85New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow