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

NORTHERN LTS FD TR IV

BAMD
Institutions
11
Combined AUM (Q2 2026)
$91.2M
Combined Shares (Q2 2026)
2.8M
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+7,138
4 · 0 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-114,054
7 · 2 Exit · ≈
⚖️ Net
-106,916
Net Sell
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$91.2M
Institutions
11
New Buys
0
Adds
4
Reduces
5
Exits
2
Unchanged
2
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Brookstone Capital Management
0.88%1%#1$88.2M2.7M$87.4M2.8M-97,800-3.48%Reduce
Chris Bulman Inc
0.25%0.29%#2$689,48321,163$670,12121,518-355-1.65%Reduce
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#9$602,52918,494$476,63415,305+3,189+20.84%Add
Simplicity Wealth,LLC
0.02%0.03%#4$542,77716,660$452,05814,516+2,144+14.77%Add
GTS SECURITIES LLC
0.01%0.03%#5$394,87012,120$766,71624,620-12,500-50.77%Reduce
FSA Advisors, Inc.
0.15%0.22%#3$323,1339,918$327,86710,528-610-5.79%Reduce
Gradient Investments LLC
<0.01%<0.01%#6$245,9447,549$241,3227,749-200-2.58%Reduce
JPMORGAN CHASE & CO
<0.01%<0.01%#11$70,3162,151$26,304851+1,300+152.76%Add
OSAIC HOLDINGS, INC.
<0.01%<0.01%#10$27,627848$26,40684800.00%Unchanged
ARMSTRONG ADVISORY GROUP, INC
<0.01%<0.01%#7$19,125587$18,28158700.00%Unchanged
AE Wealth Management LLC
<0.01%<0.01%#8$17,984552$1,46447+505+1,074.47%Add

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow