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

NORTHERN LTS FD TR IV

BAMU
Institutions
8
Combined AUM (Q2 2026)
$65.6M
Combined Shares (Q2 2026)
2.6M
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+25,293
4 · 2 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-114,312
5 · 2 Exit · ≈
⚖️ Net
-89,019
Net Sell
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$65.6M
Institutions
8
New Buys
2
Adds
2
Reduces
3
Exits
2
Unchanged
1
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Brookstone Capital Management
0.64%0.76%#1$64.2M2.5M$66.8M2.6M-103,739-3.92%Reduce
CITADEL ADVISORS LLC
<0.01%#4$528,31620,940$00+20,940New Buy
Simplicity Wealth,LLC
0.02%0.02%#2$498,88019,773$404,88016,044+3,729+23.24%Add
JANE STREET GROUP, LLC
<0.01%<0.01%#6$218,0888,644$205,1358,129+515+6.34%Add
HARBOUR INVESTMENTS, INC.
<0.01%<0.01%#3$85,5043,389$116,5854,620-1,231-26.65%Reduce
JPMORGAN CHASE & CO
<0.01%<0.01%#8$85,3533,383$119,5384,737-1,354-28.58%Reduce
OSAIC HOLDINGS, INC.
<0.01%<0.01%#5$25,2301,000$25,2301,00000.00%Unchanged
AE Wealth Management LLC
<0.01%#7$2,750109$00+109New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow