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

NORTHERN LTS FD TR IV

BAMO
Institutions
9
Combined AUM (Q2 2026)
$45.6M
Combined Shares (Q2 2026)
1.3M
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+15,057
4 · 1 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-53,561
5 · 1 Exit · ≈
⚖️ Net
-38,504
Net Sell
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$45.6M
Institutions
9
New Buys
1
Adds
3
Reduces
4
Exits
1
Unchanged
1
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Brookstone Capital Management
0.44%0.48%#1$43.8M1.3M$41.9M1.3M-50,821-3.85%Reduce
GTS SECURITIES LLC
0.02%0.02%#3$1.1M32,179$680,27321,403+10,776+50.35%Add
Simplicity Wealth,LLC
0.01%0.01%#5$347,31310,063$256,0318,055+2,008+24.93%Add
Chris Bulman Inc
0.09%0.11%#2$258,7487,497$243,3047,655-158-2.06%Reduce
HARBOUR INVESTMENTS, INC.
<0.01%<0.01%#6$65,2651,891$75,2952,369-478-20.18%Reduce
AE Wealth Management LLC
<0.01%<0.01%#7$63,5051,840$50916+1,824+11,400.00%Add
Oakmont Advisory Group, LLC
0.01%#4$15,491449$00+449New Buy
OSAIC HOLDINGS, INC.
<0.01%<0.01%#8$15,287443$14,07844300.00%Unchanged
UBS Group AG
<0.01%<0.01%#9$13,184382$67,2232,115-1,733-81.94%Reduce

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow