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

BAMY
Institutions
10
Combined AUM (Q2 2026)
$43.3M
Combined Shares (Q2 2026)
1.6M
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+25,144
4 · 2 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-40,822
5 · 1 Exit · ≈
⚖️ Net
-15,678
Net Sell
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$43.3M
Institutions
10
New Buys
2
Adds
2
Reduces
4
Exits
1
Unchanged
2
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Brookstone Capital Management
0.42%0.49%#1$41.6M1.5M$42.5M1.6M-39,383-2.54%Reduce
GTS SECURITIES LLC
0.02%0.02%#3$920,38433,488$504,96918,472+15,016+81.29%Add
Simplicity Wealth,LLC
0.01%0.01%#5$268,1889,758$210,0117,682+2,076+27.02%Add
Chris Bulman Inc
0.09%0.11%#2$237,7658,651$240,9178,813-162-1.84%Reduce
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%#8$206,5977,517$00+7,517New Buy
HARBOUR INVESTMENTS, INC.
<0.01%<0.01%#6$58,0192,111$70,4192,576-465-18.05%Reduce
OSAIC HOLDINGS, INC.
<0.01%<0.01%#7$16,488600$16,40460000.00%Unchanged
Oakmont Advisory Group, LLC
0.01%#4$14,691535$00+535New Buy
UBS Group AG
<0.01%<0.01%#10$12,533456$22,170811-355-43.77%Reduce
AE Wealth Management LLC
<0.01%<0.01%#9$46717$4651700.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow