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

BAMB
Institutions
8
Combined AUM (Q2 2026)
$56.6M
Combined Shares (Q2 2026)
2.2M
Overall Trend
Decrease
All institutions combined
Basis: holder count and combined value / shares merge all share classes of the same company (e.g. Class A / C); each institution is counted once, and value & shares are the sum across classes.
📥 Inflow (Q1 2026→Q2 2026)
+4,174
2 institutions added · 1 new buys
Est. buy amount
📤 Outflow (Q1 2026→Q2 2026)
-114,054
5 institutions reduced · 0 exits
Est. sell amount
⚖️ Net Share Change
-109,880
Net Sell
💰 Est. Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$56.6M
Institutions
8
New Buys
1
Adds
1
Reduces
5
Exits
0
Unchanged
1
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Brookstone Capital Management
0.55%0.67%#1$55.2M2.1M$58.6M2.2M-105,363-4.73%Reduce
GTS SECURITIES LLC
0.01%0.02%#4$494,63819,026$506,24719,268-242-1.26%Reduce
Simplicity Wealth,LLC
0.02%0.02%#3$455,37817,516$373,95514,233+3,283+23.07%Add
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#7$233,3858,977$425,86716,209-7,232-44.62%Reduce
HARBOUR INVESTMENTS, INC.
<0.01%<0.01%#5$86,3923,323$116,6814,441-1,118-25.17%Reduce
OSAIC HOLDINGS, INC.
<0.01%<0.01%#6$26,8321,032$27,1101,03200.00%Unchanged
Oakmont Advisory Group, LLC
0.02%#2$23,162891$00+891New Buy
UBS Group AG
<0.01%<0.01%#8$4,108158$6,752257-99-38.52%Reduce

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow