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

BAMA
Institutions
11
Combined AUM (Q2 2026)
$48.6M
Combined Shares (Q2 2026)
1.3M
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)
+9,695
4 institutions added · 2 new buys
Est. buy amount
📤 Outflow (Q1 2026→Q2 2026)
-93,322
6 institutions reduced · 1 exits
Est. sell amount
⚖️ Net Share Change
-83,627
Net Sell
💰 Est. Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$48.6M
Institutions
11
New Buys
2
Adds
2
Reduces
5
Exits
1
Unchanged
2
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Brookstone Capital Management
0.47%0.51%#1$47.0M1.3M$44.6M1.3M-66,765-4.95%Reduce
GTS SECURITIES LLC
0.01%0.05%#4$576,81815,745$1.3M39,620-23,875-60.26%Reduce
Simplicity Wealth,LLC
0.01%0.01%#5$358,5979,788$262,7057,949+1,839+23.13%Add
Chris Bulman Inc
0.1%0.11%#2$273,5937,468$252,1537,630-162-2.12%Reduce
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%#10$208,1255,681$00+5,681New Buy
HARBOUR INVESTMENTS, INC.
<0.01%<0.01%#6$68,9481,882$76,9012,327-445-19.12%Reduce
AE Wealth Management LLC
<0.01%<0.01%#8$64,0391,748$49615+1,733+11,553.33%Add
OSAIC HOLDINGS, INC.
<0.01%<0.01%#9$16,268444$14,67444400.00%Unchanged
Oakmont Advisory Group, LLC
0.01%#3$16,201442$00+442New Buy
ARMSTRONG ADVISORY GROUP, INC
<0.01%<0.01%#7$11,357310$10,24531000.00%Unchanged
UBS Group AG
<0.01%<0.01%#11$3,48095$59,4191,798-1,703-94.72%Reduce

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow