NORTHERN LTS FD TR IV (BAMV)
Institutional ownership reported to the SEC as of Q2 2026, across 12 quarters.
15
Reporting holders
$99.1M
Reported value
0.0%
Held as options
+0
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Brookstone Capital Management | $93.7M | 2,664,258 | 0.94% | 12q | -1.7%-$1.7M |
| Arkadios Wealth Advisors | $2.1M | 58,383 | 0.03% | 6q | +0.5%+$10.8K |
| Chris Bulman Inc | $726.6K | 20,663 | 0.27% | 9q | -1.8%-$13.5K |
| FSA Advisors, Inc. | $695.6K | 19,782 | 0.16% | 3q | +87.8%+$325.2K |
| Simplicity Wealth,LLC | $658.1K | 18,716 | 0.02% | 6q | +27.7%+$142.6K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $429.9K | 12,226 | 0.00% | 2q | -40.1%-$288.3K |
| Impact Partnership Wealth, LLC | $263.8K | 7,502 | 0.03% | 4q | +16.6%+$37.6K |
| Gradient Investments LLC | $253.2K | 7,200 | 0.00% | 2q | -5.0%-$13.2K |
| HARBOUR INVESTMENTS, INC. | $139.5K | 3,968 | 0.00% | 5q | -16.4%-$27.4K |
| UBS Group AG | $56.4K | 1,605 | 0.00% | 8q | -24.7%-$18.5K |
| AE Wealth Management LLC | $46.1K | 1,311 | 0.00% | 3q | +2750.0%+$44.5K |
| OSAIC HOLDINGS, INC. | $29.5K | 838 | 0.00% | 10q | HELD |
| Oakmont Advisory Group, LLC | $27.8K | 791 | 0.02% | new | NEW |
| ARMSTRONG ADVISORY GROUP, INC | $20.3K | 576 | 0.00% | 3q | HELD |
| JPMORGAN CHASE & CO | $3.0K | 85 | 0.00% | new | NEW |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 15 | $99.1M | 2,817,904 | 2 | 5 | 6 | 0.0% |
| Q1 2026 | 15 | $94.2M | 2,896,606 | 2 | 4 | 6 | 0.0% |
| Q4 2025 | 19 | $96.9M | 2,989,310 | 8 | 3 | 4 | 0.0% |
| Q3 2025 | 10 | $96.4M | 3,018,752 | 1 | 2 | 5 | 0.0% |
| Q2 2025 | 13 | $102.8M | 3,233,433 | 3 | 6 | 2 | 0.0% |
| Q1 2025 | 13 | $90.3M | 2,892,791 | 7 | 4 | 1 | 0.0% |
| Q4 2024 | 9 | $79.7M | 2,611,003 | 3 | 2 | 1 | 0.0% |
| Q3 2024 | 7 | $79.7M | 2,523,946 | 2 | 0 | 3 | 0.0% |
| Q2 2024 | 12 | $78.3M | 2,583,270 | 5 | 2 | 3 | 0.0% |
| Q1 2024 | 8 | $73.8M | 2,438,506 | 4 | 1 | 3 | 0.0% |
| Q4 2023 | 5 | $65.0M | 2,302,480 | 3 | 2 | 0 | 0.0% |
| Q3 2023 | 2 | $2.2M | 90,028 | 2 | 0 | 0 | 0.0% |