# NORTHERN LTS FD TR IV (BAMY)

> Institutional ownership reported to the SEC as of Q2 2026, from Form 13F filings. Source: https://holderbook.com/stocks/BAMY/

- Reporting holders: 10
- Reported value: $43.3M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Brookstone Capital Management](https://holderbook.com/funds/1599584-brookstone-capital-management/) | $41.6M | 1,513,552 | 0.4% | 11 |
| [GTS SECURITIES LLC](https://holderbook.com/funds/1452765-gts-securities-llc/) | $920.4K | 33,488 | 0.0% | 3 |
| [Simplicity Wealth,LLC](https://holderbook.com/funds/1913243-simplicity-wealth-llc/) | $268.2K | 9,758 | 0.0% | 4 |
| [Chris Bulman Inc](https://holderbook.com/funds/2032404-chris-bulman-inc/) | $237.8K | 8,651 | 0.1% | 9 |
| [SUSQUEHANNA INTERNATIONAL GROUP, LLP](https://holderbook.com/funds/1446194-susquehanna-international-group-llp/) | $206.6K | 7,517 | 0.0% | 1 |
| [HARBOUR INVESTMENTS, INC.](https://holderbook.com/funds/810121-harbour-investments-inc/) | $58.0K | 2,111 | 0.0% | 5 |
| [OSAIC HOLDINGS, INC.](https://holderbook.com/funds/1677044-osaic-holdings-inc/) | $16.5K | 600 | 0.0% | 10 |
| [Oakmont Advisory Group, LLC](https://holderbook.com/funds/2115370-oakmont-advisory-group-llc/) | $14.7K | 535 | 0.0% | 1 |
| [UBS Group AG](https://holderbook.com/funds/1610520-ubs-group-ag/) | $12.5K | 456 | 0.0% | 2 |
| [AE Wealth Management LLC](https://holderbook.com/funds/1697723-ae-wealth-management-llc/) | $467 | 17 | 0.0% | 3 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2026 | 10 | $43.3M |
| Q1 2026 | 9 | $43.5M |
| Q4 2025 | 13 | $40.4M |
| Q3 2025 | 8 | $40.3M |
| Q2 2025 | 7 | $39.0M |
| Q1 2025 | 7 | $36.0M |
| Q4 2024 | 7 | $34.7M |
| Q3 2024 | 7 | $33.2M |
| Q2 2024 | 12 | $33.2M |
| Q1 2024 | 8 | $32.7M |
| Q4 2023 | 7 | $28.4M |
| Q3 2023 | 1 | $502.8K |