Institutional Ownership
Northern Lts Fd Tr IV
CUSIP 66537J507BROOKSTONE DIVIDBAMDQ1 2026
Institutional Holders
14
13F filers
Shares Held
2.92M
Aggregate institutional
Institutional Value
$90.81M
Q1 2026
Net New Holders
-3
4 new · 7 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions4
Increased2
Decreased5
Sold out7
Institutional Holders
14 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Brookstone Capital Management | 2.81M | $87.40M | −83.4K | Reduced |
| 2 | Gts Securities LLC | 24.6K | $766.7K | −17.7K | Reduced |
| 3 | Chris Bulman Inc | 21.5K | $670.1K | −512 | Reduced |
| 4 | Susquehanna International Group, LLP | 15.3K | $476.6K | +965 | Added |
| 5 | Simplicity Wealth,LLC | 14.5K | $452.1K | −415 | Reduced |
| 6 | Morgan Stanley | 10.6K | $331.5K | +10.6K | New |
| 7 | Fsa Advisors, Inc. | 10.5K | $327.9K | +585 | Added |
| 8 | Gradient Investments LLC | 7.7K | $241.3K | +7.7K | New |
| 9 | Ubs Group AG | 1.4K | $43.4K | +1.4K | New |
| 10 | Anfield Capital Management, LLC | 1.2K | $37.2K | 0 | Held |
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