Institutional Ownership
Northern Lts Fd Tr IV
CUSIP 66537J705BROOKSTONE VALUEBAMVQ1 2026
Institutional Holders
15
13F filers
Shares Held
2.90M
Aggregate institutional
Institutional Value
$94.15M
Q1 2026
Net New Holders
-4
2 new · 6 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions2
Increased4
Decreased6
Sold out6
Institutional Holders
15 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Brookstone Capital Management | 2.71M | $88.14M | −89.6K | Reduced |
| 2 | Arkadios Wealth Advisors | 58.1K | $1.89M | −982 | Reduced |
| 3 | Gts Securities LLC | 36.8K | $1.20M | +11.6K | Added |
| 4 | Chris Bulman Inc | 21.0K | $684.1K | −473 | Reduced |
| 5 | Susquehanna International Group, LLP | 20.4K | $663.9K | +20.4K | New |
| 6 | Simplicity Wealth,LLC | 14.7K | $476.6K | −749 | Reduced |
| 7 | Fsa Advisors, Inc. | 10.5K | $342.4K | +523 | Added |
| 8 | Gradient Investments LLC | 7.6K | $246.2K | +7.6K | New |
| 9 | Impact Partnership Wealth, LLC | 6.4K | $209.1K | −122 | Reduced |
| 10 | Harbour Investments, Inc. | 4.7K | $154.3K | +3.9K | Added |
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