Institutional Ownership
Northern Lts Fd Tr IV
CUSIP 66537J853BROOKSTONE YIELDBAMYQ1 2026
Institutional Holders
9
13F filers
Shares Held
1.59M
Aggregate institutional
Institutional Value
$43.53M
Q1 2026
Net New Holders
-4
1 new · 5 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions1
Increased2
Decreased4
Sold out5
Institutional Holders
9 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Brookstone Capital Management | 1.55M | $42.45M | +159.6K | Added |
| 2 | Gts Securities LLC | 18.5K | $505.0K | −3.4K | Reduced |
| 3 | Chris Bulman Inc | 8.8K | $240.9K | −216 | Reduced |
| 4 | Simplicity Wealth,LLC | 7.7K | $210.0K | −230 | Reduced |
| 5 | Harbour Investments, Inc. | 2.6K | $70.4K | +2.1K | Added |
| 6 | Ubs Group AG | 811 | $22.2K | +811 | New |
| 7 | Osaic Holdings, Inc. | 600 | $16.4K | 0 | Held |
| 8 | Anfield Capital Management, LLC | 457 | $12.5K | 0 | Held |
| 9 | Ae Wealth Management LLC | 17 | $465 | −101 | Reduced |