Institutional Ownership
Northern Lts Fd Tr IV
CUSIP 66537J853BROOKSTONE YIELDBAMYQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
9
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
Schedule 13D (activist) & 13G (passive) 5%+ ownership filings
No 13D/13G filings on record yet
Schedule 13D/13G beneficial-ownership filings from 2020–present are ingested from SEC EDGAR. Coverage expands as the backfill and daily crawler run.
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Brookstone Capital Management | 1.55M | $42.45M |
| 2 | Gts Securities LLC | 18.5K | $505.0K |
| 3 | Chris Bulman Inc | 8.8K | $240.9K |
| 4 | Simplicity Wealth,LLC | 7.7K | $210.0K |
| 5 | Harbour Investments, Inc. | 2.6K | $70.4K |
| 6 | Ubs Group AG | 811 | $22.2K |
| 7 | Osaic Holdings, Inc. | 600 | $16.4K |
| 8 | Anfield Capital Management, LLC | 457 | $12.5K |
| 9 | Ae Wealth Management LLC | 17 | $465 |