Institutional Ownership
Northern Lts Fd Tr IV
CUSIP 66537J861BROOKSTONE OPPORBAMOQ1 2026
Institutional Holders
9
13F filers
Shares Held
1.36M
Aggregate institutional
Institutional Value
$43.26M
Q1 2026
Net New Holders
-4
0 new · 4 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions0
Increased4
Decreased3
Sold out4
Institutional Holders
9 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Brookstone Capital Management | 1.32M | $41.91M | +112.4K | Added |
| 2 | Gts Securities LLC | 21.4K | $680.3K | +7.5K | Added |
| 3 | Simplicity Wealth,LLC | 8.1K | $256.0K | −255 | Reduced |
| 4 | Chris Bulman Inc | 7.7K | $243.3K | −209 | Reduced |
| 5 | Harbour Investments, Inc. | 2.4K | $75.3K | +1.9K | Added |
| 6 | Ubs Group AG | 2.1K | $67.2K | +1.9K | Added |
| 7 | Osaic Holdings, Inc. | 443 | $14.1K | 0 | Held |
| 8 | Anfield Capital Management, LLC | 371 | $11.8K | 0 | Held |
| 9 | Ae Wealth Management LLC | 16 | $509 | −160 | Reduced |