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Stocks / Northern Lts Fd Tr IV
Institutional Ownership

Northern Lts Fd Tr IV

CUSIP 66537J879BROOKSTONE ACTIVBAMAQ1 2026

Institutional Holders
10
13F filers
Shares Held
1.41M
Aggregate institutional
Institutional Value
$46.59M
Q1 2026
Net New Holders
-3
1 new · 4 closed

Institutional Ownership Trend

Aggregate 13F value by quarter

Multi-quarter trend — upgrade to see history

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Position Activity

Q1 2026

New positions1
Increased3
Decreased3
Sold out4

Institutional Holders

10 funds hold this security · Q1 2026

#FundSharesValueΔ SharesActivity
1Brookstone Capital Management1.35M$44.60M+97.8KAdded
2Gts Securities LLC39.6K$1.31M+22.6KAdded
3Simplicity Wealth,LLC7.9K$262.7K252Reduced
4Chris Bulman Inc7.6K$252.2K209Reduced
5Harbour Investments, Inc.2.3K$76.9K+1.9KAdded
6Ubs Group AG1.8K$59.4K+1.8KNew
7Osaic Holdings, Inc.444$14.7K0Held
8Anfield Capital Management, LLC372$12.3K0Held
9Armstrong Advisory Group, Inc310$10.2K0Held
10Ae Wealth Management LLC15$496458Reduced