Institutional Ownership
Northern Lts Fd Tr IV
CUSIP 66537J887BROOKSTONE ULTRABAMUQ1 2026
Institutional Holders
7
13F filers
Shares Held
2.68M
Aggregate institutional
Institutional Value
$67.72M
Q1 2026
Net New Holders
-5
1 new · 6 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions1
Increased3
Decreased2
Sold out6
Institutional Holders
7 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Brookstone Capital Management | 2.65M | $66.82M | −68.4K | Reduced |
| 2 | Simplicity Wealth,LLC | 16.0K | $404.9K | −558 | Reduced |
| 3 | Jane Street Group, LLC | 8.1K | $205.1K | +8.1K | New |
| 4 | Jpmorgan Chase & Co | 4.7K | $119.5K | +4.3K | Added |
| 5 | Harbour Investments, Inc. | 4.6K | $116.6K | +3.6K | Added |
| 6 | Ubs Group AG | 1.3K | $31.9K | +800 | Added |
| 7 | Osaic Holdings, Inc. | 1.0K | $25.2K | 0 | Held |