Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in Northern Lights Fund Trust IV - Brookstone Ultra-Short Bond ETF include Jpmorgan Chase & Co, and Harbour Investments, Inc. .
This page shows changes in the ownership structure by listing institutions, funds, and major shareholders that have increased their holdings or opened new positions in the last reporting period. Green rows indicate new positions. Click the link icon to see the full transaction history.
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| File Date | Source | Investor | Type | Avg Price (Est) |
Shares | Δ Shares (%) |
Reported Value ($1000) |
Δ Value (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 18,850 | 33.29 | 477 | 33.33 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-30 | 13F | Brookstone Capital Management | 2,677,186 | 2.17 | 67,679 | 2.14 | ||||
| 2025-08-14 | 13F | UBS Group AG | 279 | 84.77 | 7 | 133.33 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 4,659 | 118 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 1,209 | 31 | ||||||
| 2025-08-08 | 13F | Gts Securities Llc | 32,748 | 120.93 | 828 | 121.12 | ||||
| 2025-08-12 | 13F | Winnow Wealth Llc | 0 | 0 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 19,682 | 498 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 12,982 | 328 |
