BAMD Institutional Ownership & Shareholders
BROOKSTONE DIV STOCK ETF (BAMD) is currently held by 10 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $88.53M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Brookstone Capital Management is currently the largest disclosed institutional shareholder of BAMD tracked by InsiderSet, reporting ownership valued at approximately $84.18M in its September 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $91.53M, representing an estimated gain of +8.73% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed BAMD value among the investors covered in this analysis. Major shareholders include Brookstone Capital Management, Simplicity Wealth,Llc, Chris Bulman Inc, and several other long-term asset managers with concentrated positions in BROOKSTONE DIV STOCK ETF (BAMD).
This page ranks the largest institutional BAMD shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
10
Total Reported Value
$88.53M
Largest Holder
Brookstone Capital Management
Largest Position
$84.18M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
21
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Brookstone Capital Management | 0.83% | 2,618,386 | $84,181,098 | $91,529,087 | +$7,347,989 | +8.73% | |
| Simplicity Wealth,Llc | 0.07% | 69,511 | $2,234,785 | $2,429,847 | +$195,062 | +8.73% | |
| Chris Bulman Inc | 0.22% | 19,932 | $640,813 | $696,749 | +$55,936 | +8.73% | |
| Susquehanna International Group, Llp | 0.00% | 18,494 | $602,529 | $646,482 | +$43,953 | +7.29% | |
| Gts Securities Llc | 0.01% | 12,120 | $394,870 | $423,670 | +$28,800 | +7.29% | |
| Fsa Advisors, Inc. | 0.15% | 9,918 | $323,133 | $346,697 | +$23,564 | +7.29% | |
| Jpmorgan Chase & Co | 0.00% | 2,151 | $70,316 | $75,191 | +$4,875 | +6.93% | |
| Anfield Capital Management, Llc | 0.01% | 1,195 | $37,215 | $41,773 | +$4,558 | +12.25% | |
| Osaic Holdings, Inc. | 0.00% | 848 | $27,627 | $29,643 | +$2,016 | +7.30% | |
| Armstrong Advisory Group, Inc | 0.00% | 587 | $18,873 | $20,519 | +$1,646 | +8.72% |
Frequently asked questions about BAMD
Who are the largest institutional holders of BAMD?
The largest institutional holders of BAMD reported in the latest SEC Form 13F filings include Brookstone Capital Management, Simplicity Wealth,Llc, Chris Bulman Inc, Susquehanna International Group, Llp, and Gts Securities Llc. InsiderSet ranks institutional holders by their latest reported BAMD position.
What is BAMD institutional ownership?
This page tracks BAMD positions reported by institutional investment managers through SEC Form 13F. BROOKSTONE DIV STOCK ETF (BAMD) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own BAMD?
InsiderSet currently tracks 10 institutional managers reporting BAMD holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of BAMD shareholders.
How much BAMD stock do institutions own?
Institutional investment managers disclosed approximately $88.53M in BAMD holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was BAMD institutional ownership last updated?
The latest BAMD institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional BAMD holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its BAMD position after the reporting date.
Are institutions buying or selling BAMD?
Institutional buying and selling can be analyzed by comparing BAMD positions across consecutive 13F reporting periods. InsiderSet's BAMD Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View BAMD ownership changes.
How has BAMD institutional ownership changed over time?
InsiderSet tracks BAMD institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.