BROOKSTONE ULTRASHRT BND ETF (BAMU) Institutional Ownership Changes & 13F Activity
BROOKSTONE ULTRASHRT BND ETF (BAMU). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Brookstone Capital Management, Gts Securities Llc, Simplicity Wealth,Llc, Alphastar Capital Management, Llc, and Harbour Investments, Inc..
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Osaic Holdings, Inc. | Buy | +1,000 | — | 1,000 | $25.14K | Q4 2025 | Feb 17, 2026 |
| Wealth Watch Advisors, Inc | Buy | +90 | — | 90 | $2.26K | Q4 2025 | Feb 17, 2026 |
| Gts Securities Llc | Buy | +27,222 | — | 27,222 | $684.36K | Q4 2025 | Feb 13, 2026 |
| Jpmorgan Chase & Co | Buy | +473 | — | 473 | $11.89K | Q4 2025 | Feb 11, 2026 |
| Harbour Investments, Inc. | Buy | +1,023 | — | 1,023 | $25.72K | Q4 2025 | Feb 09, 2026 |
| Alphastar Capital Management, Llc | Buy | +10,485 | — | 10,485 | $263.59K | Q4 2025 | Feb 02, 2026 |
| Simplicity Wealth,Llc | Buy | +16,602 | — | 16,602 | $417.38K | Q4 2025 | Jan 30, 2026 |
| Camelot Portfolios, Llc | Buy | +626 | — | 626 | $15.74K | Q4 2025 | Jan 29, 2026 |
| Ubs Group Ag | Buy | +464 | — | 464 | $11.66K | Q4 2025 | Jan 29, 2026 |
| Ae Wealth Management Llc | Buy | +407 | — | 407 | $10.23K | Q4 2025 | Jan 26, 2026 |
| Key Capital Management, Inc | Buy | +266 | — | 266 | $6.69K | Q4 2025 | Jan 26, 2026 |
| Brookstone Capital Management | Buy | +2,716,336 | — | 2,716,336 | $68.29M | Q4 2025 | Jan 15, 2026 |
Frequently asked questions about BAMU activity
Which institutional owners are buying BAMU?
Institutional owners buying BAMU include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in BAMU activity?
"Buy" means an investor increased their reported position in BAMU compared to the prior reporting period. This reflects growing exposure to BROOKSTONE ULTRASHRT BND ETF (BAMU) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in BAMU increasing?
Institutional interest in BAMU can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.