BROOKSTONE VALUE STOCK ETF (BAMV) Institutional Ownership and Insiders Activity
BROOKSTONE VALUE STOCK ETF (BAMV) is widely held by institutional investors, with 14 firms reporting positions valued at approximately $119.41M based on SEC Form 13F filings for the quarter ended September 30, 2026.
Brookstone Capital Management is the largest disclosed holder, reporting approximately $112.84M in BAMV holdings in its latest filing.
Institutional ownership remains highly concentrated, with Brookstone Capital Management representing the majority of disclosed value.
Institutional Holders
14
Total Reported Value
$119.41M
Largest Holder
Brookstone Capital Management
Largest Position
$112.84M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
1
Funds Exiting Positions
10
Top Institutional Owners
View allInvestorReported Balance
- Brookstone Capital Management$112.84M
- Simplicity Wealth,Llc$2.46M
- Arkadios Wealth Advisors$2.05M
- Chris Bulman Inc$704,928
- Susquehanna International Group, Llp$429,921