BAMV Institutional Ownership & Shareholders
BROOKSTONE VALUE STOCK ETF (BAMV) is currently held by 14 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $119.41M 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 BAMV tracked by InsiderSet, reporting ownership valued at approximately $112.84M 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 $115.23M, representing an estimated gain of +2.12% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed BAMV value among the investors covered in this analysis. Major shareholders include Brookstone Capital Management, Simplicity Wealth,Llc, Arkadios Wealth Advisors, and several other long-term asset managers with concentrated positions in BROOKSTONE VALUE STOCK ETF (BAMV).
This page ranks the largest institutional BAMV 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
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
23
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Brookstone Capital Management | 1.12% | 3,114,506 | $112,838,549 | $115,230,182 | +$2,391,633 | +2.12% | |
| Simplicity Wealth,Llc | 0.07% | 67,762 | $2,455,027 | $2,507,052 | +$52,025 | +2.12% | |
| Arkadios Wealth Advisors | 0.03% | 58,383 | $2,053,007 | $2,160,048 | +$107,041 | +5.21% | |
| Chris Bulman Inc | 0.25% | 19,457 | $704,928 | $719,868 | +$14,940 | +2.12% | |
| Susquehanna International Group, Llp | 0.00% | 12,226 | $429,921 | $452,336 | +$22,415 | +5.21% | |
| Fsa Advisors, Inc. | 0.16% | 9,891 | $347,823 | $365,946 | +$18,123 | +5.21% | |
| Impact Partnership Wealth, Llc | 0.03% | 7,502 | $263,818 | $277,558 | +$13,740 | +5.21% | |
| Harbour Investments, Inc. | 0.00% | 3,968 | $139,533 | $146,808 | +$7,275 | +5.21% | |
| Ubs Group Ag | 0.00% | 1,605 | $56,438 | $59,382 | +$2,944 | +5.22% | |
| Anfield Capital Management, Llc | 0.01% | 1,181 | $38,389 | $43,695 | +$5,306 | +13.82% | |
| Osaic Holdings, Inc. | 0.00% | 838 | $29,464 | $31,004 | +$1,540 | +5.23% | |
| Oakmont Advisory Group, Llc | 0.02% | 791 | $27,802 | $29,265 | +$1,463 | +5.26% | |
| Armstrong Advisory Group, Inc | 0.00% | 576 | $20,869 | $21,311 | +$442 | +2.12% | |
| Jpmorgan Chase & Co | 0.00% | 85 | $3,015 | $3,145 | +$130 | +4.31% |
Frequently asked questions about BAMV
Who are the largest institutional holders of BAMV?
The largest institutional holders of BAMV reported in the latest SEC Form 13F filings include Brookstone Capital Management, Simplicity Wealth,Llc, Arkadios Wealth Advisors, Chris Bulman Inc, and Susquehanna International Group, Llp. InsiderSet ranks institutional holders by their latest reported BAMV position.
What is BAMV institutional ownership?
This page tracks BAMV positions reported by institutional investment managers through SEC Form 13F. BROOKSTONE VALUE STOCK ETF (BAMV) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own BAMV?
InsiderSet currently tracks 14 institutional managers reporting BAMV 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 BAMV shareholders.
How much BAMV stock do institutions own?
Institutional investment managers disclosed approximately $119.41M in BAMV holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was BAMV institutional ownership last updated?
The latest BAMV 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 BAMV 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 BAMV position after the reporting date.
Are institutions buying or selling BAMV?
Institutional buying and selling can be analyzed by comparing BAMV positions across consecutive 13F reporting periods. InsiderSet's BAMV Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View BAMV ownership changes.
How has BAMV institutional ownership changed over time?
InsiderSet tracks BAMV institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.