BROOKSTONE VALUE STOCK ETF (BAMV) Institutional Ownership Changes & 13F Activity
BROOKSTONE VALUE STOCK ETF (BAMV). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q3 2026). 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, Simplicity Wealth,Llc, Arkadios Wealth Advisors, Susquehanna International Group, Llp, and Fsa Advisors, Inc..
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Simplicity Wealth,Llc | Buy | +67,762 | — | 67,762 | $2.46M | Q3 2026 | Oct 23, 2026 |
| Brookstone Capital Management | Buy | +450,248 | +16.9% | 3,114,506 | $112.84M | Q3 2026 | Oct 22, 2026 |
| Chris Bulman Inc | Sell | -1,206 | -5.8% | 19,457 | $704.93K | Q3 2026 | Oct 20, 2026 |
| Fsa Advisors, Inc. | Sell | -9,891 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 17, 2026 |
| Susquehanna International Group, Llp | Sell | -12,226 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Sell | -838 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Ubs Group Ag | Sell | -1,605 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 13, 2026 |
| Harbour Investments, Inc. | Sell | -3,968 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 12, 2026 |
| Jpmorgan Chase & Co | Sell | -85 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 12, 2026 |
| Arkadios Wealth Advisors | Sell | -58,383 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 10, 2026 |
| Oakmont Advisory Group, Llc | Sell | -791 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 03, 2026 |
| Impact Partnership Wealth, Llc | Sell | -7,502 | -100.0% | 0 | $0.00 | Q3 2026 | Jul 29, 2026 |
| Gradient Investments Llc | Sell | -7,200 | -100.0% | 0 | $0.00 | Q3 2026 | Jul 08, 2026 |
Frequently asked questions about BAMV activity
Which institutional owners are buying BAMV?
Institutional owners buying BAMV 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 BAMV activity?
"Buy" means an investor increased their reported position in BAMV compared to the prior reporting period. This reflects growing exposure to BROOKSTONE VALUE STOCK ETF (BAMV) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in BAMV increasing?
Institutional interest in BAMV 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.