Who owns BAMA?
Brookstone Active ETF · Brookstone
11 institutions reported holding BAMA, worth $48.6M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of BAMA
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Brookstone Capital Management | Wheaton, IL | $47.0M | 1,282,673 | −66,765 shares |
| GTS Securities LLC | New York, NY | $577K | 15,745 | −23,875 shares |
| Simplicity Wealth,LLC | Summit, NJ | $359K | 9,788 | +1,839 shares |
| Chris Bulman Inc | Roseville, CA | $274K | 7,468 | −162 shares |
| Susquehanna International Group, LLP | Bala Cynwyd, PA | $208K | 5,681 | New position |
| Harbour Investments, Inc. | Madison, WI | $69K | 1,882 | −445 shares |
| AE Wealth Management LLC | Topeka, KS | $64K | 1,748 | +1,733 shares |
| Osaic Holdings, Inc. | Scottsdale, AZ | $16K | 444 | No change |
| Oakmont Advisory Group, LLC | Albuquerque, NM | $16K | 442 | New position |
| Armstrong Advisory Group, Inc. | Needham, MA | $11K | 310 | No change |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
Similar ETFs
Compare what they hold: BAMA vs UGA, BAMA vs ETHO, BAMA vs LQDI, BAMA vs CBLS.
Frequently asked questions
Who owns BAMA?
11 institutional managers reported holding BAMA in Form 13F filings for June 30, 2026, worth $48.6M in total. The largest reported position was held by Brookstone Capital Management, at $47.0M.
Did institutions buy or sell BAMA last quarter?
Reported 13F value rose 4.3% from March 31, 2026, which includes price moves as well as buying and selling. 2 firms reported a new position and 0 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is BAMA ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.