Who owns BAMO?
Brookstone Opportunities ETF · Brookstone
9 institutions reported holding BAMO, worth $45.6M, in Form 13F filings for June 30, 2026.
Top 9 institutional holders of BAMO
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Brookstone Capital Management | Wheaton, IL | $43.8M | 1,267,814 | −50,821 shares |
| GTS Securities LLC | New York, NY | $1.1M | 32,179 | +10,776 shares |
| Simplicity Wealth,LLC | Summit, NJ | $347K | 10,063 | +2,008 shares |
| Chris Bulman Inc | Roseville, CA | $259K | 7,497 | −158 shares |
| Harbour Investments, Inc. | Madison, WI | $65K | 1,891 | −478 shares |
| AE Wealth Management LLC | Topeka, KS | $64K | 1,840 | +1,824 shares |
| Oakmont Advisory Group, LLC | Albuquerque, NM | $15K | 449 | New position |
| Osaic Holdings, Inc. | Scottsdale, AZ | $15K | 443 | No change |
| UBS Group AG | Zurich, Switzerland | $13K | 382 | −1,733 shares |
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.
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Frequently asked questions
Who owns BAMO?
9 institutional managers reported holding BAMO in Form 13F filings for June 30, 2026, worth $45.6M in total. The largest reported position was held by Brookstone Capital Management, at $43.8M.
Did institutions buy or sell BAMO last quarter?
Reported 13F value rose 5.5% from March 31, 2026, which includes price moves as well as buying and selling. 1 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 BAMO 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.