Who owns BAMU?
Brookstone Ultra-Short Bond ETF · Brookstone
8 institutions reported holding BAMU, worth $65.6M, in Form 13F filings for June 30, 2026.
Top 8 institutional holders of BAMU
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Brookstone Capital Management | Wheaton, IL | $64.2M | 2,544,231 | −103,739 shares |
| Citadel Advisors LLC | Miami, FL | $528K | 20,940 | New position |
| Simplicity Wealth,LLC | Summit, NJ | $499K | 19,773 | +3,729 shares |
| Jane Street Group, LLC | New York, NY | $218K | 8,644 | +515 shares |
| Harbour Investments, Inc. | Madison, WI | $86K | 3,389 | −1,231 shares |
| JPMorgan Chase & Co | New York, NY | $85K | 3,383 | −1,354 shares |
| Osaic Holdings, Inc. | Scottsdale, AZ | $25K | 1,000 | No change |
| AE Wealth Management LLC | Topeka, KS | $3K | 109 | New position |
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 BAMU?
8 institutional managers reported holding BAMU in Form 13F filings for June 30, 2026, worth $65.6M in total. The largest reported position was held by Brookstone Capital Management, at $64.2M.
Did institutions buy or sell BAMU last quarter?
Reported 13F value fell 3.1% from March 31, 2026, which includes price moves as well as buying and selling. 2 firms reported a new position and 1 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 BAMU 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.