Who owns BAMV?
Brookstone Value Stock ETF · Brookstone
15 institutions reported holding BAMV, worth $98.7M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of BAMV
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Brookstone Capital Management | Wheaton, IL | $93.7M | 2,664,258 | −47,261 shares |
| Arkadios Wealth Advisors | Atlanta, GA | $2.1M | 58,383 | +308 shares |
| Chris Bulman Inc | Roseville, CA | $727K | 20,663 | −383 shares |
| Simplicity Wealth,LLC | Summit, NJ | $658K | 18,716 | +4,055 shares |
| Susquehanna International Group, LLP | Bala Cynwyd, PA | $430K | 12,226 | −8,199 shares |
| FSA Advisors, Inc. | Troy, MI | $348K | 9,891 | −644 shares |
| Impact Partnership Wealth, LLC | Marietta, GA | $264K | 7,502 | +1,068 shares |
| Gradient Investments LLC | Arden Hills, MN | $253K | 7,200 | −375 shares |
| Harbour Investments, Inc. | Madison, WI | $140K | 3,968 | −778 shares |
| UBS Group AG | Zurich, Switzerland | $56K | 1,605 | −526 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 BAMV?
15 institutional managers reported holding BAMV in Form 13F filings for June 30, 2026, worth $98.7M in total. The largest reported position was held by Brookstone Capital Management, at $93.7M.
Did institutions buy or sell BAMV last quarter?
Reported 13F value rose 4.9% 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 BAMV 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.