Who owns BAMY?
Brookstone Yield ETF · Brookstone
10 institutions reported holding BAMY, worth $43.3M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of BAMY
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Brookstone Capital Management | Wheaton, IL | $41.6M | 1,513,552 | −39,383 shares |
| GTS Securities LLC | New York, NY | $920K | 33,488 | +15,016 shares |
| Simplicity Wealth,LLC | Summit, NJ | $268K | 9,758 | +2,076 shares |
| Chris Bulman Inc | Roseville, CA | $238K | 8,651 | −162 shares |
| Susquehanna International Group, LLP | Bala Cynwyd, PA | $207K | 7,517 | New position |
| Harbour Investments, Inc. | Madison, WI | $58K | 2,111 | −465 shares |
| Osaic Holdings, Inc. | Scottsdale, AZ | $16K | 600 | No change |
| Oakmont Advisory Group, LLC | Albuquerque, NM | $15K | 535 | New position |
| UBS Group AG | Zurich, Switzerland | $13K | 456 | −355 shares |
| AE Wealth Management LLC | Topeka, KS | $467 | 17 | 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.
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Frequently asked questions
Who owns BAMY?
10 institutional managers reported holding BAMY in Form 13F filings for June 30, 2026, worth $43.3M in total. The largest reported position was held by Brookstone Capital Management, at $41.6M.
Did institutions buy or sell BAMY last quarter?
Reported 13F value fell 0.4% 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 BAMY 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.