Who Owns Brookstone Active ETF (BAMA)?Hedge Fund & Institutional Holders
Institutional Holders
13
as of Q4 2025
Total Institutional Value
$424425272782651584.0T
% of Float Held
—
QoQ Change in Holders
+8 / -2
Price History
BAMA — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| AlphaStar Capital Management, LLC | New Position | +16K | +$527K |
| Simplicity Wealth,LLC | New Position | +8K | +$278K |
| Chris Bulman Inc | New Position | +8K | +$265K |
| AE Wealth Management LLC | New Position | +473 | +$16K |
| ARMSTRONG ADVISORY GROUP, INC | New Position | +310 | +$10K |
| Camelot Portfolios, LLC | New Position | +159 | +$5K |
| Key Capital Management, INC | New Position | +58 | +$1K |
| Wealth Watch Advisors, INC | New Position | +21 | +$0 |
BAMA — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| Brookstone Capital Management | Decreased | -41K | -$43.3B |
| GTS SECURITIES LLC | Decreased | -13K | -$999.5M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Closed Position | -9K | -$308.4M |
| UBS Group AG | Closed Position | -74 | -$2.5M |
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | Brookstone Capital Management | 1,251,678 | $42.4M | 0.49% | Share |
| 2 | AlphaStar Capital Management, LLC | 15,556 | $527K | 0.04% | Share |
| 3 | Simplicity Wealth,LLC | 8,201 | $278K | 0.02% | Share |
| 4 | Chris Bulman Inc | 7,839 | $265K | 0.12% | Share |
| 5 | AE Wealth Management LLC | 473 | $16K | 0.00% | Share |
| 6 | HARBOUR INVESTMENTS, INC. | 425 | $14K | 0.00% | Share |
| 7 | Anfield Capital Management, LLC | 372 | $12K | 0.00% | Share |
| 8 | ARMSTRONG ADVISORY GROUP, INC | 310 | $10K | 0.00% | Share |
| 9 | Camelot Portfolios, LLC | 159 | $5K | 0.00% | Share |
| 10 | Key Capital Management, INC | 58 | $1K | 0.00% | Share |
| 11 | Wealth Watch Advisors, INC | 21 | $0 | 0.00% | Share |
| 12 | GTS SECURITIES LLC | 17,051 | $0 | 0.00% | Share |
| 13 | OSAIC HOLDINGS, INC. | 444 | $0 | 0.00% | Share |
BAMA Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 13 | $43.6M | +6 |
| Q3 2025 | 7 | $44.7B | -4 |
| Q2 2025 | 11 | $60.7B | +3 |
| Q1 2025 | 8 | $38.7B | +2 |
| Q4 2024 | 6 | $37.4T | -1 |
| Q3 2024 | 7 | $37.5T | -4 |
| Q2 2024 | 11 | $37.4T | +3 |
| Q1 2024 | 8 | $35.2T | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 13 institutional investors hold BAMA (Brookstone Active ETF). The largest holder is Brookstone Capital Management with $42.4M in shares. This quarter, 8 institutions opened new positions and 2 closed their positions.
Frequently Asked Questions
How many hedge funds own BAMA?
As of Q4 2025, 13 institutional investors report holding BAMA (Brookstone Active ETF) in their 13F filings.
Who is the largest institutional holder of BAMA?
The largest institutional holder of BAMA is Brookstone Capital Management with $42.4M in shares.
Is institutional ownership of BAMA increasing or decreasing?
This quarter, 8 institutions opened new positions in BAMA and 2 closed their positions.