Who Owns Brookstone Intermediate Bond ETF (BAMB)?Hedge Fund & Institutional Holders
Institutional Holders
14
as of Q4 2025
Total Institutional Value
$600211000100038901760.0T
% of Float Held
—
QoQ Change in Holders
+7 / -0
Price History
BAMB — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| Simplicity Wealth,LLC | New Position | +15K | +$389K |
| AlphaStar Capital Management, LLC | New Position | +8K | +$217K |
| Camelot Portfolios, LLC | New Position | +623 | +$16K |
| AE Wealth Management LLC | New Position | +309 | +$8K |
| Key Capital Management, INC | New Position | +261 | +$6K |
| Wealth Watch Advisors, INC | New Position | +88 | +$2K |
| MORGAN STANLEY | New Position | +462 | +$0 |
| UBS Group AG | Increased | +24 | +$-1.7M |
| OSAIC HOLDINGS, INC. | Increased | +188 | +$-22.3M |
| GTS SECURITIES LLC | Increased | +13K | +$-784.5M |
| CITADEL ADVISORS LLC | Increased | +11K | +$-985.1M |
BAMB — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| Brookstone Capital Management | Decreased | -15K | -$60.6B |
| JANE STREET GROUP, LLC | Decreased | -3K | -$383.0M |
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | Brookstone Capital Management | 2,276,118 | $60.0M | 0.69% | Share |
| 2 | GTS SECURITIES LLC | 42,741 | $1.0M | 0.03% | Share |
| 3 | CITADEL ADVISORS LLC | 47,916 | $1.0M | 0.00% | Share |
| 4 | Simplicity Wealth,LLC | 14,772 | $389K | 0.02% | Share |
| 5 | AlphaStar Capital Management, LLC | 8,260 | $217K | 0.02% | Share |
| 6 | HARBOUR INVESTMENTS, INC. | 916 | $24K | 0.00% | Share |
| 7 | Camelot Portfolios, LLC | 623 | $16K | 0.01% | Share |
| 8 | AE Wealth Management LLC | 309 | $8K | 0.00% | Share |
| 9 | Key Capital Management, INC | 261 | $6K | 0.01% | Share |
| 10 | UBS Group AG | 88 | $2K | 0.00% | Share |
| 11 | Wealth Watch Advisors, INC | 88 | $2K | 0.00% | Share |
| 12 | JANE STREET GROUP, LLC | 11,765 | $0 | 0.00% | Share |
| 13 | MORGAN STANLEY | 462 | $0 | 0.00% | Share |
| 14 | OSAIC HOLDINGS, INC. | 1,032 | $0 | 0.00% | Share |
BAMB Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 14 | $62.7M | +7 |
| Q3 2025 | 7 | $62.9B | -3 |
| Q2 2025 | 10 | $62.2B | +2 |
| Q1 2025 | 8 | $60.1B | +2 |
| Q4 2024 | 6 | $54.6T | -2 |
| Q3 2024 | 8 | $56.1T | -5 |
| Q2 2024 | 13 | $55.4T | +2 |
| Q1 2024 | 11 | $54.2T | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 14 institutional investors hold BAMB (Brookstone Intermediate Bond ETF). The largest holder is Brookstone Capital Management with $60.0M in shares. This quarter, 7 institutions opened new positions and 0 closed their positions.
Frequently Asked Questions
How many hedge funds own BAMB?
As of Q4 2025, 14 institutional investors report holding BAMB (Brookstone Intermediate Bond ETF) in their 13F filings.
Who is the largest institutional holder of BAMB?
The largest institutional holder of BAMB is Brookstone Capital Management with $60.0M in shares.
Is institutional ownership of BAMB increasing or decreasing?
This quarter, 7 institutions opened new positions in BAMB and 0 closed their positions.