Who Owns BAMD?
Brookstone Dividend Stock ETF — Institutional Ownership & 13F Holdings
$31.92
-0.05 (-0.16%)
Market Cap
$99.1M
Shares Outstanding
2,955,097
Institutional Holders
11
Total Inst. Value
$2.9M
% of Float Held
—
QoQ Holder Change
+4
Institutional data as of Q1 2025
New Positions
6
Closed Positions
4
Increased
2
Decreased
2
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Chris Bulman Inc | $765K | 23,704 |
| 2 | GTS SECURITIES LLC | $639K | 19,788 |
| 3 | Simplicity Wealth,LLCNew | $471K | 14,593 |
| 4 | OLD MISSION CAPITAL LLCNew | $239K | 7,393 |
| 5 | Triad Wealth Partners, LLCNew | $220K | 6,823 |
| 6 | Impact Partnership Wealth, LLC | $214K | 6,647 |
| 7 | FSA Advisors, Inc.New | $212K | 6,582 |
| 8 | Brookstone Capital Management | $89K | 2,742,567 |
| 9 | Anfield Capital Management, LLCNew | $39K | 1,195 |
| 10 | OSAIC HOLDINGS, INC. | $27K | 848 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Chris Bulman Inc | +606 | $765K |
| Simplicity Wealth,LLCNew | +15K | $471K |
| OLD MISSION CAPITAL LLCNew | +7K | $239K |
| Triad Wealth Partners, LLCNew | +7K | $220K |
| FSA Advisors, Inc.New | +7K | $212K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| GTS SECURITIES LLC | -11K | $639K |
| Impact Partnership Wealth, LLC | -5K | $214K |
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Frequently Asked Questions
How many institutional investors hold BAMD?
As of Q1 2025, 11 institutional investors report holding BAMD (Brookstone Dividend Stock ETF) in their 13F filings.
Which hedge fund owns the most BAMD?
The largest institutional holder of BAMD is Chris Bulman Inc with $765K in shares.
Are institutions buying or selling BAMD?
This quarter, 6 institutions opened new positions in BAMD and 4 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.