Who Owns Brookstone Opportunities ETF (BAMO)?Hedge Fund & Institutional Holders
Institutional Holders
13
as of Q4 2025
Total Institutional Value
$3928952927025613.5T
% of Float Held
—
QoQ Change in Holders
+8 / -0
Price History
BAMO — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| AlphaStar Capital Management, LLC | New Position | +16K | +$529K |
| Simplicity Wealth,LLC | New Position | +8K | +$270K |
| Chris Bulman Inc | New Position | +8K | +$256K |
| UBS Group AG | New Position | +222 | +$7K |
| Camelot Portfolios, LLC | New Position | +159 | +$5K |
| AE Wealth Management LLC | New Position | +176 | +$5K |
| Key Capital Management, INC | New Position | +59 | +$1K |
| Wealth Watch Advisors, INC | New Position | +22 | +$0 |
BAMO — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| Brookstone Capital Management | Decreased | -44K | -$40.1B |
| GTS SECURITIES LLC | Decreased | -20K | -$1.1B |
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | Brookstone Capital Management | 1,206,257 | $39.3M | 0.45% | Share |
| 2 | AlphaStar Capital Management, LLC | 16,265 | $529K | 0.04% | Share |
| 3 | Simplicity Wealth,LLC | 8,310 | $270K | 0.02% | Share |
| 4 | Chris Bulman Inc | 7,864 | $256K | 0.11% | Share |
| 5 | HARBOUR INVESTMENTS, INC. | 458 | $14K | 0.00% | Share |
| 6 | Anfield Capital Management, LLC | 371 | $12K | 0.00% | Share |
| 7 | UBS Group AG | 222 | $7K | 0.00% | Share |
| 8 | AE Wealth Management LLC | 176 | $5K | 0.00% | Share |
| 9 | Camelot Portfolios, LLC | 159 | $5K | 0.00% | Share |
| 10 | Key Capital Management, INC | 59 | $1K | 0.00% | Share |
| 11 | GTS SECURITIES LLC | 13,905 | $0 | 0.00% | Share |
| 12 | OSAIC HOLDINGS, INC. | 443 | $0 | 0.00% | Share |
| 13 | Wealth Watch Advisors, INC | 22 | $0 | 0.00% | Share |
BAMO Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 13 | $40.4M | +8 |
| Q3 2025 | 5 | $41.2B | -5 |
| Q2 2025 | 10 | $39.0B | +3 |
| Q1 2025 | 7 | $36.2B | -1 |
| Q4 2024 | 8 | $35.6T | +1 |
| Q3 2024 | 7 | $34.9T | -3 |
| Q2 2024 | 10 | $34.5T | +4 |
| Q1 2024 | 6 | $32.8T | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 13 institutional investors hold BAMO (Brookstone Opportunities ETF). The largest holder is Brookstone Capital Management with $39.3M in shares. This quarter, 8 institutions opened new positions and 0 closed their positions.
Frequently Asked Questions
How many hedge funds own BAMO?
As of Q4 2025, 13 institutional investors report holding BAMO (Brookstone Opportunities ETF) in their 13F filings.
Who is the largest institutional holder of BAMO?
The largest institutional holder of BAMO is Brookstone Capital Management with $39.3M in shares.
Is institutional ownership of BAMO increasing or decreasing?
This quarter, 8 institutions opened new positions in BAMO and 0 closed their positions.