Who Owns BAMO?

Brookstone Opportunities ETF — Institutional Ownership & 13F Holdings

$33.38

-0.08 (-0.24%)

Market Cap

$42.2M

Shares Outstanding

1,349,520

Institutional Holders

7

Total Inst. Value

$1.2M

% of Float Held

QoQ Holder Change

+1

Institutional data as of Q1 2025

New Positions

3

Closed Positions

4

Increased

3

Decreased

0

Institutional Ownership Trend

Top 10 Institutional Holders(Q1 2025)

#FundValueShares
1GTS SECURITIES LLCNew$819K27,829
2Chris Bulman Inc$260K8,831
3Brookstone Capital Management$35K1,190,120
4UBS Group AG$22K761
5OSAIC HOLDINGS, INC.$13K443
6Anfield Capital Management, LLCNew$11K371
7TSFG, LLCNew$1K38

Biggest Buyers & Sellers This Quarter

Top Buyers

Top Sellers

FundShares RemovedValue

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Frequently Asked Questions

How many institutional investors hold BAMO?

As of Q1 2025, 7 institutional investors report holding BAMO (Brookstone Opportunities ETF) in their 13F filings.

Which hedge fund owns the most BAMO?

The largest institutional holder of BAMO is GTS SECURITIES LLC with $819K in shares.

Are institutions buying or selling BAMO?

This quarter, 3 institutions opened new positions in BAMO 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.