Who Owns Brookstone Value Stock ETF (BAMV)?Hedge Fund & Institutional Holders
Institutional Holders
19
as of Q4 2025
Total Institutional Value
$1.4000001000000697e+61T
% of Float Held
—
QoQ Change in Holders
+13 / -0
Price History
BAMV — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| AlphaStar Capital Management, LLC | New Position | +43K | +$1.4B |
| Arkadios Wealth Advisors | New Position | +59K | +$1.0B |
| Chris Bulman Inc | New Position | +22K | +$697.0M |
| Simplicity Wealth,LLC | New Position | +15K | +$499.0M |
| FSA Advisors, Inc. | New Position | +10K | +$324.0M |
| Impact Partnership Wealth, LLC | New Position | +7K | +$212.0M |
| ARMSTRONG ADVISORY GROUP, INC | New Position | +576 | +$18.0M |
| Camelot Portfolios, LLC | New Position | +98 | +$3.0M |
| Key Capital Management, INC | New Position | +34 | +$1K |
| AE Wealth Management LLC | New Position | +134 | +$0 |
| Kestra Advisory Services, LLC | New Position | +1K | +$0 |
| Wealth Watch Advisors, INC | New Position | +13 | +$0 |
| BANK OF AMERICA CORP /DE/ | New Position | +2K | +$0 |
| GTS SECURITIES LLC | Increased | +2K | +$-751.3M |
BAMV — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| Brookstone Capital Management | Decreased | -92K | -$92.3B |
| UBS Group AG | Decreased | -60 | -$1.7M |
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AlphaStar Capital Management, LLC | 43,216 | $1.4B | 0.10% | Share |
| 2 | Arkadios Wealth Advisors | 59,057 | $1.0B | 0.02% | Share |
| 3 | Chris Bulman Inc | 21,519 | $697.0M | 0.31% | Share |
| 4 | Simplicity Wealth,LLC | 15,410 | $499.0M | 0.03% | Share |
| 5 | FSA Advisors, Inc. | 10,012 | $324.0M | 0.23% | Share |
| 6 | Impact Partnership Wealth, LLC | 6,556 | $212.0M | 0.03% | Share |
| 7 | Brookstone Capital Management | 2,801,127 | $90.8M | 1.04% | Share |
| 8 | Anfield Capital Management, LLC | 1,181 | $38.0M | 0.01% | Share |
| 9 | ARMSTRONG ADVISORY GROUP, INC | 576 | $18.0M | 0.00% | Share |
| 10 | UBS Group AG | 463 | $15.0M | 0.00% | Share |
| 11 | Camelot Portfolios, LLC | 98 | $3.0M | 0.00% | Share |
| 12 | HARBOUR INVESTMENTS, INC. | 829 | $26K | 0.00% | Share |
| 13 | Key Capital Management, INC | 34 | $1K | 0.00% | Share |
| 14 | Kestra Advisory Services, LLC | 1,340 | $0 | 0.00% | Share |
| 15 | GTS SECURITIES LLC | 25,185 | $0 | 0.00% | Share |
| 16 | Wealth Watch Advisors, INC | 13 | $0 | 0.00% | Share |
| 17 | BANK OF AMERICA CORP /DE/ | 1,722 | $0 | 0.00% | Share |
| 18 | AE Wealth Management LLC | 134 | $0 | 0.00% | Share |
| 19 | OSAIC HOLDINGS, INC. | 838 | $0 | 0.00% | Share |
BAMV Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 19 | $4.3B | +13 |
| Q3 2025 | 6 | $93.3B | -8 |
| Q2 2025 | 14 | $102.8B | +0 |
| Q1 2025 | 14 | $90.3B | +5 |
| Q4 2024 | 9 | $1.6B | +2 |
| Q3 2024 | 7 | $387.2B | -4 |
| Q2 2024 | 11 | $1.4T | +2 |
| Q1 2024 | 9 | $277.7T | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 19 institutional investors hold BAMV (Brookstone Value Stock ETF). The largest holder is AlphaStar Capital Management, LLC with $1.4B in shares. This quarter, 13 institutions opened new positions and 0 closed their positions.
Frequently Asked Questions
How many hedge funds own BAMV?
As of Q4 2025, 19 institutional investors report holding BAMV (Brookstone Value Stock ETF) in their 13F filings.
Who is the largest institutional holder of BAMV?
The largest institutional holder of BAMV is AlphaStar Capital Management, LLC with $1.4B in shares.
Is institutional ownership of BAMV increasing or decreasing?
This quarter, 13 institutions opened new positions in BAMV and 0 closed their positions.