Who Owns BAMV?
Brookstone Value Stock ETF — Institutional Ownership & 13F Holdings
$34.01
-0.13 (-0.38%)
Market Cap
$98.6M
Shares Outstanding
2,756,037
Institutional Holders
14
Total Inst. Value
$31.3M
% of Float Held
—
QoQ Holder Change
+5
Institutional data as of Q1 2025
New Positions
8
Closed Positions
3
Increased
4
Decreased
1
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CONew | $27.0M | 866 |
| 2 | Arkadios Wealth AdvisorsNew | $1.3M | 42,620 |
| 3 | GTS SECURITIES LLC | $759K | 24,312 |
| 4 | Chris Bulman Inc | $736K | 23,585 |
| 5 | Simplicity Wealth,LLCNew | $434K | 13,898 |
| 6 | Triad Wealth Partners, LLCNew | $226K | 7,233 |
| 7 | SUSQUEHANNA INTERNATIONAL GROUP, LLPNew | $208K | 6,672 |
| 8 | Impact Partnership Wealth, LLC | $206K | 6,612 |
| 9 | FSA Advisors, Inc.New | $206K | 6,604 |
| 10 | Brookstone Capital Management | $86K | 2,757,018 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CONew | +866 | $27.0M |
| Arkadios Wealth AdvisorsNew | +43K | $1.3M |
| GTS SECURITIES LLC | +17K | $759K |
| Chris Bulman Inc | +710 | $736K |
| Simplicity Wealth,LLCNew | +14K | $434K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Impact Partnership Wealth, LLC | -5K | $206K |
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Frequently Asked Questions
How many institutional investors hold BAMV?
As of Q1 2025, 14 institutional investors report holding BAMV (Brookstone Value Stock ETF) in their 13F filings.
Which hedge fund owns the most BAMV?
The largest institutional holder of BAMV is NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO with $27.0M in shares.
Are institutions buying or selling BAMV?
This quarter, 8 institutions opened new positions in BAMV and 3 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.