Who Owns Brookstone Yield ETF (BAMY)?Hedge Fund & Institutional Holders
Institutional Holders
13
as of Q4 2025
Total Institutional Value
$4.8500025100021906e+30T
% of Float Held
—
QoQ Change in Holders
+9 / -2
Price History
BAMY — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| AlphaStar Capital Management, LLC | New Position | +17K | +$485.0M |
| Chris Bulman Inc | New Position | +9K | +$251.0M |
| Simplicity Wealth,LLC | New Position | +8K | +$219.0M |
| Camelot Portfolios, LLC | New Position | +163 | +$4.0M |
| Key Capital Management, INC | New Position | +66 | +$1K |
| GTS SECURITIES LLC | New Position | +22K | +$0 |
| AE Wealth Management LLC | New Position | +118 | +$0 |
| Wealth Watch Advisors, INC | New Position | +23 | +$0 |
| BANK OF AMERICA CORP /DE/ | New Position | +2K | +$0 |
| OSAIC HOLDINGS, INC. | Increased | +156 | +$-12.0M |
BAMY — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| Brookstone Capital Management | Decreased | -38K | -$39.6B |
| CITADEL ADVISORS LLC | Closed Position | -8K | -$210.3M |
| UBS Group AG | Closed Position | -92 | -$2.5M |
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AlphaStar Capital Management, LLC | 17,477 | $485.0M | 0.04% | Share |
| 2 | Chris Bulman Inc | 9,029 | $251.0M | 0.11% | Share |
| 3 | Simplicity Wealth,LLC | 7,912 | $219.0M | 0.01% | Share |
| 4 | Brookstone Capital Management | 1,393,299 | $38.7M | 0.44% | Share |
| 5 | Anfield Capital Management, LLC | 457 | $12.0M | 0.00% | Share |
| 6 | Camelot Portfolios, LLC | 163 | $4.0M | 0.00% | Share |
| 7 | HARBOUR INVESTMENTS, INC. | 469 | $13K | 0.00% | Share |
| 8 | Key Capital Management, INC | 66 | $1K | 0.00% | Share |
| 9 | Wealth Watch Advisors, INC | 23 | $0 | 0.00% | Share |
| 10 | BANK OF AMERICA CORP /DE/ | 1,790 | $0 | 0.00% | Share |
| 11 | AE Wealth Management LLC | 118 | $0 | 0.00% | Share |
| 12 | GTS SECURITIES LLC | 21,887 | $0 | 0.00% | Share |
| 13 | OSAIC HOLDINGS, INC. | 600 | $0 | 0.00% | Share |
BAMY Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 13 | $1.0B | +7 |
| Q3 2025 | 6 | $39.8B | -2 |
| Q2 2025 | 8 | $39.0B | +1 |
| Q1 2025 | 7 | $36.0B | +1 |
| Q4 2024 | 6 | $653.0M | +0 |
| Q3 2024 | 6 | $414.3M | -3 |
| Q2 2024 | 9 | $77.6M | +1 |
| Q1 2024 | 8 | $204.0T | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 13 institutional investors hold BAMY (Brookstone Yield ETF). The largest holder is AlphaStar Capital Management, LLC with $485.0M in shares. This quarter, 9 institutions opened new positions and 2 closed their positions.
Frequently Asked Questions
How many hedge funds own BAMY?
As of Q4 2025, 13 institutional investors report holding BAMY (Brookstone Yield ETF) in their 13F filings.
Who is the largest institutional holder of BAMY?
The largest institutional holder of BAMY is AlphaStar Capital Management, LLC with $485.0M in shares.
Is institutional ownership of BAMY increasing or decreasing?
This quarter, 9 institutions opened new positions in BAMY and 2 closed their positions.