BAMA Institutional Ownership
Brookstone Active ETF
1W: -0.3%
1M: +0.3%
3M: +0.4%
YTD: +8.2%
1Y: +9.7%
3Y: +51.1%
$36.81
+0.21 (+0.57%)
Weekly Expected Move ±1.3%
$36
$36
$37
$37
$38
Overview
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Institutional Ownership — BAMA
11
Institutional Holders
-3 vs prior quarter
0.0%
Ownership
+0.00pp
49M
Total Invested
2
New Positions
2
Increased
5
Reduced
0
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (16 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Brookstone Capital Management | 1,282,673 | $47M | -66,765 | -4.9% | 11Q | SEC ↗ |
| 2 | GTS SECURITIES LLC | 15,745 | $580K | -23,875 | -60.3% | 12Q | SEC ↗ |
| 3 | Simplicity Wealth,LLC | 9,788 | $360K | +1,839 | +23.1% | 4Q | SEC ↗ |
| 4 | Chris Bulman Inc | 7,468 | $275K | -162 | -2.1% | 9Q | SEC ↗ |
| 5 | SUSQUEHANNA INTERNATIONAL GROUP, LLP NEW | 5,681 | $209K | — | +0.0% | 1Q | SEC ↗ |
| 6 | HARBOUR INVESTMENTS, INC. | 1,882 | $69K | -445 | -19.1% | 5Q | SEC ↗ |
| 7 | AE Wealth Management LLC | 1,748 | $64K | +1,733 | +11553.3% | 3Q | SEC ↗ |
| 8 | OSAIC HOLDINGS, INC. | 444 | $16K | — | +0.0% | 10Q | SEC ↗ |
| 9 | Oakmont Advisory Group, LLC NEW | 442 | $16K | — | +0.0% | 1Q | SEC ↗ |
| 10 | Anfield Capital Management, LLC | 372 | $14K | — | +0.0% | 5Q | SEC ↗ |
| 11 | ARMSTRONG ADVISORY GROUP, INC | 310 | $11K | — | +0.0% | 3Q | SEC ↗ |
| 12 | UBS Group AG | 95 | $3K | -1,703 | -94.7% | 2Q | SEC ↗ |
| 13 | AlphaStar Capital Management, LLC | 0 | $0K | -15,556 | -100.0% | 1Q | SEC ↗ |
| 14 | Wealth Watch Advisors, INC | 0 | $0K | -21 | -100.0% | 1Q | SEC ↗ |
| 15 | Camelot Portfolios, LLC | 0 | $0K | -159 | -100.0% | 1Q | SEC ↗ |
| 16 | Key Capital Management, INC | 0 | $0K | -58 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (2)
| Holder | Shares | Value |
|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 5,681 | $209K |
| Oakmont Advisory Group, LLC | 442 | $16K |
Sold Out (4)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| AlphaStar Capital Management, LLC | 15,556 | $573K |
| Camelot Portfolios, LLC | 159 | $6K |
| Key Capital Management, INC | 58 | $2K |
| Wealth Watch Advisors, INC | 21 | $1K |
Biggest Increases (2)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Simplicity Wealth,LLC | +1,839 | +23.1% | 9,788 |
| AE Wealth Management LLC | +1,733 | +11553.3% | 1,748 |
Biggest Decreases (5)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Brookstone Capital Management | -66,765 | -4.9% | 1,282,673 |
| GTS SECURITIES LLC | -23,875 | -60.3% | 15,745 |
| UBS Group AG | -1,703 | -94.7% | 95 |
| HARBOUR INVESTMENTS, INC. | -445 | -19.1% | 1,882 |
| Chris Bulman Inc | -162 | -2.1% | 7,468 |