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BAMD Institutional Ownership

Brookstone Dividend Stock ETF
1W: -0.4% 1M: -5.9% 3M: -2.4% YTD: +8.3% 1Y: +5.1% 3Y: +41.4%
$32.50
+0.10 (+0.31%)
 
Weekly Expected Move ±1.5%
$32 $32 $32 $33 $33
ETF CBOE · AUM $90.8M

Institutional Ownership — BAMD

13
Institutional Holders
-8 vs prior quarter
0.0%
Ownership
+0.00pp
91M
Total Invested
0
New Positions
4
Increased
7
Reduced
2
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (21 total)

# Holder Shares Value Change Change % Holding Period Filing
1 Brookstone Capital Management 2,708,521 88M -97,800 -3.5% 12Q SEC ↗
2 Chris Bulman Inc 21,163 688K -355 -1.6% 9Q SEC ↗
3 SUSQUEHANNA INTERNATIONAL GROUP, LLP 18,494 601K +3,189 +20.8% 5Q SEC ↗
4 Simplicity Wealth,LLC 16,660 541K +2,144 +14.8% 6Q SEC ↗
5 GTS SECURITIES LLC 12,120 394K -12,500 -50.8% 10Q SEC ↗
6 FSA Advisors, Inc. 9,918 322K -610 -5.8% 3Q SEC ↗
7 Gradient Investments LLC 7,549 245K -200 -2.6% 2Q SEC ↗
8 JPMORGAN CHASE & CO 2,151 70K +1,300 +152.8% 2Q SEC ↗
9 Anfield Capital Management, LLC 1,195 39K — +0.0% 5Q SEC ↗
10 OSAIC HOLDINGS, INC. 848 28K — +0.0% 10Q SEC ↗
11 ARMSTRONG ADVISORY GROUP, INC 587 19K — +0.0% 3Q SEC ↗
12 AE Wealth Management LLC 552 18K +505 +1074.5% 3Q SEC ↗
13 AlphaStar Capital Management, LLC 0 0K -41,399 -100.0% 1Q SEC ↗
14 HARBOUR INVESTMENTS, INC. 0 0K -831 -100.0% 3Q SEC ↗
15 Key Capital Management, INC 0 0K -36 -100.0% 1Q SEC ↗
16 Kestra Advisory Services, LLC 0 0K -1,377 -100.0% 1Q SEC ↗
17 UBS Group AG 0 0K -1,394 -100.0% 1Q SEC ↗
18 MORGAN STANLEY 0 0K -10,644 -100.0% 1Q SEC ↗
19 Wealth Watch Advisors, INC 0 0K -13 -100.0% 1Q SEC ↗
20 Camelot Portfolios, LLC 0 0K -102 -100.0% 1Q SEC ↗
21 BANK OF AMERICA CORP /DE 0 0K -2,400 -100.0% 1Q SEC ↗

Recent Activity

New Positions (0)

No new positions this quarter.

Biggest Increases (4)
HolderAddedChange %Total Shares
SUSQUEHANNA INTERNATIONAL GROUP, LL +3,189 +20.8% 18,494
Simplicity Wealth,LLC +2,144 +14.8% 16,660
JPMORGAN CHASE & CO +1,300 +152.8% 2,151
AE Wealth Management LLC +505 +1074.5% 552
Biggest Decreases (5)
HolderReducedChange %Total Shares
Brookstone Capital Management -97,800 -3.5% 2,708,521
GTS SECURITIES LLC -12,500 -50.8% 12,120
FSA Advisors, Inc. -610 -5.8% 9,918
Chris Bulman Inc -355 -1.6% 21,163
Gradient Investments LLC -200 -2.6% 7,549

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms