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BAMG Institutional Ownership

Brookstone Growth Stock ETF
1W: -0.1% 1M: +2.7% 3M: +1.2% YTD: +13.4% 1Y: +18.2% 3Y: +83.5%
$45.35
+0.36 (+0.80%)
 
Weekly Expected Move ±1.8%
$44 $45 $45 $46 $47
ETF CBOE · AUM $146.2M

Institutional Ownership — BAMG

17
Institutional Holders
-4 vs prior quarter
0.0%
Ownership
+0.00pp
138M
Total Invested
2
New Positions
4
Increased
9
Reduced
2
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (23 total)

# Holder Shares Value Change Change % Holding Period Filing
1 Brookstone Capital Management 2,899,261 $131M +129,081 +4.7% 12Q SEC ↗
2 Arkadios Wealth Advisors 64,494 $3M -722 -1.1% 6Q SEC ↗
3 Chris Bulman Inc 19,232 $872K -426 -2.2% 9Q SEC ↗
4 Simplicity Wealth,LLC 18,133 $822K +3,646 +25.2% 6Q SEC ↗
5 GTS SECURITIES LLC 12,787 $580K -24,555 -65.8% 10Q SEC ↗
6 FSA Advisors, Inc. 9,502 $431K -534 -5.3% 3Q SEC ↗
7 Gradient Investments LLC 6,992 $317K -228 -3.2% 2Q SEC ↗
8 Impact Partnership Wealth, LLC 6,432 $292K -92 -1.4% 7Q SEC ↗
9 HARBOUR INVESTMENTS, INC. 3,639 $165K -785 -17.7% 5Q SEC ↗
10 Anfield Capital Management, LLC 1,164 $53K — +0.0% 5Q SEC ↗
11 AE Wealth Management LLC 1,146 $52K +1,100 +2391.3% 3Q SEC ↗
12 OSAIC HOLDINGS, INC. 836 $38K — +0.0% 10Q SEC ↗
13 JPMORGAN CHASE & CO NEW 776 $35K — +0.0% 1Q SEC ↗
14 ARMSTRONG ADVISORY GROUP, INC 581 $26K — +0.0% 3Q SEC ↗
15 Planning Strategies Inc. NEW 358 $16K — +0.0% 1Q SEC ↗
16 UBS Group AG 335 $15K +171 +104.3% 8Q SEC ↗
17 JANE STREET GROUP, LLC 0 $0K -13,859 -100.0% 1Q SEC ↗
18 Camelot Portfolios, LLC 0 $0K -97 -100.0% 1Q SEC ↗
19 Wealth Watch Advisors, INC 0 $0K -12 -100.0% 1Q SEC ↗
20 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0 $0K -17,732 -100.0% 1Q SEC ↗
21 Kestra Advisory Services, LLC 0 $0K -1,301 -100.0% 1Q SEC ↗
22 Key Capital Management, INC 0 $0K -32 -100.0% 1Q SEC ↗
23 AlphaStar Capital Management, LLC 0 $0K -39,273 -100.0% 1Q SEC ↗

Recent Activity

New Positions (2)
HolderSharesValue
JPMORGAN CHASE & CO 776 $35K
Planning Strategies Inc. 358 $16K
Biggest Increases (4)
HolderAddedChange %Total Shares
Brookstone Capital Management +129,081 +4.7% 2,899,261
Simplicity Wealth,LLC +3,646 +25.2% 18,133
AE Wealth Management LLC +1,100 +2391.3% 1,146
UBS Group AG +171 +104.3% 335
Biggest Decreases (7)
HolderReducedChange %Total Shares
GTS SECURITIES LLC -24,555 -65.8% 12,787
HARBOUR INVESTMENTS, INC. -785 -17.7% 3,639
Arkadios Wealth Advisors -722 -1.1% 64,494
FSA Advisors, Inc. -534 -5.3% 9,502
Chris Bulman Inc -426 -2.2% 19,232
Gradient Investments LLC -228 -3.2% 6,992
Impact Partnership Wealth, LLC -92 -1.4% 6,432

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