BAMU Institutional Ownership
Brookstone Ultra-Short Bond ETF
1W: +0.0%
1M: +0.2%
3M: -0.0%
YTD: +0.5%
1Y: +0.5%
3Y: +7.5%
$25.23
+0.01 (+0.02%)
Weekly Expected Move ±0.1%
$25
$25
$25
$25
$25
Overview
Chart
Holdings
Changes
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Analysis
Peers
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Short Interest
Dividends
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Institutional Ownership — BAMU
9
Institutional Holders
-4 vs prior quarter
0.0%
Ownership
+0.00pp
66M
Total Invested
2
New Positions
2
Increased
4
Reduced
1
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (14 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Brookstone Capital Management | 2,544,231 | 64M | -103,739 | -3.9% | 12Q | SEC ↗ |
| 2 | CITADEL ADVISORS LLC NEW | 20,940 | 528K | — | +0.0% | 1Q | SEC ↗ |
| 3 | Simplicity Wealth,LLC | 19,773 | 499K | +3,729 | +23.2% | 4Q | SEC ↗ |
| 4 | JANE STREET GROUP, LLC | 8,644 | 218K | +515 | +6.3% | 2Q | SEC ↗ |
| 5 | HARBOUR INVESTMENTS, INC. | 3,389 | 86K | -1,231 | -26.6% | 5Q | SEC ↗ |
| 6 | JPMORGAN CHASE & CO | 3,383 | 85K | -1,354 | -28.6% | 5Q | SEC ↗ |
| 7 | OSAIC HOLDINGS, INC. | 1,000 | 25K | — | +0.0% | 10Q | SEC ↗ |
| 8 | AE Wealth Management LLC NEW | 109 | 3K | — | +0.0% | 1Q | SEC ↗ |
| 9 | Wealth Watch Advisors, INC | 0 | 0K | -90 | -100.0% | 1Q | SEC ↗ |
| 10 | Camelot Portfolios, LLC | 0 | 0K | -626 | -100.0% | 1Q | SEC ↗ |
| 11 | UBS Group AG | 0 | 0K | -1,264 | -100.0% | 6Q | SEC ↗ |
| 12 | AlphaStar Capital Management, LLC | 0 | 0K | -10,485 | -100.0% | 1Q | SEC ↗ |
| 13 | GTS SECURITIES LLC | 0 | 0K | -27,222 | -100.0% | 6Q | SEC ↗ |
| 14 | Key Capital Management, INC | 0 | 0K | -266 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (2)
| Holder | Shares | Value |
|---|---|---|
| CITADEL ADVISORS LLC | 20,940 | 528K |
| AE Wealth Management LLC | 109 | 3K |
Sold Out (6)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| GTS SECURITIES LLC | 27,222 | 687K |
| AlphaStar Capital Management, LLC | 10,485 | 265K |
| UBS Group AG | 1,264 | 32K |
| Camelot Portfolios, LLC | 626 | 16K |
| Key Capital Management, INC | 266 | 7K |
| Wealth Watch Advisors, INC | 90 | 2K |
Biggest Increases (2)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Simplicity Wealth,LLC | +3,729 | +23.2% | 19,773 |
| JANE STREET GROUP, LLC | +515 | +6.3% | 8,644 |
Biggest Decreases (3)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Brookstone Capital Management | -103,739 | -3.9% | 2,544,231 |
| JPMORGAN CHASE & CO | -1,354 | -28.6% | 3,383 |
| HARBOUR INVESTMENTS, INC. | -1,231 | -26.6% | 3,389 |