BAMV Institutional Ownership
Brookstone Value Stock ETF
1W: -1.4%
1M: -4.5%
3M: +1.5%
YTD: +11.2%
1Y: +12.6%
3Y: +53.0%
$36.28
+0.14 (+0.39%)
Weekly Expected Move ±1.3%
$35
$36
$36
$37
$37
Overview
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Holdings
Changes
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Analysis
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Short Interest
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Institutional Ownership — BAMV
16
Institutional Holders
-5 vs prior quarter
0.0%
Ownership
+0.00pp
99M
Total Invested
2
New Positions
4
Increased
8
Reduced
1
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 | 2,664,258 | $97M | -47,261 | -1.7% | 12Q | SEC ↗ |
| 2 | Arkadios Wealth Advisors | 58,383 | $2M | +308 | +0.5% | 6Q | SEC ↗ |
| 3 | Chris Bulman Inc | 20,663 | $750K | -383 | -1.8% | 9Q | SEC ↗ |
| 4 | Simplicity Wealth,LLC | 18,716 | $679K | +4,055 | +27.7% | 6Q | SEC ↗ |
| 5 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 12,226 | $444K | -8,199 | -40.1% | 2Q | SEC ↗ |
| 6 | FSA Advisors, Inc. | 9,891 | $359K | -644 | -6.1% | 3Q | SEC ↗ |
| 7 | Impact Partnership Wealth, LLC | 7,502 | $272K | +1,068 | +16.6% | 4Q | SEC ↗ |
| 8 | Gradient Investments LLC | 7,200 | $261K | -375 | -5.0% | 2Q | SEC ↗ |
| 9 | HARBOUR INVESTMENTS, INC. | 3,968 | $144K | -778 | -16.4% | 5Q | SEC ↗ |
| 10 | UBS Group AG | 1,605 | $58K | -526 | -24.7% | 8Q | SEC ↗ |
| 11 | AE Wealth Management LLC | 1,311 | $48K | +1,265 | +2750.0% | 3Q | SEC ↗ |
| 12 | Anfield Capital Management, LLC | 1,181 | $43K | — | +0.0% | 5Q | SEC ↗ |
| 13 | OSAIC HOLDINGS, INC. | 838 | $30K | — | +0.0% | 10Q | SEC ↗ |
| 14 | Oakmont Advisory Group, LLC NEW | 791 | $29K | — | +0.0% | 1Q | SEC ↗ |
| 15 | ARMSTRONG ADVISORY GROUP, INC | 576 | $21K | — | +0.0% | 3Q | SEC ↗ |
| 16 | JPMORGAN CHASE & CO NEW | 85 | $3K | — | +0.0% | 1Q | SEC ↗ |
| 17 | Camelot Portfolios, LLC | 0 | $0K | -98 | -100.0% | 1Q | SEC ↗ |
| 18 | AlphaStar Capital Management, LLC | 0 | $0K | -43,216 | -100.0% | 1Q | SEC ↗ |
| 19 | BANK OF AMERICA CORP /DE | 0 | $0K | -1,722 | -100.0% | 1Q | SEC ↗ |
| 20 | Wealth Watch Advisors, INC | 0 | $0K | -13 | -100.0% | 1Q | SEC ↗ |
| 21 | GTS SECURITIES LLC | 0 | $0K | -36,818 | -100.0% | 11Q | SEC ↗ |
| 22 | Key Capital Management, INC | 0 | $0K | -34 | -100.0% | 1Q | SEC ↗ |
| 23 | Kestra Advisory Services, LLC | 0 | $0K | -1,340 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (2)
| Holder | Shares | Value |
|---|---|---|
| Oakmont Advisory Group, LLC | 791 | $29K |
| JPMORGAN CHASE & CO | 85 | $3K |
Sold Out (7)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| AlphaStar Capital Management, LLC | 43,216 | $2M |
| GTS SECURITIES LLC | 36,818 | $1M |
| BANK OF AMERICA CORP /DE | 1,722 | $62K |
| Kestra Advisory Services, LLC | 1,340 | $49K |
| Camelot Portfolios, LLC | 98 | $4K |
| Key Capital Management, INC | 34 | $1K |
| Wealth Watch Advisors, INC | 13 | $0K |
Biggest Increases (4)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Simplicity Wealth,LLC | +4,055 | +27.7% | 18,716 |
| AE Wealth Management LLC | +1,265 | +2750.0% | 1,311 |
| Impact Partnership Wealth, LLC | +1,068 | +16.6% | 7,502 |
| Arkadios Wealth Advisors | +308 | +0.5% | 58,383 |
Biggest Decreases (7)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Brookstone Capital Management | -47,261 | -1.7% | 2,664,258 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | -8,199 | -40.1% | 12,226 |
| HARBOUR INVESTMENTS, INC. | -778 | -16.4% | 3,968 |
| FSA Advisors, Inc. | -644 | -6.1% | 9,891 |
| UBS Group AG | -526 | -24.7% | 1,605 |
| Chris Bulman Inc | -383 | -1.8% | 20,663 |
| Gradient Investments LLC | -375 | -5.0% | 7,200 |