BAMY Institutional Ownership
Brookstone Yield ETF
1W: -0.8%
1M: -2.3%
3M: -3.7%
YTD: -3.4%
1Y: -2.4%
3Y: +22.9%
$26.52
+0.03 (+0.09%)
Weekly Expected Move ±0.5%
$26
$26
$27
$27
$27
Overview
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Institutional Ownership — BAMY
10
Institutional Holders
-4 vs prior quarter
0.0%
Ownership
+0.00pp
43M
Total Invested
2
New Positions
2
Increased
4
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 | 1,513,552 | $40M | -39,383 | -2.5% | 11Q | SEC ↗ |
| 2 | GTS SECURITIES LLC | 33,488 | $888K | +15,016 | +81.3% | 3Q | SEC ↗ |
| 3 | Simplicity Wealth,LLC | 9,758 | $259K | +2,076 | +27.0% | 4Q | SEC ↗ |
| 4 | Chris Bulman Inc | 8,651 | $229K | -162 | -1.8% | 9Q | SEC ↗ |
| 5 | SUSQUEHANNA INTERNATIONAL GROUP, LLP NEW | 7,517 | $199K | — | +0.0% | 1Q | SEC ↗ |
| 6 | HARBOUR INVESTMENTS, INC. | 2,111 | $56K | -465 | -18.1% | 5Q | SEC ↗ |
| 7 | OSAIC HOLDINGS, INC. | 600 | $16K | — | +0.0% | 10Q | SEC ↗ |
| 8 | Oakmont Advisory Group, LLC NEW | 535 | $14K | — | +0.0% | 1Q | SEC ↗ |
| 9 | Anfield Capital Management, LLC | 457 | $12K | — | +0.0% | 5Q | SEC ↗ |
| 10 | UBS Group AG | 456 | $12K | -355 | -43.8% | 2Q | SEC ↗ |
| 11 | AE Wealth Management LLC | 17 | $0K | — | +0.0% | 3Q | SEC ↗ |
| 12 | AlphaStar Capital Management, LLC | 0 | $0K | -17,477 | -100.0% | 1Q | SEC ↗ |
| 13 | Camelot Portfolios, LLC | 0 | $0K | -163 | -100.0% | 1Q | SEC ↗ |
| 14 | BANK OF AMERICA CORP /DE | 0 | $0K | -1,790 | -100.0% | 1Q | SEC ↗ |
| 15 | Key Capital Management, INC | 0 | $0K | -66 | -100.0% | 1Q | SEC ↗ |
| 16 | Wealth Watch Advisors, INC | 0 | $0K | -23 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (2)
| Holder | Shares | Value |
|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 7,517 | $199K |
| Oakmont Advisory Group, LLC | 535 | $14K |
Sold Out (5)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| AlphaStar Capital Management, LLC | 17,477 | $464K |
| BANK OF AMERICA CORP /DE | 1,790 | $47K |
| Camelot Portfolios, LLC | 163 | $4K |
| Key Capital Management, INC | 66 | $2K |
| Wealth Watch Advisors, INC | 23 | $1K |
Biggest Increases (2)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| GTS SECURITIES LLC | +15,016 | +81.3% | 33,488 |
| Simplicity Wealth,LLC | +2,076 | +27.0% | 9,758 |
Biggest Decreases (4)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Brookstone Capital Management | -39,383 | -2.5% | 1,513,552 |
| HARBOUR INVESTMENTS, INC. | -465 | -18.1% | 2,111 |
| UBS Group AG | -355 | -43.8% | 456 |
| Chris Bulman Inc | -162 | -1.8% | 8,651 |