BAMV institutional holders
BROOKSTONE VALUE STOCK ETF · 13F, 2026Q2
| Managers holding | 15 |
|---|---|
| Shares held | 2,808,013 |
| Reported value | $98.7m |
| Quarter flows | 2 new, 4 added, 7 trimmed, 2 exited |
Top 15 holders
| Manager | Shares | Value | % of manager's 13F |
|---|---|---|---|
| Brookstone Capital Management | 2,664,258 | $93.7m | 0.9% |
| Arkadios Wealth Advisors | 58,383 | $2.1m | 0.0% |
| Chris Bulman Inc | 20,663 | $726,604 | 0.3% |
| Simplicity Wealth,LLC | 18,716 | $658,143 | 0.0% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 12,226 | $429,921 | 0.0% |
| FSA Advisors, Inc. | 9,891 | $347,823 | 0.2% |
| Impact Partnership Wealth, LLC | 7,502 | $263,818 | 0.0% |
| Gradient Investments LLC | 7,200 | $253,184 | 0.0% |
| HARBOUR INVESTMENTS, INC. | 3,968 | $139,533 | 0.0% |
| UBS Group AG | 1,605 | $56,438 | 0.0% |
| AE Wealth Management LLC | 1,311 | $46,101 | 0.0% |
| OSAIC HOLDINGS, INC. | 838 | $29,464 | 0.0% |
| Oakmont Advisory Group, LLC | 791 | $27,802 | 0.0% |
| ARMSTRONG ADVISORY GROUP, INC | 576 | $20,255 | 0.0% |
| JPMORGAN CHASE & CO | 85 | $3,015 | 0.0% |
Every holder, line by line, and the full history since 2013: yf.Client().holders("BAMV"). BAMV price history · All 13F data