Who owns Brookstone Active ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of BAMA from SEC Form 13F filings across 11 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 11 institutions disclosed 1.3M shares of Brookstone Active ETF worth $48.6M — about 94.3% of shares outstanding; the largest disclosed holder is Brookstone Capital Management. Source: SEC Form 13F filings, parsed by EvidInvest.
11
13F holders
$48.6M
value, 2026 filers
94.3%
of shares outstanding (1.3M sh)
2
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of BAMA's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Brookstone Capital Management | 1.3M | $47.0M | 0.5% | 91.2% | -4.9% |
| 2 | GTS SECURITIES LLC | 15,745 | $576,818 | 0.0% | 1.1% | -60.3% |
| 3 | Simplicity Wealth,LLC | 9,788 | $358,597 | 0.0% | 0.7% | +23.1% |
| 4 | Chris Bulman Inc | 7,468 | $273,593 | 0.1% | 0.5% | -2.1% |
| 5 | SUSQUEHANNA INTERNATIONAL GROUP, LLPNEW | 5,681 | $208,125 | 0.0% | 0.4% | new |
| 6 | HARBOUR INVESTMENTS, INC. | 1,882 | $68,948 | 0.0% | 0.1% | -19.1% |
| 7 | AE Wealth Management LLC | 1,748 | $64,039 | 0.0% | 0.1% | +11553.3% |
| 8 | OSAIC HOLDINGS, INC. | 444 | $16,268 | 0.0% | 0% | 0.0% |
| 9 | Oakmont Advisory Group, LLCNEW | 442 | $16,201 | 0.0% | 0% | new |
| 10 | ARMSTRONG ADVISORY GROUP, INC | 310 | $11,357 | 0.0% | 0% | 0.0% |
| 11 | UBS Group AG | 95 | $3,480 | 0.0% | 0% | -94.7% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.