Who owns Brookstone Intermediate Bond ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of BAMB from SEC Form 13F filings across 8 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, 8 institutions disclosed 2.2M shares of Brookstone Intermediate Bond ETF worth $56.6M — about 95% of shares outstanding; the largest disclosed holder is Brookstone Capital Management. Source: SEC Form 13F filings, parsed by EvidInvest.
8
13F holders
$56.6M
value, 2026 filers
95%
of shares outstanding (2.2M sh)
1
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 BAMB's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Brookstone Capital Management | 2.1M | $55.2M | 0.6% | 92.7% | -4.7% |
| 2 | GTS SECURITIES LLC | 19,026 | $494,638 | 0.0% | 0.8% | -1.3% |
| 3 | Simplicity Wealth,LLC | 17,516 | $455,378 | 0.0% | 0.8% | +23.1% |
| 4 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 8,977 | $233,385 | 0.0% | 0.4% | -44.6% |
| 5 | HARBOUR INVESTMENTS, INC. | 3,323 | $86,392 | 0.0% | 0.1% | -25.2% |
| 6 | OSAIC HOLDINGS, INC. | 1,032 | $26,832 | 0.0% | 0% | 0.0% |
| 7 | Oakmont Advisory Group, LLCNEW | 891 | $23,162 | 0.0% | 0% | new |
| 8 | UBS Group AG | 158 | $4,108 | 0.0% | 0% | -38.5% |
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.