Who owns Brookstone Dividend Stock ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of BAMD 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 2.8M shares of Brookstone Dividend Stock ETF worth $91.2M — about 100.2% of shares outstanding; the largest disclosed holder is Brookstone Capital Management. Source: SEC Form 13F filings, parsed by EvidInvest.
11
13F holders
$91.2M
value, 2026 filers
100.2%
of shares outstanding (2.8M 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 BAMD's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Brookstone Capital Management | 2.7M | $88.2M | 0.9% | 97% | -3.5% |
| 2 | Chris Bulman Inc | 21,163 | $689,483 | 0.3% | 0.8% | -1.6% |
| 3 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 18,494 | $602,529 | 0.0% | 0.7% | +20.8% |
| 4 | Simplicity Wealth,LLC | 16,660 | $542,777 | 0.0% | 0.6% | +14.8% |
| 5 | GTS SECURITIES LLC | 12,120 | $394,870 | 0.0% | 0.4% | -50.8% |
| 6 | FSA Advisors, Inc. | 9,918 | $323,133 | 0.1% | 0.4% | -5.8% |
| 7 | Gradient Investments LLC | 7,549 | $245,944 | 0.0% | 0.3% | -2.6% |
| 8 | JPMORGAN CHASE & CONEW | 2,151 | $70,316 | 0.0% | 0.1% | new |
| 9 | OSAIC HOLDINGS, INC. | 848 | $27,627 | 0.0% | 0% | 0.0% |
| 10 | ARMSTRONG ADVISORY GROUP, INC | 587 | $19,125 | 0.0% | 0% | 0.0% |
| 11 | AE Wealth Management LLC | 552 | $17,984 | 0.0% | 0% | +1074.5% |
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.