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Who owns BAMGWhat BAMG owns — n/a

Who owns Brookstone Growth Stock ETF?

Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.

Institutional ownership of BAMG from SEC Form 13F filings across 15 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, 15 institutions disclosed 3.0M shares of Brookstone Growth Stock ETF worth $137.9M — about 94.4% of shares outstanding; the largest disclosed holder is Brookstone Capital Management. Source: SEC Form 13F filings, parsed by EvidInvest.

15

13F holders

$137.9M

value, 2026 filers

94.4%

of shares outstanding (3.0M 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 BAMG's shares outstanding

#ManagerSharesValue% of fund% of co.Δ shares QoQ
1Brookstone Capital Management2.9M$131.3M1.3%89.9%+4.7%
2Arkadios Wealth Advisors64,494$2.9M0.0%2%-1.1%
3Chris Bulman Inc19,232$870,8240.3%0.6%-2.2%
4Simplicity Wealth,LLC18,133$821,0780.0%0.6%+25.2%
5GTS SECURITIES LLC12,787$578,9950.0%0.4%-65.8%
6FSA Advisors, Inc.9,502$430,2510.2%0.3%-5.3%
7Gradient Investments LLC6,992$316,5980.0%0.2%-3.2%
8Impact Partnership Wealth, LLC6,432$291,2330.0%0.2%-1.4%
9HARBOUR INVESTMENTS, INC.3,639$164,7740.0%0.1%-17.7%
10AE Wealth Management LLC1,146$51,8910.0%0%+2391.3%
11OSAIC HOLDINGS, INC.836$37,8540.0%0%0.0%
12JPMORGAN CHASE & CONEW776$34,7800.0%0%new
13ARMSTRONG ADVISORY GROUP, INC581$26,3080.0%0%0.0%
14Planning Strategies Inc.NEW358$16,21010.1%0%new
15UBS Group AG335$15,1690.0%0%+104.3%

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.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.