Who owns Brookstone Ultra-Short Bond ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of BAMU 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 2.6M shares of Brookstone Ultra-Short Bond ETF worth $65.6M — about 97% of shares outstanding; the largest disclosed holder is Brookstone Capital Management. Source: SEC Form 13F filings, parsed by EvidInvest.
8
13F holders
$65.6M
value, 2026 filers
97%
of shares outstanding (2.6M sh)
3
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 BAMU's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Brookstone Capital Management | 2.5M | $64.2M | 0.6% | 94.9% | -3.9% |
| 2 | CITADEL ADVISORS LLCNEW | 20,940 | $528,316 | 0.0% | 0.8% | new |
| 3 | Simplicity Wealth,LLC | 19,773 | $498,880 | 0.0% | 0.7% | +23.2% |
| 4 | JANE STREET GROUP, LLC | 8,644 | $218,088 | 0.0% | 0.3% | +6.3% |
| 5 | HARBOUR INVESTMENTS, INC. | 3,389 | $85,504 | 0.0% | 0.1% | -26.6% |
| 6 | JPMORGAN CHASE & CONEW | 3,383 | $85,353 | 0.0% | 0.1% | new |
| 7 | OSAIC HOLDINGS, INC. | 1,000 | $25,230 | 0.0% | 0% | 0.0% |
| 8 | AE Wealth Management LLCNEW | 109 | $2,750 | 0.0% | 0% | new |
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.