Who owns Brookstone Yield ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of BAMY from SEC Form 13F filings across 10 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, 10 institutions disclosed 1.6M shares of Brookstone Yield ETF worth $43.3M — about 96.5% of shares outstanding; the largest disclosed holder is Brookstone Capital Management. Source: SEC Form 13F filings, parsed by EvidInvest.
10
13F holders
$43.3M
value, 2026 filers
96.5%
of shares outstanding (1.6M 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 BAMY's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Brookstone Capital Management | 1.5M | $41.6M | 0.4% | 92.7% | -2.5% |
| 2 | GTS SECURITIES LLC | 33,488 | $920,384 | 0.0% | 2.1% | +81.3% |
| 3 | Simplicity Wealth,LLC | 9,758 | $268,188 | 0.0% | 0.6% | +27.0% |
| 4 | Chris Bulman Inc | 8,651 | $237,765 | 0.1% | 0.5% | -1.8% |
| 5 | SUSQUEHANNA INTERNATIONAL GROUP, LLPNEW | 7,517 | $206,597 | 0.0% | 0.5% | new |
| 6 | HARBOUR INVESTMENTS, INC. | 2,111 | $58,019 | 0.0% | 0.1% | -18.1% |
| 7 | OSAIC HOLDINGS, INC. | 600 | $16,488 | 0.0% | 0% | 0.0% |
| 8 | Oakmont Advisory Group, LLCNEW | 535 | $14,691 | 0.0% | 0% | new |
| 9 | UBS Group AG | 456 | $12,533 | 0.0% | 0% | -43.8% |
| 10 | AE Wealth Management LLC | 17 | $467 | 0.0% | 0% | 0.0% |
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.