Brookstone Active
BAMA • BATS
Brookstone Active is an exchange-traded fund on BATS. As of Q3 2025, 9 institutional investors hold shares in this ETF, with total holdings valued at $45.3M. Brookstone Capital Management is the largest holder with a position valued at $43.3M.
Overview
Overview of institutional ownership in BAMA as of Q3 2025
All Institutions
- Institutions
- 9
- Value Held
- $45.3M
- Shares Held
- 1.4M
- Avg Position
- $5.0M
- Median Position
- $244.2K
Hedge Funds
- Hedge Funds
- 0
- Value Held
- -
- Shares Held
- -
- Avg Position
- -
- Median Position
- -
Biggest Investors
Institutions with the largest positions in BAMA as of Q3 2025
| Institution | Position Value |
|---|---|
 Brookstone Capital Management RIA/Wealth | $43.3M 0.52% of portfolio |
G GTS SECURITIES LLC Institution | $999.5K 0.04% of portfolio |
 Simplicity Wealth,LLC RIA/Wealth | $326.0K 0.02% of portfolio |
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | $308.4K 0.00% of portfolio |
C Chris Bulman Inc Institution | $244.2K 0.12% of portfolio |
A Advisor Group Holdings, Inc. Institution | $14.5K 0.00% of portfolio |
 HARBOUR INVESTMENTS, INC. RIA/Wealth | $14.2K 0.00% of portfolio |
 Anfield Capital Management, LLC Long Only Manager | $12.5K 0.00% of portfolio |
 UBS Group AG Institution | $2.5K 0.00% of portfolio |
K Kozak & Associates, Inc. Institution | - 0.00% of portfolio |
Net Capital Flow
Institutional buying and selling activity for BAMA in Q3 2025
- Traded
- +$2.0M
- Buyers
- 4
- Sellers
- 5
- Total Bought
- +$2.2M
- Total Sold
- −$275.9K
- Avg Position
- $4.1M
Biggest Buyers
| Institution | Net Bought |
|---|---|
G GTS SECURITIES LLC Institution | +$999.5K +-579.9K shares |
Brookstone Capital Management RIA/Wealth | +$853.5K +25.5K shares |
Simplicity Wealth,LLC RIA/Wealth | +$326.0K +9.7K shares |
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | +$54.3K +1.6K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
T Triad Wealth Partners, LLC RIA/Wealth | −$225.7K −7.1K shares |
C Chris Bulman Inc Institution | −$42.7K −1.3K shares |
HARBOUR INVESTMENTS, INC. RIA/Wealth | −$3.4K −102.0 shares |
UBS Group AG Institution | −$3.4K −101.0 shares |
K Kozak & Associates, Inc. Institution | −$770.0 −24.0 shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited BAMA in Q3 2025
- New Positions
- 0
- New Value
- -
- Exited Positions
- 2
- Exited Value
- $226.5K
New Positions
| Institution | Position Value |
|---|---|
| No new positions found | |
Exited Positions
| Institution | Previous Position |
|---|---|
T Triad Wealth Partners, LLC RIA/Wealth | $225.7K 7.1K shares |
K Kozak & Associates, Inc. Institution | $770.0 24.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in BAMA as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with BAMA as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Brookstone Capital Management RIA/Wealth | 0.52% $43.3M |
C Chris Bulman Inc Institution | 0.12% $244.2K |
G GTS SECURITIES LLC Institution | 0.04% $999.5K |
Simplicity Wealth,LLC RIA/Wealth | 0.02% $326.0K |
Anfield Capital Management, LLC Long Only Manager | 0.00% $12.5K |
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | 0.00% $308.4K |
HARBOUR INVESTMENTS, INC. RIA/Wealth | 0.00% $14.2K |
A Advisor Group Holdings, Inc. Institution | 0.00% $14.5K |
UBS Group AG Institution | 0.00% $2.5K |
K Kozak & Associates, Inc. Institution | 0.00% - |