Brookstone Intermediate Bond
BAMB • BATS
Brookstone Intermediate Bond is an exchange-traded fund on BATS. As of Q3 2025, 8 institutional investors hold shares in this ETF, with total holdings valued at $63.3M. Brookstone Capital Management is the largest holder with a position valued at $60.7M.
Overview
Overview of institutional ownership in BAMB as of Q3 2025
All Institutions
- Institutions
- 8
- Value Held
- $63.3M
- Shares Held
- 2.4M
- Avg Position
- $7.9M
- Median Position
- $413.5K
Hedge Funds
- Hedge Funds
- 1
- Value Held
- $986.1K
- Shares Held
- 37.2K
- Avg Position
- $986.1K
- Median Position
- $986.1K
Biggest Investors
Institutions with the largest positions in BAMB as of Q3 2025
| Institution | Position Value |
|---|---|
 Brookstone Capital Management RIA/Wealth | $60.7M 0.73% of portfolio |
 CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | $986.1K 0.00% of portfolio |
G GTS SECURITIES LLC Institution | $785.5K 0.03% of portfolio |
 Simplicity Wealth,LLC RIA/Wealth | $444.0K 0.03% of portfolio |
J JANE STREET GROUP, LLC Institution | $383.0K 0.00% of portfolio |
 HARBOUR INVESTMENTS, INC. RIA/Wealth | $24.3K 0.00% of portfolio |
A Advisor Group Holdings, Inc. Institution | $22.3K 0.00% of portfolio |
 UBS Group AG Institution | $1.7K 0.00% of portfolio |
 JPMORGAN CHASE & CO Institution | - 0.00% of portfolio |
T Triad Wealth Partners, LLC RIA/Wealth | - 0.00% of portfolio |
Net Capital Flow
Institutional buying and selling activity for BAMB in Q3 2025
- Traded
- +$790.1K
- Buyers
- 5
- Sellers
- 4
- Total Bought
- +$2.1M
- Total Sold
- −$1.3M
- Avg Position
- $6.3M
Biggest Buyers
| Institution | Net Bought |
|---|---|
Brookstone Capital Management RIA/Wealth | +$1.1M +40.1K shares |
G GTS SECURITIES LLC Institution | +$506.5K +19.1K shares |
Simplicity Wealth,LLC RIA/Wealth | +$444.0K +16.8K shares |
J JANE STREET GROUP, LLC Institution | +$41.9K +1.6K shares |
UBS Group AG Institution | +$1.2K +47.0 shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | −$766.8K −28.9K shares |
T Triad Wealth Partners, LLC RIA/Wealth | −$436.5K −16.6K shares |
JPMORGAN CHASE & CO Institution | −$57.0K −2.2K shares |
HARBOUR INVESTMENTS, INC. RIA/Wealth | −$4.7K −177.0 shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited BAMB in Q3 2025
- New Positions
- 0
- New Value
- -
- Exited Positions
- 2
- Exited Value
- $493.5K
New Positions
| Institution | Position Value |
|---|---|
| No new positions found | |
Exited Positions
| Institution | Previous Position |
|---|---|
T Triad Wealth Partners, LLC RIA/Wealth | $436.5K 16.6K shares |
JPMORGAN CHASE & CO Institution | $57.0K 2.2K shares |
Options Activity
Institutions with the largest Call and Put options positions in BAMB 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 BAMB as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Brookstone Capital Management RIA/Wealth | 0.73% $60.7M |
G GTS SECURITIES LLC Institution | 0.03% $785.5K |
Simplicity Wealth,LLC RIA/Wealth | 0.03% $444.0K |
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | 0.00% $986.1K |
HARBOUR INVESTMENTS, INC. RIA/Wealth | 0.00% $24.3K |
J JANE STREET GROUP, LLC Institution | 0.00% $383.0K |
A Advisor Group Holdings, Inc. Institution | 0.00% $22.3K |
UBS Group AG Institution | 0.00% $1.7K |
JPMORGAN CHASE & CO Institution | 0.00% - |
T Triad Wealth Partners, LLC RIA/Wealth | 0.00% - |
Hedge Fund Spotlight
Discover hedge funds investing in BAMB
CITADEL ADVISORS LLC
Hedge Fund • Multi-Strategy
Portfolio ManagerKenneth Cordele Griffin
- Portfolio Value
- $122.08B
- Positions
- 5,531
- Last Reported
- Q3 2025
Sector Allocation
Position in Brookstone Intermediate Bond
- Market Value
- $986.1K
- Shares Held
- 37.2K
- Portfolio Weight
- 0.00%
- Owned Since
- 2023-Q4
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Software - Infrastructure Technology | $2.1B | 1.68% | |
Semiconductors Technology | $1.8B | 1.50% | |
Internet Content & Information Communication Services | $1.4B | 1.18% |
