Brookstone
BAMD • BATS
Brookstone is an exchange-traded fund on BATS. As of Q3 2025, 10 institutional investors hold shares in this ETF, with total holdings valued at $98.7M. Brookstone Capital Management is the largest holder with a position valued at $96.6M.
Overview
Overview of institutional ownership in BAMD as of Q3 2025
All Institutions
- Institutions
- 10
- Value Held
- $98.7M
- Shares Held
- 3.1M
- Avg Position
- $9.9M
- Median Position
- $237.0K
Hedge Funds
- Hedge Funds
- 0
- Value Held
- -
- Shares Held
- -
- Avg Position
- -
- Median Position
- -
Biggest Investors
Institutions with the largest positions in BAMD as of Q3 2025
| Institution | Position Value |
|---|---|
 Brookstone Capital Management RIA/Wealth | $96.6M 1.16% of portfolio |
C Chris Bulman Inc Institution | $641.2K 0.32% of portfolio |
 Simplicity Wealth,LLC RIA/Wealth | $540.7K 0.03% of portfolio |
G GTS SECURITIES LLC Institution | $361.4K 0.01% of portfolio |
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | $251.3K 0.00% of portfolio |
I Impact Partnership Wealth, LLC RIA/Wealth | $222.7K 0.03% of portfolio |
 JPMORGAN CHASE & CO Institution | $64.9K 0.00% of portfolio |
 Anfield Capital Management, LLC Long Only Manager | $37.5K 0.01% of portfolio |
A Advisor Group Holdings, Inc. Institution | $26.7K 0.00% of portfolio |
 HARBOUR INVESTMENTS, INC. RIA/Wealth | $26.1K 0.00% of portfolio |
Net Capital Flow
Institutional buying and selling activity for BAMD in Q3 2025
- Traded
- +$4.6M
- Buyers
- 5
- Sellers
- 5
- Total Bought
- +$5.6M
- Total Sold
- −$959.0K
- Avg Position
- $8.2M
Biggest Buyers
| Institution | Net Bought |
|---|---|
Brookstone Capital Management RIA/Wealth | +$5.3M +167.6K shares |
I Impact Partnership Wealth, LLC RIA/Wealth | +$222.7K +7.1K shares |
JPMORGAN CHASE & CO Institution | +$64.9K +2.1K shares |
G GTS SECURITIES LLC Institution | +$33.5K +1.1K shares |
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | +$7.5K +240.0 shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
Simplicity Wealth,LLC RIA/Wealth | −$342.1K −10.9K shares |
T Triad Wealth Partners, LLC RIA/Wealth | −$262.2K −8.5K shares |
F FSA Advisors, Inc. Institution | −$261.3K −8.5K shares |
C Chris Bulman Inc Institution | −$88.1K −2.8K shares |
HARBOUR INVESTMENTS, INC. RIA/Wealth | −$5.3K −170.0 shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited BAMD in Q3 2025
- New Positions
- 1
- New Value
- $64.9K
- Exited Positions
- 2
- Exited Value
- $523.5K
New Positions
| Institution | Position Value |
|---|---|
JPMORGAN CHASE & CO Institution | $64.9K 2.1K shares |
Exited Positions
| Institution | Previous Position |
|---|---|
T Triad Wealth Partners, LLC RIA/Wealth | $262.2K 8.5K shares |
F FSA Advisors, Inc. Institution | $261.3K 8.5K shares |
Options Activity
Institutions with the largest Call and Put options positions in BAMD 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 BAMD as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Brookstone Capital Management RIA/Wealth | 1.16% $96.6M |
C Chris Bulman Inc Institution | 0.32% $641.2K |
I Impact Partnership Wealth, LLC RIA/Wealth | 0.03% $222.7K |
Simplicity Wealth,LLC RIA/Wealth | 0.03% $540.7K |
G GTS SECURITIES LLC Institution | 0.01% $361.4K |
Anfield Capital Management, LLC Long Only Manager | 0.01% $37.5K |
HARBOUR INVESTMENTS, INC. RIA/Wealth | 0.00% $26.1K |
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | 0.00% $251.3K |
A Advisor Group Holdings, Inc. Institution | 0.00% $26.7K |
JPMORGAN CHASE & CO Institution | 0.00% $64.9K |