Brookstone Growth

BAMG • BATS

Brookstone Growth is an exchange-traded fund on BATS. As of Q3 2025, 11 institutional investors hold shares in this ETF, with total holdings valued at $128.4M. Brookstone Capital Management is the largest holder with a position valued at $123.3M.

Overview

Overview of institutional ownership in BAMG as of Q3 2025

All Institutions

Institutions: 11
Value Held: $128.4M
Shares Held: 3.4M
Avg Position: $11.7M
Median Position: $268.6K

Hedge Funds

Hedge Funds: 0
Value Held: -
Shares Held: -
Avg Position: -
Median Position: -

Biggest Investors

Institutions with the largest positions in BAMG as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
Brookstone Capital Management RIA/Wealth	Nadim "Dean" Zayed CEO	$123.3M 1.48% of portfolio	3.2M shares	Q3 2023 Held for 2y 2m	$8.3B
Arkadios Wealth Advisors RIA/Wealth	David Yancey Millican CEO	$2.4M 0.06% of portfolio	63.8K shares	Q1 2025 Held for 8 months	$4.1B
G GTS SECURITIES LLC Institution	-	$917.0K 0.04% of portfolio	24.1K shares	Q3 2023 Held for 2y 2m	$2.5B
C Chris Bulman Inc Institution	-	$738.8K 0.37% of portfolio	19.4K shares	Q2 2024 Held for 1y 5m	$197.5M
Simplicity Wealth,LLC RIA/Wealth	Bruce George Donaldson CEO	$668.0K 0.04% of portfolio	17.5K shares	Q2 2024 Held for 1y 5m	$1.7B
I Impact Partnership Wealth, LLC RIA/Wealth	Stephen Walker Odom CEO	$268.6K 0.04% of portfolio	7.1K shares	Q4 2024 Held for 11 months	$649.0M
Anfield Capital Management, LLC Long Only Manager	David Nmn Young CEO	$44.3K 0.01% of portfolio	1.2K shares	Q1 2025 Held for 8 months	$338.5M
UBS Group AG Institution	Sergio P. Ermotti CEO	$35.3K 0.00% of portfolio	926.0 shares	Q3 2024 Held for 1y 2m	$511.54B
A Advisor Group Holdings, Inc. Institution	-	$30.7K 0.00% of portfolio	836.0 shares	Q1 2024 Held for 1y 8m	$71.0B
HARBOUR INVESTMENTS, INC. RIA/Wealth	Nick William Sondel CEO	$29.0K 0.00% of portfolio	761.0 shares	Q2 2025 Held for 5 months	$4.3B

Net Capital Flow

Institutional buying and selling activity for BAMG in Q3 2025

Traded: +$6.7M
Buyers: 6
Sellers: 8
Total Bought: +$8.8M
Total Sold: −$2.2M
Avg Position: $8.0M

Biggest Buyers

Institution	Net Bought	Current Position
Brookstone Capital Management RIA/Wealth	+$8.1M +212.1K shares	$123.3M 3.2M shares
G GTS SECURITIES LLC Institution	+$428.7K +11.3K shares	$917.0K 24.1K shares
Arkadios Wealth Advisors RIA/Wealth	+$268.0K +7.0K shares	$2.4M 63.8K shares
I Impact Partnership Wealth, LLC RIA/Wealth	+$28.6K +750.0 shares	$268.6K 7.1K shares
BANK OF AMERICA CORP /DE/ Institution	+$20.2K +529.0 shares	$20.2K 529.0 shares
UBS Group AG Institution	+$15.3K +401.0 shares	$35.3K 926.0 shares

Biggest Sellers

Institution	Net Sold	Current Position
O OLD MISSION CAPITAL LLC Institution	−$553.1K −15.2K shares	Sold Off 0 shares
Simplicity Wealth,LLC RIA/Wealth	−$437.9K −11.5K shares	$668.0K 17.5K shares
T Triad Wealth Partners, LLC RIA/Wealth	−$310.7K −8.6K shares	Sold Off 0 shares
F FSA Advisors, Inc. Institution	−$297.1K −8.2K shares	Sold Off 0 shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	−$239.2K −6.6K shares	Sold Off 0 shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	−$229.3K −6.3K shares	Sold Off 0 shares
C Chris Bulman Inc Institution	−$104.3K −2.7K shares	$738.8K 19.4K shares
HARBOUR INVESTMENTS, INC. RIA/Wealth	−$6.4K −167.0 shares	$29.0K 761.0 shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited BAMG in Q3 2025

New Positions: 1
New Value: $20.2K
Exited Positions: 5
Exited Value: $1.6M

New Positions

Institution	Position Value
BANK OF AMERICA CORP /DE/ Institution	$20.2K 529.0 shares

Exited Positions

Institution	Previous Position
O OLD MISSION CAPITAL LLC Institution	$553.1K 15.2K shares
T Triad Wealth Partners, LLC RIA/Wealth	$310.7K 8.6K shares
F FSA Advisors, Inc. Institution	$297.1K 8.2K shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$239.2K 6.6K shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$229.3K 6.3K shares

Options Activity

Institutions with the largest Call and Put options positions in BAMG 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 BAMG as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
Brookstone Capital Management RIA/Wealth	Nadim "Dean" Zayed CEO	1.48% $123.3M	3.2M shares	Q3 2023 Held for 2y 2m	$8.3B
C Chris Bulman Inc Institution	-	0.37% $738.8K	19.4K shares	Q2 2024 Held for 1y 5m	$197.5M
Arkadios Wealth Advisors RIA/Wealth	David Yancey Millican CEO	0.06% $2.4M	63.8K shares	Q1 2025 Held for 8 months	$4.1B
I Impact Partnership Wealth, LLC RIA/Wealth	Stephen Walker Odom CEO	0.04% $268.6K	7.1K shares	Q4 2024 Held for 11 months	$649.0M
Simplicity Wealth,LLC RIA/Wealth	Bruce George Donaldson CEO	0.04% $668.0K	17.5K shares	Q2 2024 Held for 1y 5m	$1.7B
G GTS SECURITIES LLC Institution	-	0.04% $917.0K	24.1K shares	Q3 2023 Held for 2y 2m	$2.5B
Anfield Capital Management, LLC Long Only Manager	David Nmn Young CEO	0.01% $44.3K	1.2K shares	Q1 2025 Held for 8 months	$338.5M
HARBOUR INVESTMENTS, INC. RIA/Wealth	Nick William Sondel CEO	0.00% $29.0K	761.0 shares	Q2 2025 Held for 5 months	$4.3B
A Advisor Group Holdings, Inc. Institution	-	0.00% $30.7K	836.0 shares	Q1 2024 Held for 1y 8m	$71.0B
UBS Group AG Institution	Sergio P. Ermotti CEO	0.00% $35.3K	926.0 shares	Q3 2024 Held for 1y 2m	$511.54B