Brookstone Yield
BAMY • BATS
Brookstone Yield is an exchange-traded fund on BATS. As of Q3 2025, 8 institutional investors hold shares in this ETF, with total holdings valued at $40.3M. Brookstone Capital Management is the largest holder with a position valued at $39.6M.
Overview
Overview of institutional ownership in BAMY as of Q3 2025
All Institutions
- Institutions
- 8
- Value Held
- $40.3M
- Shares Held
- 1.5M
- Avg Position
- $5.0M
- Median Position
- $111.6K
Hedge Funds
- Hedge Funds
- 1
- Value Held
- $210.3K
- Shares Held
- 7.6K
- Avg Position
- $210.3K
- Median Position
- $210.3K
Biggest Investors
Institutions with the largest positions in BAMY as of Q3 2025
| Institution | Position Value |
|---|---|
 Brookstone Capital Management RIA/Wealth | $39.6M 0.47% of portfolio |
 Simplicity Wealth,LLC RIA/Wealth | $247.3K 0.01% of portfolio |
C Chris Bulman Inc Institution | $232.3K 0.12% of portfolio |
 CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | $210.3K 0.00% of portfolio |
 HARBOUR INVESTMENTS, INC. RIA/Wealth | $13.0K 0.00% of portfolio |
 Anfield Capital Management, LLC Long Only Manager | $12.6K 0.00% of portfolio |
A Advisor Group Holdings, Inc. Institution | $12.0K 0.00% of portfolio |
 UBS Group AG Institution | $2.5K 0.00% of portfolio |
G GTS SECURITIES LLC Institution | - 0.00% of portfolio |
Net Capital Flow
Institutional buying and selling activity for BAMY in Q3 2025
- Traded
- +$669.9K
- Buyers
- 3
- Sellers
- 4
- Total Bought
- +$1.8M
- Total Sold
- −$1.1M
- Avg Position
- $4.5M
Biggest Buyers
| Institution | Net Bought |
|---|---|
Brookstone Capital Management RIA/Wealth | +$1.3M +47.5K shares |
Simplicity Wealth,LLC RIA/Wealth | +$247.3K +8.9K shares |
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | +$210.3K +7.6K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
G GTS SECURITIES LLC Institution | −$1.1M −39.0K shares |
C Chris Bulman Inc Institution | −$39.0K −1.4K shares |
HARBOUR INVESTMENTS, INC. RIA/Wealth | −$2.6K −94.0 shares |
UBS Group AG Institution | −$221.3 −8.0 shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited BAMY in Q3 2025
- New Positions
- 1
- New Value
- $210.3K
- Exited Positions
- 1
- Exited Value
- $1.1M
New Positions
| Institution | Position Value |
|---|---|
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | $210.3K 7.6K shares |
Exited Positions
| Institution | Previous Position |
|---|---|
G GTS SECURITIES LLC Institution | $1.1M 39.0K shares |
Options Activity
Institutions with the largest Call and Put options positions in BAMY 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 BAMY as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Brookstone Capital Management RIA/Wealth | 0.47% $39.6M |
C Chris Bulman Inc Institution | 0.12% $232.3K |
Simplicity Wealth,LLC RIA/Wealth | 0.01% $247.3K |
Anfield Capital Management, LLC Long Only Manager | 0.00% $12.6K |
HARBOUR INVESTMENTS, INC. RIA/Wealth | 0.00% $13.0K |
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | 0.00% $210.3K |
A Advisor Group Holdings, Inc. Institution | 0.00% $12.0K |
UBS Group AG Institution | 0.00% $2.5K |
G GTS SECURITIES LLC Institution | 0.00% - |
Hedge Fund Spotlight
Discover hedge funds investing in BAMY
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 Yield
- Market Value
- $210.3K
- Shares Held
- 7.6K
- Portfolio Weight
- 0.00%
- Owned Since
- 2025-Q3
| 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% |
