Who Owns Brookstone Active ETF (BAMA)?Hedge Fund & Institutional Holders

$33.35-0.17 (-0.52%)Financial ServicesBATS

Institutional Holders

13

as of Q4 2025

Total Institutional Value

$5.27000278000265e+34T

% of Float Held

—

QoQ Change in Holders

+8 / -2

Price History

$27.67$29.48$31.28$33.09$34.90Sep 24Jun 25Mar 26

BAMA — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
AlphaStar Capital Management, LLCNew Position+16K+$527.0M
Simplicity Wealth,LLCNew Position+8K+$278.0M
Chris Bulman IncNew Position+8K+$265.0M
ARMSTRONG ADVISORY GROUP, INCNew Position+310+$10.0M
Camelot Portfolios, LLCNew Position+159+$5.0M
Key Capital Management, INCNew Position+58+$1K
AE Wealth Management LLCNew Position+473+$0
Wealth Watch Advisors, INCNew Position+21+$0

BAMA — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Brookstone Capital ManagementDecreased-41K-$43.3B
GTS SECURITIES LLCDecreased-13K-$999.5M
SUSQUEHANNA INTERNATIONAL GROUP, LLPClosed Position-9K-$308.4M
UBS Group AGClosed Position-74-$2.5M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1AlphaStar Capital Management, LLC15,556$527.0M0.04%Share
2Simplicity Wealth,LLC8,201$278.0M0.02%Share
3Chris Bulman Inc7,839$265.0M0.12%Share
4Brookstone Capital Management1,251,678$42.4M0.49%Share
5Anfield Capital Management, LLC372$12.0M0.00%Share
6ARMSTRONG ADVISORY GROUP, INC310$10.0M0.00%Share
7Camelot Portfolios, LLC159$5.0M0.00%Share
8HARBOUR INVESTMENTS, INC.425$14K0.00%Share
9Key Capital Management, INC58$1K0.00%Share
10OSAIC HOLDINGS, INC.444$00.00%Share
11GTS SECURITIES LLC17,051$00.00%Share
12Wealth Watch Advisors, INC21$00.00%Share
13AE Wealth Management LLC473$00.00%Share

BAMA Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202513$1.1B+6
Q3 20257$44.7B-4
Q2 202511$60.7B+3
Q1 20258$38.7B+2
Q4 20246$797.6M-1
Q3 20247$699.9B-4
Q2 202411$441.3B+3
Q1 20248$209.8T—

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As of Q4 2025, 13 institutional investors hold BAMA (Brookstone Active ETF). The largest holder is AlphaStar Capital Management, LLC with $527.0M in shares. This quarter, 8 institutions opened new positions and 2 closed their positions.

Frequently Asked Questions

How many hedge funds own BAMA?

As of Q4 2025, 13 institutional investors report holding BAMA (Brookstone Active ETF) in their 13F filings.

Who is the largest institutional holder of BAMA?

The largest institutional holder of BAMA is AlphaStar Capital Management, LLC with $527.0M in shares.

Is institutional ownership of BAMA increasing or decreasing?

This quarter, 8 institutions opened new positions in BAMA and 2 closed their positions.