Who Owns Brookstone Dividend Stock ETF (BAMD)?Hedge Fund & Institutional Holders

$31.34+0.12 (+0.38%)Financial ServicesBATS

Institutional Holders

17

as of Q4 2025

Total Institutional Value

$1.2420006610004479e+47T

% of Float Held

—

QoQ Change in Holders

+11 / -1

Price History

$28.57$30.14$31.71$33.28$34.85Sep 24Jun 25Mar 26

BAMD — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
AlphaStar Capital Management, LLCNew Position+41K+$1.2B
Chris Bulman IncNew Position+22K+$661.0M
Simplicity Wealth,LLCNew Position+15K+$448.0M
FSA Advisors, Inc.New Position+10K+$298.0M
ARMSTRONG ADVISORY GROUP, INCNew Position+587+$17.0M
Camelot Portfolios, LLCNew Position+102+$3.0M
Key Capital Management, INCNew Position+36+$1K
AE Wealth Management LLCNew Position+144+$0
Kestra Advisory Services, LLCNew Position+1K+$0
Wealth Watch Advisors, INCNew Position+13+$0
BANK OF AMERICA CORP /DE/New Position+2K+$0
SUSQUEHANNA INTERNATIONAL GROUP, LLPIncreased+6K+$-251.3M
GTS SECURITIES LLCIncreased+31K+$-360.4M

BAMD — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Brookstone Capital ManagementDecreased-186K-$96.5B
JPMORGAN CHASE & COClosed Position-2K-$64.0M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1AlphaStar Capital Management, LLC41,399$1.2B0.09%Share
2Chris Bulman Inc22,030$661.0M0.29%Share
3Simplicity Wealth,LLC14,931$448.0M0.03%Share
4FSA Advisors, Inc.9,943$298.0M0.21%Share
5Brookstone Capital Management2,889,707$86.7M0.99%Share
6Anfield Capital Management, LLC1,195$35.0M0.01%Share
7ARMSTRONG ADVISORY GROUP, INC587$17.0M0.00%Share
8Camelot Portfolios, LLC102$3.0M0.00%Share
9GTS SECURITIES LLC42,365$1.0M0.03%Share
10HARBOUR INVESTMENTS, INC.831$24K0.00%Share
11Key Capital Management, INC36$1K0.00%Share
12OSAIC HOLDINGS, INC.848$00.00%Share
13Kestra Advisory Services, LLC1,377$00.00%Share
14Wealth Watch Advisors, INC13$00.00%Share
15SUSQUEHANNA INTERNATIONAL GROUP, LLP14,340$00.00%Share
16BANK OF AMERICA CORP /DE/2,400$00.00%Share
17AE Wealth Management LLC144$00.00%Share

BAMD Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202517$2.8B+10
Q3 20257$97.3B-3
Q2 202510$92.6B-1
Q1 202511$91.3B+2
Q4 20249$2.4B+2
Q3 20247$786.9B-3
Q2 202410$289.9B+3
Q1 20247$263.9B—

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As of Q4 2025, 17 institutional investors hold BAMD (Brookstone Dividend Stock ETF). The largest holder is AlphaStar Capital Management, LLC with $1.2B in shares. This quarter, 11 institutions opened new positions and 1 closed their positions.

Frequently Asked Questions

How many hedge funds own BAMD?

As of Q4 2025, 17 institutional investors report holding BAMD (Brookstone Dividend Stock ETF) in their 13F filings.

Who is the largest institutional holder of BAMD?

The largest institutional holder of BAMD is AlphaStar Capital Management, LLC with $1.2B in shares.

Is institutional ownership of BAMD increasing or decreasing?

This quarter, 11 institutions opened new positions in BAMD and 1 closed their positions.