BAMD

Brookstone Div Stock ETFETF
UnclassifiedUSCUSIP 66537J507◍ Confluence graph
Tracked 13F Holders
11
-7 QoQ
13F Value (tracked)
$3.0M
13F Moves · latest Q
0 added
4 trimmed
Recent Filings
0

Who owns BAMD?

11 tracked 13F filers

11 tracked 13F filers disclose a position in BAMD as of the latest SEC 13F filings, a combined $3.0M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundPosition valueSharesLast moveAs ofHistory
1GTS SECURITIES LLC
$767K
25K
−42%
Reduced · −18K sh
Q1 2026
2Chris Bulman Inc
$689K
21K
−1.6%
Reduced · −355 sh
Q2 2026
3SUSQUEHANNA INTERNATIONAL GROUP, LLP
$477K
15K
+6.7%
Added · +965 sh
Q1 2026
4MORGAN STANLEY
$331K
11K
New
+11K sh
Q1 2026
5FSA Advisors, Inc.
$323K
10K
−5.8%
Reduced · −610 sh
Q2 2026
6Gradient Investments LLC
$246K
8K
−2.6%
Reduced · −200 sh
Q2 2026
7UBS Group AG
$43K
1K
New
+1K sh
Q1 2026
8JPMORGAN CHASE & CO
$26K
851
New
+851 sh
Q1 2026
9OSAIC HOLDINGS, INC.
$26K
848
Held
Q1 2026
10ARMSTRONG ADVISORY GROUP, INC
$19K
587
Held
Q2 2026
11AE Wealth Management LLC
$1K
47
−67%
Reduced · −97 sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is BAMD being bought or sold by institutions?

Last quarter, 0 funds opened a new position in BAMD, while 4 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
0
funds
Added
0
funds
Reduced
4
funds
Exited
0
funds

Funds that own BAMD also own

CompanyCo-held byCombined value
STE STR SPDR PT S&P 500 ETFSPYM5 funds$410.8M
ISHARES CORE S&P 500 ETFIVV5 funds$406.0M
NVIDIA CORPNVDA5 funds$283.7M
APPLE INCAAPL5 funds$229.8M
MICROSOFT CORPMSFT5 funds$197.8M
AMAZON.COM INCAMZN5 funds$190.8M
INVESCO QQQ TRUST SERIES 1QQQ5 funds$184.0M
ALPHABET INC-CL CGOOG5 funds$134.6M
VANGUARD INFO TECH ETFVGT5 funds$127.6M
SS SPDR S&P 500 ETF TRUST-USSPY5 funds$122.4M
META PLATFORMS INC-CLASS AMETA5 funds$114.9M
BROADCOM INCAVGO5 funds$110.0M

Ranked by how many of BAMD's institutional holders also hold each name, a cross-fund conviction signal.

Institutional ownership over time

3 funds-2 since Q3 2024
0612Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $955K

Share classes

Class13F holdersValue held
PTLmc110 funds$541.1M
BAMGETF13 funds$7.6M
BAMVETF13 funds$5.8M
NSINATL SEC EME ETF11 funds$26.7M
BAMDthis pageFUND11 funds$3.0M
MSSSMONARCH SEL SUBS8 funds$140.6M
66537J879ETF8 funds$1.8M
MVFGMONARCH VOL FACT7 funds$167.9M

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

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Ask your agent what changed in BAMD

This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/BAMD/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for BAMD.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for BAMD. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.