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Brookstone Intermd Bond ETF (BAMB)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Brookstone Capital Management
DECREASED
Shares1,973,485 from 2,124,376
Change-150,891 (-7%)
Value$49.1M (-$6.1M)
Filed 2026-10-22
Simplicity Wealth,LLC
INCREASED
Shares39,760 from 17,516
Change+22,244 (+127%)
Value$989.4K (+$534.0K)
Filed 2026-10-23
GTS Securities LLC
N/A
Shares— from 19,026
Change-19,026 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 8,977
Change-8,977 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 3,323
Change-3,323 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 1,032
Change-1,032 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 891
Change-891 (-100%)
Value—
UBS Group AG
N/A
Shares— from 158
Change-158 (-100%)
Value—
Status
Brookstone Capital Management
DECREASED1,973,4852,124,376-150,891-7%$55.2M$49.1M-$6.1M2026-10-22
Simplicity Wealth,LLC
INCREASED39,76017,516+22,244+127%$455.4K$989.4K+$534.0K2026-10-23
GTS Securities LLC
N/A—19,026-19,026-100%$494.6K———
Susquehanna International Group, LLP
N/A—8,977-8,977-100%$233.4K———
Harbour Investments, Inc.
N/A—3,323-3,323-100%$86.4K———
Osaic Holdings, Inc.
N/A—1,032-1,032-100%$26.8K———
Oakmont Advisory Group, LLC
N/A—891-891-100%$23.2K———
UBS Group AG
N/A—158-158-100%$4.1K———
Showing 8 of 8 institutions