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Brookstone Yield ETF (BAMY)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Brookstone Capital Management
DECREASED
Shares1,410,025 from 1,513,552
Change-103,527 (-7%)
Value$37.4M (-$4.2M)
Filed 2026-10-22
Simplicity Wealth,LLC
INCREASED
Shares36,033 from 9,758
Change+26,275 (+269%)
Value$955.6K (+$687.4K)
Filed 2026-10-23
Chris Bulman Inc
DECREASED
Shares8,173 from 8,651
Change-478 (-6%)
Value$216.7K (-$21.0K)
Filed 2026-10-20
GTS Securities LLC
N/A
Shares— from 33,488
Change-33,488 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 7,517
Change-7,517 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 2,111
Change-2,111 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 600
Change-600 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 535
Change-535 (-100%)
Value—
UBS Group AG
N/A
Shares— from 456
Change-456 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 17
Change-17 (-100%)
Value—
Status
Brookstone Capital Management
DECREASED1,410,0251,513,552-103,527-7%$41.6M$37.4M-$4.2M2026-10-22
Simplicity Wealth,LLC
INCREASED36,0339,758+26,275+269%$268.2K$955.6K+$687.4K2026-10-23
Chris Bulman Inc
DECREASED8,1738,651-478-6%$237.8K$216.7K-$21.0K2026-10-20
GTS Securities LLC
N/A—33,488-33,488-100%$920.4K———
Susquehanna International Group, LLP
N/A—7,517-7,517-100%$206.6K———
Harbour Investments, Inc.
N/A—2,111-2,111-100%$58.0K———
Osaic Holdings, Inc.
N/A—600-600-100%$16.5K———
Oakmont Advisory Group, LLC
N/A—535-535-100%$14.7K———
UBS Group AG
N/A—456-456-100%$12.5K———
AE Wealth Management LLC
N/A—17-17-100%$467———
Showing 10 of 10 institutions