IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Brookstone Active ETF (BAMA)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Brookstone Capital Management
DECREASED
Shares1,162,768 from 1,282,673
Change-119,905 (-9%)
Value$42.5M (-$4.5M)
Filed 2026-10-22
Simplicity Wealth,LLC
INCREASED
Shares31,122 from 9,788
Change+21,334 (+218%)
Value$1.1M (+$780.0K)
Filed 2026-10-23
Chris Bulman Inc
DECREASED
Shares7,080 from 7,468
Change-388 (-5%)
Value$259.0K (-$14.6K)
Filed 2026-10-20
Armstrong Advisory Group, Inc
UNCHANGED
Shares310 from 310
Change0 (0%)
Value$11.3K (-$15)
Filed 2026-10-09
GTS Securities LLC
N/A
Shares— from 15,745
Change-15,745 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 5,681
Change-5,681 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 1,882
Change-1,882 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 1,748
Change-1,748 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 444
Change-444 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 442
Change-442 (-100%)
Value—
UBS Group AG
N/A
Shares— from 95
Change-95 (-100%)
Value—
Status
Brookstone Capital Management
DECREASED1,162,7681,282,673-119,905-9%$47.0M$42.5M-$4.5M2026-10-22
Simplicity Wealth,LLC
INCREASED31,1229,788+21,334+218%$358.6K$1.1M+$780.0K2026-10-23
Chris Bulman Inc
DECREASED7,0807,468-388-5%$273.6K$259.0K-$14.6K2026-10-20
Armstrong Advisory Group, Inc
UNCHANGED31031000%$11.4K$11.3K-$152026-10-09
GTS Securities LLC
N/A—15,745-15,745-100%$576.8K———
Susquehanna International Group, LLP
N/A—5,681-5,681-100%$208.1K———
Harbour Investments, Inc.
N/A—1,882-1,882-100%$68.9K———
AE Wealth Management LLC
N/A—1,748-1,748-100%$64.0K———
Osaic Holdings, Inc.
N/A—444-444-100%$16.3K———
Oakmont Advisory Group, LLC
N/A—442-442-100%$16.2K———
UBS Group AG
N/A—95-95-100%$3.5K———
Showing 11 of 11 institutions