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Brookstone Ultrashrt BND ETF (BAMU)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Brookstone Capital Management
DECREASED
Shares2,349,645 from 2,544,231
Change-194,586 (-8%)
Value$59.3M (-$4.9M)
Filed 2026-10-22
Simplicity Wealth,LLC
INCREASED
Shares49,430 from 19,773
Change+29,657 (+150%)
Value$1.2M (+$748.0K)
Filed 2026-10-23
Citadel Advisors LLC
N/A
Shares— from 20,940
Change-20,940 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 8,644
Change-8,644 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 3,389
Change-3,389 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 3,383
Change-3,383 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 109
Change-109 (-100%)
Value—
Status
Brookstone Capital Management
DECREASED2,349,6452,544,231-194,586-8%$64.2M$59.3M-$4.9M2026-10-22
Simplicity Wealth,LLC
INCREASED49,43019,773+29,657+150%$498.9K$1.2M+$748.0K2026-10-23
Citadel Advisors LLC
N/A—20,940-20,940-100%$528.3K———
Jane Street Group, LLC
N/A—8,644-8,644-100%$218.1K———
Harbour Investments, Inc.
N/A—3,389-3,389-100%$85.5K———
JPMorgan Chase & Co
N/A—3,383-3,383-100%$85.4K———
Osaic Holdings, Inc.
N/A—1,000-1,000-100%$25.2K———
AE Wealth Management LLC
N/A—109-109-100%$2.8K———
Showing 8 of 8 institutions