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BAMO

BAMO 13F Holders & Ownership Data (9 Funds)

Brookstone Opportunities ETF

+$2.4M

Net Activity

Institutions Holding

9

Popularity Rank

#10096

Avg Weight

0.07%

Total Value

$43.3M

Ownership Trend

9 institutions currently hold BAMO, with 4 net buyers and 7 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Majority Decreased

Based on recent trading activity

Net Selling Institutions

7

Net Buying Institutions

4

Key Holders

Key Holders

Top 5 by Value

BC
Brookstone Capital Management
$41.9M
GS
Gts Securities LLC
$680.3K
SW
Simplicity Wealth,LLC
$256.0K
CB
Chris Bulman Inc
$243.3K
HI
Harbour Investments, INC.
$75.3K

Top 5 by Conviction

BC
Brookstone Capital Management
0.48%
CB
Chris Bulman Inc
0.11%
GS
Gts Securities LLC
0.02%
SW
Simplicity Wealth,LLC
0.01%
HI
Harbour Investments, INC.
0.00%
View all 9 holding institutions

Across its top 9 institutional holders, BAMO's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 5/100, avg. turnover score 33/100).

Quarterly Activity

Recent Activity

+$42.7M

Total Buy Value

$1.1M

Total Sell Value

New buy0
Trim3
Add4
Sold out4

4

Net Buyers

7

Net Sellers

Smart Money Convergence

BAMO does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.

13F data as of 2026-03-31 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

CUSIP

66537J861

FAQ

Who are the top institutional investors holding BROOKSTONE OPPORTUNITIES ETF (BAMO)?
Major stakeholders currently include Brookstone Capital Management ($41.9M), Gts Securities LLC ($680.3K), Simplicity Wealth,LLC ($256.0K). Based on the latest 13F filings, there are a total of 9 tracked investment funds and institutions maintaining positions in BAMO.
What is the overall institutional sentiment toward BAMO recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $2.4M, driven by 4 managers accumulating shares while 7 reduced their exposure.
Which institutions have been selling or reducing their BAMO positions?
In the latest period, 3 funds trimmed their holdings, and 4 managers completely exited their positions. The aggregate reported sell value was $1.1M.
Are there any notable investors adding BAMO to their portfolios?
Yes, buying activity remains notable. 0 institutions opened new positions in {ticker}, and 4 existing holders added to their shares. The total reported buy value for the quarter amounted to $42.7M.

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