Who owns BAMG
Which tracked institutional funds hold BAMG, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See BAMG company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-14). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
3 tracked funds added or opened BAMG while 3 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
BAMG’s largest tracked holder by dollar value, Brookstone Capital Management, sizes it at 1.3% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 1.3pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in BAMG divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 15 tracked filers holding BAMG, 6 increased or opened the position and 10 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in BAMG between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
Full exits 2
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$648K
- JANE STREET GROUP, LLC$506K
Largest adds
- Brookstone Capital Management$30M
- Arkadios Wealth Advisors$539K
- Simplicity Wealth,LLC$292K
Largest trims
- GTS SECURITIES LLC$785K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Brookstone Capital Management added | 2,899,261 | $131M | 92.6% | 2026-Q2 |
| Arkadios Wealth Advisors trimmed | 64,494 | $3M | 2.1% | 2026-Q2 |
| Chris Bulman Inc trimmed | 19,232 | $871K | 0.6% | 2026-Q2 |
| Simplicity Wealth,LLC added | 18,133 | $821K | 0.6% | 2026-Q2 |
| GTS SECURITIES LLC trimmed | 12,787 | $579K | 0.4% | 2026-Q2 |
| FSA Advisors, Inc. trimmed | 9,502 | $430K | 0.3% | 2026-Q2 |
| Gradient Investments LLC trimmed | 6,992 | $317K | 0.2% | 2026-Q2 |
| Impact Partnership Wealth, LLC trimmed | 6,432 | $291K | 0.2% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. trimmed | 3,639 | $165K | 0.1% | 2026-Q2 |
| AE Wealth Management LLC added | 1,146 | $52K | 0.0% | 2026-Q2 |
| OSAIC HOLDINGS, INC. | 836 | $38K | 0.0% | 2026-Q2 |
| JPMORGAN CHASE & CO new | 776 | $35K | 0.0% | 2026-Q2 |
| ARMSTRONG ADVISORY GROUP, INC | 581 | $26K | 0.0% | 2026-Q2 |
| Planning Strategies Inc. new | 358 | $16K | 0.0% | 2026-Q2 |
| UBS Group AG added | 335 | $15K | 0.0% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 17,732 | $648K | 0.5% | 2026-Q1 stale (1 quarter behind) |
| JANE STREET GROUP, LLC new | 13,859 | $506K | 0.4% | 2026-Q1 stale (1 quarter behind) |
| Anfield Capital Management, LLC | 1,164 | $43K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| AlphaStar Capital Management, LLC new | 39,273 | $2M | 1.1% | 2025-Q4 stale (2 quarters behind) |
| Kestra Advisory Services, LLC new | 1,301 | $52K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Camelot Portfolios, LLC new | 97 | $4K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Key Capital Management, INC new | 32 | $1K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Wealth Watch Advisors, INC new | 12 | $482 | 0.0% | 2025-Q4 stale (2 quarters behind) |
| BANK OF AMERICA CORP /DE/ new | 529 | $20K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| OLD MISSION CAPITAL LLC trimmed | 15,246 | $553K | 0.4% | 2025-Q2 stale (4 quarters behind) |
| Triad Wealth Partners, LLC added | 8,563 | $311K | 0.2% | 2025-Q2 stale (4 quarters behind) |
| CITADEL ADVISORS LLC new | 6,592 | $239K | 0.2% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.