% of shares outstanding is not shown for BAMD: this is a fund line, and we hold no cover-page share count for it at any quarter — a fund's shares outstanding move with creations and redemptions rather than with issuance and buybacks, and it is not the SEC cover-page count this percentage is defined against. The figure is withheld rather than computed against a count that does not exist. Holder share counts are shown as filed.
Crowding percentile withheld — no market cap for BAMD in the served universe — the cohort is size-matched, and an unmatched percentile would compare a micro-cap register to a mega-cap one.
| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | Brookstone Capital Management | 2,806,3212.8M | $87M | — | TRIM -3% |
| 2 | GTS SECURITIES LLC | 24,62024,620 | $766,716 | — | TRIM -42% |
| 3 | Chris Bulman Inc | 21,51821,518 | $670,121 | — | TRIM -2% |
| 4 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 15,30515,305 | $476,634 | — | ADD 7% |
| 5 | Simplicity Wealth,LLC | 14,51614,516 | $452,058 | — | TRIM -3% |
| 6 | MORGAN STANLEY | 10,64410,644 | $331,480 | — | NEW |
| 7 | FSA Advisors, Inc. | 10,52810,528 | $327,867 | — | ADD 6% |
| 8 | Gradient Investments LLC | 7,7497,749 | $241,322 | — | NEW |
| 9 | UBS Group AG | 1,3941,394 | $43,412 | — | NEW |
| 10 | Anfield Capital Management, LLC | 1,1951,195 | $37,215 | — | — |
| 11 | OSAIC HOLDINGS, INC. | 848848 | $26,406 | — | — |
| 12 | JPMORGAN CHASE & CO | 851851 | $26,304 | — | NEW |
| 13 | ARMSTRONG ADVISORY GROUP, INC | 587587 | $18,281 | — | — |
| 14 | AE Wealth Management LLC | 4747 | $1,464 | — | TRIM -67% |
Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.
| Holder | 2024-Q4 | 2025-Q1 | 2025-Q2 | 2025-Q3 | 2025-Q4 | 2026-Q1 | Latest value |
|---|---|---|---|---|---|---|---|
| Brookstone Capital Management | 2.6M | 2.7M | 2.9M | 3.1M | 2.9M | 2.8M | $87M |
| GTS SECURITIES LLC | 31K | 20K | 10K | 12K | 42K | 25K | $766,716 |
| Chris Bulman Inc | 23K | 24K | 23K | 20K | 22K | 22K | $670,121 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | — | — | 8K | 8K | 14K | 15K | $476,634 |
| Simplicity Wealth,LLC | — | 15K | 28K | 17K | 15K | 15K | $452,058 |
| MORGAN STANLEY | — | — | — | — | — | 11K | $331,480 |
| FSA Advisors, Inc. | — | 7K | 8K | — | 10K | 11K | $327,867 |
| Gradient Investments LLC | — | — | — | — | — | 8K | $241,322 |
| UBS Group AG | 312 | — | — | — | — | 1K | $43,412 |
| Anfield Capital Management, LLC | — | 1K | 1K | 1K | 1K | 1K | $37,215 |
| OSAIC HOLDINGS, INC. | 848 | 848 | 848 | 848 | 848 | 848 | $26,406 |
| JPMORGAN CHASE & CO | — | — | — | 4K | — | 851 | $26,304 |
| ARMSTRONG ADVISORY GROUP, INC | — | — | — | — | 587 | 587 | $18,281 |
| AE Wealth Management LLC | — | — | — | — | 144 | 47 | $1,464 |
Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.
Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.
| Quarter | Holders | Shares held | % shares out | Value held |
|---|---|---|---|---|
| 2026-Q1 | 14 | 2,916,123 | — | $91M |
| 2025-Q4 | 17 | 3,042,248 | — | $91M |
| 2025-Q3 | 10 | 3,147,381 | — | $99M |
| 2025-Q2 | 10 | 2,998,030 | — | $93M |
| 2025-Q1 | 11 | 2,830,213 | — | $91M |
| 2024-Q4 | 10 | 2,712,052 | — | $86M |
| 2024-Q3 | 8 | 2,521,807 | — | $83M |
Short interest has its own tab now — open SI →
Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.
| Biggest buyers | Δ shares | Δ value | |
|---|---|---|---|
| MORGAN STANLEY | +10,644 | $331,475 | OPEN |
| Gradient Investments LLC | +7,749 | $241,319 | OPEN |
| UBS Group AG | +1,394 | $43,412 | OPEN |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | +965 | $30,052 | ADD |
| JPMORGAN CHASE & CO | +851 | $26,502 | OPEN |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| Brookstone Capital Management | −83,386 | $3M | TRIM |
| AlphaStar Capital Management, LLC | −41,399 | $1M | CLOSE |
| GTS SECURITIES LLC | −17,745 | $552,615 | TRIM |
| BANK OF AMERICA CORP /DE/ | −2,400 | $74,741 | CLOSE |
| Kestra Advisory Services, LLC | −1,377 | $42,883 | CLOSE |
The 2025-Q4 register is as-filed in ITS OWN share basis; every count below was rebased into the 2026-Q1 basis (no split in between, factor 1). Dollar figures value the SHARE delta at one price — the 2026-03-31 close — rather than differencing two filings' own reported values, which would mix the quarter's price move into the trade figure.
13Fs disclose LONG US-listed positions only — shorts, most derivatives, bonds and non-US listings are invisible here, and a filer's quarter-over-quarter change is not necessarily a trade (index rebalances, in-kind transfers and entity successions all read as flow).
| 2024-Q2 | 13 | 2,536,740 | — | $78M |
| 2024-Q1 | 7 | 2,454,606 | — | $71M |
| 2023-Q4 | 6 | 2,201,017 | — | $61M |
| 2023-Q3 | 2 | 55,897 | — | $1M |
