BROWN ADVISO SUSTAIN GRO ETF BASG
$26.90
+0.4% 52w: $21.97 – $27.54
Latest 13F among current holders filed 1 month ago (May 15, 2026)
Price — last 12 months
research preview data21.9724.7527.54
Jun 20, 2025 Jul 2, 2026
Institutional holders
15
+2 QoQ
13F value
$415.9M
-26.8% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns BASG?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| BROWN ADVISORY INC | Diversified mechanical | 17.0M | $387.3M | 0.6% | -9.0% |
| Quantinno Capital Management LP | Diversified mechanical | 315.9K | $7.2M | 0.0% | +15.3% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 254.8K | $5.8M | 0.0% | +58.9% |
| BALDWIN WEALTH PARTNERS LLC/MA | Other | 199.0K | $4.5M | 0.3% | New |
| North Berkeley Wealth Management, LLC | Wealth advisor | 162.5K | $3.7M | 2.0% | +113.7% |
| Allegheny Financial Group | Wealth advisor | 127.3K | $2.9M | 0.4% | +110.0% |
| TRED AVON FAMILY WEALTH, LLC | Other | 60.8K | $1.4M | 0.5% | -7.5% |
| Modern Wealth Management, LLC | Wealth advisor | 46.7K | $1.1M | 0.0% | +402.7% |
| Mutual Advisors, LLC | Wealth advisor | 41.9K | $953K | 0.0% | New |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 15.9K | $361K | 0.0% | New |
| Frontier Asset Management, LLC | Wealth advisor | 12.0K | $272K | 0.1% | -29.9% |
| ROMAN BUTLER FULLERTON & CO | Other | 10.1K | $237K | 0.1% | Held |
| JPMORGAN CHASE & CO | Bank broker | 6.5K | $143K | 0.0% | New |
| MORGAN STANLEY | Bank broker | 4.7K | $107K | 0.0% | New |
| ROYAL BANK OF CANADA | Bank broker | 1.3K | $29K | 0.0% | Held |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
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