BAFE Institutional Ownership & Shareholders
BROWN FLEX EQUITY ETF (BAFE) is currently held by 12 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $1.66B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Brown Advisory Inc is currently the largest disclosed institutional shareholder of BAFE tracked by InsiderSet, reporting ownership valued at approximately $1.62B in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $1.65B, representing an estimated gain of +2.05% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed BAFE value among the investors covered in this analysis. Major shareholders include Brown Advisory Inc, Quantinno Capital Management Lp, Hb Wealth Management, Llc, and several other long-term asset managers with concentrated positions in BROWN FLEX EQUITY ETF (BAFE).
This page ranks the largest institutional BAFE shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
12
Total Reported Value
$1.66B
Largest Holder
Brown Advisory Inc
Largest Position
$1.62B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
15
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Brown Advisory Inc | 2.51% | 55,553,093 | $1,619,911,527 | $1,653,098,944 | +$33,187,417 | +2.05% | |
| Quantinno Capital Management Lp | 0.04% | 1,064,425 | $31,038,314 | $31,674,201 | +$635,887 | +2.05% | |
| Hb Wealth Management, Llc | 0.02% | 133,804 | $3,953,694 | $3,981,619 | +$27,925 | +0.71% | |
| Tred Avon Family Wealth, Llc | 0.63% | 70,745 | $2,090,515 | $2,105,166 | +$14,651 | +0.70% | |
| Two Sigma Investments, Lp | 0.00% | 54,700 | $1,595,036 | $1,627,713 | +$32,677 | +2.05% | |
| Brighton Jones Llc | 0.02% | 31,535 | $919,552 | $938,390 | +$18,838 | +2.05% | |
| Citadel Advisors Llc | 0.00% | 27,034 | $788,303 | $804,453 | +$16,150 | +2.05% | |
| Goldman Sachs Group Inc | 0.00% | 25,649 | $747,917 | $763,240 | +$15,323 | +2.05% | |
| Jane Street Group, Llc | 0.00% | 9,734 | $283,841 | $289,656 | +$5,815 | +2.05% | |
| Citigroup Inc | 0.00% | 1,775 | $51,758 | $52,819 | +$1,061 | +2.05% | |
| Royal Bank Of Canada | 0.00% | 1,523 | $44,000 | $45,320 | +$1,320 | +3.00% | |
| Avalon Trust Co | 0.00% | 1,505 | $43,886 | $44,784 | +$898 | +2.05% |
Frequently asked questions about BAFE
Who are the largest institutional holders of BAFE?
The largest institutional holders of BAFE reported in the latest SEC Form 13F filings include Brown Advisory Inc, Quantinno Capital Management Lp, Hb Wealth Management, Llc, Tred Avon Family Wealth, Llc, and Two Sigma Investments, Lp. InsiderSet ranks institutional holders by their latest reported BAFE position.
What is BAFE institutional ownership?
This page tracks BAFE positions reported by institutional investment managers through SEC Form 13F. BROWN FLEX EQUITY ETF (BAFE) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own BAFE?
InsiderSet currently tracks 12 institutional managers reporting BAFE holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of BAFE shareholders.
How much BAFE stock do institutions own?
Institutional investment managers disclosed approximately $1.66B in BAFE holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was BAFE institutional ownership last updated?
The latest BAFE institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional BAFE holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its BAFE position after the reporting date.
Are institutions buying or selling BAFE?
Institutional buying and selling can be analyzed by comparing BAFE positions across consecutive 13F reporting periods. InsiderSet's BAFE Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View BAFE ownership changes.
How has BAFE institutional ownership changed over time?
InsiderSet tracks BAFE institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.