BASG Institutional Ownership & Shareholders
BROWN ADVISO SUSTAIN GRO ETF (BASG) is currently held by 15 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $481.78M 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 BASG tracked by InsiderSet, reporting ownership valued at approximately $435.40M 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 $449.23M, representing an estimated gain of +3.18% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed BASG value among the investors covered in this analysis. Major shareholders include Brown Advisory Inc, Quantinno Capital Management Lp, Commonwealth Equity Services, Llc, and several other long-term asset managers with concentrated positions in BROWN ADVISO SUSTAIN GRO ETF (BASG).
This page ranks the largest institutional BASG 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
15
Total Reported Value
$481.78M
Largest Holder
Brown Advisory Inc
Largest Position
$435.40M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
19
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Brown Advisory Inc | 0.67% | 16,344,432 | $435,404,206 | $449,234,886 | +$13,830,680 | +3.18% | |
| Quantinno Capital Management Lp | 0.02% | 499,311 | $13,301,295 | $13,723,812 | +$422,517 | +3.18% | |
| Commonwealth Equity Services, Llc | 0.01% | 310,279 | $8,783,390 | $8,528,173 | -$255,217 | -2.91% | |
| North Berkeley Wealth Management, Llc | 2.70% | 245,664 | $6,954,282 | $6,752,198 | -$202,084 | -2.91% | |
| Baldwin Wealth Partners Llc/Ma | 0.38% | 201,250 | $5,697,005 | $5,531,457 | -$165,548 | -2.91% | |
| Allegheny Financial Group | 0.54% | 191,987 | $5,114,401 | $5,276,859 | +$162,458 | +3.18% | |
| Modern Wealth Management, Llc | 0.02% | 75,903 | $2,022,003 | $2,086,232 | +$64,229 | +3.18% | |
| Tred Avon Family Wealth, Llc | 0.52% | 60,058 | $1,700,242 | $1,650,724 | -$49,518 | -2.91% | |
| Mutual Advisors, Llc | 0.02% | 41,935 | $1,117,119 | $1,152,604 | +$35,485 | +3.18% | |
| Armstrong, Fleming & Moore, Inc | 0.26% | 27,513 | $778,841 | $756,209 | -$22,632 | -2.91% | |
| Envestnet Asset Management Inc | 0.00% | 15,895 | $423,432 | $436,882 | +$13,450 | +3.18% | |
| Roman Butler Fullerton & Co | 0.06% | 9,735 | $275,052 | $267,571 | -$7,481 | -2.72% | |
| Morgan Stanley | 0.00% | 6,419 | $170,998 | $176,429 | +$5,431 | +3.18% | |
| Royal Bank Of Canada | 0.00% | 1,293 | $34,000 | $35,539 | +$1,539 | +4.53% | |
| Ubs Group Ag | 0.00% | 163 | $4,342 | $4,480 | +$138 | +3.18% |
Frequently asked questions about BASG
Who are the largest institutional holders of BASG?
The largest institutional holders of BASG reported in the latest SEC Form 13F filings include Brown Advisory Inc, Quantinno Capital Management Lp, Commonwealth Equity Services, Llc, North Berkeley Wealth Management, Llc, and Baldwin Wealth Partners Llc/Ma. InsiderSet ranks institutional holders by their latest reported BASG position.
What is BASG institutional ownership?
This page tracks BASG positions reported by institutional investment managers through SEC Form 13F. BROWN ADVISO SUSTAIN GRO ETF (BASG) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own BASG?
InsiderSet currently tracks 15 institutional managers reporting BASG 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 BASG shareholders.
How much BASG stock do institutions own?
Institutional investment managers disclosed approximately $481.78M in BASG holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was BASG institutional ownership last updated?
The latest BASG 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 BASG 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 BASG position after the reporting date.
Are institutions buying or selling BASG?
Institutional buying and selling can be analyzed by comparing BASG positions across consecutive 13F reporting periods. InsiderSet's BASG Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View BASG ownership changes.
How has BASG institutional ownership changed over time?
InsiderSet tracks BASG institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.