Evid Invest
Who owns BASGWhat BASG owns — n/a

Who owns Brown Advisory Sustainable Growth ETF?

Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.

Institutional ownership of BASG from SEC Form 13F filings across 15 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.

As of the 2026-06-30 reporting period, 15 institutions disclosed 18.0M shares of Brown Advisory Sustainable Growth ETF worth $479.0M — about 99.8% of shares outstanding; the largest disclosed holder is BROWN ADVISORY INC. Source: SEC Form 13F filings, parsed by EvidInvest.

15

13F holders

$479.0M

value, 2026 filers

99.8%

of shares outstanding (18.0M sh)

2

new positions (2026 filers)

Top institutional holders

ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of BASG's shares outstanding

#ManagerSharesValue% of fund% of co.Δ shares QoQ
1BROWN ADVISORY INC16.3M$435.4M0.7%90.7%-4.1%
2Quantinno Capital Management LP499,311$13.3M0.0%2.8%+58.0%
3COMMONWEALTH EQUITY SERVICES, LLC301,641$8.0M0.0%1.7%+18.4%
4North Berkeley Wealth Management, LLC210,283$5.6M2.3%1.2%+29.4%
5BALDWIN WEALTH PARTNERS LLC/MA205,799$5.5M0.4%1.1%+3.4%
6Allegheny Financial Group191,987$5.1M0.5%1.1%+50.8%
7Modern Wealth Management, LLC75,903$2.0M0.0%0.4%+62.6%
8TRED AVON FAMILY WEALTH, LLC60,058$1.6M0.5%0.3%-1.3%
9Mutual Advisors, LLC41,935$1.1M0.0%0.2%0.0%
10Armstrong, Fleming & Moore, IncNEW17,676$470,8760.2%0.1%new
11ENVESTNET ASSET MANAGEMENT INC15,895$423,4320.0%0.1%0.0%
12ROMAN BUTLER FULLERTON & CO9,735$263,8070.1%0.1%-3.9%
13MORGAN STANLEY6,419$170,9980.0%0%+36.3%
14ROYAL BANK OF CANADA1,293$34,0000.0%0%0.0%
15UBS Group AGNEW163$4,3420.0%0%new

Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.