BASG

Brown Advisory Sustainable Growth ETF
BASG

13 hedge funds and large institutions have $568M invested in Brown Advisory Sustainable Growth ETF in 2025 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 0 increasing their positions, 3 reducing their positions, and 1 closing their positions.

Upgrade to unlock
New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding: →

more ownership

Funds ownership: →

more funds holding in top 10

Funds holding in top 10: →

1% less capital invested

Capital invested by funds: $573M → $568M (-$4.97M)

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 3

Holders
13
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
–
Puts
–
Net Calls
Net Calls Change

Top Buyers

1
+$7.19M
2
+$4.21M
3
+$1.99M
4
TAFW
Tred Avon Family Wealth
Maryland
+$1.72M
5
AFG
Allegheny Financial Group
Pennsylvania
+$1.59M

Top Sellers

1
-$7.73M
2
-$1.36M
3
-$696K
4
UBS Group
UBS Group
Switzerland
-$10.1K
Name Holding Trade Value Shares
Change 		Change in
Stake
Brown Advisory
1
Brown Advisory
Maryland
$485M
AO
2
Advisor OS
Illinois
$32.7M
MA
3
MJP Associates
Connecticut
$32.7M
QCM
4
Quantinno Capital Management
New York
$7.09M
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$4.15M
NBWM
6
North Berkeley Wealth Management
California
$1.97M
TAFW
7
Tred Avon Family Wealth
Maryland
$1.7M
AFG
8
Allegheny Financial Group
Pennsylvania
$1.57M
KeyBank National Association
9
KeyBank National Association
Ohio
$619K
FAM
10
Frontier Asset Management
Wyoming
$442K
RBFC
11
Roman Butler Fullerton & Co
Missouri
$255K
MWM
12
Modern Wealth Management
Kansas
$240K
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$33K
UBS Group
14
UBS Group
Switzerland
–