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BASG

Brown Advisory Sustainable Growth ETF
BASG

15 hedge funds and large institutions have $416M invested in Brown Advisory Sustainable Growth ETF in 2026 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 5 increasing their positions, 3 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

67% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 3

15% more funds holding

Funds holding: 13 → 15 (+2)

9.87% less ownership

Funds ownership: 106.21% → 96.34% (-9.9%)

27% less capital invested

Capital invested by funds: $568M → $416M (-$152M)

100% less funds holding in top 10

Funds holding in top 10: 2 → 0 (-2)

Holders
15
Holders Change
+2
Holders Change %
+15.38%
% of All Funds
0.18%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
5
Increased
5
Reduced
3
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BWP
Baldwin Wealth Partners
Massachusetts
+$4.81M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$2.28M
3
NBWM
North Berkeley Wealth Management
California
+$2.09M
4
AFG
Allegheny Financial Group
Pennsylvania
+$1.61M
5
MA
Mutual Advisors
Nebraska
+$1.01M

Top Sellers

1
Brown Advisory
Brown Advisory
Maryland
-$40.7M
2
AO
Advisor OS
Illinois
-$32.7M
3
MA
MJP Associates
Connecticut
-$32.7M
4
KeyBank National Association
KeyBank National Association
Ohio
-$619K
5
FAM
Frontier Asset Management
Wyoming
-$123K
Name Holding Trade Value Shares
Change 		Change in
Stake
Brown Advisory
1
Brown Advisory
Maryland
$387M -$40.7M -1,683,316 -9%
QCM
2
Quantinno Capital Management
New York
$7.18M +$1.01M +41,932 +15%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$5.79M +$2.28M +94,383 +59%
BWP
4
Baldwin Wealth Partners
Massachusetts
$4.52M +$4.81M +198,958 New
NBWM
5
North Berkeley Wealth Management
California
$3.69M +$2.09M +86,479 +114%
AFG
6
Allegheny Financial Group
Pennsylvania
$2.89M +$1.61M +66,704 +110%
TAFW
7
Tred Avon Family Wealth
Maryland
$1.38M -$119K -4,915 -7%
MWM
8
Modern Wealth Management
Kansas
$1.06M +$903K +37,397 +403%
MA
9
Mutual Advisors
Nebraska
$953K +$1.01M +41,935 New
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$361K +$384K +15,895 New
FAM
11
Frontier Asset Management
Wyoming
$272K -$123K -5,107 -30%
RBFC
12
Roman Butler Fullerton & Co
Missouri
$237K – – –
JP Morgan Chase
13
JP Morgan Chase
New York
$143K +$157K +6,500 New
Morgan Stanley
14
Morgan Stanley
New York
$107K +$114K +4,708 New
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$29K – – –
AO
16
Advisor OS
Illinois
– -$32.7M -1,265,863 Closed
MA
17
MJP Associates
Connecticut
– -$32.7M -1,265,863 Closed
KeyBank National Association
18
KeyBank National Association
Ohio
– -$619K -23,946 Closed

BASG Hedge Fund Activity: Q1 2026 in Review

15 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Brown Advisory Sustainable Growth ETF (BASG) for Q1 2026, worth a combined $416M — down 27% from $568M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new BASG positions and 3 closed out — a net gain of 2 holders — while 5 added to existing stakes and 3 trimmed.

The largest buyer was Baldwin Wealth Partners, opening a new position worth an estimated $4.81M. The largest seller was Brown Advisory, cutting an estimated $40.7M.

  • 15 institutional investors held Brown Advisory Sustainable Growth ETF (BASG) as of Q1 2026, up from 13 in Q4 2025.
  • Funds reported $416M of Brown Advisory Sustainable Growth ETF stock for Q1 2026, down 27% quarter-over-quarter.
  • 5 funds opened new Brown Advisory Sustainable Growth ETF positions in Q1 2026 and 3 closed out, a net change of +2 holders.
  • The largest Brown Advisory Sustainable Growth ETF buyer in Q1 2026 was Baldwin Wealth Partners, an estimated $4.81M added.
  • The largest Brown Advisory Sustainable Growth ETF seller in Q1 2026 was Brown Advisory, an estimated $40.7M sold.

Based on aggregated 13F filings for Q1 2026.