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Brown Advisory SV ETF (BASV)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Tred Avon Family Wealth, LLC
UNCHANGED
Shares13,843 from 13,843
Change0 (0%)
Value$415.0K (-$11.5K)
Filed 2026-10-20
HB Wealth Management, LLC
DECREASED
Shares6,805 from 6,980
Change-175 (-3%)
Value$204.0K (-$11.0K)
Filed 2026-10-23
Brown Advisory Inc
N/A
Shares— from 12,642,157
Change-12,642,157 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 150,000
Change-150,000 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 20,537
Change-20,537 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 419
Change-419 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 101
Change-101 (-100%)
Value—
Status
Tred Avon Family Wealth, LLC
UNCHANGED13,84313,84300%$426.5K$415.0K-$11.5K2026-10-20
HB Wealth Management, LLC
DECREASED6,8056,980-175-3%$215.0K$204.0K-$11.0K2026-10-23
Brown Advisory Inc
N/A—12,642,157-12,642,157-100%$389.5M———
Old Mission Capital LLC
N/A—150,000-150,000-100%$4.6M———
Quantinno Capital Management LP
N/A—20,537-20,537-100%$632.7K———
JPMorgan Chase & Co
N/A—419-419-100%$12.9K———
Morgan Stanley
N/A—101-101-100%$3.1K———
Showing 7 of 7 institutions