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Brown Adviso Sustain GRO ETF (BASG)

CUSIP: 00775Y272 | NYSE | 21 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Commonwealth Equity Services, LLC310,279
0.0% of portfolio›$8.8M
North Berkeley Wealth Management, LLC245,664
2.7% of portfolio›$7.0M
Allegheny Financial Group212,827
0.6% of portfolio›$6.0M
Baldwin Wealth Partners LLC201,250
0.4% of portfolio›$5.7M
Tred Avon Family Wealth, LLC60,058
0.5% of portfolio›$1.7M
Armstrong, Fleming & Moore, Inc27,513
0.3% of portfolio›$778.8K
Roman Butler Fullerton & Co9,735
0.1% of portfolio›$275.1K
StyleTurnoverLocationFiled
Commonwealth Equity Services, LLC
310,279$8.8M0.0%ETFLowWaltham, MA2026-11-02
North Berkeley Wealth Management, LLC
245,664$7.0M2.7%ETFMediumBerkeley, CA2026-11-02
Allegheny Financial Group
212,827$6.0M0.6%CoreLowPittsburgh, PA2026-11-05
Baldwin Wealth Partners LLC
201,250$5.7M0.4%GrowthLowMarion, MA2026-10-13
Tred Avon Family Wealth, LLC
60,058$1.7M0.5%CoreLowEaston, MD2026-10-20
Armstrong, Fleming & Moore, Inc
27,513$778.8K0.3%GrowthVery LowWashington, DC2026-10-28
Roman Butler Fullerton & Co
9,735$275.1K0.1%GrowthMediumSt Louis, MO2026-10-27