IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Brown Adviso Sustain GRO ETF (BASG)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Commonwealth Equity Services, LLC
INCREASED
Shares310,279 from 301,641
Change+8,638 (+3%)
Value$8.8M (+$747.9K)
Filed 2026-11-02
North Berkeley Wealth Management, LLC
INCREASED
Shares245,664 from 210,283
Change+35,381 (+17%)
Value$7.0M (+$1.4M)
Filed 2026-11-02
Allegheny Financial Group
INCREASED
Shares212,827 from 191,987
Change+20,840 (+11%)
Value$6.0M (+$910.3K)
Filed 2026-11-05
Baldwin Wealth Partners LLC
DECREASED
Shares201,250 from 205,799
Change-4,549 (-2%)
Value$5.7M (+$214.7K)
Filed 2026-10-13
Tred Avon Family Wealth, LLC
UNCHANGED
Shares60,058 from 60,058
Change0 (0%)
Value$1.7M (+$100.3K)
Filed 2026-10-20
Armstrong, Fleming & Moore, Inc
INCREASED
Shares27,513 from 17,676
Change+9,837 (+56%)
Value$778.8K (+$308.0K)
Filed 2026-10-28
Roman Butler Fullerton & Co
UNCHANGED
Shares9,735 from 9,735
Change0 (0%)
Value$275.1K (+$11.2K)
Filed 2026-10-27
Brown Advisory Inc
N/A
Shares— from 16,344,432
Change-16,344,432 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 499,311
Change-499,311 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 75,903
Change-75,903 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 41,935
Change-41,935 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 15,895
Change-15,895 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 6,419
Change-6,419 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 1,293
Change-1,293 (-100%)
Value—
UBS Group AG
N/A
Shares— from 163
Change-163 (-100%)
Value—
Status
Commonwealth Equity Services, LLC
INCREASED310,279301,641+8,638+3%$8.0M$8.8M+$747.9K2026-11-02
North Berkeley Wealth Management, LLC
INCREASED245,664210,283+35,381+17%$5.6M$7.0M+$1.4M2026-11-02
Allegheny Financial Group
INCREASED212,827191,987+20,840+11%$5.1M$6.0M+$910.3K2026-11-05
Baldwin Wealth Partners LLC
DECREASED201,250205,799-4,549-2%$5.5M$5.7M+$214.7K2026-10-13
Tred Avon Family Wealth, LLC
UNCHANGED60,05860,05800%$1.6M$1.7M+$100.3K2026-10-20
Armstrong, Fleming & Moore, Inc
INCREASED27,51317,676+9,837+56%$470.9K$778.8K+$308.0K2026-10-28
Roman Butler Fullerton & Co
UNCHANGED9,7359,73500%$263.8K$275.1K+$11.2K2026-10-27
Brown Advisory Inc
N/A—16,344,432-16,344,432-100%$435.4M———
Quantinno Capital Management LP
N/A—499,311-499,311-100%$13.3M———
Modern Wealth Management, LLC
N/A—75,903-75,903-100%$2.0M———
Mutual Advisors, LLC
N/A—41,935-41,935-100%$1.1M———
Envestnet Asset Management Inc
N/A—15,895-15,895-100%$423.4K———
Morgan Stanley
N/A—6,419-6,419-100%$171.0K———
Royal Bank of Canada
N/A—1,293-1,293-100%$34.0K———
UBS Group AG
N/A—163-163-100%$4.3K———
Showing 15 of 15 institutions