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Brown Flex Equity ETF (BAFE)

CUSIP: 00775Y322 | NYSE | 19 institutional holders

Quarters

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

HB Wealth Management, LLC133,804
0.0% of portfolio›$4.0M
Tred Avon Family Wealth, LLC70,745
0.6% of portfolio›$2.1M
Brighton Jones LLC31,535
0.0% of portfolio›$931.8K
Ascentis Independent Advisors9,755
0.0% of portfolio›$288.2K
StyleTurnoverLocationFiled
HB Wealth Management, LLC
133,804$4.0M0.0%IndexVery LowAtlanta, GA2026-10-23
Tred Avon Family Wealth, LLC
70,745$2.1M0.6%CoreLowEaston, MD2026-10-20
Brighton Jones LLC
31,535$931.8K0.0%CoreVery LowSeattle, WA2026-11-03
Ascentis Independent Advisors
9,755$288.2K0.0%ETFLowDallas, TX2026-11-03