BASG

Brown Adviso Sustain Gro ETFETF$27.43 1.98%
UnclassifiedUSCUSIP 00775Y272· EOD Jul 31, 2026◍ Confluence graph
Tracked 13F Holders
13
-8 QoQ
13F Value (tracked)
$419.6M
13F Moves · latest Q
4 added
1 trimmed
Recent Filings
0

Price & smart-money activity

$27.43 1.98%1Y +8.3%
$21.52$23.14$24.75$26.37$27.99Jun 2025SepNovFeb 2026MayJul232
Hover for who · click for detailEnd-of-day closing prices52w $21.97 – $27.54

Who owns BASG?

13 tracked 13F filers

13 tracked 13F filers disclose a position in BASG as of the latest SEC 13F filings, a combined $419.6M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundPosition valueSharesLast moveAs ofHistory
1BROWN ADVISORY INC
$387.3M
17.0M
−9.0%
Reduced · −1.7M sh
Q1 2026
2Quantinno Capital Management LP
$7.2M
316K
+15%
Added · +42K sh
Q1 2026
3COMMONWEALTH EQUITY SERVICES, LLC
$5.8M
255K
+59%
Added · +94K sh
Q1 2026
4North Berkeley Wealth Management, LLC
$5.6M
210K
+29%
Added · +48K sh
Q2 2026
5BALDWIN WEALTH PARTNERS LLC/MA
$5.5M
206K
+3.4%
Added · +7K sh
Q2 2026
6Allegheny Financial Group
$5.1M
192K
+51%
Added · +65K sh
Q2 2026
7Modern Wealth Management, LLC
$1.1M
47K
+403%
Added · +37K sh
Q1 2026
8Mutual Advisors, LLC
$953K
42K
New
+42K sh
Q1 2026
9Armstrong, Fleming & Moore, Inc
$471K
18K
New
+18K sh
Q2 2026
10ENVESTNET ASSET MANAGEMENT INC
$361K
16K
New
+16K sh
Q1 2026
11JPMORGAN CHASE & CO
$143K
7K
New
+7K sh
Q1 2026
12MORGAN STANLEY
$107K
5K
New
+5K sh
Q1 2026
13ROYAL BANK OF CANADA
$29K
1K
Held
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is BASG being bought or sold by institutions?

Last quarter, 2 funds opened a new position in BASG and 2 added to an existing one, while 1 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
2
funds
Added
2
funds
Reduced
1
funds
Exited
0
funds

Funds that own BASG also own

CompanyCo-held byCombined value
MICROSOFT CORPMSFT5 funds$5.2B
NVIDIA CORPNVDA5 funds$5.2B
APPLE INCAAPL5 funds$4.2B
ALPHABET INC-CL CGOOG5 funds$2.9B
AMAZON.COM INCAMZN5 funds$2.7B
VISA INC-CLASS A SHARESV5 funds$2.6B
MASTERCARD INC - AMA5 funds$2.0B
ALPHABET INC-CL AGOOGL5 funds$1.7B
BROADCOM INCAVGO5 funds$1.5B
META PLATFORMS INC-CLASS AMETA5 funds$1.4B
BERKSHIRE HATHAWAY INC-CL BBRK/B5 funds$1.2B
GENERAL ELECTRICGE5 funds$890.5M

Ranked by how many of BASG's institutional holders also hold each name, a cross-fund conviction signal.

Institutional ownership over time

4 funds+3 since Q2 2025
0612Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $16.7M

Share classes

Class13F holdersValue held
SAMTSTRATEGAS MACRO59 funds$314.8M
GQGUmc33 funds$310.2M
BASGthis pageFUND13 funds$419.6M
SAGPSTRATEGAS GBL PO11 funds$43.7M
BAFEFUND8 funds$1.4B
RWLCRAYLIANT WILSHIR8 funds$38.4M
RWEMRAYLIANT WILSHIR6 funds$7.6M
SAMMSTRATEGAS MACRO5 funds$18.6M

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

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Ask your agent what changed in BASG

This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/BASG/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for BASG.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for BASG. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.