Among active 13F managers last quarter, 1 opened and 2 added, while 2 reduced; the largest holder to move was Brown Advisory Inc (−9.0%).
15 tracked 13F filers disclose a position in BASG as of the latest SEC 13F filings, a combined $422.6M 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.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Brown Advisory Inc | 17.0M | $387.3M | ▼−9.0% Reduced · −1.7M sh | Q1 2026 | |
| 2 | Quantinno Capital Management LP | 316K | $7.2M | ▲+15% Added · +42K sh | Q1 2026 | |
| 3 | Commonwealth Equity Services, LLC | 255K | $5.8M | ▲+59% Added · +94K sh | Q1 2026 | |
| 4 | North Berkeley Wealth Management, LLC | 210K | $5.6M | ▲+29% Added · +48K sh | Q2 2026 | |
| 5 | Baldwin Wealth Partners LLC | 206K | $5.5M | ▲+3.4% Added · +7K sh | Q2 2026 | |
| 6 | Allegheny Financial Group | 192K | $5.1M | ▲+51% Added · +65K sh | Q2 2026 | |
| 7 | Modern Wealth Management, LLC | 76K | $2.0M | ▲+63% Added · +29K sh | Q2 2026 | |
| 8 | Tred Avon Family Wealth, LLC | 60K | $1.6M | ▼−1.3% Reduced · −775 sh | Q2 2026 | |
| 9 | Mutual Advisors, LLC | 42K | $1.1M | —Held | Q2 2026 | |
| 10 | Armstrong, Fleming & Moore, Inc | 18K | $471K | ▲New +18K sh | Q2 2026 | |
| 11 | Envestnet Asset Management Inc | 16K | $361K | ▲New +16K sh | Q1 2026 | |
| 12 | Roman Butler Fullerton & Co | 10K | $264K | ▼−3.9% Reduced · −391 sh | Q2 2026 | |
| 13 | JPMorgan Chase & Co | 7K | $143K | ▲New +7K sh | Q1 2026 | |
| 14 | Morgan Stanley | 5K | $107K | ▲New +5K sh | Q1 2026 | |
| 15 | Royal Bank Of Canada | 1K | $29K | —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.
Last quarter, 1 fund opened a new position in BASG and 2 added to an existing one, while 2 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Microsoft CorpMSFT | 6 funds | $5.2B |
| Nvidia CorpNVDA | 6 funds | $5.2B |
| Apple IncAAPL | 6 funds | $4.3B |
| Alphabet Inc-CL CGOOG | 6 funds | $2.9B |
| Amazon.com IncAMZN | 6 funds | $2.8B |
| Visa Inc-Class A SharesV | 6 funds | $2.6B |
| Mastercard Inc - AMA | 6 funds | $2.0B |
| Alphabet Inc-CL AGOOGL | 6 funds | $1.7B |
| Broadcom IncAVGO | 6 funds | $1.5B |
| Meta Platforms Inc-Class AMETA | 6 funds | $1.4B |
| Berkshire Hathaway Inc-CL BBRK/B | 6 funds | $1.2B |
| General ElectricGE | 6 funds | $895.5M |
Ranked by how many of BASG's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in BASG.
| Class | 13F holders | Value held |
|---|---|---|
| SAMTUIE | 73 funds | $450.5M |
| GQGUmc | 39 funds | $351.5M |
| BASGthis pageFUND | 15 funds | $422.6M |
| BAFEFUND | 12 funds | $1.4B |
| SAGPSTRATEGAS GBL PO | 11 funds | $43.7M |
| RWLCRAYLIANT WILSHIR | 9 funds | $38.7M |
| RWEMRAYLIANT WILSHIR | 8 funds | $8.0M |
| SAMMSTRATEGAS MACRO | 6 funds | $18.6M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for 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.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/BASG/capital-change-brief"
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.