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BASV Institutional Ownership

Brown Advisory Sustainable Value ETF
1W: -1.5% 1M: -4.9% 3M: -2.9% YTD: +7.0% 1Y: +10.7%
$30.06
+0.15 (+0.50%)
 
Weekly Expected Move ±1.7%
$29 $30 $30 $31 $31
ETF NASDAQ · AUM $212.4M

Institutional Ownership — BASV

9
Institutional Holders
+3 vs prior quarter
0.0%
Ownership
+0.00pp
395M
Total Invested
5
New Positions
1
Increased
2
Reduced
2
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (11 total)

# Holder Shares Value Change Change % Holding Period Filing
1 BROWN ADVISORY INC 12,642,157 380M +821,984 +7.0% 5Q SEC ↗
2 OLD MISSION CAPITAL LLC NEW 150,000 5M — +0.0% 1Q SEC ↗
3 Quantinno Capital Management LP NEW 20,537 617K — +0.0% 1Q SEC ↗
4 TRED AVON FAMILY WEALTH, LLC 13,843 416K — +0.0% 3Q SEC ↗
5 HB Wealth Management, LLC NEW 6,980 210K — +0.0% 1Q SEC ↗
6 JPMORGAN CHASE & CO NEW 419 13K — +0.0% 1Q SEC ↗
7 MORGAN STANLEY NEW 101 3K — +0.0% 1Q SEC ↗
8 JANE STREET GROUP, LLC 0 0K -7,598 -100.0% 1Q SEC ↗
9 GOLDMAN SACHS GROUP INC 0 0K -8,297 -100.0% 1Q SEC ↗
10 Marex Group plc 0 0K -9,490 -100.0% 1Q SEC ↗
11 BANK OF AMERICA CORP /DE 0 0K -2,655 -100.0% 1Q SEC ↗

Recent Activity

New Positions (5)
Sold Out (4)
HolderPrev SharesPrev Value
Marex Group plc 9,490 285K
GOLDMAN SACHS GROUP INC 8,297 249K
JANE STREET GROUP, LLC 7,598 228K
BANK OF AMERICA CORP /DE 2,655 80K
Biggest Increases (1)
HolderAddedChange %Total Shares
BROWN ADVISORY INC +821,984 +7.0% 12,642,157
Biggest Decreases (0)

None.

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms