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Security record

BAFE

Brown Advisory Flexible Equity ETF · Financial Services · Asset Management

30.18 +0.1% mkt cap $1.73B quote delayed (FMP) · as of Aug 25 22:08 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025
9Tracked holders
+2Δ holders
56.77MShares held
$1.66BReported value
+4New positions
−2Exits
Strongly Rising Conviction score 57/100 2 quarters of rising tracked shares ●●○○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +28.6% · share flow +0.5% · net new positions +20.0%formula
Broad accumulation — rising shares across more holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 9 +2 56.77M $1.66B +4 −2
Q1 2026 7 +1 56.51M $1.43B +2 −1
Q4 2025 6 +3 54.69M $1.49B +3
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Brown Advisory Inc 55.55M -1.1% $1.62B 2.5% ▼ Trim 3 SEC ↗
2 Brown Advisory Inc 55.55M -1.1% $1.62B 2.5% ▼ Trim 3 SEC ↗
3 Brown Advisory Inc 55.55M -1.1% $1.62B 2.5% ▼ Trim 3 SEC ↗
4 Brown Advisory Inc 55.55M -1.1% $1.62B 2.5% ▼ Trim 3 SEC ↗
5 Quantinno Capital Management LP 1.06M +736.4% $31.04M 0.0% ▲ Add 3 SEC ↗
6 Two Sigma Investments 54.70K New $1.60M 0.0% New 1 SEC ↗
7 Neuberger Berman Group LLC 31.54K New $919,551 0.0% New 1 SEC ↗
8 Citadel Advisors 27.03K New $788,303 0.0% New 1 SEC ↗
9 Goldman Sachs Group 25.65K -68.8% $747,917 0.0% ▼ Trim 3 SEC ↗
10 Jane Street Group, Llc 9.73K -88.0% $283,841 0.0% ▼ Trim 3 SEC ↗
11 Citigroup Inc 1.77K New $51,758 0.0% New 1 SEC ↗
12 Royal Bank Of Canada 1.52K -77.2% $44,000 0.0% ▼ Trim 2 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

Two Sigma Investments $1.60M 0.0%
Neuberger Berman Group LLC $919,551 0.0%
Citadel Advisors $788,303 0.0%
Citigroup Inc $51,758 0.0%

Exited

JPMorgan Chase $193,196 was 0.0%
UBS Group AG $89,041 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 9 holders, 56.71M shares, $1.43B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q2 2026 · Methodology · Get this via the API