| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| BROWN ADVISORY INC | 100% | +6.2% | $262,083,474 | +$79,128,114 | 9,247,829 | +43% | BROWN ADVISORY INC | 31 Dec 2025 |
As of 31 Dec 2025, 4 institutional investors reported holding 9,267,739 shares of Advisors' Inner Circle Fund III - Brown Advisory Sustainable Value ETF (BASV). This represents 100% of the company’s total 9,247,829 outstanding shares.
The largest institutional shareholders of Advisors' Inner Circle Fund III - Brown Advisory Sustainable Value ETF (BASV) together control 100% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| BROWN ADVISORY INC | 100% | 9,247,637 | +36% | 0.36% | $256,806,879 |
| TRED AVON FAMILY WEALTH, LLC | 0.11% | 9,849 | 0.09% | $273,507 | |
| JANE STREET GROUP, LLC | 0.08% | 7,598 | 0% | $210,996 | |
| BANK OF AMERICA CORP /DE/ | 0.03% | 2,655 | 0% | $73,729 | |
| UBS Group AG | 0% | 0 | -100% | $0 |