| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| BROWN ADVISORY INC | 92% | -8.1% | $502,924,541 | +$9,630,169 | 19,035,751 | +2% | BROWN ADVISORY INC | 31 Aug 2025 |
As of 31 Dec 2025, 13 institutional investors reported holding 21,958,995 shares of Advisors' Inner Circle Fund III - Brown Advisory Sustainable Growth ETF (BASG). This represents 106% of the company’s total 20,713,548 outstanding shares.
The largest institutional shareholders of Advisors' Inner Circle Fund III - Brown Advisory Sustainable Growth ETF (BASG) together control 106% 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 | 90% | 18,728,774 | -1.5% | 0.68% | $484,513,397 |
| MJP ASSOCIATES INC /ADV | 6.1% | 1,265,863 | -2.1% | 4.1% | $32,747,876 |
| Advisor OS, LLC | 6.1% | 1,265,863 | -3.9% | 2.6% | $32,747,876 |
| Quantinno Capital Management LP | 1.3% | 273,988 | 0.01% | $7,088,070 | |
| COMMONWEALTH EQUITY SERVICES, LLC | 0.77% | 160,370 | 0.01% | $4,148,770 | |
| North Berkeley Wealth Management, LLC | 0.37% | 76,026 | 1.2% | $1,966,793 | |
| TRED AVON FAMILY WEALTH, LLC | 0.32% | 65,748 | 0.55% | $1,700,901 | |
| Allegheny Financial Group | 0.29% | 60,614 | 0.23% | $1,568,086 | |
| KEYBANK NATIONAL ASSOCIATION/OH | 0.12% | 23,946 | 0% | $619,484 | |
| Frontier Asset Management, LLC | 0.08% | 17,097 | 0.1% | $442,300 | |
| ROMAN BUTLER FULLERTON & CO | 0.05% | 10,126 | 0.07% | $255,378 | |
| Modern Wealth Management, LLC | 0.04% | 9,287 | 0% | $240,255 | |
| ROYAL BANK OF CANADA | 0.01% | 1,293 | 0% | $33,000 | |
| UBS Group AG | 0% | 0 | -100% | $0 |