Advisors' Inner Circle Fund III - Brown Advisory Sustainable Growth ETF (BASG) Institutional Ownership

13F Institutional Holders and Ownership History from Q2 2025 to Q3 2025

Type / Class
Equity / Brown Advisory Sustainable Growth ETF
Symbol
BASG
Shares outstanding
20,713,548
Price per share
$26.41
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
21,634,009
Total reported value
$573,041,645
% of total 13F portfolios
0%
Share change
+2,962,761
Value change
+$78,477,613
Number of holders
4
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of Advisors' Inner Circle Fund III - Brown Advisory Sustainable Growth ETF (BASG) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
BROWN ADVISORY INC 92% -8.1% $496,642,744 +$9,509,883 19,035,751 +2% BROWN ADVISORY INC 31 Aug 2025

As of 30 Sep 2025, 4 institutional investors reported holding 21,634,009 shares of Advisors' Inner Circle Fund III - Brown Advisory Sustainable Growth ETF (BASG). This represents 104% of the company’s total 20,713,548 outstanding shares.

Top 4 Institutional Shareholders

The largest institutional shareholders of Advisors' Inner Circle Fund III - Brown Advisory Sustainable Growth ETF (BASG) together control 104% 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 92% 19,023,453 +1.9% 0.66% $503,893,238
Advisor OS, LLC 6.4% 1,317,783 3% $34,905,436
MJP ASSOCIATES INC /ADV 6.2% 1,292,391 4.5% $34,232,853
UBS Group AG 0% 382 0% $10,118

Institutional Holders of Advisors' Inner Circle Fund III - Brown Advisory Sustainable Growth ETF (BASG) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q3 21,634,009 $573,041,645 +$78,477,613 $26.49 4
2025 Q2 18,671,248 $489,601,199 +$489,601,199 $26.22 1