Investors who own more than 5% of a class must file a Schedule 13D or 13G. The latest filing for each security since 12/18/2024, newest first.
| Issuer | % of Class | Filed | |||
|---|---|---|---|---|---|
|
Andersen Group Inc.
13G/A
ANDG · 033853102
|
10.7% |
10/7/2026
Event 9/30/2026
|
|||
| Brown Advisory Inc | 10.7% | ||||
| Brown Investment Advisory & Trust Co | 0.1% | ||||
| Brown Advisory LLC | 10.7% | ||||
| Signature Financial Management, Inc. | <0.1% | ||||
| Brown Advisory Ltd | 0% | ||||
|
Oceaneering International, Inc.
13G/A
OII · 675232102
|
5.1% |
8/14/2026
Event 6/30/2026
|
|||
| Brown Advisory Inc | 5.1% | ||||
| Brown Investment Advisory & Trust Co | <0.1% | ||||
| Brown Advisory LLC | 5.0% | ||||
| Signature Financial Management, Inc. | 0% | ||||
|
Nomad Foods Ltd
13G/A
NOMD · G6564A105
|
3.5% |
8/14/2026
Event 6/30/2026
|
|||
| Brown Advisory Inc | 3.5% | ||||
| Brown Investment Advisory & Trust Co | 0.2% | ||||
| Brown Advisory LLC | 3.2% | ||||
| Signature Financial Management, Inc. | <0.1% | ||||
| Brown Advisory Ltd | 0% | ||||
|
Lumexa Imaging Holdings, Inc.
13G
LMRI · 550249106
|
6.1% |
8/14/2026
Event 6/30/2026
|
|||
| Brown Advisory Inc | 6.1% | ||||
| Brown Investment Advisory & Trust Co | 0.1% | ||||
| Signature Financial Management, Inc. | <0.1% | ||||
| Brown Advisory LLC | 6.0% | ||||
|
Tema ETF Trust
13G/A
DSPY · 87975E826
|
87.9% |
6/5/2026
Event 5/31/2026
|
|||
| Brown Advisory Inc | 87.9% | ||||
| Brown Advisory LLC | 87.9% | ||||
| Brown Investment Advisory & Trust Co | 0% | ||||
| Signature Financial Management, Inc. | 0% | ||||
|
Establishment Labs Holdings Inc.
13G/A
ESTA · G31249108
|
5.4% |
5/15/2026
Event 12/31/2025
|
|||
| Brown Advisory Inc | 5.4% | ||||
| Brown Investment Advisory & Trust Co | <0.1% | ||||
| Brown Advisory LLC | 5.4% | ||||
| Signature Financial Management, Inc. | <0.1% | ||||
|
Eagle Capital Management LLC
13G/A
EAGL · 88339Y102
|
9.1% |
5/15/2026
Event 3/31/2026
|
|||
| Brown Advisory Inc | 9.1% | ||||
| Brown Investment Advisory & Trust Co | 0.4% | ||||
| Brown Advisory LLC | 7.7% | ||||
| Signature Financial Management, Inc. | 0.9% | ||||
|
Advisors' Inner Circle Fund III
13G/A
BAFE · 00775Y322
|
97.8% |
5/8/2026
Event 3/31/2026
|
|||
| Brown Advisory Inc | 97.8% | ||||
| Brown Investment Advisory & Trust Company | 13.6% | ||||
| Brown Advisory LLC | 80.2% | ||||
| Signature Financial Management, Inc | 1.5% | ||||
| Brown Advisory Ltd | 2.5% | ||||
|
Advisors' Inner Circle Fund III
13G/A
BASV · 00775Y264
|
98.0% |
5/8/2026
Event 3/31/2025
|
|||
| Brown Advisory Inc | 98.0% | ||||
| Brown Investment Advisory & Trust Co | 5.8% | ||||
| Brown Advisory LLC | 78.0% | ||||
| Signature Financial Management, Inc. | 3.3% | ||||
| Brown Advisory Ltd | 10.9% | ||||
|
Advisors' Inner Circle Fund III
13G
BAIV · 00775Y249
|
98.7% |
3/6/2026
Event 2/28/2026
|
|||
| Brown Advisory Inc | 98.7% | ||||
| Brown Investment Advisory & Trust Co | 21.1% | ||||
| Brown Advisory LLC | 75.9% | ||||
| Brown Advisory Ltd | 1.7% | ||||
|
Tema ETFs LLC
13G/A
DSPY · 87975E826
|
98.0% |
2/13/2026
Event 12/31/2025
|
|||
| Brown Advisory Inc | 98.0% | ||||
| Brown Advisory LLC | 98.0% | ||||
| Brown Investment Advisory & Trust Co | 0% | ||||
| Signature Financial Management, Inc. | 0% | ||||
|
SI-BONE, Inc.
13G/A
SIBN · 825704109
|
5.8% |
2/13/2026
Event 12/31/2025
|
|||
| Brown Advisory Inc | 5.8% | ||||
| Brown Investment Advisory & Trust Co | <0.1% | ||||
| Brown Advisory LLC | 5.8% | ||||
| Signature Financial Management, Inc. | <0.1% | ||||
| Brown Advisory Ltd | <0.1% | ||||
|
Guardian Pharmacy Services, Inc.
13G/A
GRDN · 40145W101
|
4.5% |
2/13/2026
Event 12/31/2025
|
|||
| Brown Advisory Inc | 4.5% | ||||
| Brown Investment Advisory & Trust Co | 0.1% | ||||
| Brown Advisory LLC | 4.5% | ||||
| Signature Financial Management, Inc. | <0.1% | ||||
| Brown Advisory Ltd | <0.1% | ||||
|
Advisors' Inner Circle Fund III
13G/A
BASG · 00775Y272
|
91.9% |
9/9/2025
Event 8/31/2025
|
|||
| Brown Advisory Inc | 91.9% | ||||
| Brown Investment Advisory & Trust Co | 5.8% | ||||
| Brown Advisory LLC | 84.5% | ||||
| Signature Financial Management, Inc. | 1.7% | ||||
|
Phreesia, Inc.
13G/A
PHR · 71944F106
|
4.3% |
7/8/2025
Event 6/30/2025
|
|||
| Brown Advisory Inc | 4.3% | ||||
| Brown Investment Advisory & Trust Co | 0% | ||||
| Brown Advisory LLC | 4.2% | ||||
| Signature Financial Management, Inc. | 0% | ||||
|
Tidal Trust II
13G/A
IRET · 88636J584
|
2.1% |
6/5/2025
Event 5/31/2025
|
|||
| Brown Advisory Inc | 2.1% | ||||
| Brown Investment Advisory & Trust Co | 0% | ||||
| Brown Advisory LLC | 2.1% | ||||
| Signature Financial Management, Inc. | 0% | ||||
|
PROS Holdings, Inc.
13G/A
PRO · 74346Y103
|
4.7% |
4/23/2025
Event 3/31/2025
|
|||
| Brown Advisory Inc | 4.7% | ||||
| Brown Investment Advisory & Trust Co | 0% | ||||
| Brown Advisory LLC | 4.6% | ||||
| Signature Financial Management, Inc. | 0% | ||||