Institutional Ownership
Advisors Inner Circle Fd III
CUSIP 00775Y272BROWN ADVISORYBASGQ1 2026
Institutional Holders
15
13F filers
Shares Held
18.30M
Aggregate institutional
Institutional Value
$415.89M
Q1 2026
Net New Holders
+2
5 new · 3 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions5
Increased5
Decreased3
Sold out3
Institutional Holders
15 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Brown Advisory Inc | 17.05M | $387.27M | −1.68M | Reduced |
| 2 | Quantinno Capital Management LP | 315.9K | $7.18M | +41.9K | Added |
| 3 | Commonwealth Equity Services, LLC | 254.8K | $5.79M | +94.4K | Added |
| 4 | Baldwin Wealth Partners LLC/Ma | 199.0K | $4.52M | +199.0K | New |
| 5 | North Berkeley Wealth Management, LLC | 162.5K | $3.69M | +86.5K | Added |
| 6 | Allegheny Financial Group | 127.3K | $2.89M | +66.7K | Added |
| 7 | Tred Avon Family Wealth, LLC | 60.8K | $1.38M | −4.9K | Reduced |
| 8 | Modern Wealth Management, LLC | 46.7K | $1.06M | +37.4K | Added |
| 9 | Mutual Advisors, LLC | 41.9K | $952.8K | +41.9K | New |
| 10 | Envestnet Asset Management Inc | 15.9K | $361.1K | +15.9K | New |
5 more institutional holders on Premium
See every fund holding Advisors Inner Circle Fd III, with full quarter-over-quarter share changes.
Unlock all holders