Institutional Ownership
Advisors Inner Circle Fd III
CUSIP 00775Y645STRATEGAS MACROSAMTQ1 2026
Institutional Holders
62
13F filers
Shares Held
11.34M
Aggregate institutional
Institutional Value
$422.81M
Q1 2026
Net New Holders
+12
15 new · 3 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions15
Increased34
Decreased8
Sold out3
Institutional Holders
62 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Mainstay Capital Management LLC /Adv | 2.93M | $115.14M | +994.5K | Added |
| 2 | Envestnet Asset Management Inc | 1.36M | $53.27M | +609.2K | Added |
| 3 | Baird Financial Group, Inc. | 1.09M | $42.91M | +295.4K | Added |
| 4 | Beaumont Financial Advisors, LLC | 951.7K | $37.37M | −79.5K | Reduced |
| 5 | Trilogy Capital Inc. | 675.2K | $26.52M | +206.2K | Added |
| 6 | Bank Of America Corp /De/ | 488.8K | $19.19M | +488.8K | New |
| 7 | One Charles Private Wealth Services, LLC | 305.5K | $12.00M | +27.4K | Added |
| 8 | Triangle Securities Wealth Management | 259.8K | $10.20M | −251 | Reduced |
| 9 | Archford Capital Strategies, LLC | 250.1K | $9.82M | −40.5K | Reduced |
| 10 | Insight Wealth Strategies, LLC | 248.8K | $9.77M | +2.4K | Added |
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