Institutional Ownership
Advisors Inner Circle Fd III
CUSIP 00775Y645STRATEGAS MACROSAMTQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
62
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
Schedule 13D (activist) & 13G (passive) 5%+ ownership filings
No 13D/13G filings on record yet
Schedule 13D/13G beneficial-ownership filings from 2020–present are ingested from SEC EDGAR. Coverage expands as the backfill and daily crawler run.
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Mainstay Capital Management LLC /Adv | 2.93M | $115.14M |
| 2 | Envestnet Asset Management Inc | 1.36M | $53.27M |
| 3 | Baird Financial Group, Inc. | 1.09M | $42.91M |
| 4 | Beaumont Financial Advisors, LLC | 951.7K | $37.37M |
| 5 | Trilogy Capital Inc. | 675.2K | $26.52M |
| 6 | Bank Of America Corp /De/ | 488.8K | $19.19M |
| 7 | One Charles Private Wealth Services, LLC | 305.5K | $12.00M |
| 8 | Triangle Securities Wealth Management | 259.8K | $10.20M |
| 9 | Archford Capital Strategies, LLC | 250.1K | $9.82M |
| 10 | Insight Wealth Strategies, LLC | 248.8K | $9.77M |