BASV — Advisors Inner Circle Fd III Institutional Holders · Q2 2026
Who owns Advisors Inner Circle Fd III (BASV)? 9 institutions reported holding $395.37M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Brown Advisory Inc ($389.5M), Old Mission Capital LLC ($4.6M), Quantinno Capital Management LP ($632,663).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | BROWN ADVISORY INC | $389.5M | 12.6M | Added |
| 2 | OLD MISSION CAPITAL LLC | $4.6M | 150,000 | New |
| 3 | Quantinno Capital Management LP | $632,663 | 20,537 | New |
| 4 | TRED AVON FAMILY WEALTH, LLC | $426,503 | 13,843 | Hold |
| 5 | HB Wealth Management, LLC | $215,026 | 6,980 | New |
| 6 | JPMORGAN CHASE & CO | $12,930 | 419 | New |
| 7 | MORGAN STANLEY | $3,111 | 101 | New |
| 8 | Marex Group plc | $0 | 0 | Exited |
| 9 | GOLDMAN SACHS GROUP INC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30