11 institutions reported holding $1.44B of ADVISORS INNER CIRCLE FD III (BAFE) in SEC 13F filings for 2026-03-31. Largest institutional holders: BROWN ADVISORY INC ($1.42B), HB Wealth Management, LLC ($3.3M), Quantinno Capital Management LP ($3.2M), GOLDMAN SACHS GROUP INC ($2.1M), JANE STREET GROUP, LLC ($2.0M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | BROWN ADVISORY INC | $1.42B | 56.2M | Added |
| 2 | HB Wealth Management, LLC | $3.3M | 131,688 | Added |
| 3 | Quantinno Capital Management LP | $3.2M | 127,260 | Added |
| 4 | GOLDMAN SACHS GROUP INC | $2.1M | 82,307 | Added |
| 5 | JANE STREET GROUP, LLC | $2.0M | 80,816 | Added |
| 6 | TRED AVON FAMILY WEALTH, LLC | $2.0M | 78,104 | Trimmed |
| 7 | JPMORGAN CHASE & CO | $193,196 | 7,868 | Added |
| 8 | Royal Bank of Canada | $169,000 | 6,683 | New |
| 9 | UBS Group AG | $89,041 | 3,519 | New |
| 10 | Avalon Trust Co | $38,082 | 1,505 | New |
| 11 | CITADEL ADVISORS LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31