15 institutions reported holding $1.66B of ADVISORS INNER CIRCLE FD III (BAFE) in SEC 13F filings for 2026-06-30. Largest institutional holders: BROWN ADVISORY INC ($1.62B), Quantinno Capital Management LP ($31.0M), HB Wealth Management, LLC ($3.7M), TRED AVON FAMILY WEALTH, LLC ($2.1M), TWO SIGMA INVESTMENTS, LP ($1.6M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | BROWN ADVISORY INC | $1.62B | 55.6M | Trimmed |
| 2 | Quantinno Capital Management LP | $31.0M | 1.1M | Added |
| 3 | HB Wealth Management, LLC | $3.7M | 128,547 | Trimmed |
| 4 | TRED AVON FAMILY WEALTH, LLC | $2.1M | 70,745 | Trimmed |
| 5 | TWO SIGMA INVESTMENTS, LP | $1.6M | 54,700 | New |
| 6 | BRIGHTON JONES LLC | $919,552 | 31,535 | New |
| 7 | NEUBERGER BERMAN GROUP LLC | $919,551 | 31,535 | New |
| 8 | CITADEL ADVISORS LLC | $788,303 | 27,034 | New |
| 9 | GOLDMAN SACHS GROUP INC | $747,917 | 25,649 | Trimmed |
| 10 | JANE STREET GROUP, LLC | $283,841 | 9,734 | Trimmed |
| 11 | CITIGROUP INC | $51,758 | 1,775 | New |
| 12 | Royal Bank of Canada | $44,000 | 1,523 | Trimmed |
| 13 | Avalon Trust Co | $43,886 | 1,505 | Hold |
| 14 | UBS Group AG | $0 | 0 | Exited |
| 15 | JPMORGAN CHASE & CO | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30