18 institutions reported holding $415.9M of ADVISORS INNER CIRCLE FD III (BASG) in SEC 13F filings for 2026-03-31. Largest institutional holders: BROWN ADVISORY INC ($387.3M), Quantinno Capital Management LP ($7.2M), COMMONWEALTH EQUITY SERVICES, LLC ($5.8M), BALDWIN WEALTH PARTNERS LLC/MA ($4.5M), North Berkeley Wealth Management, LLC ($3.7M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | BROWN ADVISORY INC | $387.3M | 17.0M | Trimmed |
| 2 | Quantinno Capital Management LP | $7.2M | 315,920 | Added |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $5.8M | 254,753 | Added |
| 4 | BALDWIN WEALTH PARTNERS LLC/MA | $4.5M | 198,958 | New |
| 5 | North Berkeley Wealth Management, LLC | $3.7M | 162,505 | Added |
| 6 | Allegheny Financial Group | $2.9M | 127,318 | Added |
| 7 | TRED AVON FAMILY WEALTH, LLC | $1.4M | 60,833 | Trimmed |
| 8 | Modern Wealth Management, LLC | $1.1M | 46,684 | Added |
| 9 | Mutual Advisors, LLC | $952,763 | 41,935 | New |
| 10 | ENVESTNET ASSET MANAGEMENT INC | $361,134 | 15,895 | New |
| 11 | Frontier Asset Management, LLC | $272,413 | 11,990 | Trimmed |
| 12 | ROMAN BUTLER FULLERTON & CO | $237,476 | 10,126 | Hold |
| 13 | JPMORGAN CHASE & CO | $142,937 | 6,500 | New |
| 14 | MORGAN STANLEY | $106,966 | 4,708 | New |
| 15 | Royal Bank of Canada | $29,000 | 1,293 | Hold |
| 16 | Advisor OS, LLC | $0 | 0 | Exited |
| 17 | KEYBANK NATIONAL ASSOCIATION/OH | $0 | 0 | Exited |
| 18 | MJP ASSOCIATES INC /ADV | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31