6 institutions reported holding $25.1M of ADVISORS INNER CIRCLE FD III (BASG) in SEC 13F filings for 2026-06-30. Largest institutional holders: COMMONWEALTH EQUITY SERVICES, LLC ($8.0M), North Berkeley Wealth Management, LLC ($5.6M), BALDWIN WEALTH PARTNERS LLC/MA ($5.5M), Allegheny Financial Group ($5.1M), Armstrong, Fleming & Moore, Inc ($470,876). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | COMMONWEALTH EQUITY SERVICES, LLC | $8.0M | 301,641 | Added |
| 2 | North Berkeley Wealth Management, LLC | $5.6M | 210,283 | Added |
| 3 | BALDWIN WEALTH PARTNERS LLC/MA | $5.5M | 205,799 | Added |
| 4 | Allegheny Financial Group | $5.1M | 191,987 | Added |
| 5 | Armstrong, Fleming & Moore, Inc | $470,876 | 17,676 | New |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $423,432 | 15,895 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30