BASV ADVISORS INNER CIRCLE FD III: institutional ownership and insider trading

7 funds reported holding $395M of ADVISORS INNER CIRCLE FD III in their latest 13F filings; in Q2 2026 funds net bought $30.3M, with 5 new positions and 2 funds selling out.

Largest institutional holders of BASV

  1. BROWN ADVISORY INC — $389M
  2. OLD MISSION CAPITAL LLC — $4.62M
  3. Quantinno Capital Management LP — $633K
  4. TRED AVON FAMILY WEALTH, LLC — $415K
  5. HB Wealth Management, LLC — $204K
  6. JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) — $12.9K
  7. MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) — $3.11K

5%+ owners

All BASV 13F holders