SEC 13F Intelligence

ADVISORS INNER CIRCLE FD

CUSIP 0075W0155

Advisors Inner Circle Fd has 3 institutional holders in Filings Flow’s 13F database, together reporting 18.80M shares worth $551M as of Q1 2026. The largest reported holders are National Pension Service, Citadel Advisors LLC, and Beta Wealth Group, Inc..

Institutional Holders
3
Q1 2026
Reported Value
$551M
Ticker
unmapped
private placement or foreign
Quarters Tracked
2

Ownership Trend

Institutional holders
Q4 ’25: 3Q4 ’25Q1 ’26: 3Q1 ’26filingsflow.com
Total reported value
Q4 ’25: $546MQ4 ’25Q1 ’26: $551MQ1 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Beta Wealth Group, Inc.$242M AUM3.17%$8M261.5KQ1 2026
National Pension Service$131.7B AUM0.40%$532M18.16MQ1 2026
CITADEL ADVISORS LLC$618.5B AUM0.00%$11M375.9KQ1 2026
UBS Group AG$666.3B AUM0.00%$3,601121Q4 2025OLDER

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.