DOSSIER · 13F Holders · Q1 2026CyclicalNet sold
LSVD

ADVISORS INNER CIRCLE FD

3 institutions still hold ADVISORS INNER CIRCLE FD as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 0075W0155·3 13F holders·last filed Mar 31, 2026
Market cap
7.7%
vs prior quarter
13F value held
$540M
69.0% inst. owned
of float
Holders
3
+129 QoQ
filers reporting
Activity
+25 / −26
+899 added · −800 reduced
this quarter
Concentration
98.58%
National Pension Service #1
top holder share
AI Holders Summary · Q1 2026

3 institutions reported LSVD in Q1 2026. National Pension Service leads at 98.6% of the visible book. +129 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
National Pension Service
CIK 0001608046
$532M18.2M0.40%Q1 2026
02
Beta Wealth Group, Inc.
CIK 0001594417
$8M262K3.17%Q1 2026
03
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00Q2 2025