Institutional Ownership
Advisors Inner Circle Fd III
CUSIP 00775Y256GQG US EQUITY ETGQGUQ1 2026
Institutional Holders
36
13F filers
Shares Held
12.44M
Aggregate institutional
Institutional Value
$334.57M
Q1 2026
Net New Holders
+14
17 new · 3 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions17
Increased16
Decreased3
Sold out3
Institutional Holders
36 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Tectonic Advisors LLC | 2.91M | $78.29M | +82.3K | Added |
| 2 | Benjamin Edwards Inc | 1.93M | $51.88M | +1.93M | New |
| 3 | Rwa Wealth Partners, LLC | 1.66M | $44.63M | +1.66M | New |
| 4 | Opal Wealth Advisors, LLC | 1.53M | $41.11M | +1.49M | Added |
| 5 | Legacy Advisors, LLC | 958.1K | $25.78M | +122.6K | Added |
| 6 | Cambridge Associates LLC /Ma/ /Adv | 875.9K | $23.57M | −29.5K | Reduced |
| 7 | Raymond James Financial Inc | 803.7K | $21.63M | +430.8K | Added |
| 8 | Forvis Mazars Wealth Advisors, LLC | 616.1K | $16.58M | +514.1K | Added |
| 9 | Wealth Enhancement Advisory Services, LLC | 346.4K | $9.27M | +2.2K | Added |
| 10 | Evoke Wealth, LLC | 113.3K | $3.05M | +1.0K | Added |
26 more institutional holders on Premium
See every fund holding Advisors Inner Circle Fd III, with full quarter-over-quarter share changes.
Unlock all holders