Institutional Ownership
Advisors Inner Circle Fd III
CUSIP 00775Y363STRATEGAS MACROSAMMQ1 2026
Institutional Holders
7
13F filers
Shares Held
670.8K
Aggregate institutional
Institutional Value
$20.26M
Q1 2026
Net New Holders
+0
1 new · 1 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions1
Increased5
Decreased0
Sold out1
Institutional Holders
7 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Baird Financial Group, Inc. | 389.2K | $11.75M | +22.8K | Added |
| 2 | Envestnet Asset Management Inc | 130.9K | $3.95M | +41.5K | Added |
| 3 | Archford Capital Strategies, LLC | 57.3K | $1.73M | +57.3K | New |
| 4 | Jaffetilchin Investment Partners, LLC | 48.3K | $1.46M | +1.5K | Added |
| 5 | Hightower Advisors, LLC | 29.2K | $883.2K | +1.3K | Added |
| 6 | Hilltop Holdings Inc. | 8.5K | $256.7K | 0 | Held |
| 7 | Quantify Chaos Advisors, LLC | 7.5K | $226.0K | +73 | Added |