Institutional Ownership
Advisors Inner Circle Fd III
CUSIP 00775Y652STRATEGAS GBL POSAGPQ1 2026
Institutional Holders
15
13F filers
Shares Held
1.56M
Aggregate institutional
Institutional Value
$50.22M
Q1 2026
Net New Holders
+1
3 new · 2 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions3
Increased5
Decreased3
Sold out2
Institutional Holders
15 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Baird Financial Group, Inc. | 697.4K | $23.93M | +73.4K | Added |
| 2 | Envestnet Asset Management Inc | 503.2K | $17.27M | +22.9K | Added |
| 3 | Archford Capital Strategies, LLC | 109.2K | $3.75M | +94.8K | Added |
| 4 | Triangle Securities Wealth Management | 74.5K | $2.56M | −160 | Reduced |
| 5 | Cambridge Advisors Inc. | 19.2K | $660.2K | −132 | Reduced |
| 6 | Jane Street Group, LLC | 16.6K | $568.7K | +16.6K | New |
| 7 | Fiduciary Trust Co | 13.4K | $460.5K | 0 | Held |
| 8 | Jaffetilchin Investment Partners, LLC | 13.3K | $457.8K | +14 | Added |
| 9 | Bank Of America Corp /De/ | 9.0K | $309.8K | +9.0K | New |
| 10 | Quantify Chaos Advisors, LLC | 6.0K | $204.3K | +6.0K | New |
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