13FBOX
ADVISORS INNER CIRCLE FD III · 13F Institutional Holdings
Options Calculator Rankings
A

ADVISORS INNER CIRCLE FD III

RWLC
Institutions
8
Combined AUM (Q2 2026)
$38.0M
Combined Shares (Q2 2026)
1.1M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+110,400
5 · 1 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-31,281
5 · 3 Exit · ≈
⚖️ Net
+79,119
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$38.0M
Institutions
8
New Buys
1
Adds
4
Reduces
2
Exits
3
Unchanged
1
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Sowell Financial Services LLC
1.11%0.95%#1$34.1M909,879$25.7M808,072+101,807+12.60%Add
GeoWealth Management, LLC
0.09%0.08%#2$2.8M74,722$2.3M73,237+1,485+2.03%Add
CITADEL ADVISORS LLC
<0.01%<0.01%#6$528,05114,087$448,94614,089-2-0.01%Reduce
JANE STREET GROUP, LLC
<0.01%<0.01%#7$320,6478,554$531,95416,694-8,140-48.76%Reduce
LaSalle St. Investment Advisors, LLC
0.03%#3$220,0375,870$00+5,870New Buy
JPMORGAN CHASE & CO
<0.01%<0.01%#8$33,835897$27,439882+15+1.70%Add
Coppell Advisory Solutions LLC
<0.01%1.72%#4$26,86695,281$2.9M94,058+1,223+1.30%Add
JNBA Financial Advisors
<0.01%<0.01%#5$11,631310$9,88831000.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow