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

ADVISORS INNER CIRCLE FD III

SAGP
Institutions
16
Combined AUM (Q2 2026)
$55.2M
Combined Shares (Q2 2026)
1.6M
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+38,527
7 · 2 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-44,115
5 · 1 Exit · ≈
⚖️ Net
-5,588
Net Sell
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$55.2M
Institutions
16
New Buys
2
Adds
5
Reduces
4
Exits
1
Unchanged
5
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Baird Financial Group, Inc.
0.03%0.04%#6$23.9M673,242$23.9M697,360-24,118-3.46%Reduce
ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#8$18.6M524,757$17.3M503,239+21,518+4.28%Add
Archford Capital Strategies, LLC
0.41%0.43%#3$4.0M113,870$3.7M109,226+4,644+4.25%Add
Greenwich Wealth Management LLC
0.13%0.14%#4$3.5M97,507$3.4M99,842-2,335-2.34%Reduce
Triangle Securities Wealth Management
0.59%0.58%#2$2.6M74,488$2.6M74,48800.00%Unchanged
Cambridge Advisors Inc.
0.11%0.13%#5$668,78318,839$660,15119,239-400-2.08%Reduce
BANK OF AMERICA CORP /DE/
<0.01%<0.01%#14$532,11014,989$309,8469,030+5,959+65.99%Add
FIDUCIARY TRUST CO
0.01%0.01%#7$476,41713,420$460,49013,42000.00%Unchanged
JANE STREET GROUP, LLC
<0.01%<0.01%#13$449,22312,654$568,71516,574-3,920-23.65%Reduce
Nuveen, LLC
<0.01%#12$216,0216,085$00+6,085New Buy
QUANTIFY CHAOS ADVISORS, LLC
0.6%0.64%#1$212,1535,976$204,3405,955+21+0.35%Add
Allworth Financial LP
<0.01%<0.01%#11$23,076650$22,30465000.00%Unchanged
GAMMA Investing LLC
<0.01%<0.01%#9$18,247514$12,559366+148+40.44%Add
Parallel Advisors, LLC
<0.01%<0.01%#10$17,750500$17,15750000.00%Unchanged
JONES FINANCIAL COMPANIES LLLP
<0.01%#16$5,328152$00+152New Buy
US BANCORP \DE\
<0.01%<0.01%#15$2,98284$2,8828400.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow