ADVISORS INNER CIRCLE FD III
CUSIP 00774Q148
Advisors Inner Circle Fd III has 11 institutional holders in Filings Flow’s 13F database, together reporting 192.8K shares worth $5M as of Q4 2025. The largest reported holders are Concurrent Investment Advisors, LLC, Kingsview Wealth Management, LLC, and Hightower Advisors, LLC.
Institutional Holders
11
Q4 2025
Reported Value
$5M
Ticker
unmapped
private placement or foreign
Quarters Tracked
4
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| AVALON CAPITAL MANAGEMENT$354M AUM | 0.09% | $360,091 | 11.6K | Q4 2025 |
| Wealth Group Ltd$439M AUM | 0.08% | $359,694 | 11.6K | Q4 2025 |
| NIA IMPACT ADVISORS, LLC$225M AUM | 0.08% | $231,010 | 7.5K | Q4 2025 |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.02% | $1M | 47.6K | Q2 2025OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.02% | $2M | 49.0K | Q4 2025 |
| GTS SECURITIES LLC$2.8B AUM | 0.02% | $488,531 | 15.8K | Q4 2025 |
| Parallel Advisors, LLC$5.6B AUM | 0.01% | $496,426 | 16.0K | Q4 2025 |
| ELEVATION WEALTH PARTNERS, LLC$334M AUM | 0.01% | $21,148 | 682 | Q4 2025 |
| REGIONS FINANCIAL CORP$15.4B AUM | 0.00% | $346,369 | 13.4K | Q1 2025OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $615,759 | 19.9K | Q4 2025 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $456,049 | 16.0K | Q2 2025OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $2 | 70 | Q4 2025 |
| UBS Group AG$666.3B AUM | 0.00% | $26,646 | 1.0K | Q1 2025OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $50 | 1 | Q2 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.