SEC 13F Intelligence

ADVISORS INNER CIRCLE FD III

CUSIP 00775Y736

Advisors Inner Circle Fd III has 9 institutional holders in Filings Flow’s 13F database, together reporting 71.5K shares worth $697,750 as of Q4 2022. The largest reported holders are Susquehanna International Group, LLP, U.S. Capital Wealth Advisors, LLC, and Jane Street Group, LLC.

Institutional Holders
9
Q4 2022
Reported Value
$697,750
Ticker
unmapped
private placement or foreign
Quarters Tracked
2

Ownership Trend

Institutional holders
Q4 ’21: 3Q4 ’21Q4 ’22: 9Q4 ’22filingsflow.com
Total reported value
Q4 ’21: $366,000Q4 ’21Q4 ’22: $697,750Q4 ’22filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Friedenthal Financial$217M AUM0.85%$1,20254.5KQ1 2023OLDER
U.S. Capital Wealth Advisors, LLC$4.0B AUM0.02%$407,11915.2KQ4 2022OLDER
Worth Asset Management, LLC$313M AUM0.00%$3,082115Q4 2022OLDER
Belpointe Asset Management LLC$2.7B AUM0.00%$20,502765Q4 2022OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$1M46.5KQ2 2023OLDER
OLD MISSION CAPITAL LLC$6.3B AUM0.00%$5,172193Q4 2022OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$327,78814.4KQ2 2023OLDER
Spire Wealth Management$3.3B AUM0.00%$81537Q1 2023OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$3,000125Q4 2022OLDER
UBS Group AG$666.3B AUM0.00%$1,34653Q3 2023

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.