Who owns ADVISORS INNER CIRCLE FD III?
- Ticker: DEMZ
- CUSIP Number: 00774q346
Tip: Access positions for across all investors
Analyze quarterly positions in Advisors Inner Circle Fd Iii with up to 7 years of data, all consolidated into one spreadsheet
Download as csv
Download as Excel
Top investors of Advisors Inner Circle Fd Iii stock
Who bought or sold ADVISORS INNER CIRCLE FD III this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Envestnet Portfolio Solutions | 100k | $4.3M | 64% | Dec 2025 |
|
| Creative Planning | 57k | $2.4M | 0% | Dec 2025 |
|
| Advisor Group Holdings | 23k | $976k | -35% | Dec 2025 |
|
| MCF Advisors | 11k | $459k | -5% | Dec 2025 |
|
| Accordant Advisory Group | 10k | $444k | 0% | Dec 2025 |
|
| Laird Norton Tyee Trust | 8.0k | $346k | 100% | Dec 2025 |
|
| First Heartland Consultants | 4.8k | $205k | 0% | Dec 2025 |
|
| Stephenson National Bank & Trust | 3.9k | $165k | -8% | Dec 2025 |
|
| AdvisorNet Financial | 3.8k | $162k | 0% | Dec 2025 |
|
| Financially Speaking | 1.3k | $54k | 0% | Dec 2025 |
|
| First Pacific Financial | 695.00 | $30k | 100% | Dec 2025 |
|
| Us Bancorp | 672.00 | $29k | -70% | Dec 2025 |
|
| Mendota Financial Group | 669.00 | $29k | 0% | Dec 2025 |
|
| Royal Bank of Canada | 551.00 | $23k | -4% | Sep 2025 |
|
| Johnson Financial Group | 437.00 | $19k | 0% | Dec 2025 |
|
| Farther Finance Advisors | 340.00 | $15k | 0% | Dec 2025 |
|
| Hanson McClain Advisors | 174.00 | $7.4k | 0% | Dec 2025 |
|
Who sold out of Advisors Inner Circle Fd Iii?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| CWM | Sep 2025 | 1.9k | $79k |