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
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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 |
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| Creative Planning | 57k | $2.4M | 0% | Dec 2025 |
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| Advisor Group Holdings | 23k | $976k | -35% | Dec 2025 |
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| Citadel Advisors | 19k | $808k | 100% | Dec 2025 |
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| MCF Advisors | 11k | $459k | -5% | Dec 2025 |
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| Accordant Advisory Group | 10k | $444k | 0% | Dec 2025 |
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| Two Sigma Investments | 9.0k | $384k | 100% | Dec 2025 |
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| Laird Norton Tyee Trust | 8.0k | $346k | 100% | Dec 2025 |
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| AdvisorNet Financial | 4.0k | $161k | 5% | Mar 2026 |
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| Stephenson National Bank & Trust | 3.7k | $148k | -5% | Mar 2026 |
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| Bank of New Hampshire | 3.6k | $146k | 0% | Mar 2026 |
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| FMR | 1.3k | $57k | 100% | Dec 2025 |
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| Financially Speaking | 1.1k | $43k | -17% | Mar 2026 |
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| Us Bancorp | 672.00 | $29k | -70% | Dec 2025 |
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| Johnson Financial Group | 437.00 | $19k | 0% | Dec 2025 |
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| Farther Finance Advisors | 399.00 | $16k | 17% | Mar 2026 |
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| Hanson McClain Advisors | 174.00 | $7.4k | 0% | Dec 2025 |
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Who sold out of Advisors Inner Circle Fd Iii?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| First Heartland Consultants | Dec 2025 | 4.8k | $205k |
| CWM | Sep 2025 | 1.9k | $79k |
| First Pacific Financial | Dec 2025 | 695.00 | $30k |
| Mendota Financial Group | Dec 2025 | 669.00 | $29k |