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 | 105k | $4.2M | 4% | Mar 2026 |
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| Creative Planning | 57k | $2.3M | 0% | Mar 2026 |
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| Advisor Group Holdings | 23k | $976k | -35% | Dec 2025 |
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| Citadel Advisors | 14k | $568k | -25% | Mar 2026 |
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| MCF Advisors | 11k | $433k | 1% | Mar 2026 |
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| Accordant Advisory Group | 10k | $418k | 0% | Mar 2026 |
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| Laird Norton Tyee Trust | 8.0k | $346k | 100% | Dec 2025 |
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| Harbour Investments | 5.6k | $227k | 100% | Mar 2026 |
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| Two Sigma Investments | 5.6k | $225k | -38% | Mar 2026 |
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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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| Royal Bank of Canada | 551.00 | $22k | 0% | Mar 2026 |
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| Johnson Financial Group | 437.00 | $18k | 0% | Mar 2026 |
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| Farther Finance Advisors | 399.00 | $16k | 17% | Mar 2026 |
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| Morgan Stanley | 362.00 | $21k | -42% | Mar 2026 |
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| Godfrey Financial Associates | 178.00 | $7.2k | 100% | 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 |
|---|---|---|---|
| Brandywine Financial Group | Dec 2025 | 5.7k | $241k |
| 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 |