13F Insight
DOSSIER · 13F Holders · Q2 2026
GQGU

ADVISORS INNER CIRCLE FD III

44 institutions still hold ADVISORS INNER CIRCLE FD III as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 00775Y256·44 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$376M
visible holders
Holders
44
filers reporting
Concentration
20.24%
TECTONIC ADVISORS LLC #1
top holder share
AI Holders Summary · Q2 2026

44 institutions reported GQGU in Q2 2026. TECTONIC ADVISORS LLC leads at 20.2% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
TECTONIC ADVISORS LLC
CIK 0001859918
$76M3.0M3.66%Q2 202602
BENJAMIN EDWARDS INC
CIK 0001451623
$50M2.0M0.45%Q2 202603
RWA WEALTH PARTNERS, LLC
CIK 0001544576
$48M1.9M0.46%Q2 202604
Opal Wealth Advisors, LLC
CIK 0001844201
$41M1.6M8.75%Q2 202605
Forvis Mazars Wealth Advisors, LLC
CIK 0001352864
$37M1.5M0.63%Q2 202606
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$32M1.3M0.01%Q2 202607
Legacy Advisors, LLC
CIK 0001720969
$24M959K2.27%Q2 202608
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV
CIK 0000733986
$22M876K0.32%Q2 202609
Jefferies Financial Group Inc.
CIK 0000096223
$12M460K0.08%Q2 202610
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$10M404K0.02%Q2 202611
Ledyard National Bank
CIK 0001310658
$4M146K0.30%Q2 202612
MAI Capital Management
CIK 0001040197
$3M127K0.01%Q2 202613
NCM Capital Management, LLC
CIK 0001907054
$3M118K0.92%Q2 202614
Waverly Advisors, LLC
CIK 0001568787
$3M109K0.02%Q2 202615
IFP Advisors, Inc
CIK 0001641866
$3M100K0.05%Q2 202616
Stratos Wealth Partners, LTD.
CIK 0001612865
$2M83K0.02%Q2 202617
Essex Financial Services, Inc.
CIK 0001315785
$2M77K0.10%Q2 202618
BANK OF MONTREAL /CAN/
CIK 0000927971
$1M54K0.00%Q2 202619
Weil Company, Inc.
CIK 0001318011
$1M52K0.23%Q2 202620
United Advisor Group, LLC
CIK 0002004873
$1M49K0.13%Q2 2026
Page 1 of 3
24 more holders available. Log in →