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

ADVISORS INNER CIRCLE FD III

39 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 00775Y256·39 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$332M
visible holders
Holders
39
filers reporting
Concentration
22.95%
TECTONIC ADVISORS LLC #1
top holder share
AI Holders Summary · Q2 2026

39 institutions reported GQGU in Q2 2026. TECTONIC ADVISORS LLC leads at 22.9% 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
$52M1.9M0.52%Q1 202603
RWA WEALTH PARTNERS, LLC
CIK 0001544576
$45M1.7M0.49%Q1 202604
Opal Wealth Advisors, LLC
CIK 0001844201
$41M1.6M8.75%Q2 202605
Legacy Advisors, LLC
CIK 0001720969
$26M958K3.04%Q1 202606
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV
CIK 0000733986
$24M876K0.38%Q1 202607
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$22M804K0.01%Q1 202608
Forvis Mazars Wealth Advisors, LLC
CIK 0001352864
$17M616K0.31%Q1 202609
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$10M404K0.02%Q2 202610
Ledyard National Bank
CIK 0001310658
$4M146K0.30%Q2 202611
EVOKE WEALTH, LLC
CIK 0001793432
$3M113K0.05%Q1 202612
Waverly Advisors, LLC
CIK 0001568787
$3M95K0.02%Q1 202613
IFP Advisors, Inc
CIK 0001641866
$3M100K0.05%Q2 202614
Essex Financial Services, Inc.
CIK 0001315785
$2M74K0.11%Q1 202615
NCM Capital Management, LLC
CIK 0001907054
$2M64K0.62%Q1 202616
United Advisor Group, LLC
CIK 0002004873
$1M48K0.16%Q1 202617
Well Done, LLC
CIK 0001667132
$979K36K0.14%Q1 202618
Jefferies Financial Group Inc.
CIK 0000096223
$977K36K0.01%Q1 202619
PITTENGER & ANDERSON INC
CIK 0001034886
$788K29K0.03%Q1 202620
BANK OF MONTREAL /CAN/
CIK 0000927971
$780K29K0.00%Q1 2026
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