13F Insight
DOSSIER · 13F Holders · Q1 2026Inflation hedgeYield
GQGU

ADVISORS INNER CIRCLE FD III

38 institutions still hold ADVISORS INNER CIRCLE FD III as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 00775Y256·38 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 8.1%
vs prior quarter
13F value held
$330M
58.0% inst. owned
of float
Holders
38
-49 QoQ
filers reporting
Activity
+81 / −81
+993 added · −753 reduced
this quarter
Concentration
23.73%
TECTONIC ADVISORS LLC #1
top holder share
AI Holders Summary · Q1 2026

38 institutions reported GQGU in Q1 2026. TECTONIC ADVISORS LLC leads at 23.7% of the visible book. -49 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
TECTONIC ADVISORS LLC
CIK 0001859918
$78M2.9M4.14%Q1 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
$41M1.5M9.29%Q1 202605
Legacy Advisors, LLC
CIK 0001720969
$26M958K3.04%Q1 202606
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV
CIK 0000733986
$24M876K0.37%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
$9M346K0.02%Q1 202610
EVOKE WEALTH, LLC
CIK 0001793432
$3M113K0.05%Q1 202611
Waverly Advisors, LLC
CIK 0001568787
$3M95K0.02%Q1 202612
IFP Advisors, Inc
CIK 0001641866
$2M86K0.05%Q1 202613
Essex Financial Services, Inc.
CIK 0001315785
$2M74K0.11%Q1 202614
NCM Capital Management, LLC
CIK 0001907054
$2M64K0.62%Q1 202615
United Advisor Group, LLC
CIK 0002004873
$1M48K0.16%Q1 202616
Well Done, LLC
CIK 0001667132
$979,44436K0.14%Q1 202617
Jefferies Financial Group Inc.
CIK 0000096223
$976,86036K0.01%Q1 202618
PITTENGER & ANDERSON INC
CIK 0001034886
$788,46329K0.03%Q1 202619
BANK OF MONTREAL /CAN/
CIK 0000927971
$779,58329K0.00%Q1 202620
Stratos Wealth Partners, LTD.
CIK 0001612865
$649,41924K0.01%Q1 2026
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