DOSSIER · 13F Holders · Q3 2026
GQGU

ADVISORS INNER CIRCLE FD III

42 institutions still hold ADVISORS INNER CIRCLE FD III as of Q3 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 00775Y256·42 13F holders·last filed Sep 30, 2026
Market cap
—
13F value held
$420M
visible holders
Holders
42
filers reporting
Concentration
19.80%
TECTONIC ADVISORS LLC #1
top holder share
AI Holders Summary · Q3 2026

42 institutions reported GQGU in Q3 2026. TECTONIC ADVISORS LLC leads at 19.8% 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
$83M3.1M3.85%Q3 2026
02
Forvis Mazars Wealth Advisors, LLC
CIK 0001352864
$59M2.2M0.97%Q3 2026
03
BENJAMIN EDWARDS INC
CIK 0001451623
$50M2.0M0.45%Q2 2026
04
RWA WEALTH PARTNERS, LLC
CIK 0001544576
$48M1.9M0.46%Q2 2026
05
Opal Wealth Advisors, LLC
CIK 0001844201
$45M1.7M9.35%Q3 2026
06
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$32M1.3M0.01%Q2 2026
07
Legacy Advisors, LLC
CIK 0001720969
$27M1.0M2.53%Q3 2026
08
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV
CIK 0000733986
$22M876K0.32%Q2 2026
09
Jefferies Financial Group Inc.
CIK 0000096223
$12M460K0.08%Q2 2026
10
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$11M427K0.02%Q3 2026
11
Ledyard National Bank
CIK 0001310658
$11M427K0.89%Q3 2026
12
IFP Advisors, Inc
CIK 0001641866
$3M132K0.06%Q3 2026
13
MAI Capital Management
CIK 0001040197
$3M127K0.01%Q2 2026
14
NCM Capital Management, LLC
CIK 0001907054
$3M118K0.92%Q2 2026
15
Waverly Advisors, LLC
CIK 0001568787
$3M109K0.02%Q2 2026
16
Stratos Wealth Partners, LTD.
CIK 0001612865
$2M83K0.02%Q2 2026
17
Essex Financial Services, Inc.
CIK 0001315785
$2M77K0.10%Q2 2026
18
BANK OF MONTREAL /CAN/
CIK 0000927971
$1M54K0.00%Q2 2026
19
United Advisor Group, LLC
CIK 0002004873
$1M49K0.13%Q2 2026
20
LPL Financial LLC
CIK 0001403438
$1M46K0.00%Q2 2026
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