DOSSIER · 13F Holders · Q1 2026Mega-capCrowded
RWEM

ADVISORS INNER CIRCLE FD III

11 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 00775Y710·11 13F holders·last filed Mar 31, 2026
Market cap
1.8%
vs prior quarter
13F value held
$26M
52.0% inst. owned
of float
Holders
11
+53 QoQ
filers reporting
Activity
+63 / −53
+920 added · −713 reduced
this quarter
Concentration
68.49%
Curated Wealth Partners LLC #1
top holder share
AI Holders Summary · Q1 2026

11 institutions reported RWEM in Q1 2026. Curated Wealth Partners LLC leads at 68.5% of the visible book. +53 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
Curated Wealth Partners LLC
CIK 0001781284
$18M616K2.26%Q1 2026
02
Coppell Advisory Solutions LLC
CIK 0001848433
$3M107K1.90%Q1 2026
03
Sowell Financial Services LLC
CIK 0001633697
$3M88K0.09%Q1 2026
04
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$1M42K0.00%Q1 2026
05
OLD MISSION CAPITAL LLC
CIK 0001455915
$907,92831K0.01%Q1 2026
06
ARBOR CAPITAL MANAGEMENT INC /ADV
CIK 0001027570
$318,65010K0.26%Q1 2026
07
CREATIVE FINANCIAL DESIGNS INC /ADV
CIK 0000819864
$9,4543250.00%Q1 2026
08
Sankala Group LLC
CIK 0002113426
$3,6121190.00%Q1 2026
09
OSAIC HOLDINGS, INC.
CIK 0001677044
$1,454500.00%Q1 2026
10
UBS Group AG
CIK 0001610520
$1,018350.00%Q1 2026
11
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00Q2 2025