DOSSIER · 13F Holders · Q2 2026
RWEM

ADVISORS INNER CIRCLE FD III

11 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 00775Y710·11 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$11M
visible holders
Holders
11
filers reporting
Concentration
49.04%
Sowell Financial Services LLC #1
top holder share
AI Holders Summary · Q2 2026

11 institutions reported RWEM in Q2 2026. Sowell Financial Services LLC leads at 49.0% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Sowell Financial Services LLC
CIK 0001633697
$5M151K0.18%Q2 2026
02
Coppell Advisory Solutions LLC
CIK 0001848433
$3M107K1.90%Q1 2026
03
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$1M42K0.00%Q1 2026
04
OLD MISSION CAPITAL LLC
CIK 0001455915
$908K31K0.01%Q1 2026
05
ARBOR CAPITAL MANAGEMENT INC /ADV
CIK 0001027570
$319K10K0.26%Q1 2026
06
Farther Finance Advisors, LLC
CIK 0001992825
$18K4950.00%Q2 2026
07
CREATIVE FINANCIAL DESIGNS INC /ADV
CIK 0000819864
$9K3250.00%Q1 2026
08
Sankala Group LLC
CIK 0002113426
$4K1190.00%Q1 2026
09
OSAIC HOLDINGS, INC.
CIK 0001677044
$1K500.00%Q1 2026
10
UBS Group AG
CIK 0001610520
$1K350.00%Q1 2026
11
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00Q2 2025