13F Insight
DOSSIER · 13F Holders · Q1 2026
SAMT

ADVISORS INNER CIRCLE FD III

72 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 00775Y645·72 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$435M
visible holders
Holders
72
filers reporting
Concentration
26.50%
MAINSTAY CAPITAL MANAGEMENT LLC /ADV #1
top holder share
AI Holders Summary · Q1 2026

72 institutions reported SAMT in Q1 2026. MAINSTAY CAPITAL MANAGEMENT LLC /ADV leads at 26.5% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
MAINSTAY CAPITAL MANAGEMENT LLC /ADV
CIK 0001127612
$115M2.9M8.88%Q1 202602
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$53M1.4M0.01%Q1 202603
Baird Financial Group, Inc.
CIK 0001648711
$43M1.1M0.07%Q1 202604
Beaumont Financial Advisors, LLC
CIK 0001957394
$37M952K2.57%Q1 202605
Trilogy Capital Inc.
CIK 0001722512
$34M709K1.31%Q2 202606
BANK OF AMERICA CORP /DE/
CIK 0000070858
$19M489K0.00%Q1 202607
One Charles Private Wealth Services, LLC
CIK 0001800938
$15M313K3.44%Q2 202608
Triangle Securities Wealth Management
CIK 0001541353
$12M257K2.43%Q2 202609
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$12M306K0.03%Q1 202610
Archford Capital Strategies, LLC
CIK 0001606609
$12M252K1.22%Q2 202611
Insight Wealth Strategies, LLC
CIK 0001749914
$12M252K1.15%Q2 202612
Greenwich Wealth Management LLC
CIK 0001439805
$11M282K0.45%Q1 202613
Members Advisory Group LLC
CIK 0001908587
$11M226K3.01%Q2 202614
Stonebridge Financial Group, LLC
CIK 0002009367
$11M223K0.81%Q2 202615
Aptus Capital Advisors, LLC
CIK 0001664193
$10M247K0.08%Q1 202616
FIDELIS CAPITAL PARTNERS, LLC
CIK 0001962755
$6M168K0.47%Q4 202517
Krilogy Financial LLC
CIK 0001659047
$6M139K0.19%Q1 202618
D.A. DAVIDSON & CO.
CIK 0001080107
$6M116K0.03%Q2 202619
Capital Investment Counsel, LLC
CIK 0002033609
$5M101K0.60%Q2 202620
TWO SIGMA INVESTMENTS, LP
CIK 0001179392
$5M122K0.00%Q1 2026
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