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

ADVISORS INNER CIRCLE FD III

64 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 00775Y645·64 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 8.7%
vs prior quarter
13F value held
$390M
52.0% inst. owned
of float
Holders
64
-6 QoQ
filers reporting
Activity
+24 / −76
+929 added · −712 reduced
this quarter
Concentration
29.56%
MAINSTAY CAPITAL MANAGEMENT LLC /ADV #1
top holder share
AI Holders Summary · Q1 2026

64 institutions reported SAMT in Q1 2026. MAINSTAY CAPITAL MANAGEMENT LLC /ADV leads at 29.6% of the visible book. -6 net institutions QoQ — distribution reading.

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
$27M675K1.17%Q1 202606
BANK OF AMERICA CORP /DE/
CIK 0000070858
$19M489K0.00%Q1 202607
One Charles Private Wealth Services, LLC
CIK 0001800938
$12M306K3.00%Q1 202608
Triangle Securities Wealth Management
CIK 0001541353
$10M260K2.32%Q1 202609
Archford Capital Strategies, LLC
CIK 0001606609
$10M250K1.12%Q1 202610
Insight Wealth Strategies, LLC
CIK 0001749914
$10M249K1.09%Q1 202611
Aptus Capital Advisors, LLC
CIK 0001664193
$10M247K0.08%Q1 202612
Stonebridge Financial Group, LLC
CIK 0002009367
$8M206K0.66%Q1 202613
FIDELIS CAPITAL PARTNERS, LLC
CIK 0001962755
$6M168K0.47%Q4 202514
Krilogy Financial LLC
CIK 0001659047
$6M139K0.19%Q1 202615
TWO SIGMA INVESTMENTS, LP
CIK 0001179392
$5M122K0.00%Q1 202616
MML INVESTORS SERVICES, LLC
CIK 0000701059
$4M109K0.01%Q1 202617
Armor Investment Advisors, LLC
CIK 0001694079
$4M106K1.50%Q1 202618
D.A. DAVIDSON & CO.
CIK 0001080107
$3M87K0.02%Q1 202619
MJP ASSOCIATES INC /ADV
CIK 0000715113
$3M83K0.40%Q1 202620
FORTEM FINANCIAL GROUP, LLC
CIK 0001766509
$3M83K0.82%Q1 2026
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