13F Insight
DOSSIER · 13F Holders · Q2 2026
SAMT

ADVISORS INNER CIRCLE FD III

86 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 00775Y645·86 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$577M
visible holders
Holders
86
filers reporting
Concentration
19.23%
ENVESTNET ASSET MANAGEMENT INC #1
top holder share
AI Holders Summary · Q2 2026

86 institutions reported SAMT in Q2 2026. ENVESTNET ASSET MANAGEMENT INC leads at 19.2% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$111M2.3M0.03%Q2 202602
MAINSTAY CAPITAL MANAGEMENT LLC /ADV
CIK 0001127612
$89M1.9M6.59%Q2 202603
Baird Financial Group, Inc.
CIK 0001648711
$81M1.7M0.11%Q2 202604
BANK OF AMERICA CORP /DE/
CIK 0000070858
$67M1.4M0.00%Q2 202605
Beaumont Financial Advisors, LLC
CIK 0001957394
$39M816K2.48%Q2 202606
Trilogy Capital Inc.
CIK 0001722512
$34M709K1.31%Q2 202607
One Charles Private Wealth Services, LLC
CIK 0001800938
$15M313K3.44%Q2 202608
ROYAL BANK OF CANADA
CIK 0001000275
$13M278K0.00%Q2 202609
Triangle Securities Wealth Management
CIK 0001541353
$12M257K2.43%Q2 202610
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$12M306K0.03%Q1 202611
Archford Capital Strategies, LLC
CIK 0001606609
$12M252K1.22%Q2 202612
Aptus Capital Advisors, LLC
CIK 0001664193
$12M250K0.08%Q2 202613
Insight Wealth Strategies, LLC
CIK 0001749914
$12M252K1.15%Q2 202614
Greenwich Wealth Management LLC
CIK 0001439805
$11M282K0.45%Q1 202615
Members Advisory Group LLC
CIK 0001908587
$11M226K3.01%Q2 202616
Stonebridge Financial Group, LLC
CIK 0002009367
$11M223K0.81%Q2 202617
FIDELIS CAPITAL PARTNERS, LLC
CIK 0001962755
$10M210K0.58%Q2 202618
Joseph Group Capital Management
CIK 0001910383
$10M205K2.05%Q2 202619
Pinnacle Financial Partners, Inc.
CIK 0002082866
$9M184K0.06%Q2 202620
MML INVESTORS SERVICES, LLC
CIK 0000701059
$7M144K0.01%Q2 2026
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