Who Owns ADVISORS INNER CIRCLE FD III (GQGU)? -- Institutional Holders (2026-06-30)
45 institutions reported holding $386.7M of ADVISORS INNER CIRCLE FD III (GQGU) in SEC 13F filings for 2026-06-30. Largest institutional holders: TECTONIC ADVISORS LLC ($76.1M), BENJAMIN EDWARDS INC ($49.8M), RWA WEALTH PARTNERS, LLC ($48.1M), Opal Wealth Advisors, LLC ($40.5M), Forvis Mazars Wealth Advisors, LLC ($37.5M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | TECTONIC ADVISORS LLC | $76.1M | 3.0M | Added |
| 2 | BENJAMIN EDWARDS INC | $49.8M | 2.0M | Added |
| 3 | RWA WEALTH PARTNERS, LLC | $48.1M | 1.9M | Added |
| 4 | Opal Wealth Advisors, LLC | $40.5M | 1.6M | Added |
| 5 | Forvis Mazars Wealth Advisors, LLC | $37.5M | 1.5M | Added |
| 6 | RAYMOND JAMES FINANCIAL INC | $31.9M | 1.3M | Added |
| 7 | Legacy Advisors, LLC | $24.3M | 958,503 | Added |
| 8 | CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | $22.2M | 875,949 | Hold |
| 9 | Jefferies Financial Group Inc. | $11.7M | 459,611 | Added |
| 10 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $10.5M | 404,100 | Added |
| 11 | Ledyard National Bank | $3.7M | 145,775 | New |
| 12 | MAI Capital Management | $3.2M | 127,375 | New |
| 13 | NCM Capital Management, LLC | $3.0M | 118,119 | Added |
| 14 | Waverly Advisors, LLC | $2.8M | 108,647 | Added |
| 15 | IFP Advisors, Inc | $2.5M | 99,912 | Added |
| 16 | Stratos Wealth Partners, LTD. | $2.1M | 83,173 | Added |
| 17 | Essex Financial Services, Inc. | $2.0M | 77,190 | Added |
| 18 | BANK OF MONTREAL /CAN/ | $1.4M | 54,253 | Added |
| 19 | Weil Company, Inc. | $1.3M | 52,466 | New |
| 20 | United Advisor Group, LLC | $1.2M | 49,098 | Added |
| 21 | LPL Financial LLC | $1.2M | 45,748 | Added |
| 22 | Steward Partners Investment Advisory, LLC | $1.2M | 45,354 | Added |
| 23 | LANGLEY WEALTH MANAGEMENT, LLC | $1.1M | 43,353 | New |
| 24 | Well Done, LLC | $924,484 | 36,397 | Hold |
| 25 | PITTENGER & ANDERSON INC | $814,070 | 32,050 | Added |
Source: SEC Form 13F filings · as of 2026-06-30