16 institutions reported holding $55.2M of ADVISORS INNER CIRCLE FD III (SAGP) in SEC 13F filings for 2026-06-30. Largest institutional holders: Baird Financial Group, Inc. ($23.9M), ENVESTNET ASSET MANAGEMENT INC ($18.6M), Archford Capital Strategies, LLC ($4.0M), Greenwich Wealth Management LLC ($3.5M), Triangle Securities Wealth Management ($2.6M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Baird Financial Group, Inc. | $23.9M | 673,242 | Trimmed |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $18.6M | 524,757 | Added |
| 3 | Archford Capital Strategies, LLC | $4.0M | 113,870 | Added |
| 4 | Greenwich Wealth Management LLC | $3.5M | 97,507 | Trimmed |
| 5 | Triangle Securities Wealth Management | $2.6M | 72,141 | Trimmed |
| 6 | Cambridge Advisors Inc. | $668,783 | 18,839 | Trimmed |
| 7 | BANK OF AMERICA CORP /DE/ | $532,110 | 14,989 | Added |
| 8 | Fiduciary Trust Co | $476,417 | 13,420 | Hold |
| 9 | JANE STREET GROUP, LLC | $449,223 | 12,654 | Trimmed |
| 10 | Nuveen, LLC | $216,021 | 6,085 | New |
| 11 | QUANTIFY CHAOS ADVISORS, LLC | $212,153 | 5,976 | Added |
| 12 | Allworth Financial LP | $23,076 | 650 | Hold |
| 13 | GAMMA Investing LLC | $18,247 | 514 | Added |
| 14 | Parallel Advisors, LLC | $17,750 | 500 | Hold |
| 15 | JONES FINANCIAL COMPANIES LLLP | $5,328 | 152 | New |
| 16 | US BANCORP \DE\ | $2,982 | 84 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30