Advisors Inner Circle Fd III (SAGP) institutional ownership

ADVISORS INNER CIRCLE FD III · 13F, 2026Q2

Managers holding16
Shares held1,555,380
Reported value$55.2m
Quarter flows2 new, 5 added, 5 trimmed, 1 exited

Top 17 holders

ManagerSharesValue% of manager's 13F
Baird Financial Group, Inc.673,242$23.9m0.0%
ENVESTNET ASSET MANAGEMENT INC524,757$18.6m0.0%
Archford Capital Strategies, LLC113,870$4.0m0.4%
Greenwich Wealth Management LLC97,507$3.5m0.1%
Triangle Securities Wealth Management72,141$2.6m0.5%
Cambridge Advisors Inc.18,839$668,7830.1%
BANK OF AMERICA CORP /DE/14,989$532,1100.0%
Fiduciary Trust Co13,420$476,4170.0%
JANE STREET GROUP, LLC12,654$449,2230.0%
Nuveen, LLC6,085$216,0210.0%
QUANTIFY CHAOS ADVISORS, LLC5,976$212,1530.6%
Allworth Financial LP650$23,0760.0%
GAMMA Investing LLC514$18,2470.0%
Parallel Advisors, LLC500$17,7500.0%
JONES FINANCIAL COMPANIES LLLP152$5,3280.0%
US BANCORP \DE\84$2,9820.0%
OSAIC HOLDINGS, INC.0$130.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("SAGP"). SAGP price history · All 13F data

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