CUSIP 00774Q346
ADVISORS INNER CIRCLE FD III
33 institutions · $13.6M total · 337,590 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | Envestnet Portfolio Solutions, Inc. | 100,109 | $4.3M | 29.65% | 2025-12-31 |
| 2 | Creative Planning | 56,796 | $2.4M | 16.82% | 2025-12-31 |
| 3 | Maxwell Wealth Strategies Inc. | 55,311 | $2.0M | 16.38% | 2024-12-31 |
| 4 | ADVISOR GROUP HOLDINGS, INC. | 20,594 | $882.9K | 6.10% | 2025-12-31 |
| 5 | CITADEL ADVISORS LLC | 18,929 | $807.5K | 5.60% | 2025-12-31 |
| 6 | MCF Advisors LLC | 10,663 | $459.3K | 3.15% | 2025-12-31 |
| 7 | Accordant Advisory Group Inc | 10,400 | $443.7K | 3.08% | 2025-12-31 |
| 8 | WINNOW WEALTH LLC | 10,400 | $405.2K | 3.08% | 2025-06-30 |
| 9 | TWO SIGMA INVESTMENTS, LP | 9,000 | $383.9K | 2.66% | 2025-12-31 |
| 10 | LAIRD NORTON TRUST COMPANY, LLC | 7,990 | $344.2K | 2.36% | 2025-12-31 |
| 11 | JANE STREET GROUP, LLC | 8,041 | $289.0K | 2.38% | 2024-12-31 |
| 12 | First Heartland Consultants, Inc. | 4,800 | $204.8K | 1.42% | 2025-12-31 |
| 13 | STEPH & CO | 3,860 | $164.7K | 1.14% | 2025-12-31 |
| 14 | AdvisorNet Financial, Inc | 3,798 | $162.0K | 1.12% | 2025-12-31 |
| 15 | UBS Group AG | 1,636 | $58.8K | 0.48% | 2024-12-31 |
| 16 | FMR LLC | 1,326 | $56.6K | 0.39% | 2025-12-31 |
| 17 | Financially Speaking Inc | 1,274 | $54.3K | 0.37% | 2025-12-31 |
| 18 | First Pacific Financial | 695 | $29.6K | 0.20% | 2025-12-31 |
| 19 | US BANCORP \DE\ | 672 | $28.7K | 0.19% | 2025-12-31 |
| 20 | Mendota Financial Group, LLC | 669 | $28.5K | 0.19% | 2025-12-31 |
| 21 | Royal Bank of Canada | 551 | $24.0K | 0.16% | 2025-12-31 |
| 22 | MORGAN STANLEY | 551 | $23.5K | 0.16% | 2025-12-31 |
| 23 | Johnson Financial Group, Inc. | 437 | $18.8K | 0.12% | 2025-12-31 |
| 24 | Farther Finance Advisors, LLC | 340 | $14.5K | 0.10% | 2025-12-31 |
| 25 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 332 | $11.9K | 0.09% | 2024-12-31 |
| 26 | Godfrey Financial Associates, Inc. | 178 | $7.6K | 0.05% | 2025-12-31 |
| 27 | Allworth Financial LP | 174 | $7.4K | 0.05% | 2025-12-31 |
| 28 | American Portfolios Advisors | 134 | $3.6K | 0.03% | 2023-03-31 |
| 29 | WELLS FARGO & COMPANY/MN | 35 | $1.3K | 0.01% | 2024-12-31 |
| 30 | WEDBUSH SECURITIES INC | 6,000 | $216 | 1.77% | 2024-09-30 |
| 31 | Tower Research Capital LLC (TRC) | 4 | $144 | 0.00% | 2024-12-31 |
| 32 | CWM, LLC | 1,891 | $79 | 0.56% | 2025-09-30 |
| 33 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2025-06-30 |