Who Owns ADVISORS INNER CIRCLE FD III (ARMIX)? -- Institutional Holders (2026-03-31)

40 institutions reported holding $404.2M of ADVISORS INNER CIRCLE FD III (ARMIX) in SEC 13F filings for 2026-03-31. Largest institutional holders: TECTONIC ADVISORS LLC ($78.3M), BROWN ADVISORY INC ($66.3M), BENJAMIN EDWARDS INC ($51.9M), RWA WEALTH PARTNERS, LLC ($44.6M), Opal Wealth Advisors, LLC ($41.1M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1TECTONIC ADVISORS LLC$78.3M2.9MAdded
2BROWN ADVISORY INC$66.3M2.8MNew
3BENJAMIN EDWARDS INC$51.9M1.9MNew
4RWA WEALTH PARTNERS, LLC$44.6M1.7MNew
5Opal Wealth Advisors, LLC$41.1M1.5MAdded
6Legacy Advisors, LLC$25.8M958,094Added
7CAMBRIDGE ASSOCIATES LLC /MA/ /ADV$23.6M875,949Trimmed
8RAYMOND JAMES FINANCIAL INC$21.6M803,738Added
9Forvis Mazars Wealth Advisors, LLC$16.6M616,138Added
10WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$9.3M346,352Added
11JANE STREET GROUP, LLC$3.6M150,635Added
12EVOKE WEALTH, LLC$3.0M113,266Added
13Waverly Advisors, LLC$2.6M95,284Added
14IFP Advisors, Inc$2.3M85,758Added
15Essex Financial Services, Inc.$2.0M73,576Added
16NCM Capital Management, LLC$1.7M64,423New
17United Advisor Group, LLC$1.3M48,470New
18Well Done, LLC$979,44436,397New
19Jefferies Financial Group Inc.$976,86036,301New
20PITTENGER & ANDERSON INC$788,46329,300Trimmed
21BANK OF MONTREAL /CAN/$779,58328,970New
22Stratos Wealth Partners, LTD.$649,41924,133Added
23TPG Advisors LLC$556,55320,682Added
24AQR CAPITAL MANAGEMENT LLC$543,58220,200New
25Mutual Advisors, LLC$537,76919,984New

Source: SEC Form 13F filings · as of 2026-03-31