Who Owns ADVISORS INNER CIRCLE FD III (DEMZ)? -- Institutional Holders (2026-03-31)
25 institutions reported holding $10.0M of ADVISORS INNER CIRCLE FD III (DEMZ) in SEC 13F filings for 2026-03-31. Largest institutional holders: Envestnet Portfolio Solutions, Inc. ($4.2M), Creative Planning ($2.3M), CITADEL ADVISORS LLC ($568,255), SUSQUEHANNA INTERNATIONAL GROUP, LLP ($541,843), MCF Advisors LLC ($432,763). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Envestnet Portfolio Solutions, Inc. | $4.2M | 104,508 | Added |
| 2 | Creative Planning | $2.3M | 56,802 | Added |
| 3 | CITADEL ADVISORS LLC | $568,255 | 14,135 | Trimmed |
| 4 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $541,843 | 13,478 | New |
| 5 | MCF Advisors LLC | $432,763 | 10,765 | Added |
| 6 | Accordant Advisory Group Inc | $418,101 | 10,400 | Hold |
| 7 | Laird Norton Wetherby Trust Company, LLC | $321,214 | 7,990 | Trimmed |
| 8 | HARBOUR INVESTMENTS, INC. | $226,578 | 5,636 | New |
| 9 | TWO SIGMA INVESTMENTS, LP | $225,131 | 5,600 | Trimmed |
| 10 | AdvisorNet Financial, Inc | $161,009 | 4,005 | Added |
| 11 | STEPH & CO | $147,622 | 3,672 | Trimmed |
| 12 | Bank of New Hampshire | $145,732 | 3,625 | Hold |
| 13 | OSAIC HOLDINGS, INC. | $114,971 | 2,860 | Trimmed |
| 14 | FMR LLC | $56,334 | 1,401 | Added |
| 15 | Financially Speaking Inc | $42,534 | 1,058 | Trimmed |
| 16 | Royal Bank of Canada | $22,000 | 551 | Hold |
| 17 | Johnson Financial Group, Inc. | $17,569 | 437 | Hold |
| 18 | Farther Finance Advisors, LLC | $16,199 | 399 | Added |
| 19 | MORGAN STANLEY | $14,570 | 362 | Trimmed |
| 20 | US BANCORP \DE\ | $14,513 | 361 | Trimmed |
| 21 | Godfrey Financial Associates, Inc. | $7,156 | 178 | Hold |
| 22 | Allworth Financial LP | $7,082 | 176 | Added |
| 23 | First Pacific Financial | $0 | 0 | Exited |
| 24 | Mendota Financial Group, LLC | $0 | 0 | Exited |
| 25 | First Heartland Consultants, Inc. | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31