11 institutions reported holding $74.3M of ADVISORS INNER CIRCLE FD III (GQGIX) in SEC 13F filings for 2026-03-31. Largest institutional holders: Fulton Bank, N.A. ($40.4M), Hemenway Trust Co LLC ($19.4M), Broderick Brian C ($7.2M), SOMERVILLE KURT F ($3.3M), Dempze Nancy E ($2.3M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Fulton Bank, N.A. | $40.4M | 2.2M | Trimmed |
| 2 | Hemenway Trust Co LLC | $19.4M | 1.1M | Added |
| 3 | Broderick Brian C | $7.2M | 397,485 | Hold |
| 4 | SOMERVILLE KURT F | $3.3M | 182,804 | Trimmed |
| 5 | Dempze Nancy E | $2.3M | 128,939 | Added |
| 6 | Elefante Mark B | $730,257 | 40,146 | Added |
| 7 | Delaney Dennis R | $628,881 | 34,573 | New |
| 8 | Ethos Financial Group, LLC | $195,381 | 10,741 | New |
| 9 | Westside Investment Management, Inc. | $89,051 | 4,839 | Added |
| 10 | Garton & Associates Financial Advisors LLC | $0 | 0 | Exited |
| 11 | Williams Jones Wealth Management, LLC. | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31