14 institutions reported holding $211.8M of ADVISORS INNER CIRCLE FD III (GQGU) in SEC 13F filings for 2026-06-30. Largest institutional holders: TECTONIC ADVISORS LLC ($76.1M), BENJAMIN EDWARDS INC ($49.8M), Opal Wealth Advisors, LLC ($40.5M), Legacy Advisors, LLC ($24.3M), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC ($10.5M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | TECTONIC ADVISORS LLC | $76.1M | 3.0M | Added |
| 2 | BENJAMIN EDWARDS INC | $49.8M | 2.0M | Added |
| 3 | Opal Wealth Advisors, LLC | $40.5M | 1.6M | Added |
| 4 | Legacy Advisors, LLC | $24.3M | 958,503 | Added |
| 5 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $10.5M | 404,100 | Added |
| 6 | Ledyard National Bank | $3.7M | 145,775 | New |
| 7 | IFP Advisors, Inc | $2.5M | 99,912 | Added |
| 8 | United Advisor Group, LLC | $1.2M | 49,098 | Added |
| 9 | Well Done, LLC | $924,484 | 36,397 | Hold |
| 10 | PITTENGER & ANDERSON INC | $814,070 | 32,050 | Added |
| 11 | TPG Advisors LLC | $698,221 | 27,489 | Added |
| 12 | ENVESTNET ASSET MANAGEMENT INC | $315,239 | 12,411 | Added |
| 13 | CWC Advisors, LLC. | $299,872 | 11,806 | Added |
| 14 | AXXCESS WEALTH MANAGEMENT, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30