4 institutions reported holding $36.9M of ADVISORS INNER CIRCLE FD III RAYLIANT (RAYD) in SEC 13F filings for 2026-06-30. Largest institutional holders: Sowell Financial Services LLC ($34.1M), GeoWealth Management, LLC ($2.8M), JNBA Financial Advisors ($11,631), Cambridge Investment Research Advisors, Inc. ($0). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Sowell Financial Services LLC | $34.1M | 909,879 | Added |
| 2 | GeoWealth Management, LLC | $2.8M | 74,722 | Added |
| 3 | JNBA Financial Advisors | $11,631 | 310 | Hold |
| 4 | Cambridge Investment Research Advisors, Inc. | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30