17 institutions reported holding $53.6M of ADVISORS INNER CIRCLE FD III (SAGP) in SEC 13F filings for 2026-03-31. Largest institutional holders: Baird Financial Group, Inc. ($23.9M), ENVESTNET ASSET MANAGEMENT INC ($17.3M), Archford Capital Strategies, LLC ($3.7M), Greenwich Wealth Management LLC ($3.4M), Triangle Securities Wealth Management ($2.6M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Baird Financial Group, Inc. | $23.9M | 697,360 | Added |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $17.3M | 503,239 | Added |
| 3 | Archford Capital Strategies, LLC | $3.7M | 109,226 | Added |
| 4 | Greenwich Wealth Management LLC | $3.4M | 99,842 | Added |
| 5 | Triangle Securities Wealth Management | $2.6M | 74,488 | Trimmed |
| 6 | Cambridge Advisors Inc. | $660,151 | 19,239 | Trimmed |
| 7 | JANE STREET GROUP, LLC | $568,715 | 16,574 | New |
| 8 | Fiduciary Trust Co | $460,490 | 13,420 | Hold |
| 9 | Jaffetilchin Investment Partners, LLC | $457,812 | 13,342 | Added |
| 10 | BANK OF AMERICA CORP /DE/ | $309,846 | 9,030 | New |
| 11 | QUANTIFY CHAOS ADVISORS, LLC | $204,340 | 5,955 | New |
| 12 | Allworth Financial LP | $22,304 | 650 | Hold |
| 13 | Parallel Advisors, LLC | $17,157 | 500 | Hold |
| 14 | GAMMA Investing LLC | $12,559 | 366 | Trimmed |
| 15 | US BANCORP \DE\ | $2,882 | 84 | Hold |
| 16 | UBS Group AG | $0 | 0 | Exited |
| 17 | Kestra Advisory Services, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31