Who Owns ADVISORS INNER CIRCLE FD III (DEMZ)? -- Institutional Holders (2026-06-30)

27 institutions reported holding $16.1M of ADVISORS INNER CIRCLE FD III (DEMZ) in SEC 13F filings for 2026-06-30. Largest institutional holders: Envestnet Portfolio Solutions, Inc. ($7.6M), Creative Planning ($2.7M), OSAIC HOLDINGS, INC. ($1.3M), SUSQUEHANNA INTERNATIONAL GROUP, LLP ($715,371), CITADEL ADVISORS LLC ($670,588). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	Envestnet Portfolio Solutions, Inc.	$7.6M	158,754	Added
2	Creative Planning	$2.7M	56,802	Hold
3	OSAIC HOLDINGS, INC.	$1.3M	27,280	Added
4	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$715,371	14,984	Added
5	CITADEL ADVISORS LLC	$670,588	14,046	Trimmed
6	MCF Advisors LLC	$514,076	10,768	Added
7	Accordant Advisory Group Inc	$496,520	10,400	Hold
8	Laird Norton Wetherby Trust Company, LLC	$381,461	7,990	Hold
9	HARBOUR INVESTMENTS, INC.	$274,709	5,754	Added
10	Parallel Advisors, LLC	$237,184	4,968	New
11	First Heartland Consultants, Inc.	$229,163	4,800	New
12	BROWN ADVISORY INC	$205,722	4,309	New
13	AdvisorNet Financial, Inc	$191,208	4,005	Hold
14	STEPH & CO	$175,310	3,672	Hold
15	Bank of New Hampshire	$173,066	3,625	Hold
16	FMR LLC	$71,582	1,499	Added
17	Arax Advisory Partners	$49,175	1,030	New
18	Financially Speaking Inc	$42,534	1,058	Hold
19	Royal Bank of Canada	$25,000	533	Trimmed
20	Johnson Financial Group, Inc.	$20,864	437	Hold
21	Farther Finance Advisors, LLC	$19,049	399	Hold
22	MORGAN STANLEY	$17,290	362	Hold
23	US BANCORP \DE\	$17,235	361	Hold
24	Godfrey Financial Associates, Inc.	$8,498	178	Hold
25	Allworth Financial LP	$8,410	176	Hold

来源：SEC 13F 申报文件 · 截至 2026-06-30