11 institutions reported holding $74.1M of ADVISORS INNER CIRCLE FD III (GQGIX) in SEC 13F filings for 2026-06-30. Largest institutional holders: Fulton Bank, N.A. ($38.8M), Hemenway Trust Co LLC ($20.0M), Broderick Brian C ($7.4M), SOMERVILLE KURT F ($3.3M), Dempze Nancy E ($2.4M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Fulton Bank, N.A. | $38.8M | 2.1M | Trimmed |
| 2 | Hemenway Trust Co LLC | $20.0M | 1.1M | Added |
| 3 | Broderick Brian C | $7.4M | 397,485 | Hold |
| 4 | SOMERVILLE KURT F | $3.3M | 179,937 | Trimmed |
| 5 | Dempze Nancy E | $2.4M | 129,061 | Added |
| 6 | Elefante Mark B | $838,405 | 45,246 | Added |
| 7 | Delaney Dennis R | $743,818 | 40,142 | Added |
| 8 | Wealthspire Advisors, LLC | $362,062 | 19,539 | New |
| 9 | PUZO MICHAEL J | $192,712 | 10,400 | New |
| 10 | Westside Investment Management, Inc. | $89,680 | 4,839 | Hold |
| 11 | Ethos Financial Group, LLC | $0 | 0 | Exited |
来源：SEC 13F 申报文件 · 截至 2026-06-30