13FBOX
ADVISORS INNER CIRCLE FD III · 13F Institutional Holdings
Options Calculator Rankings
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ADVISORS INNER CIRCLE FD III

SAMM
Institutions
7
Combined AUM (Q2 2026)
$21.9M
Combined Shares (Q2 2026)
677,655
Overall Trend
Increase
All institutions combined
Basis: holder count and combined value / shares merge all share classes of the same company (e.g. Class A / C); each institution is counted once, and value & shares are the sum across classes.
📥 Inflow (Q1 2026→Q2 2026)
+55,126
6 institutions added · 1 new buys
Est. buy amount
📤 Outflow (Q1 2026→Q2 2026)
-48,275
1 institutions reduced · 1 exits
Est. sell amount
⚖️ Net Share Change
+6,851
Net Buy
💰 Est. Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$21.9M
Institutions
7
New Buys
1
Adds
5
Reduces
0
Exits
1
Unchanged
1
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Baird Financial Group, Inc.
0.02%0.02%#5$12.7M391,969$11.8M389,152+2,817+0.72%Add
ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#6$5.2M161,763$4.0M130,878+30,885+23.60%Add
Archford Capital Strategies, LLC
0.19%0.2%#2$1.9M58,356$1.7M57,277+1,079+1.88%Add
HighTower Advisors, LLC
<0.01%<0.01%#7$1.1M33,321$883,17329,241+4,080+13.95%Add
Synergy Asset Management, LLC
0.05%#3$525,29616,248$00+16,248New Buy
Hilltop Holdings Inc.
0.02%0.02%#4$274,8048,500$256,7278,50000.00%Unchanged
QUANTIFY CHAOS ADVISORS, LLC
0.68%0.7%#1$242,4227,498$225,9617,481+17+0.23%Add

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow