Advisors' Inner Circle Fund III - DMCY
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Concurrent Investment Advisors, LLC | History | Added to | 49,017 | 1,519 | 0.02% | 0.02% | 1 | +4,819 | 10.9% | Q4 2025 | Jan 29, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 44,586 | 1,383 | 0.0% | 0.0% | 2 | +3,472 | 8.44% | Q4 2025 | Feb 05, 2026 |
| HighTower Advisors, LLC | History | No change | 19,858 | 615 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Sonoma Private Wealth LLC | History | Added to | 16,149 | 500 | 0.6% | 0.56% | 4 | +482 | 3.08% | Q4 2025 | Feb 17, 2026 |
| Parallel Advisors, LLC | History | Added to | 16,009 | 496 | 0.01% | 0.01% | 5 | +7 | 0.04% | Q4 2025 | Feb 11, 2026 |
| GTS SECURITIES LLC | History | Added to | 15,755 | 488 | 0.02% | 0.01% | 6 | +8,228 | 109.31% | Q4 2025 | Feb 13, 2026 |
| AVALON CAPITAL MANAGEMENT | History | Added to | 11,613 | 360 | 0.09% | 0.09% | 7 | +7 | 0.06% | Q4 2025 | Feb 11, 2026 |
| Wealth Group Ltd | History | New | 11,600 | 359 | 0.08% | — | 8 | +11,600 | New | Q4 2025 | Jan 12, 2026 |
| NIA IMPACT ADVISORS, LLC | History | No change | 7,450 | 231 | 0.08% | 0.07% | 9 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | No change | 682 | 21 | 0.01% | 0.01% | 10 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| CWM, LLC | History | Added to | 70 | 2 | 0.0% | 0.0% | 11 | +3 | 4.48% | Q4 2025 | Jan 26, 2026 |