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Advisors Inner Circle FD III

Q2 2025 vs Q3 2025

Comparing institutional holders between quarters

Quarters

Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Old Mission Capital LLC
INCREASED
Shares105,371 from 28,162
Change+77,209 (+274%)
Value$1.9M (+$1.5M)
Filed 2025-11-14
Coppell Advisory Solutions LLC
INCREASED
Shares47,778 from 41,016
Change+6,762 (+16%)
Value$876.5K (+$265.8K)
Filed 2025-11-14
Focus Partners Wealth
DECREASED
Shares32,364 from 33,270
Change-906 (-3%)
Value$595.8K (+$97.8K)
Filed 2025-11-14
Cetera Investment Advisers
UNCHANGED
Shares29,288 from 29,288
Change0 (0%)
Value$539.2K (+$100.8K)
Filed 2025-11-14
Jane Street Group, LLC
INCREASED
Shares18,294 from 13,744
Change+4,550 (+33%)
Value$336.8K (+$131.1K)
Filed 2025-11-14
Morgan Stanley
INCREASED
Shares6,289 from 1,547
Change+4,742 (+307%)
Value$115.8K (+$92.6K)
Filed 2026-05-27
Osaic Holdings, Inc.
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$4.6K (+$845)
Filed 2025-11-14
UBS Group AG
DECREASED
Shares200 from 63,280
Change-63,080 (-100%)
Value$3.7K (-$943.5K)
Filed 2025-11-13
Atlantic Trust Group, LLC
CLOSED
Shares0 from 150
Change-150 (-100%)
Value$0 (-$2.2K)
Filed 2025-11-24
Bank of America Corp
CLOSED
Shares0 from 8
Change-8 (-100%)
Value$0 (-$120)
Filed 2026-02-03
Proequities, Inc.
N/A
Shares— from 0
Change0
Value—
Status
Old Mission Capital LLC
INCREASED105,37128,162+77,209+274%$421.5K$1.9M+$1.5M2025-11-14
Coppell Advisory Solutions LLC
INCREASED47,77841,016+6,762+16%$610.8K$876.5K+$265.8K2025-11-14
Focus Partners Wealth
DECREASED32,36433,270-906-3%$498.0K$595.8K+$97.8K2025-11-14
Cetera Investment Advisers
UNCHANGED29,28829,28800%$438.4K$539.2K+$100.8K2025-11-14
Jane Street Group, LLC
INCREASED18,29413,744+4,550+33%$205.7K$336.8K+$131.1K2025-11-14
Morgan Stanley
INCREASED6,2891,547+4,742+307%$23.2K$115.8K+$92.6K2026-05-27
Osaic Holdings, Inc.
UNCHANGED25025000%$3.7K$4.6K+$8452025-11-14
UBS Group AG
DECREASED20063,280-63,080-100%$947.2K$3.7K-$943.5K2025-11-13
Atlantic Trust Group, LLC
CLOSED0150-150-100%$2.2K$0-$2.2K2025-11-24
Bank of America Corp
CLOSED08-8-100%$120$0-$1202026-02-03
Proequities, Inc.
N/A—00—$0———
Showing 11 of 11 institutions