ADVISORS INNER CIRCLE FD III (DMCY)
Institutional ownership reported to the SEC as of Q4 2025, across 19 quarters.
9
Reporting holders
$4.6M
Reported value
0.0%
Held as options
+1
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Concurrent Investment Advisors, LLC | $1.5M | 49,017 | 0.02% | 2q | +10.9%+$149.4K |
| HighTower Advisors, LLC | $615.8K | 19,858 | 0.00% | 19q | HELD |
| Sonoma Private Wealth LLC | $500.8K | 16,149 | 0.60% | 8q | +3.1%+$14.9K |
| Parallel Advisors, LLC | $496.4K | 16,009 | 0.01% | 16q | HELD |
| GTS SECURITIES LLC | $488.5K | 15,755 | 0.02% | 8q | +109.3%+$255.1K |
| AVALON CAPITAL MANAGEMENT | $360.1K | 11,613 | 0.09% | 19q | HELD |
| Wealth Group Ltd | $359.7K | 11,600 | 0.08% | new | NEW |
| NIA IMPACT ADVISORS, LLC | $231.0K | 7,450 | 0.08% | 3q | HELD |
| ELEVATION WEALTH PARTNERS, LLC | $21.1K | 682 | 0.01% | 6q | HELD |
| Cambridge Investment Research Advisors, Inc. | $1.4K | 44,586 | 0.00% | 15q | +8.4% |
| CWM, LLC | $2 | 70 | 0.00% | 3q | +4.5% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q4 2025 | 9 | $4.6M | 148,133 | 1 | 3 | 0 | 0.0% |
| Q3 2025 | 8 | $3.7M | 122,990 | 1 | 0 | 5 | 0.0% |
| Q2 2025 | 10 | $4.9M | 173,835 | 2 | 1 | 3 | 0.0% |
| Q1 2025 | 10 | $4.0M | 155,530 | 0 | 1 | 4 | 0.0% |
| Q4 2024 | 11 | $4.4M | 176,819 | 2 | 3 | 2 | 0.0% |
| Q3 2024 | 10 | $4.8M | 175,634 | 2 | 4 | 1 | 0.0% |
| Q2 2024 | 9 | $4.3M | 168,420 | 1 | 4 | 2 | 0.0% |
| Q1 2024 | 10 | $5.0M | 194,794 | 3 | 2 | 3 | 0.0% |
| Q4 2023 | 8 | $5.0M | 201,765 | 1 | 1 | 1 | 0.0% |
| Q3 2023 | 9 | $4.6M | 202,540 | 1 | 4 | 1 | 0.0% |
| Q2 2023 | 9 | $4.6M | 193,737 | 2 | 2 | 2 | 0.0% |
| Q1 2023 | 5 | $3.5M | 151,869 | 1 | 1 | 1 | 0.0% |
| Q4 2022 | 4 | $2.7M | 122,703 | 0 | 1 | 2 | 0.0% |
| Q3 2022 | 6 | $3.2M | 167,780 | 1 | 2 | 1 | 0.0% |
| Q2 2022 | 5 | $3.5M | 162,821 | 1 | 3 | 0 | 0.0% |
| Q1 2022 | 4 | $3.1M | 130,183 | 1 | 1 | 0 | 0.0% |
| Q4 2021 | 3 | $1.2M | 47,332 | 0 | 1 | 0 | 0.0% |
| Q3 2021 | 4 | $2.0M | 78,787 | 1 | 1 | 0 | 0.0% |
| Q2 2021 | 3 | $1.1M | 41,802 | 3 | 0 | 0 | 0.0% |