Institutional Ownership Advisors Inner Circle Fd Iii D (DMCY)
This table provides information about the institutional ownership of Advisors Inner Circle Fd Iii D (DMCY). We have compiled data on the 11 institutions that hold shares in the stock, with a total of 164,171 shares, which have been reported (via 13F filing form) to have a value of $5.02 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
44,198
shares
|
$1.35 Million
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
41,114
shares
|
$1.26 Million
0.0% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
19,858
shares
|
$607,257
0.0% of portfolio
|
Q3 2025
Reduced 0.71%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
16,002
shares
|
$489,341
0.01% of portfolio
|
Q3 2025
Reduced 8.49%
|
|
|
Sonoma Private Wealth LLC
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
15,667
shares
|
$479,096
0.56% of portfolio
|
Q3 2025
Reduced 8.25%
|
|
|
David R. Rahn & Associates Inc.
|
Oct 22, 2025 Q3 2025 |
11,606
shares
|
$354,911
0.09% of portfolio
|
Q3 2025
Reduced 1.81%
|
|
|
Gts Securities LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
7,527
shares
|
$230,175
0.01% of portfolio
|
Q3 2025
Reduced 78.93%
|
|
|
Nia Impact Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
7,450
shares
|
$227,821
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 14, 2025 Q3 2025 |
682
shares
|
$20,855
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
67
shares
|
$2,048
0.0% of portfolio
|
Q3 2025
Added 9.84%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|