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 13 institutions that hold shares in the stock, with a total of 214,970 shares, which have been reported (via 13F filing form) to have a value of $6.41 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
47,579
shares
|
$1.42 Million
0.03% of portfolio
|
Q2 2025
Reduced 4.49%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
41,074
shares
|
$1.22 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.28%
|
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
35,720
shares
|
$1.06 Million
0.05% of portfolio
|
Q2 2025
Added 88.92%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
20,000
shares
|
$596,200
0.0% of portfolio
|
Q2 2025
Reduced 6.41%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
17,486
shares
|
$521,257
0.01% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Sonoma Private Wealth LLC
San Francisco, CA |
Aug 13, 2025 Q2 2025 |
17,076
shares
|
$509,035
0.6% of portfolio
|
Q2 2025
Reduced 18.98%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
16,021
shares
|
$477,586
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
David R. Rahn & Associates Inc.
|
Aug 07, 2025 Q2 2025 |
11,820
shares
|
$352,354
0.1% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Nia Impact Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
7,450
shares
|
$222,084
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
682
shares
|
$20,330
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
61
shares
|
$1,818
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
1
shares
|
$29
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|