SAGP ADVISORS INNER CIRCLE FD III: institutional ownership and insider trading

18 funds reported holding $55.3M of ADVISORS INNER CIRCLE FD III in their latest 13F filings; in Q2 2026 funds net bought $267K, with 2 new positions and 0 funds selling out.

Largest institutional holders of SAGP

  1. Baird Financial Group, Inc. — $23.9M
  2. ENVESTNET ASSET MANAGEMENT INC — $18.6M
  3. Archford Capital Strategies, LLC — $3.57M
  4. Greenwich Wealth Management LLC — $3.46M
  5. Triangle Securities Wealth Management — $2.47M
  6. Cambridge Advisors Inc. — $664K
  7. Jaffetilchin Investment Partners, LLC — $549K
  8. BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BML-PG, BML-PH, BML-PJ, BML-PL) — $532K
  9. FIDUCIARY TRUST CO — $476K
  10. JANE STREET GROUP, LLC — $449K

All SAGP 13F holders