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

9 funds reported holding $23.8M of ADVISORS INNER CIRCLE FD III in their latest 13F filings; in Q2 2026 funds net bought $1.84M, with 2 new positions and 0 funds selling out.

Largest institutional holders of SAMM

  1. Baird Financial Group, Inc. — $12.7M
  2. ENVESTNET ASSET MANAGEMENT INC — $5.23M
  3. Archford Capital Strategies, LLC — $2.14M
  4. Jaffetilchin Investment Partners, LLC — $1.60M
  5. HighTower Advisors, LLC — $1.08M
  6. Synergy Asset Management, LLC — $525K
  7. Hilltop Holdings Inc. (HTH) — $275K
  8. QUANTIFY CHAOS ADVISORS, LLC — $242K
  9. Parkside Financial Bank & Trust — $14.1K

All SAMM 13F holders