Who Owns DMCY?
ADVISORS INNER CIRCLE FD III — Institutional Ownership & 13F Holdings
$0.00
+0.00 (+0.00%)
Market Cap
—
Shares Outstanding
—
Institutional Holders
11
Total Inst. Value
$3.8M
% of Float Held
—
QoQ Holder Change
+2
Institutional data as of Q1 2025
New Positions
1
Closed Positions
2
Increased
2
Decreased
6
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Cambridge Investment Research Advisors, Inc. | $1.1M | 42,465 |
| 2 | HighTower Advisors, LLC | $554K | 21,370 |
| 3 | Sonoma Private Wealth LLC | $546K | 21,077 |
| 4 | GTS SECURITIES LLC | $490K | 18,907 |
| 5 | Parallel Advisors, LLC | $453K | 17,476 |
| 6 | REGIONS FINANCIAL CORP | $346K | 13,363 |
| 7 | AVALON CAPITAL MANAGEMENT | $306K | 11,811 |
| 8 | UBS Group AG | $27K | 1,028 |
| 9 | ELEVATION WEALTH PARTNERS, LLCNew | $18K | 682 |
| 10 | Kingsview Wealth Management, LLC | $1K | 49,815 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Parallel Advisors, LLC | +30 | $453K |
| UBS Group AG | +332 | $27K |
| ELEVATION WEALTH PARTNERS, LLCNew | +682 | $18K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| AVALON CAPITAL MANAGEMENT | -14K | $306K |
| GTS SECURITIES LLC | -6K | $490K |
| Cambridge Investment Research Advisors, Inc. | -1K | $1.1M |
| Sonoma Private Wealth LLC | -803 | $546K |
| Kingsview Wealth Management, LLC | -435 | $1K |
Frequently Asked Questions
How many institutional investors hold DMCY?
As of Q1 2025, 11 institutional investors report holding DMCY (ADVISORS INNER CIRCLE FD III) in their 13F filings.
Which hedge fund owns the most DMCY?
The largest institutional holder of DMCY is Cambridge Investment Research Advisors, Inc. with $1.1M in shares.
Are institutions buying or selling DMCY?
This quarter, 1 institutions opened new positions in DMCY and 2 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.