Advisors Inner Circle Fund III (RWLC): which funds own it
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Sections with a free account
No concentrated manager holds it.
Quarter flow (concentrated managers)
Concentrated managers holding it
None in the latest quarter.
Largest holders of RWLC (all 13F filers)
- Sowell Financial Services910 KType not verified+102 K
- GeoWealth Management75 KType not verified+1,485
- Citadel Advisors14 KQuant or multi-manager−2
- Jane Street Group8,554Bank or trading desk−8,140
- LaSalle St. Investment Advisors5,870Type not verified+5,870
- JPMorgan Chase897Bank or trading desk+15
- BFC Planning644Type not verified−55
- JNBA Financial Advisors310Type not verified0
- Berthel, Fisher & Company Financial Services272Type not verified−427
- Shares
- 910 K
- Change
- +102 K
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- Type
- Type not verified
- Value
- $34.1M
- Shares
- 75 K
- Change
- +1,485
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- Type
- Type not verified
- Value
- $2.8M
- Shares
- 14 K
- Change
- −2
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- Type
- Quant or multi-manager
- Value
- $528K
- Shares
- 8,554
- Change
- −8,140
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- Type
- Bank or trading desk
- Value
- $321K
- LaSalle St. Investment Advisors
- Shares
- 5,870
- Change
- +5,870
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- Type
- Type not verified
- Value
- $220K
- Shares
- 897
- Change
- +15
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- Type
- Bank or trading desk
- Value
- $33.8K
- Shares
- 644
- Change
- −55
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- Type
- Type not verified
- Value
- $24.1K
- Shares
- 310
- Change
- 0
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- Type
- Type not verified
- Value
- $11.6K
- Berthel, Fisher & Company Financial Services
- Shares
- 272
- Change
- −427
See more
- Type
- Type not verified
- Value
- $10.2K
The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.
This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗