Forvis Mazars Wealth Advisors, LLC has disclosed a substantial investment in Advisors' Inner Circle Fund III, reporting ownership of 2,235,086 ETF shares, which equates to 10.19% of the fund. This filing, made on November 5, 2026, signifies a notable move in the investment advisory landscape.
Advisors' Inner Circle Fund III, registered under the Central Index Key 0001593547, operates within the investment sector. The firm is based in Oaks, Pennsylvania, and has been active in filing various reports, including recent submissions like the Schedule 13G/A.
The recent filing indicates that Forvis Mazars, a registered investment advisor, holds no voting power but possesses sole dispositive power over the reported shares. The filing states, "The securities referred to above were acquired and are held in the ordinary course of business." This suggests that the investment was made with the intent of managing assets rather than seeking control of the fund.
This development may affect both the Advisors' Inner Circle Fund III and its competitors in the investment advisory space. With Forvis Mazars now holding a significant stake, it could influence the fund's strategic direction and operational decisions.
The filing does not specify what actions will follow this disclosure, leaving the market to speculate on potential future developments.
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