Democratic Large Cap CoreDEMZETF
13F holders, Q2 2026 (June 30)26holders +3
5new positions
1sold out
1famous investor
$47.72avg. 13F price*
At the end of Q2 2026, 26 institutions reported holding Democratic Large Cap Core (DEMZ) in their 13F filings, up 3 from Q1 2026. 5 opened new positions and 1 sold out. The largest holders were Envestnet Portfolio Solutions, Inc. ($7.6M), Creative Planning ($2.7M) and Osaic Holdings, Inc. ($1.3M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Democratic Large Cap Core
- Filed as
- ADVISORS INNER CIRCLE FD III (Q2 2026)
- CUSIP
- 00774Q346
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $725K |
| Exits | 1 | $225K |
All 13F filers, Q1 2026 → Q2 2026: 95,574 shares bought and 5,707 shares sold, net +89,867 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 26 holders
| Envestnet Portfolio Solutions, Inc. | 0.04% | Add +51.9% | 158,754 | $7.6M |
| Creative Planning | 0.00% | No change | 56,802 | $2.7M |
| Osaic Holdings, Inc. | 0.00% | Add +853.9% | 27,280 | $1.3M |
| Susquehanna International Group, LLP | 0.00% | Add +11.2% | 14,984 | $715K |
| Citadel Advisors | 0.00% | Reduce -0.6% | 14,046 | $671K |
| MCF Advisors LLC | 0.02% | Add +0.0% | 10,768 | $514K |
| Accordant Advisory Group Inc | 0.33% | No change | 10,400 | $497K |
| Laird Norton Wetherby Trust Company, LLC | 0.01% | No change | 7,990 | $381K |
| Harbour Investments, Inc. | 0.00% | Add +2.1% | 5,754 | $275K |
| Parallel Advisors, LLC | 0.00% | New | 4,968 | $237K |
| First Heartland Consultants, Inc. | 0.01% | New | 4,800 | $229K |
| Brown Advisory Inc. | 0.00% | New | 4,309 | $206K |
| AdvisorNet Financial, Inc | 0.01% | No change | 4,005 | $191K |
| Steph & Co. | 0.04% | No change | 3,672 | $175K |
| Bank of New Hampshire | 0.04% | No change | 3,625 | $173K |
| FMR LLC | 0.00% | Add +7.0% | 1,499 | $72K |
| Arax Advisory Partners | 0.00% | New | 1,030 | $49K |
| Financially Speaking Inc | 0.21% | No change | 1,058 | $43K |
| Royal Bank of Canada | 0.00% | Reduce -3.3% | 533 | $25K |
| Johnson Financial Group, Inc. | 0.00% | No change | 437 | $21K |
| Farther Finance Advisors, LLC | 0.00% | No change | 399 | $19K |
| Morgan Stanley | 0.00% | No change | 362 | $17K |
| US Bancorp \de | 0.00% | No change | 361 | $17K |
| Godfrey Financial Associates, Inc. | 0.01% | No change | 178 | $8K |
| Allworth Financial LP | 0.00% | No change | 176 | $8K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 76 | $4K |
"% of holder's portfolio" is DEMZ's weight in each manager's 13F, not the share of Democratic Large Cap Core the manager owns.