Democratic Large Cap CoreDEMZETF
13F holders, Q1 2025 (March 31)17holders −3
4new positions
6sold out
1famous investor
$34.19avg. 13F price*
At the end of Q1 2025, 17 institutions reported holding Democratic Large Cap Core (DEMZ) in their 13F filings, down 3 from Q4 2024. 4 opened new positions and 6 sold out. The largest holders were Envestnet Portfolio Solutions, Inc. ($2.2M), Creative Planning ($1.9M) and Osaic Holdings, Inc. ($1.1M). 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 (Q1 2025)
- CUSIP
- 00774Q346
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $2.1M |
| Exits | 6 | $406K |
All 13F filers, Q4 2024 → Q1 2025: 65,968 shares bought and 14,668 shares sold, net +51,300 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 17 holders
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +1.1% | 65,245 | $2.2M |
| Creative Planning | 0.00% | New | 56,238 | $1.9M |
| Osaic Holdings, Inc. | 0.00% | Add +5.2% | 33,298 | $1.1M |
| MCF Advisors LLC | 0.03% | Add +0.1% | 11,127 | $380K |
| Accordant Advisory Group Inc | 0.35% | No change | 10,400 | $356K |
| Citadel Advisors | 0.00% | New | 6,038 | $206K |
| Steph & Co. | 0.05% | Reduce -2.4% | 4,038 | $138K |
| US Bancorp \de | 0.00% | No change | 2,261 | $77K |
| AdvisorNet Financial, Inc | 0.00% | Add +46.7% | 1,620 | $55K |
| Cwm, LLC | 0.00% | Add +0.6% | 1,075 | $37K |
| Morgan Stanley | 0.00% | Add +37.5% | 685 | $23K |
| Mendota Financial Group, LLC | 0.02% | Reduce -83.0% | 669 | $23K |
| Johnson Financial Group, Inc. | 0.00% | No change | 437 | $15K |
| Farther Finance Advisors, LLC | 0.00% | New | 340 | $12K |
| Royal Bank of Canada | 0.00% | New | 252 | $9K |
| Innovative Advisory Group, LLC | 0.01% | Add +0.5% | 188 | $6K |
| Allworth Financial LP | 0.00% | No change | 174 | $6K |
"% of holder's portfolio" is DEMZ's weight in each manager's 13F, not the share of Democratic Large Cap Core the manager owns.