Democratic Large Cap CoreDEMZETF
13F holders, Q2 2025 (June 30)18holders +1
2new positions
1sold out
$38.96avg. 13F price*
At the end of Q2 2025, 18 institutions reported holding Democratic Large Cap Core (DEMZ) in their 13F filings, up 1 from Q1 2025. 2 opened new positions and 1 sold out. The largest holders were Osaic Holdings, Inc. ($4.2M), Envestnet Portfolio Solutions, Inc. ($2.2M) and Creative Planning ($2.2M).
- Company
- Democratic Large Cap Core
- Filed as
- ADVISORS INNER CIRCLE FD III (Q2 2025)
- CUSIP
- 00774Q346
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $455K |
| Exits | 1 | $206K |
All 13F filers, Q1 2025 → Q2 2025: 89,436 shares bought and 13,610 shares sold, net +75,826 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 18 holders
| Osaic Holdings, Inc. | 0.01% | Add +223.8% | 107,831 | $4.2M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -11.6% | 57,684 | $2.2M |
| Creative Planning | 0.00% | No change | 56,238 | $2.2M |
| MCF Advisors LLC | 0.03% | Add +0.7% | 11,209 | $437K |
| Accordant Advisory Group Inc | 0.30% | No change | 10,400 | $405K |
| Winnacle Wealth LLC | 0.30% | New | 10,400 | $405K |
| Steph & Co. | 0.05% | Add +3.7% | 4,188 | $163K |
| AdvisorNet Financial, Inc | 0.01% | Add +144.4% | 3,960 | $154K |
| US Bancorp \de | 0.00% | No change | 2,261 | $88K |
| Cwm, LLC | 0.00% | Add +31.0% | 1,408 | $55K |
| Financially Speaking Inc | 0.03% | New | 1,274 | $50K |
| Morgan Stanley | 0.00% | Reduce -1.6% | 674 | $26K |
| Mendota Financial Group, LLC | 0.02% | No change | 669 | $26K |
| Royal Bank of Canada | 0.00% | Add +128.6% | 576 | $22K |
| Johnson Financial Group, Inc. | 0.00% | No change | 437 | $17K |
| Farther Finance Advisors, LLC | 0.00% | No change | 340 | $13K |
| Innovative Advisory Group, LLC | 0.01% | No change | 188 | $7K |
| Allworth Financial LP | 0.00% | No change | 174 | $7K |
"% of holder's portfolio" is DEMZ's weight in each manager's 13F, not the share of Democratic Large Cap Core the manager owns.