Democratic Large Cap CoreDEMZETF
13F holders, Q3 2025 (September 30)18holders
1new positions
1sold out
$41.79avg. 13F price*
At the end of Q3 2025, 18 institutions reported holding Democratic Large Cap Core (DEMZ) in their 13F filings, unchanged from Q2 2025. 1 opened new positions and 1 sold out. The largest holders were Envestnet Portfolio Solutions, Inc. ($2.5M), Creative Planning ($2.4M) and Osaic Holdings, Inc. ($1.5M).
- Company
- Democratic Large Cap Core
- Filed as
- ADVISORS INNER CIRCLE FD III (Q3 2025)
- CUSIP
- 00774Q346
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $201K |
| Exits | 1 | $405K |
All 13F filers, Q2 2025 → Q3 2025: 9,108 shares bought and 83,500 shares sold, net −74,392 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 18 holders
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +5.7% | 60,951 | $2.5M |
| Creative Planning | 0.00% | Add +1.0% | 56,796 | $2.4M |
| Osaic Holdings, Inc. | 0.00% | Reduce -67.6% | 34,945 | $1.5M |
| MCF Advisors LLC | 0.03% | No change | 11,209 | $469K |
| Accordant Advisory Group Inc | 0.30% | No change | 10,400 | $435K |
| First Heartland Consultants, Inc. | 0.02% | New | 4,800 | $201K |
| Steph & Co. | 0.05% | No change | 4,188 | $175K |
| AdvisorNet Financial, Inc | 0.01% | Reduce -4.1% | 3,798 | $159K |
| US Bancorp \de | 0.00% | No change | 2,261 | $95K |
| Cwm, LLC | 0.00% | Add +34.3% | 1,891 | $79K |
| Financially Speaking Inc | 0.04% | No change | 1,274 | $53K |
| Mendota Financial Group, LLC | 0.02% | No change | 669 | $28K |
| Morgan Stanley | 0.00% | Reduce -4.0% | 647 | $27K |
| Royal Bank of Canada | 0.00% | Reduce -4.3% | 551 | $23K |
| Johnson Financial Group, Inc. | 0.00% | No change | 437 | $18K |
| Farther Finance Advisors, LLC | 0.00% | No change | 340 | $14K |
| Innovative Advisory Group, LLC | 0.01% | No change | 188 | $8K |
| 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.