Democratic Large Cap CoreDEMZETF
13F holders, Q4 2025 (December 31)25holders +7
6new positions
1sold out
1famous investor
$42.71avg. 13F price*
At the end of Q4 2025, 25 institutions reported holding Democratic Large Cap Core (DEMZ) in their 13F filings, up 7 from Q3 2025. 6 opened new positions and 1 sold out. The largest holders were Envestnet Portfolio Solutions, Inc. ($4.3M), Creative Planning ($2.4M) and Osaic Holdings, Inc. ($981K). 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 (Q4 2025)
- CUSIP
- 00774Q346
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $1.8M |
| Exits | 1 | $79K |
All 13F filers, Q3 2025 → Q4 2025: 80,770 shares bought and 16,439 shares sold, net +64,331 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 25 holders
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +64.3% | 100,109 | $4.3M |
| Creative Planning | 0.00% | No change | 56,796 | $2.4M |
| Osaic Holdings, Inc. | 0.00% | Reduce -34.5% | 22,887 | $981K |
| Citadel Advisors | 0.00% | New | 18,929 | $807K |
| MCF Advisors LLC | 0.03% | Reduce -4.9% | 10,663 | $459K |
| Accordant Advisory Group Inc | 0.31% | No change | 10,400 | $444K |
| Two Sigma Investments, LP | 0.00% | New | 9,000 | $384K |
| Laird Norton Wetherby Trust Company, LLC | 0.01% | New | 8,037 | $346K |
| Brandywine Financial Group | 0.52% | — | 5,659 | $241K |
| First Heartland Consultants, Inc. | 0.02% | No change | 4,800 | $205K |
| Steph & Co. | 0.05% | Reduce -7.8% | 3,860 | $165K |
| AdvisorNet Financial, Inc | 0.01% | No change | 3,798 | $162K |
| Bank of New Hampshire | 0.03% | New | 3,625 | $155K |
| FMR LLC | 0.00% | New | 1,326 | $57K |
| Financially Speaking Inc | 0.04% | No change | 1,274 | $54K |
| First Pacific Financial | 0.00% | New | 695 | $30K |
| US Bancorp \de | 0.00% | Reduce -70.3% | 672 | $29K |
| Mendota Financial Group, LLC | 0.02% | No change | 669 | $29K |
| Morgan Stanley | 0.00% | Reduce -4.2% | 620 | $26K |
| Royal Bank of Canada | 0.00% | No change | 551 | $24K |
| Johnson Financial Group, Inc. | 0.00% | No change | 437 | $19K |
| Farther Finance Advisors, LLC | 0.00% | No change | 340 | $15K |
| Innovative Advisory Group, LLC | 0.01% | No change | 188 | $8K |
| Godfrey Financial Associates, Inc. | 0.01% | — | 178 | $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.