Democratic Large Cap CoreDEMZETF
13F holders, Q1 2026 (March 31)23holders −2
3new positions
5sold out
1famous investor
$40.43avg. 13F price*
At the end of Q1 2026, 23 institutions reported holding Democratic Large Cap Core (DEMZ) in their 13F filings, down 2 from Q4 2025. 3 opened new positions and 5 sold out. The largest holders were Envestnet Portfolio Solutions, Inc. ($4.2M), Creative Planning ($2.3M) and Reflection Asset Management ($784K). 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 2026)
- CUSIP
- 00774Q346
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $1.6M |
| Exits | 5 | $512K |
All 13F filers, Q4 2025 → Q1 2026: 41,989 shares bought and 41,252 shares sold, net +737 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 23 holders
| Envestnet Portfolio Solutions, Inc. | 0.02% | Add +4.4% | 104,508 | $4.2M |
| Creative Planning | 0.00% | Add +0.0% | 56,802 | $2.3M |
| Reflection Asset Management | 0.48% | New | 18,025 | $784K |
| Citadel Advisors | 0.00% | Reduce -25.3% | 14,135 | $568K |
| Susquehanna International Group, LLP | 0.00% | New | 13,478 | $542K |
| MCF Advisors LLC | 0.02% | Add +1.0% | 10,765 | $433K |
| Accordant Advisory Group Inc | 0.26% | No change | 10,400 | $418K |
| Laird Norton Wetherby Trust Company, LLC | 0.01% | Reduce -0.6% | 7,990 | $321K |
| Harbour Investments, Inc. | 0.00% | New | 5,636 | $227K |
| Two Sigma Investments, LP | 0.00% | Reduce -37.8% | 5,600 | $225K |
| AdvisorNet Financial, Inc | 0.01% | Add +5.5% | 4,005 | $161K |
| Steph & Co. | 0.04% | Reduce -4.9% | 3,672 | $148K |
| Bank of New Hampshire | 0.03% | No change | 3,625 | $146K |
| Osaic Holdings, Inc. | 0.00% | Reduce -87.5% | 2,860 | $115K |
| FMR LLC | 0.00% | Add +5.7% | 1,401 | $56K |
| Financially Speaking Inc | 0.21% | Reduce -16.9% | 1,058 | $43K |
| Royal Bank of Canada | 0.00% | No change | 551 | $22K |
| Johnson Financial Group, Inc. | 0.00% | No change | 437 | $18K |
| Farther Finance Advisors, LLC | 0.00% | Add +17.4% | 399 | $16K |
| Morgan Stanley | 0.00% | Reduce -41.6% | 362 | $15K |
| US Bancorp \de | 0.00% | Reduce -46.3% | 361 | $15K |
| Godfrey Financial Associates, Inc. | 0.01% | No change | 178 | $7K |
| Allworth Financial LP | 0.00% | Add +1.1% | 176 | $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.