Q1 2025 13F Holders as of 3/31/2025
-
Type / Class
-
Equity / DEMOCRACY INTERN
-
Number of holders
-
10
-
Total 13F shares, excl. options
-
198K
-
Shares change
-
-22.7K
-
Total reported value, excl. options
-
$5.13M
-
Value change
-
-$588K
-
Number of buys
-
2
-
Number of sells
-
-7
-
Price
-
$25.92
Significant Holders of ADVISORS INNER CIRCLE FD III - DEMOCRACY INTERN (DMCY) as of Q1 2025
11 filings reported holding DMCY - ADVISORS INNER CIRCLE FD III - DEMOCRACY INTERN as of Q1 2025.
ADVISORS INNER CIRCLE FD III - DEMOCRACY INTERN (DMCY) has 10 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 198K shares
.
Largest 10 shareholders include Kingsview Wealth Management, LLC (49.8K shares), Cambridge Investment Research Advisors, Inc. (42.5K shares), HighTower Advisors, LLC (21.4K shares), Sonoma Private Wealth LLC (21.1K shares), GTS SECURITIES LLC (18.9K shares), Parallel Advisors, LLC (17.5K shares), REGIONS FINANCIAL CORP (13.4K shares), AVALON CAPITAL MANAGEMENT (11.8K shares), UBS Group AG (1.03K shares), and ELEVATION WEALTH PARTNERS, LLC (682 shares).
This table shows the top 10 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.