Q1 2021 13F Holders as of 3/31/2021
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Type / Class
-
Equity / DEMCRATIC LG ETF
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Number of holders
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3
-
Total 13F shares, excl. options
-
2.05K
-
Shares change
-
+362
-
Total reported value, excl. options
-
$51K
-
Value change
-
+$8.89K
-
Number of buys
-
2
-
Number of sells
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-1
-
Price
-
$24.90
Significant Holders of ADVISORS INNER CIRCLE FD III - DEMCRATIC LG ETF (DEMZ) as of Q1 2021
3 filings reported holding DEMZ - ADVISORS INNER CIRCLE FD III - DEMCRATIC LG ETF as of Q1 2021.
ADVISORS INNER CIRCLE FD III - DEMCRATIC LG ETF (DEMZ) has 3 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 2.05K shares
.
Largest 3 shareholders include ADVISOR GROUP HOLDINGS, INC. (1.57K shares), Johnson Financial Group, Inc. (437 shares), and UBS Group AG (50 shares).
This table shows the top 3 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.