Q2 2025 13F Holders as of 6/30/2025
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Type / Class
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Equity / DEMCRATIC LG ETF
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Number of holders
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17
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Total 13F shares, excl. options
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270K
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Shares change
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+75.8K
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Total reported value, excl. options
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$10.5M
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Value change
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+$2.98M
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Number of buys
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8
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Number of sells
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-3
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Price
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$38.96
Significant Holders of ADVISORS INNER CIRCLE FD III - DEMCRATIC LG ETF (DEMZ) as of Q2 2025
18 filings reported holding DEMZ - ADVISORS INNER CIRCLE FD III - DEMCRATIC LG ETF as of Q2 2025.
ADVISORS INNER CIRCLE FD III - DEMCRATIC LG ETF (DEMZ) has 17 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 270K shares
.
Largest 10 shareholders include OSAIC HOLDINGS, INC. (108K shares), Envestnet Portfolio Solutions, Inc. (57.7K shares), Creative Planning (56.2K shares), MCF Advisors LLC (11.2K shares), Accordant Advisory Group Inc (10.4K shares), WINNOW WEALTH LLC (10.4K shares), STEPH & CO (4.19K shares), AdvisorNet Financial, Inc (3.96K shares), US BANCORP \DE\ (2.26K shares), and CWM, LLC (1.41K shares).
This table shows the top 17 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.