Q2 2025 13F Holders as of 30 Jun 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
-
269,723
-
Shares change
-
+75,826
-
Total reported value, excl. options
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$10,508,136
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Value change
-
+$2,982,765
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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
-
$38.96
Institutional Holders of ADVISORS INNER CIRCLE FD III - DEMCRATIC LG ETF (DEMZ) as of Q2 2025
As of 30 Jun 2025 ADVISORS INNER CIRCLE FD III - DEMCRATIC LG ETF (DEMZ) had 18 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 269,723 shares of stock of the company.
Largest 10 holders included OSAIC HOLDINGS, INC., Envestnet Portfolio Solutions, Inc., Creative Planning, MCF Advisors LLC, WINNOW WEALTH LLC, Accordant Advisory Group Inc, STEPH & CO, AdvisorNet Financial, Inc, US BANCORP \DE\, and CWM, LLC.
This table shows 18 institutional shareholders of the security as of 30 Jun 2025.
| 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.