Creative Planning’s The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF DEMZ Stock Holding History

Creative Planning’s Portfolio DEMZ Stock Details DEMZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.71M	Hold	56,802	–	–	﹤0.01%	1859
2026 Q1	$2.28M	Buy	56,802 +6	+0%	+$255	﹤0.01%	1794
2025 Q4	$2.42M	Hold	56,796	–	–	﹤0.01%	1578
2025 Q3	$2.37M	Buy	56,796 +558	+1%	+$22.4K	﹤0.01%	1407
2025 Q2	$2.19M	Hold	56,238	–	–	﹤0.01%	1249
2025 Q1	$1.92M	Buy	+56,238	New	+$2.03M	﹤0.01%	1197

Other funds holding DEMZ

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

MCF Advisors Covington, Kentucky $2.8B AUM 19.11% 1-Year Est. Return

AAG

Accordant Advisory Group Annapolis, Maryland $148M AUM 23.8% 1-Year Est. Return

LNWTC

Laird Norton Wetherby Trust Company Seattle, Washington $5.21B AUM 31.48% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Creative Planning's DEMZ Position: Q2 2026 in Review

Creative Planning held its The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF (DEMZ) position steady in Q2 2026 at 56,802 shares worth $2.71M. The position accounts for ﹤0.01% of the portfolio, ranked #1859.

Creative Planning first reported a position in DEMZ in Q1 2025 and has held it in 6 quarters since. 26 funds tracked by Wall St. Rank hold DEMZ as of Q2 2026.

Creative Planning held 56,802 shares of The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF worth $2.71M as of Q2 2026.
Creative Planning left its The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF share count unchanged in Q2 2026.
The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1859 holding.
Creative Planning first reported a position in The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF in Q1 2025 and has held it in 6 quarters since.
26 funds tracked by Wall St. Rank held The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.