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

Farther Finance Advisors’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	$19K	Hold	399	–	–	﹤0.01%	4009
2026 Q1	$16.2K	Buy	399 +59	+17%	+$2.5K	﹤0.01%	3797
2025 Q4	$14.5K	Hold	340	–	–	﹤0.01%	3651
2025 Q3	$14.2K	Hold	340	–	–	﹤0.01%	3251
2025 Q2	$13.2K	Hold	340	–	–	﹤0.01%	2922
2025 Q1	$11.7K	Buy	+340	New	+$12.3K	﹤0.01%	2668

Other funds holding DEMZ

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

AAG

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

FHC

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

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

Steph & Co Marinette, Wisconsin $395M AUM 20.8% 1-Year Est. Return

BONH

Bank of New Hampshire Laconia, New Hampshire $479M AUM 31.52% 1-Year Est. Return

Financially Speaking Greenwood Village, Colorado $20.6M AUM 16.79% 1-Year Est. Return

Farther Finance Advisors's DEMZ Position: Q2 2026 in Review

Farther Finance Advisors held its The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF (DEMZ) position steady in Q2 2026 at 399 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #4009.

Farther Finance Advisors first reported a position in DEMZ in Q1 2025 and has held it in 6 quarters since. 8 funds tracked by Wall St. Rank hold DEMZ as of Q2 2026.

Farther Finance Advisors held 399 shares of The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF worth $19K as of Q2 2026.
Farther Finance Advisors 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 Farther Finance Advisors's portfolio in Q2 2026, its #4009 holding.
Farther Finance Advisors 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.
8 funds tracked by Wall St. Rank held The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.