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

Harbour Investments’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
Q1 		$227K Buy
+5,636
New +$239K ﹤0.01% 1463

Other funds holding DEMZ

Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
MA
MCF Advisors Covington, Kentucky $2.28B AUM 14.87% 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 $4.58B AUM 30.77% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
SC
Steph & Co Marinette, Wisconsin $395M AUM 20.8% 1-Year Est. Return

Harbour Investments's DEMZ Position: Q1 2026 in Review

Harbour Investments opened a new position in The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF (DEMZ) in Q1 2026: 5,636 shares worth $227K. The stake represents ﹤0.01% of the portfolio and ranks #1463 among its holdings.

22 funds tracked by Wall St. Rank hold DEMZ as of Q1 2026.

  • Harbour Investments held 5,636 shares of The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF worth $227K as of Q1 2026.
  • The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF was a new Harbour Investments position in Q1 2026.
  • The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF made up ﹤0.01% of Harbour Investments's portfolio in Q1 2026, its #1463 holding.
  • 22 funds tracked by Wall St. Rank held The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.