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 Q2	$275K	Buy	5,754 +118	+2%	+$5.26K	﹤0.01%	1435
2026 Q1	$227K	Buy	+5,636	New	+$239K	﹤0.01%	1463

Other funds holding DEMZ

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 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 40.89% 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

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

Harbour Investments's DEMZ Position: Q2 2026 in Review

Harbour Investments increased its The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF (DEMZ) stake by 2.1% in Q2 2026, buying an estimated $5.26K and bringing the position to 5,754 shares worth $275K. The position accounts for ﹤0.01% of the portfolio, ranked #1435.

Harbour Investments first reported a position in DEMZ in Q1 2026 and has held it in 2 quarters since. 26 funds tracked by Wall St. Rank hold DEMZ as of Q2 2026.

Harbour Investments held 5,754 shares of The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF worth $275K as of Q2 2026.
Harbour Investments bought 118 The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF shares in Q2 2026, an estimated $5.26K.
The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF made up ﹤0.01% of Harbour Investments's portfolio in Q2 2026, its #1435 holding.
Harbour Investments first reported a position in The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF in Q1 2026 and has held it in 2 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 Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.