JO
DEMZ icon

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

John Overdeck’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 		– Sell
-5,600
Closed -$225K – 5128
2026
Q1 		$225K Sell
5,600
-3,400
-38% -$144K ﹤0.01% 4231
2025
Q4 		$384K Buy
+9,000
New +$383K ﹤0.01% 3453

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 $171B AUM 24.68% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
MA
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
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return

John Overdeck's DEMZ Position: Q2 2026 in Review

John Overdeck sold out of The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF (DEMZ) in Q2 2026, closing a stake of 5,600 shares — an estimated $225K sold.

John Overdeck first reported a position in DEMZ in Q4 2025 and held it in 2 quarters. The position peaked at $384K in Q4 2025. 26 funds tracked by Wall St. Rank hold DEMZ as of Q2 2026.

  • John Overdeck reported no remaining The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF position as of Q2 2026 after selling out during the quarter.
  • John Overdeck sold 5,600 The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF shares in Q2 2026, an estimated $225K.
  • John Overdeck first reported a position in The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF in Q4 2025 and held it in 2 quarters.
  • John Overdeck's The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF position peaked at $384K in Q4 2025.
  • 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 Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.