Reflection Asset Management’s The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF DEMZ Stock Holding History

Reflection Asset Management’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	$861K	Hold	18,025	–	–	0.4%	59
2026 Q1	$784K	Buy	+18,025	New	+$765K	0.48%	56

Other funds holding DEMZ

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 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

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

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

Reflection Asset Management's DEMZ Position: Q2 2026 in Review

Reflection Asset Management held its The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF (DEMZ) position steady in Q2 2026 at 18,025 shares worth $861K. The position accounts for 0.4% of the portfolio, ranked #59.

Reflection Asset Management first reported a position in DEMZ in Q1 2026 and has held it in 2 quarters since. 27 funds tracked by Wall St. Rank hold DEMZ as of Q2 2026.

Reflection Asset Management held 18,025 shares of The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF worth $861K as of Q2 2026.
Reflection Asset Management 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 0.4% of Reflection Asset Management's portfolio in Q2 2026, its #59 holding.
Reflection Asset Management 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.
27 funds tracked by Wall St. Rank held The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF as of Q2 2026.

Based on Reflection Asset Management's 13F filing for Q2 2026, filed 15 Oct 2026.