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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
Q1 		$784K Buy
+18,025
New +$765K 0.48% 56

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
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 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
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

Reflection Asset Management's DEMZ Position: Q1 2026 in Review

Reflection Asset Management opened a new position in The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF (DEMZ) in Q1 2026: 18,025 shares worth $784K. The stake represents 0.48% of the portfolio and ranks #56 among its holdings.

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

  • Reflection Asset Management held 18,025 shares of The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF worth $784K as of Q1 2026.
  • The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF was a new Reflection Asset Management position in Q1 2026.
  • The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF made up 0.48% of Reflection Asset Management's portfolio in Q1 2026, its #56 holding.
  • 23 funds tracked by Wall St. Rank held The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF as of Q1 2026.

Based on Reflection Asset Management's 13F filing for Q1 2026, filed 26 Aug 2026.