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Tower Research Capital (TRC)’s The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF DEMZ Stock Holding History

Tower Research Capital (TRC)’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
2025
Q1 		– Sell
-4
Closed -$144 – 5297
2024
Q4 		$144 Buy
+4
New +$146 ﹤0.01% 5420

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
SC
Steph & Co Marinette, Wisconsin $395M AUM 20.8% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Tower Research Capital (TRC)'s DEMZ Position: Q1 2025 in Review

Tower Research Capital (TRC) sold out of The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF (DEMZ) in Q1 2025, closing a stake of 4 shares — an estimated $144 sold.

Tower Research Capital (TRC) first reported a position in DEMZ in Q4 2024 and held it in 1 quarter. The position peaked at $144 in Q4 2024. 16 funds tracked by Wall St. Rank hold DEMZ as of Q1 2025.

  • Tower Research Capital (TRC) reported no remaining The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF position as of Q1 2025 after selling out during the quarter.
  • Tower Research Capital (TRC) sold 4 The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF shares in Q1 2025, an estimated $144.
  • Tower Research Capital (TRC) first reported a position in The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF in Q4 2024 and held it in 1 quarter.
  • Tower Research Capital (TRC)'s The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF position peaked at $144 in Q4 2024.
  • 16 funds tracked by Wall St. Rank held The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF as of Q1 2025.

Based on Tower Research Capital (TRC)'s 13F filing for Q1 2025, filed 15 May 2025.