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The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF
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Overview Fund Activity

19 hedge funds and large institutions have $7.12M invested in The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF in 2024 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 1 increasing their positions, 3 reducing their positions, and 1 closing their positions.

Holders
19
Holders Change
+5
Holders Change %
+35.71%
% of All Funds
0.25%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
1
Reduced
3
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MA
1
MCF Advisors
Kentucky
$401K
2
Jane Street
2
Jane Street
New York
$289K
3
Envestnet Portfolio Solutions
3
Envestnet Portfolio Solutions
Illinois
$2.32M
4
UBS Group
4
UBS Group
Switzerland
$58.8K
5
FS
5
Financially Speaking
Colorado
$44.8K

Top Sellers

1
WS
1
Wedbush Securities
California
$0
2
Osaic Holdings
2
Osaic Holdings
Arizona
$1.14M
3
Morgan Stanley
3
Morgan Stanley
New York
$17.9K
4
AF
4
Advisornet Financial
Minnesota
$39.7K
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Portfolio Solutions
1
Envestnet Portfolio Solutions
Illinois
$2.32M 64,514 +4,819 +8%
MWS
2
Maxwell Wealth Strategies
California
$1.99M 55,311 – –
Osaic Holdings
3
Osaic Holdings
Arizona
$1.14M 31,654 -449 -1%
MA
4
MCF Advisors
Kentucky
$401K 11,112 +11,112 New
AAG
5
Accordant Advisory Group
Maryland
$374K 10,400 – –
Jane Street
6
Jane Street
New York
$289K 8,041 +8,041 New
SC
7
Steph & Co
Wisconsin
$149K 4,137 – –
MFG
8
Mendota Financial Group
Wisconsin
$142K 3,943 – –
US Bancorp
9
US Bancorp
Minnesota
$81.3K 2,261 – –
UBS Group
10
UBS Group
Switzerland
$58.8K 1,636 +1,636 New
FS
11
Financially Speaking
Colorado
$44.8K 1,247 +1,247 New
AF
12
Advisornet Financial
Minnesota
$39.7K 1,104 -35 -3%
Carson Wealth (CWM LLC)
13
Carson Wealth (CWM LLC)
Nebraska
$38K 1,069 – –
Morgan Stanley
14
Morgan Stanley
New York
$17.9K 498 -261 -34%
JFGIW
15
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$16.2K 437 – –
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$11.9K 332 +332 New
AF
17
Allworth Financial
California
$6.53K 174 – –
Wells Fargo
18
Wells Fargo
California
$1.26K 35 – –
TRCT
19
Tower Research Capital (TRC)
New York
$144 4 +4 New
WS
20
Wedbush Securities
California
– – -6,000 Closed
CFGS
21
Concourse Financial Group Securities
Alabama
– – – –