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

16 hedge funds and large institutions have $6.63M invested in The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF in 2025 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 2 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
16
Holders Change
-3
Holders Change %
-15.79%
% of All Funds
0.22%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
6
Reduced
2
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
Creative Planning
Kansas
+$1.92M
2
Citadel Advisors
Citadel Advisors
Florida
+$206K
3
Osaic Holdings
Osaic Holdings
Arizona
+$56.2K
4
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
+$25K
5
AF
Advisornet Financial
Minnesota
+$17.6K

Top Sellers

1
Jane Street
Jane Street
New York
-$289K
2
MFG
Mendota Financial Group
Wisconsin
-$112K
3
UBS Group
UBS Group
Switzerland
-$58.8K
4
FS
Financially Speaking
Colorado
-$44.8K
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$11.9K
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Portfolio Solutions
1
Envestnet Portfolio Solutions
Illinois
$2.23M +$25K +731 +1%
Creative Planning
2
Creative Planning
Kansas
$1.92M +$1.92M +56,238 New
Osaic Holdings
3
Osaic Holdings
Arizona
$1.14M +$56.2K +1,644 +5%
MA
4
MCF Advisors
Kentucky
$380K +$513 +15 +0.1%
AAG
5
Accordant Advisory Group
Maryland
$356K – – –
Citadel Advisors
6
Citadel Advisors
Florida
$206K +$206K +6,038 New
SC
7
Steph & Co
Wisconsin
$138K -$3.39K -99 -2%
US Bancorp
8
US Bancorp
Minnesota
$77.3K – – –
AF
9
Advisornet Financial
Minnesota
$55.4K +$17.6K +516 +47%
Carson Wealth (CWM LLC)
10
Carson Wealth (CWM LLC)
Nebraska
$37K +$207 +6 +0.6%
Morgan Stanley
11
Morgan Stanley
New York
$23.4K +$6.39K +187 +38%
MFG
12
Mendota Financial Group
Wisconsin
$22.9K -$112K -3,274 -83%
JFGIW
13
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$14.9K – – –
FFA
14
Farther Finance Advisors
California
$11.7K +$11.7K +340 New
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$9K +$9K +252 New
AF
16
Allworth Financial
California
$5.9K – – –
Jane Street
17
Jane Street
New York
– -$289K -8,041 Closed
UBS Group
18
UBS Group
Switzerland
– -$58.8K -1,636 Closed
FS
19
Financially Speaking
Colorado
– -$44.8K -1,247 Closed
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
– -$11.9K -332 Closed
Wells Fargo
21
Wells Fargo
California
– -$1.26K -35 Closed
TRCT
22
Tower Research Capital (TRC)
New York
– -$144 -4 Closed