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

22 hedge funds and large institutions have $9.99M invested in The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF in 2026 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 7 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.72% less ownership

Funds ownership: 22.12%18.4% (-3.7%)

8% less funds holding

Funds holding: 2422 (-2)

12% less capital invested

Capital invested by funds: $11.3M → $9.99M (-$1.35M)

13% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 8

50% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 4

Holders
22
Holders Change
-2
Holders Change %
-8.33%
% of All Funds
0.27%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
7
Reduced
8
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Portfolio Solutions
1
Envestnet Portfolio Solutions
Illinois
$4.2M +$187K +4,399 +4%
Creative Planning
2
Creative Planning
Kansas
$2.28M +$255 +6 +0%
Citadel Advisors
3
Citadel Advisors
Florida
$568K -$203K -4,794 -25%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$542K +$572K +13,478 New
MA
5
MCF Advisors
Kentucky
$433K +$4.33K +102 +1%
AAG
6
Accordant Advisory Group
Maryland
$418K
LNWTC
7
Laird Norton Wetherby Trust Company
Washington
$321K -$1.99K -47 -0.6%
HI
8
Harbour Investments
Wisconsin
$227K +$239K +5,636 New
Two Sigma Investments
9
Two Sigma Investments
New York
$225K -$144K -3,400 -38%
AF
10
Advisornet Financial
Minnesota
$161K +$8.78K +207 +5%
SC
11
Steph & Co
Wisconsin
$148K -$7.98K -188 -5%
BONH
12
Bank of New Hampshire
New Hampshire
$146K
Osaic Holdings
13
Osaic Holdings
Arizona
$115K -$850K -20,027 -88%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$56.3K +$3.18K +75 +6%
FS
15
Financially Speaking
Colorado
$42.5K -$9.16K -216 -17%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$22K
JFGIW
17
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$17.6K
FFA
18
Farther Finance Advisors
California
$16.2K +$2.5K +59 +17%
Morgan Stanley
19
Morgan Stanley
New York
$14.6K -$10.9K -258 -42%
US Bancorp
20
US Bancorp
Minnesota
$14.5K -$13.2K -311 -46%
GFA
21
Godfrey Financial Associates
New York
$7.16K
AF
22
Allworth Financial
California
$7.08K +$85 +2 +1%
BFG
23
Brandywine Financial Group
Tennessee
-$241K -5,659 Closed
FHC
24
First Heartland Consultants
Missouri
-$205K -4,800 Closed
FPF
25
First Pacific Financial
Washington
-$29.6K -695 Closed

DEMZ Hedge Fund Activity: Q1 2026 in Review

22 of the 8,134 institutional investors tracked by Wall St. Rank reported a position in The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF (DEMZ) for Q1 2026, worth a combined $9.99M — down 12% from $11.3M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of DEMZ and 2 opened new positions — a net loss of 2 holders — while 8 trimmed existing stakes and 7 added.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $572K. The largest seller was Osaic Holdings, cutting an estimated $850K.

  • 22 institutional investors held The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF (DEMZ) as of Q1 2026, down from 24 in Q4 2025.
  • Funds reported $9.99M of The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF stock for Q1 2026, down 12% quarter-over-quarter.
  • 2 funds opened new The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF positions in Q1 2026 and 4 closed out, a net change of -2 holders.
  • The largest The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF buyer in Q1 2026 was Susquehanna International Group, an estimated $572K added.
  • The largest The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF seller in Q1 2026 was Osaic Holdings, an estimated $850K sold.

Based on aggregated 13F filings for Q1 2026.