The Advisors' Inner Circle Fund III Democratic Large Cap Core
DEMZ • NASDAQ
The Advisors' Inner Circle Fund III Democratic Large Cap Core is an exchange-traded fund on NASDAQ. As of Q3 2025, 17 institutional investors hold shares in this ETF, with total holdings valued at $8.2M. Envestnet Portfolio Solutions, Inc. is the largest holder with a position valued at $2.5M.
Overview
Overview of institutional ownership in DEMZ as of Q3 2025
All Institutions
- Institutions
- 17
- Value Held
- $8.2M
- Shares Held
- 195.3K
- Avg Position
- $480.1K
- Median Position
- $94.5K
Hedge Funds
- Hedge Funds
- 0
- Value Held
- -
- Shares Held
- -
- Avg Position
- -
- Median Position
- -
Biggest Investors
Institutions with the largest positions in DEMZ as of Q3 2025
| Institution | Position Value |
|---|---|
 Envestnet Portfolio Solutions, Inc. Long Only Manager | $2.5M 0.01% of portfolio |
 Creative Planning RIA/Wealth | $2.4M 0.00% of portfolio |
A Advisor Group Holdings, Inc. Institution | $1.5M 0.00% of portfolio |
 MCF Advisors LLC RIA/Wealth | $468.5K 0.03% of portfolio |
 Accordant Advisory Group Inc RIA/Wealth | $434.7K 0.30% of portfolio |
 First Heartland Consultants, Inc. RIA/Wealth | $200.6K 0.02% of portfolio |
S STEPHENSON NATIONAL BANK & TRUST Institution | $175.0K 0.05% of portfolio |
A AdvisorNet Financial, Inc Institution | $158.7K 0.01% of portfolio |
 US BANCORP \DE\ Institution | $94.5K 0.00% of portfolio |
 CWM, LLC RIA/Wealth | $79.0K 0.00% of portfolio |
Net Capital Flow
Institutional buying and selling activity for DEMZ in Q3 2025
- Traded
- −$3.1M
- Buyers
- 4
- Sellers
- 5
- Total Bought
- +$380.7K
- Total Sold
- −$3.5M
- Avg Position
- $453.5K
Biggest Buyers
| Institution | Net Bought |
|---|---|
First Heartland Consultants, Inc. RIA/Wealth | +$200.6K +4.8K shares |
Envestnet Portfolio Solutions, Inc. Long Only Manager | +$136.6K +3.3K shares |
Creative Planning RIA/Wealth | +$23.3K +558.0 shares |
CWM, LLC RIA/Wealth | +$20.2K +483.0 shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
A Advisor Group Holdings, Inc. Institution | −$3.0M −72.9K shares |
 WINNOW WEALTH LLC RIA/Wealth | −$405.2K −10.4K shares |
A AdvisorNet Financial, Inc Institution | −$6.8K −162.0 shares |
 MORGAN STANLEY RIA/Wealth | −$1.1K −27.0 shares |
R ROYAL BANK OF CANADA Institution | −$1.0K −25.0 shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited DEMZ in Q3 2025
- New Positions
- 1
- New Value
- $200.6K
- Exited Positions
- 1
- Exited Value
- $405.2K
New Positions
| Institution | Position Value |
|---|---|
First Heartland Consultants, Inc. RIA/Wealth | $200.6K 4.8K shares |
Exited Positions
| Institution | Previous Position |
|---|---|
WINNOW WEALTH LLC RIA/Wealth | $405.2K 10.4K shares |
Options Activity
Institutions with the largest Call and Put options positions in DEMZ as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with DEMZ as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Accordant Advisory Group Inc RIA/Wealth | 0.30% $434.7K |
S STEPHENSON NATIONAL BANK & TRUST Institution | 0.05% $175.0K |
 Financially Speaking Inc RIA/Wealth | 0.05% $53.3K |
MCF Advisors LLC RIA/Wealth | 0.03% $468.5K |
 Mendota Financial Group, LLC RIA/Wealth | 0.02% $28.0K |
First Heartland Consultants, Inc. RIA/Wealth | 0.02% $200.6K |
Envestnet Portfolio Solutions, Inc. Long Only Manager | 0.01% $2.5M |
A AdvisorNet Financial, Inc Institution | 0.01% $158.7K |
A Advisor Group Holdings, Inc. Institution | 0.00% $1.5M |
Creative Planning RIA/Wealth | 0.00% $2.4M |