Who owns DEMZ?
Democratic Large Cap Core ETF
27 institutions reported holding DEMZ, worth $16.9M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of DEMZ
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Envestnet Portfolio Solutions, Inc. | Berwyn, PA | $7.6M | 158,754 | +54,246 shares |
| Creative Planning | Overland Park, KS | $2.7M | 56,802 | No change |
| Osaic Holdings, Inc. | Scottsdale, AZ | $1.3M | 27,280 | +24,420 shares |
| Reflection Asset Management | Isle Of Palms, SC | $784K | 18,025 | New position |
| Susquehanna International Group, LLP | Bala Cynwyd, PA | $715K | 14,984 | +1,506 shares |
| Citadel Advisors LLC | Miami, FL | $671K | 14,046 | −89 shares |
| MCF Advisors LLC | Lexington, KY | $514K | 10,768 | +3 shares |
| Accordant Advisory Group Inc | Annapolis, MD | $497K | 10,400 | No change |
| Laird Norton Wetherby Trust Company, LLC | Seattle, WA | $381K | 7,990 | No change |
| Harbour Investments, Inc. | Madison, WI | $275K | 5,754 | +118 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns DEMZ?
27 institutional managers reported holding DEMZ in Form 13F filings for June 30, 2026, worth $16.9M in total. The largest reported position was held by Envestnet Portfolio Solutions, Inc., at $7.6M.
Did institutions buy or sell DEMZ last quarter?
Reported 13F value rose 69.5% from March 31, 2026, which includes price moves as well as buying and selling. 6 firms reported a new position and 1 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is DEMZ ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.