DEMZ · Democratic Large Cap Core ETF ETF
$47.77
-0.12 (-0.25%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 1
Total Value: $670,584
Total Shares: 14,046
Institutional Ownership Trend
23 quarters
Holder Concentration
Across 1 13F filers · Δ vs Mar 31, 2026Top Holder
100.0%
+60.8 pts
Top 5
100.0%
+22.3 pts
Top 10
100.0%
+7.2 pts
HHI
10,000
Highly concentrated+7,850
Quarterly Activity
vs Mar 31, 2026
New
0
Increased
0
Decreased
1
Sold Out
22
Unchanged
0
Holder count:
-22
Institutional value:
-93.7%
Shares held:
-94.7%
Top Buyers
vs Mar 31, 2026No qualifying movers this quarter.
Top Sellers
vs Mar 31, 2026| Institution | Sold | Now Holds | Open |
|---|---|---|---|
| Mega CITADEL ADVISORS LLC | −89 | 14,046 |
Top New Positions
vs Mar 31, 2026No new positions this quarter.
Top Sold-Out Positions
vs Mar 31, 2026| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Mid Envestnet Portfolio Solutions, Inc. | 104,508 | $4,201,430 | |
| Large Creative Planning | 56,802 | $2,283,554 | |
| Small Reflection Asset Management | 18,025 | $724,641 | |
| Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP | 13,478 | $541,842 | |
| Small MCF Advisors LLC | 10,765 | $432,774 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Mega CITADEL ADVISORS LLC DEMZ | $670,584 | 100.00% | 14,046 | Shares | 2026-09-02 |