Who Owns DEMZ?
Democratic Large Cap Core ETF — Institutional Ownership & 13F Holdings
$44.06
+0.26 (+0.60%)
Market Cap
$56.1M
Shares Outstanding
1,228,448
Institutional Holders
16
Total Inst. Value
$2.4M
% of Float Held
—
QoQ Holder Change
+8
Institutional data as of Q1 2025
New Positions
7
Closed Positions
8
Increased
6
Decreased
0
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | OSAIC HOLDINGS, INC. | $1.1M | 33,298 |
| 2 | MCF Advisors LLC | $380K | 11,127 |
| 3 | Accordant Advisory Group IncNew | $356K | 10,400 |
| 4 | CITADEL ADVISORS LLCNew | $206K | 6,038 |
| 5 | STEPH & CONew | $138K | 4,038 |
| 6 | US BANCORP \DE\ | $77K | 2,261 |
| 7 | AdvisorNet Financial, Inc | $55K | 1,620 |
| 8 | Mendota Financial Group, LLCNew | $23K | 669 |
| 9 | MORGAN STANLEY | $22K | 685 |
| 10 | Johnson Financial Group, Inc. | $15K | 437 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| OSAIC HOLDINGS, INC. | +1K | $1.1M |
| MCF Advisors LLC | +15 | $380K |
| Accordant Advisory Group IncNew | +10K | $356K |
| CITADEL ADVISORS LLCNew | +6K | $206K |
| STEPH & CONew | +4K | $138K |
Top Sellers
| Fund | Shares Removed | Value |
|---|
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Frequently Asked Questions
How many institutional investors hold DEMZ?
As of Q1 2025, 16 institutional investors report holding DEMZ (Democratic Large Cap Core ETF) in their 13F filings.
Which hedge fund owns the most DEMZ?
The largest institutional holder of DEMZ is OSAIC HOLDINGS, INC. with $1.1M in shares.
Are institutions buying or selling DEMZ?
This quarter, 7 institutions opened new positions in DEMZ and 8 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.