Who Owns Democratic Large Cap Core ETF (DEMZ)?Hedge Fund & Institutional Holders

$40.76-0.17 (-0.42%)Financial ServicesNASDAQ

Institutional Holders

26

as of Q4 2025

Total Institutional Value

$4.5900044300020405e+65T

% of Float Held

—

QoQ Change in Holders

+10 / -0

Price History

$30.71$34.09$37.47$40.85$44.23Aug 24Jun 25Mar 26

DEMZ — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
MCF Advisors LLCNew Position+11K+$459.0M
Accordant Advisory Group IncNew Position+10K+$443.0M
Financially Speaking IncNew Position+1K+$54.0M
First Pacific FinancialNew Position+695+$29.0M
Envestnet Portfolio Solutions, Inc.New Position+100K+$4.0M
Godfrey Financial Associates, Inc.New Position+178+$7K
TWO SIGMA INVESTMENTS, LPNew Position+9K+$0
CITADEL ADVISORS LLCNew Position+19K+$0
FMR LLCNew Position+1K+$0
Laird Norton Wetherby Trust Company, LLCNew Position+8K+$0

DEMZ — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
OSAIC HOLDINGS, INC.Decreased-12K-$1.5B
US BANCORP \DE\Decreased-2K-$66.5M
STEPH & CODecreased-328-$11.0M
MORGAN STANLEYDecreased-27-$26K

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1MCF Advisors LLC10,663$459.0M0.03%Share
2Accordant Advisory Group Inc10,400$443.0M0.31%Share
3First Heartland Consultants, Inc.4,800$204.0M0.02%Share
4STEPH & CO3,860$164.0M0.05%Share
5AdvisorNet Financial, Inc3,798$162.0M0.01%Share
6Financially Speaking Inc1,274$54.0M0.03%Share
7First Pacific Financial695$29.0M0.00%Share
8US BANCORP \DE\672$28.0M0.03%Share
9Johnson Financial Group, Inc.437$18.0M0.00%Share
10Farther Finance Advisors, LLC340$14.0M0.15%Share
11Envestnet Portfolio Solutions, Inc.100,109$4.0M0.01%Share
12Mendota Financial Group, LLC669$28K0.02%Share
13Godfrey Financial Associates, Inc.178$7K0.01%Share
14Allworth Financial LP174$7K0.00%Share
15Creative Planning56,796$2K0.00%Share
16FMR LLC1,326$00.00%Share
17MORGAN STANLEY1$00.00%Share
18MORGAN STANLEY551$00.00%Share
19MORGAN STANLEY68$00.00%Share
20OSAIC HOLDINGS, INC.2,293$00.00%Share
21OSAIC HOLDINGS, INC.20,594$00.00%Share
22ROYAL BANK OF CANADA551$00.00%Share
23TWO SIGMA INVESTMENTS, LP9,000$00.00%Share
24Laird Norton Wetherby Trust Company, LLC7,990$00.00%Share
25Laird Norton Wetherby Trust Company, LLC47$00.00%Share
26CITADEL ADVISORS LLC18,929$00.00%Share

DEMZ Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202522$1.6B+10
Q3 202512$4.6B-3
Q2 202515$4.0B-1
Q1 202516$4.4B-1
Q4 202417$4.1B+8
Q3 20249$1.3B+0
Q2 20249$1.4B+1
Q1 20248$3.3B—

Similar Stocks by Institutional Ownership

1306.T

NEXT FUNDS TOPIX Exchange Traded Fund

152100.KS

PLUS 200

102780.KS

Kodex Samsung Group

1591.T

NEXT FUNDS JPX-Nikkei Index 400 Exchange Traded Fund

VOO

Vanguard S&P 500 ETF

OAKI

Oakmark International Large Cap ETF

BCTK

Baron Technology ETF

JPM

JPMorgan Chase & Co.

As of Q4 2025, 26 institutional investors hold DEMZ (Democratic Large Cap Core ETF). The largest holder is MCF Advisors LLC with $459.0M in shares. This quarter, 10 institutions opened new positions and 0 closed their positions.

Frequently Asked Questions

How many hedge funds own DEMZ?

As of Q4 2025, 26 institutional investors report holding DEMZ (Democratic Large Cap Core ETF) in their 13F filings.

Who is the largest institutional holder of DEMZ?

The largest institutional holder of DEMZ is MCF Advisors LLC with $459.0M in shares.

Is institutional ownership of DEMZ increasing or decreasing?

This quarter, 10 institutions opened new positions in DEMZ and 0 closed their positions.