Who owns Democratic Large Cap Core ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of DEMZ from SEC Form 13F filings across 27 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 27 institutions disclosed 356,291 shares of Democratic Large Cap Core ETF worth $17.0M — about 24.9% of shares outstanding; the largest disclosed holder is Envestnet Portfolio Solutions, Inc.. Source: SEC Form 13F filings, parsed by EvidInvest.
27
13F holders
$17.0M
value, 2026 filers
24.9%
of shares outstanding (356,291 sh)
6
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of DEMZ's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Envestnet Portfolio Solutions, Inc. | 158,754 | $7.6M | 0.0% | 11.1% | +51.9% |
| 2 | Creative Planning | 56,802 | $2.7M | 0.0% | 4% | 0.0% |
| 3 | OSAIC HOLDINGS, INC. | 27,280 | $1.3M | 0.0% | 1.9% | +853.8% |
| 4 | Reflection Asset ManagementNEW | 18,025 | $860,571 | 0.4% | 1.3% | new |
| 5 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 14,984 | $715,371 | 0.0% | 1% | +11.2% |
| 6 | CITADEL ADVISORS LLC | 14,046 | $670,588 | 0.0% | 1% | -0.6% |
| 7 | MCF Advisors LLC | 10,768 | $514,076 | 0.0% | 0.8% | 0.0% |
| 8 | Accordant Advisory Group Inc | 10,400 | $496,520 | 0.3% | 0.7% | 0.0% |
| 9 | Laird Norton Wetherby Trust Company, LLC | 7,990 | $381,461 | 0.0% | 0.6% | 0.0% |
| 10 | HARBOUR INVESTMENTS, INC. | 5,754 | $274,709 | 0.0% | 0.4% | +2.1% |
| 11 | Parallel Advisors, LLCNEW | 4,968 | $237,184 | 0.0% | 0.3% | new |
| 12 | First Heartland Consultants, Inc.NEW | 4,800 | $229,163 | 0.0% | 0.3% | new |
| 13 | BROWN ADVISORY INCNEW | 4,309 | $205,722 | 0.0% | 0.3% | new |
| 14 | AdvisorNet Financial, Inc | 4,005 | $191,208 | 0.0% | 0.3% | 0.0% |
| 15 | STEPH & CO | 3,672 | $175,310 | 0.0% | 0.3% | 0.0% |
| 16 | Bank of New Hampshire | 3,625 | $173,066 | 0.0% | 0.3% | 0.0% |
| 17 | FMR LLC | 1,499 | $71,582 | 0.0% | 0.1% | +7.0% |
| 18 | Financially Speaking Inc | 1,058 | $42,534 | 0.2% | 0.1% | 0.0% |
| 19 | Arax Advisory PartnersNEW | 1,030 | $49,175 | 0.0% | 0.1% | new |
| 20 | ROYAL BANK OF CANADA | 533 | $25,000 | 0.0% | 0% | -3.3% |
| 21 | Johnson Financial Group, Inc. | 437 | $20,864 | 0.0% | 0% | 0.0% |
| 22 | Farther Finance Advisors, LLC | 399 | $19,049 | 0.0% | 0% | 0.0% |
| 23 | MORGAN STANLEY | 362 | $17,290 | 0.0% | 0% | 0.0% |
| 24 | US BANCORP \DE\ | 361 | $17,235 | 0.0% | 0% | 0.0% |
| 25 | Godfrey Financial Associates, Inc. | 178 | $8,498 | 0.0% | 0% | 0.0% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation. Research, not investment advice.