DEMZ Institutional Ownership
Democratic Large Cap Core ETF
1W: +0.9%
1M: +3.8%
3M: +3.9%
YTD: +15.2%
1Y: +17.1%
3Y: +90.3%
5Y: +80.2%
$49.19
+0.34 (+0.69%)
Weekly Expected Move ±1.7%
$48
$48
$49
$50
$51
Overview
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Institutional Ownership — DEMZ
27
Institutional Holders
-1 vs prior quarter
0.0%
Ownership
+0.00pp
16M
Total Invested
5
New Positions
6
Increased
3
Reduced
1
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (31 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Envestnet Portfolio Solutions, Inc. | 158,754 | 8M | +54,246 | +51.9% | 11Q | SEC ↗ |
| 2 | Creative Planning | 56,802 | 3M | — | +0.0% | 6Q | SEC ↗ |
| 3 | OSAIC HOLDINGS, INC. | 27,280 | 1M | +24,420 | +853.8% | 23Q | SEC ↗ |
| 4 | Reflection Asset Management NEW | 18,025 | 887K | — | +0.0% | 1Q | SEC ↗ |
| 5 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 14,984 | 737K | +1,506 | +11.2% | 2Q | SEC ↗ |
| 6 | CITADEL ADVISORS LLC | 14,046 | 691K | -89 | -0.6% | 3Q | SEC ↗ |
| 7 | MCF Advisors LLC | 10,768 | 530K | +3 | +0.0% | 7Q | SEC ↗ |
| 8 | Accordant Advisory Group Inc | 10,400 | 512K | — | +0.0% | 10Q | SEC ↗ |
| 9 | Laird Norton Wetherby Trust Company, L | 7,990 | 393K | — | +0.0% | 3Q | SEC ↗ |
| 10 | HARBOUR INVESTMENTS, INC. | 5,754 | 283K | +118 | +2.1% | 2Q | SEC ↗ |
| 11 | Parallel Advisors, LLC NEW | 4,968 | 244K | — | +0.0% | 1Q | SEC ↗ |
| 12 | First Heartland Consultants, Inc. NEW | 4,800 | 236K | — | +0.0% | 1Q | SEC ↗ |
| 13 | BROWN ADVISORY INC NEW | 4,309 | 212K | — | +0.0% | 1Q | SEC ↗ |
| 14 | AdvisorNet Financial, Inc | 4,005 | 197K | — | +0.0% | 15Q | SEC ↗ |
| 15 | STEPH & CO | 3,672 | 181K | — | +0.0% | 15Q | SEC ↗ |
| 16 | Bank of New Hampshire | 3,625 | 178K | — | +0.0% | 3Q | SEC ↗ |
| 17 | FMR LLC | 1,499 | 74K | +98 | +7.0% | 3Q | SEC ↗ |
| 18 | Financially Speaking Inc | 1,058 | 52K | — | +0.0% | 5Q | SEC ↗ |
| 19 | Arax Advisory Partners NEW | 1,030 | 51K | — | +0.0% | 1Q | SEC ↗ |
| 20 | ROYAL BANK OF CANADA | 533 | 26K | -18 | -3.3% | 6Q | SEC ↗ |
| 21 | Johnson Financial Group, Inc. | 437 | 21K | — | +0.0% | 14Q | SEC ↗ |
| 22 | Farther Finance Advisors, LLC | 399 | 20K | — | +0.0% | 6Q | SEC ↗ |
| 23 | MORGAN STANLEY | 362 | 18K | — | +0.0% | 10Q | SEC ↗ |
| 24 | US BANCORP \DE | 361 | 18K | — | +0.0% | 21Q | SEC ↗ |
| 25 | Godfrey Financial Associates, Inc. | 178 | 9K | — | +0.0% | 3Q | SEC ↗ |
| 26 | Allworth Financial LP | 176 | 9K | — | +0.0% | 19Q | SEC ↗ |
| 27 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT NEW | 76 | 4K | — | +0.0% | 1Q | SEC ↗ |
| 28 | TWO SIGMA INVESTMENTS, LP | 0 | 0K | -5,600 | -100.0% | 2Q | SEC ↗ |
| 29 | First Pacific Financial | 0 | 0K | -695 | -100.0% | 1Q | SEC ↗ |
| 30 | Brandywine Financial Group | 0 | 0K | -5,659 | -100.0% | 1Q | SEC ↗ |
| 31 | Mendota Financial Group, LLC | 0 | 0K | -669 | -100.0% | 13Q | SEC ↗ |
Recent Activity
New Positions (6)
| Holder | Shares | Value |
|---|---|---|
| Reflection Asset Management | 18,025 | 887K |
| Parallel Advisors, LLC | 4,968 | 244K |
| First Heartland Consultants, Inc. | 4,800 | 236K |
| BROWN ADVISORY INC | 4,309 | 212K |
| Arax Advisory Partners | 1,030 | 51K |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | 76 | 4K |
Sold Out (4)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Brandywine Financial Group | 5,659 | 278K |
| TWO SIGMA INVESTMENTS, LP | 5,600 | 275K |
| First Pacific Financial | 695 | 34K |
| Mendota Financial Group, LLC | 669 | 33K |
Biggest Increases (6)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Envestnet Portfolio Solutions, Inc. | +54,246 | +51.9% | 158,754 |
| OSAIC HOLDINGS, INC. | +24,420 | +853.8% | 27,280 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +1,506 | +11.2% | 14,984 |
| HARBOUR INVESTMENTS, INC. | +118 | +2.1% | 5,754 |
| FMR LLC | +98 | +7.0% | 1,499 |
| MCF Advisors LLC | +3 | +0.0% | 10,768 |
Biggest Decreases (2)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| CITADEL ADVISORS LLC | -89 | -0.6% | 14,046 |
| ROYAL BANK OF CANADA | -18 | -3.3% | 533 |