Who Owns Democratic Large Cap Core ETF (DEMZ)?Hedge Fund & Institutional Holders
Institutional Holders
26
as of Q4 2025
Total Institutional Value
$4.000200045944321e+38T
% of Float Held
—
QoQ Change in Holders
+10 / -0
Price History
DEMZ — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| Envestnet Portfolio Solutions, Inc. | New Position | +100K | +$4.0M |
| MCF Advisors LLC | New Position | +11K | +$459K |
| Accordant Advisory Group Inc | New Position | +10K | +$443K |
| Financially Speaking Inc | New Position | +1K | +$54K |
| First Pacific Financial | New Position | +695 | +$29K |
| Godfrey Financial Associates, Inc. | New Position | +178 | +$7K |
| TWO SIGMA INVESTMENTS, LP | New Position | +9K | +$0 |
| CITADEL ADVISORS LLC | New Position | +19K | +$0 |
| FMR LLC | New Position | +1K | +$0 |
| Laird Norton Wetherby Trust Company, LLC | New Position | +8K | +$0 |
DEMZ — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| OSAIC HOLDINGS, INC. | Decreased | -12K | -$1.5B |
| STEPH & CO | Decreased | -328 | -$174.9M |
| US BANCORP \DE\ | Decreased | -2K | -$94.5M |
| MORGAN STANLEY | Decreased | -27 | -$27.0M |
Top Institutional Holders(Q4 2025)
DEMZ Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 22 | $7.6M | +10 |
| Q3 2025 | 12 | $4.6B | -3 |
| Q2 2025 | 15 | $6.2B | -1 |
| Q1 2025 | 16 | $6.6B | -1 |
| Q4 2024 | 17 | $447.2B | +8 |
| Q3 2024 | 9 | $85.3B | +0 |
| Q2 2024 | 9 | $74.3B | +1 |
| Q1 2024 | 8 | $58.9B | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 26 institutional investors hold DEMZ (Democratic Large Cap Core ETF). The largest holder is Envestnet Portfolio Solutions, Inc. with $4.0M 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 Envestnet Portfolio Solutions, Inc. with $4.0M in shares.
Is institutional ownership of DEMZ increasing or decreasing?
This quarter, 10 institutions opened new positions in DEMZ and 0 closed their positions.