Who Owns DEMOCRATIC LARGE CAP CORE ETF (DEMZ)? -- Institutional Holders (2026-06-30)
27 institutions reported holding $16.1M of DEMOCRATIC LARGE CAP CORE ETF (DEMZ) in SEC 13F filings for 2026-06-30. Largest institutional holders: Envestnet Portfolio Solutions, Inc. ($7.6M), Creative Planning ($2.7M), OSAIC HOLDINGS, INC. ($1.3M), SUSQUEHANNA INTERNATIONAL GROUP, LLP ($715,371), CITADEL ADVISORS LLC ($670,588). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Envestnet Portfolio Solutions, Inc. | $7.6M | 158,754 | Added |
| 2 | Creative Planning | $2.7M | 56,802 | Hold |
| 3 | OSAIC HOLDINGS, INC. | $1.3M | 27,280 | Added |
| 4 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $715,371 | 14,984 | Added |
| 5 | CITADEL ADVISORS LLC | $670,588 | 14,046 | Trimmed |
| 6 | MCF Advisors LLC | $514,076 | 10,768 | Added |
| 7 | Accordant Advisory Group Inc | $496,520 | 10,400 | Hold |
| 8 | Laird Norton Wetherby Trust Company, LLC | $381,461 | 7,990 | Hold |
| 9 | HARBOUR INVESTMENTS, INC. | $274,709 | 5,754 | Added |
| 10 | Parallel Advisors, LLC | $237,184 | 4,968 | New |
| 11 | First Heartland Consultants, Inc. | $229,163 | 4,800 | New |
| 12 | BROWN ADVISORY INC | $205,722 | 4,309 | New |
| 13 | AdvisorNet Financial, Inc | $191,208 | 4,005 | Hold |
| 14 | STEPH & CO | $175,310 | 3,672 | Hold |
| 15 | Bank of New Hampshire | $173,066 | 3,625 | Hold |
| 16 | FMR LLC | $71,582 | 1,499 | Added |
| 17 | Arax Advisory Partners | $49,175 | 1,030 | New |
| 18 | Financially Speaking Inc | $42,534 | 1,058 | Hold |
| 19 | Royal Bank of Canada | $25,000 | 533 | Trimmed |
| 20 | Johnson Financial Group, Inc. | $20,864 | 437 | Hold |
| 21 | Farther Finance Advisors, LLC | $19,049 | 399 | Hold |
| 22 | MORGAN STANLEY | $17,290 | 362 | Hold |
| 23 | US BANCORP \DE\ | $17,235 | 361 | Hold |
| 24 | Godfrey Financial Associates, Inc. | $8,498 | 178 | Hold |
| 25 | Allworth Financial LP | $8,410 | 176 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30