Explore more topics
Public ownership evidence

The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF (DEMZ) Ownership Disclosures

Read DEMZ insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-14T02:54:47.600Z

Jump to a section

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

Show the table · 0 rows, 6 columns

Scroll sideways to compare all columns. Select a heading to sort.

No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

Show the table · 28 rows, 6 columns

Scroll sideways to compare all columns. Select a heading to sort.

Reflection Asset Management2026-03-312026-08-2718,025$784,167None
OSAIC HOLDINGS, INC.2026-06-302026-08-1523,698$1,131,397None
OSAIC HOLDINGS, INC.2026-06-302026-08-153,582$171,039None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1514,984$715,371None
BROWN ADVISORY INC2026-06-302026-08-154,309$205,722None
Laird Norton Wetherby Trust Company, LLC2026-06-302026-08-157,990$381,461None
ROYAL BANK OF CANADA2026-06-302026-08-15533$25,000None
CITADEL ADVISORS LLC2026-06-302026-08-1514,046$670,588None
Creative Planning2026-06-302026-08-1456,802$2,711,842None
MORGAN STANLEY2026-06-302026-08-14350$16,710None
MORGAN STANLEY2026-06-302026-08-1411$525None
MORGAN STANLEY2026-06-302026-08-141$55None
FMR LLC2026-06-302026-08-141,499$71,582None
MCF Advisors LLC2026-06-302026-08-1310,768$514,076None
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO2026-06-302026-08-1376$3,628None
HARBOUR INVESTMENTS, INC.2026-06-302026-08-135,754$274,709None
US BANCORP \DE\2026-06-302026-08-13361$17,235None
Godfrey Financial Associates, Inc.2026-06-302026-08-12178$8,498None
Allworth Financial LP2026-06-302026-08-12176$8,410None
Arax Advisory Partners2026-06-302026-08-111,030$49,175None
Johnson Financial Group, Inc.2026-06-302026-08-11437$20,864None
Parallel Advisors, LLC2026-06-302026-08-064,968$237,184None
Financially Speaking Inc2026-06-302026-07-281,058$42,534None
Accordant Advisory Group Inc2026-06-302026-07-2810,400$496,520None
AdvisorNet Financial, Inc2026-06-302026-07-244,005$191,208None
Envestnet Portfolio Solutions, Inc.2026-06-302026-07-21158,754$7,579,295None
Farther Finance Advisors, LLC2026-06-302026-07-18399$19,049None
STEPH & CO2026-06-302026-07-173,672$175,310None

90-day public filing window, up to 50 source positions.

Reflection Asset Management ↗OSAIC HOLDINGS, INC. ↗OSAIC HOLDINGS, INC. ↗SUSQUEHANNA INTERNATIONAL GROUP, LLP ↗BROWN ADVISORY INC ↗Laird Norton Wetherby Trust Company, LLC ↗ROYAL BANK OF CANADA ↗CITADEL ADVISORS LLC ↗Creative Planning ↗MORGAN STANLEY ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

Show the table · 0 rows, 5 columns

Scroll sideways to compare all columns. Select a heading to sort.

No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.