Institutional Ownership
Advisors Inner Circle Fd III
CUSIP 00774Q346DEMCRATIC LG ETFDEMZQ1 2026
Institutional Holders
22
13F filers
Shares Held
248.4K
Aggregate institutional
Institutional Value
$9.99M
Q1 2026
Net New Holders
-1
2 new · 3 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions2
Increased7
Decreased8
Sold out3
Institutional Holders
22 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Envestnet Portfolio Solutions, Inc. | 104.5K | $4.20M | +4.4K | Added |
| 2 | Creative Planning | 56.8K | $2.28M | +6 | Added |
| 3 | Citadel Advisors LLC | 14.1K | $568.3K | −4.8K | Reduced |
| 4 | Susquehanna International Group, LLP | 13.5K | $541.8K | +13.5K | New |
| 5 | Mcf Advisors LLC | 10.8K | $432.8K | +102 | Added |
| 6 | Accordant Advisory Group Inc | 10.4K | $418.1K | 0 | Held |
| 7 | Laird Norton Wetherby Trust Company, LLC | 8.0K | $321.2K | −47 | Reduced |
| 8 | Harbour Investments, Inc. | 5.6K | $226.6K | +5.6K | New |
| 9 | Two Sigma Investments, LP | 5.6K | $225.1K | −3.4K | Reduced |
| 10 | Advisornet Financial, Inc | 4.0K | $161.0K | +207 | Added |
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