CUSIP 00774Q346DEMCRATIC LG ETFDEMZQ4 2025
Aggregate 13F value by quarter
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22 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Envestnet Portfolio Solutions, Inc. | 100.1K | $4.27M | +39.2K | Added |
| 2 | Creative Planning | 56.8K | $2.42M | 0 | Held |
| 3 | Osaic Holdings, Inc. | 22.9K | $980.7K | −12.1K | Reduced |
| 4 | Citadel Advisors LLC | 18.9K | $807.5K |
| +18.9K |
| New |
| 5 | Mcf Advisors LLC | 10.7K | $459.3K | −546 | Reduced |
| 6 | Accordant Advisory Group Inc | 10.4K | $443.7K | 0 | Held |
| 7 | Two Sigma Investments, LP | 9.0K | $383.9K | +9.0K | New |
| 8 | Laird Norton Wetherby Trust Company, LLC | 8.0K | $346.2K | +8.0K | New |
| 9 | First Heartland Consultants, Inc. | 4.8K | $204.8K | 0 | Held |
| 10 | Steph & Co | 3.9K | $164.7K | −328 | Reduced |
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