CUSIP 00774Q346DEMCRATIC LG ETFDEMZQ4 2025
Schedule 13D (activist) & 13G (passive) 5%+ ownership filings
No 13D/13G filings on record yet
Schedule 13D/13G beneficial-ownership filings from 2020–present are ingested from SEC EDGAR. Coverage expands as the backfill and daily crawler run.
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Envestnet Portfolio Solutions, Inc. | 100.1K | $4.27M |
| 2 | Creative Planning | 56.8K | $2.42M |
| 3 | Osaic Holdings, Inc. | 22.9K | $980.7K |
| 4 | Citadel Advisors LLC | 18.9K | $807.5K |
| 5 | Mcf Advisors LLC | 10.7K | $459.3K |
| 6 | Accordant Advisory Group Inc | 10.4K | $443.7K |
| 7 | Two Sigma Investments, LP | 9.0K | $383.9K |
| 8 | Laird Norton Wetherby Trust Company, LLC | 8.0K | $346.2K |
| 9 |
| First Heartland Consultants, Inc. |
| 4.8K |
| $204.8K |
| 10 | Steph & Co | 3.9K | $164.7K |