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Democratic Large Cap Core ETF (DEMZ) Institutional Ownership

Democratic Large Cap Core ETF logo
$43.81 +0.34 (+0.78%)
As of 03:59 PM Eastern
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Institutional Ownership Changes (13F Filings) for Democratic Large Cap Core ETF (NASDAQ:DEMZ)

Number of
Institutional Buyers
(last 12 months)
4
Total
Institutional Inflows
(last 12 months)
$2.32M
Number of
Institutional Sellers
(last 12 months)
1
Total
Institutional Outflows
(last 12 months)
$13.99K
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DEMZ Institutional Buying and Selling by Quarter

Democratic Large Cap Core ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
3/16/2026 Bank of New Hampshire3,625$155K0.0%N/A0.279%
2/6/2026 Envestnet Portfolio Solutions Inc.100,109$4.27M0.0%+64.2%7.701%
1/23/2026 Steph & Co.3,860$165K0.0%-7.8%0.309%
8/12/2025Winnow Wealth LLC10,400$405K0.3%N/A0.904%
7/14/2025 AdvisorNet Financial Inc3,960$154K0.0%+144.4%0.350%
4/7/2025AdvisorNet Financial Inc1,620$55K0.0%+46.7%0.143%
8/7/2024Wedbush Securities Inc.6,000$206K0.0%N/A0.571%
4/22/2024Accordant Advisory Group Inc10,400$345K0.3%N/A1.020%
7/14/2023Steph & Co.4,338$118K0.1%-13.7%0.482%
4/18/2023Steph & Co.5,024$128K0.1%-22.1%0.591%
1/26/2023Steph & Co.6,450$154K0.1%N/A0.759%
1/13/2023AdvisorNet Financial Inc1,194$28K0.0%N/A0.140%


DEMZ Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DEMZ shares?

During the previous two years, the following institutional investors and hedge funds held shares of Democratic Large Cap Core ETF shares: Envestnet Portfolio Solutions Inc. ($4.27M), Winnow Wealth LLC ($405K), Wedbush Securities Inc. ($206K), Steph & Co. ($165K), and Bank of New Hampshire ($155K), AdvisorNet Financial Inc ($154K).Learn more on Democratic Large Cap Core ETF's institutional investors.

Which institutional investors have been buying Democratic Large Cap Core ETF's stock?

The following institutional investors have purchased Democratic Large Cap Core ETF's stock in the last 24 months: Envestnet Portfolio Solutions Inc. ($39.16K), Winnow Wealth LLC ($10.40K), Wedbush Securities Inc. ($6K), Bank of New Hampshire ($3.63K), and AdvisorNet Financial Inc ($2.86K).

How much institutional buying is happening at Democratic Large Cap Core ETF?

Institutional investors have bought a total of 55,523 shares in the last 24 months. This purchase volume represents approximately $2.32M in transactions.

Which of Democratic Large Cap Core ETF's major shareholders have been selling company stock?

The following institutional investors have sold Democratic Large Cap Core ETF stock in the last 24 months: Steph & Co. ($328.00).

How much institutional selling is happening at Democratic Large Cap Core ETF?

Institutional investors have sold a total of 328 shares in the last 24 months. This volume of shares sold represents approximately $13.99K in transactions.


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This page (NASDAQ:DEMZ) was last updated on 5/5/2026 by MarketBeat.com Staff.
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