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Democracy International Fund (DMCY)

CUSIP: 00774Q148 | VY | 22 institutional holders

Quarters

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024
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Institutional Holders — Q4 2025

Concurrent Investment Advisors, LLC49,017
0.0% of portfolio›$1.5M
Cambridge Investment Research Advisors, Inc.44,586
0.0% of portfolio›$1.4K
HighTower Advisors, LLC19,858
0.0% of portfolio›$615.8K
Sonoma Private Wealth LLC16,149
0.6% of portfolio›$500.8K
Parallel Advisors, LLC16,009
0.0% of portfolio›$496.4K
GTS Securities LLC15,755
0.0% of portfolio›$488.5K
Avalon Capital Management11,613
0.1% of portfolio›$360.1K
Wealth Group Ltd11,600
0.1% of portfolio›$359.7K
NIA Impact Advisors, LLC7,450
0.1% of portfolio›$231.0K
Elevation Wealth Partners, LLC682
0.0% of portfolio›$21.1K
CWM, LLC70
0.0% of portfolio›$2
StyleTurnoverLocationFiled
Concurrent Investment Advisors, LLC
49,017$1.5M0.0%GrowthMediumTampa, FL2026-01-29
Cambridge Investment Research Advisors, Inc.
44,586$1.4K0.0%ETFLowFairfield, IA2026-02-05
HighTower Advisors, LLC
19,858$615.8K0.0%IndexLowChicago, IL2026-02-06
Sonoma Private Wealth LLC
16,149$500.8K0.6%MomentumLowSan Francisco, CA2026-02-17
Parallel Advisors, LLC
16,009$496.4K0.0%IndexLowSan Francisco, CA2026-02-11
GTS Securities LLC
15,755$488.5K0.0%ETFVery HighNew York, NY2026-02-13
Avalon Capital Management
11,613$360.1K0.1%GrowthMediumMenlo Park, CA2026-02-11
Wealth Group Ltd
11,600$359.7K0.1%ETFLowEden Prairie, MN2026-01-12
NIA Impact Advisors, LLC
7,450$231.0K0.1%CoreMediumOakland, CA2026-02-09
Elevation Wealth Partners, LLC
682$21.1K0.0%ETFLowWalnut Creek, CA2026-01-09
CWM, LLC
70$20.0%GrowthVery LowOmaha, NE2026-01-26