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Democracy International Fund (DMCY)

Q3 2025 vs Q4 2025

Comparing institutional holders between quarters

Quarters

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Concurrent Investment Advisors, LLC
INCREASED
Shares49,017 from 44,198
Change+4,819 (+11%)
Value$1.5M (+$195.4K)
Filed 2026-01-29
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares44,586 from 41,114
Change+3,472 (+8%)
Value$1.4K (+$151)
Filed 2026-02-05
HighTower Advisors, LLC
UNCHANGED
Shares19,858 from 19,858
Change0 (0%)
Value$615.8K (+$20.6K)
Filed 2026-02-06
Sonoma Private Wealth LLC
INCREASED
Shares16,149 from 15,667
Change+482 (+3%)
Value$500.8K (+$31.2K)
Filed 2026-02-17
Parallel Advisors, LLC
INCREASED
Shares16,009 from 16,002
Change+7 (+0%)
Value$496.4K (+$16.9K)
Filed 2026-02-11
GTS Securities LLC
INCREASED
Shares15,755 from 7,527
Change+8,228 (+109%)
Value$488.5K (+$263.0K)
Filed 2026-02-13
Avalon Capital Management
INCREASED
Shares11,613 from 11,606
Change+7 (+0%)
Value$360.1K (+$12.3K)
Filed 2026-02-11
Wealth Group Ltd
NEW
Shares11,600
Change+11,600
Value$359.7K
Filed 2026-01-12
NIA Impact Advisors, LLC
UNCHANGED
Shares7,450 from 7,450
Change0 (0%)
Value$231.0K (+$7.7K)
Filed 2026-02-09
Elevation Wealth Partners, LLC
UNCHANGED
Shares682 from 682
Change0 (0%)
Value$21.1K (+$709)
Filed 2026-01-09
CWM, LLC
INCREASED
Shares70 from 67
Change+3 (+4%)
Value$2 ($0)
Filed 2026-01-26
Status
Concurrent Investment Advisors, LLC
INCREASED49,01744,198+4,819+11%$1.3M$1.5M+$195.4K2026-01-29
Cambridge Investment Research Advisors, Inc.
INCREASED44,58641,114+3,472+8%$1.2K$1.4K+$1512026-02-05
HighTower Advisors, LLC
UNCHANGED19,85819,85800%$595.1K$615.8K+$20.6K2026-02-06
Sonoma Private Wealth LLC
INCREASED16,14915,667+482+3%$469.5K$500.8K+$31.2K2026-02-17
Parallel Advisors, LLC
INCREASED16,00916,002+7+0%$479.6K$496.4K+$16.9K2026-02-11
GTS Securities LLC
INCREASED15,7557,527+8,228+109%$225.6K$488.5K+$263.0K2026-02-13
Avalon Capital Management
INCREASED11,61311,606+7+0%$347.8K$360.1K+$12.3K2026-02-11
Wealth Group Ltd
NEW11,600—+11,600——$359.7K—2026-01-12
NIA Impact Advisors, LLC
UNCHANGED7,4507,45000%$223.3K$231.0K+$7.7K2026-02-09
Elevation Wealth Partners, LLC
UNCHANGED68268200%$20.4K$21.1K+$7092026-01-09
CWM, LLC
INCREASED7067+3+4%$2$2$02026-01-26
Showing 11 of 11 institutions