IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Democratic Large Cap Core (DEMZ)

CUSIP: 00774Q346 | NYSE | 47 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

Creative Planning56,802
0.0% of portfolio›$2.8M
MCF Advisors LLC10,464
0.0% of portfolio›$507.9K
Accordant Advisory Group Inc10,400
0.3% of portfolio›$504.8K
Parallel Advisors, LLC4,968
0.0% of portfolio›$241.1K
First Heartland Consultants, Inc.4,800
0.0% of portfolio›$233.0K
Bank of New Hampshire3,625
0.0% of portfolio›$175.9K
Steph & Co3,595
0.0% of portfolio›$174.5K
Financially Speaking Inc1,056
0.1% of portfolio›$51.3K
Farther Finance Advisors, LLC399
0.0% of portfolio›$19.4K
US Bancorp \de\361
0.0% of portfolio›$17.5K
KFG LLC342
0.0% of portfolio›$16.6K
Rossby Financial, LCC70
0.0% of portfolio›$3.4K
StyleTurnoverLocationFiled
Creative Planning
56,802$2.8M0.0%IndexVery LowOverland Park, KS2026-11-02
MCF Advisors LLC
10,464$507.9K0.0%ETFLowLexington, KY2026-10-28
Accordant Advisory Group Inc
10,400$504.8K0.3%ValueMediumAnnapolis, MD2026-10-29
Parallel Advisors, LLC
4,968$241.1K0.0%IndexLowSan Francisco, CA2026-11-03
First Heartland Consultants, Inc.
4,800$233.0K0.0%ETFMediumLake St. Louis, MO2026-10-08
Bank of New Hampshire
3,625$175.9K0.0%CoreLowLaconia, NH2026-10-06
Steph & Co
3,595$174.5K0.0%ETFLowMarinette, WI2026-10-07
Financially Speaking Inc
1,056$51.3K0.1%ETFHighGreenwood Village, CO2026-11-05
Farther Finance Advisors, LLC
399$19.4K0.0%IndexLowSan Francisco, CA2026-10-08
US Bancorp \de\
361$17.5K0.0%IndexLowMinneapolis, MN2026-11-05
KFG LLC
342$16.6K0.0%ETFN/ARapid City, SD2026-11-02
Rossby Financial, LCC
70$3.4K0.0%ETFMediumMelbourne, FL2026-11-05