Democratic Large Cap Core (DEMZ)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Creative Planning

UNCHANGED

Shares56,802 from 56,802

Change0 (0%)

Value$2.8M (+$45.0K)

Filed 2026-11-02

MCF Advisors LLC

DECREASED

Shares10,464 from 10,768

Change-304 (-3%)

Value$507.9K (-$6.2K)

Filed 2026-10-28

Accordant Advisory Group Inc

UNCHANGED

Shares10,400 from 10,400

Change0 (0%)

Value$504.8K (+$8.2K)

Filed 2026-10-29

Parallel Advisors, LLC

UNCHANGED

Shares4,968 from 4,968

Change0 (0%)

Value$241.1K (+$3.9K)

Filed 2026-11-03

First Heartland Consultants, Inc.

UNCHANGED

Shares4,800 from 4,800

Change0 (0%)

Value$233.0K (+$3.8K)

Filed 2026-10-08

Bank of New Hampshire

UNCHANGED

Shares3,625 from 3,625

Change0 (0%)

Value$175.9K (+$2.9K)

Filed 2026-10-06

Steph & Co

DECREASED

Shares3,595 from 3,672

Change-77 (-2%)

Value$174.5K (-$826)

Filed 2026-10-07

Financially Speaking Inc

DECREASED

Shares1,056 from 1,058

Change-2 (0%)

Value$51.3K (+$8.7K)

Filed 2026-11-05

Farther Finance Advisors, LLC

UNCHANGED

Shares399 from 399

Change0 (0%)

Value$19.4K (+$317)

Filed 2026-10-08

US Bancorp \de\

UNCHANGED

Shares361 from 361

Change0 (0%)

Value$17.5K (+$286)

Filed 2026-11-05

KFG LLC

NEW

Shares342

Change+342

Value$16.6K

Filed 2026-11-02

Allworth Financial LP

UNCHANGED

Shares176 from 176

Change0 (0%)

Value$8.4K ($0)

Filed 2026-11-06

Rossby Financial, LCC

NEW

Shares70

Change+70

Value$3.4K

Filed 2026-11-05

Reflection Asset Management

CLOSED

Shares0 from 18,025

Change-18,025 (-100%)

Value$0 (-$860.6K)

Filed 2026-10-28

AdvisorNet Financial, Inc

CLOSED

Shares0 from 4,005

Change-4,005 (-100%)

Value$0 (-$191.2K)

Filed 2026-10-15

Envestnet Portfolio Solutions, Inc.

N/A

Shares— from 158,754

Change-158,754 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 27,280

Change-27,280 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 14,984

Change-14,984 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 14,046

Change-14,046 (-100%)

Value—

Laird Norton Wetherby Trust Company, LLC

N/A

Shares— from 7,990

Change-7,990 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 5,754

Change-5,754 (-100%)

Value—

Brown Advisory Inc

N/A

Shares— from 4,309

Change-4,309 (-100%)

Value—

FMR LLC

N/A

Shares— from 1,499

Change-1,499 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 1,030

Change-1,030 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 533

Change-533 (-100%)

Value—

Johnson Financial Group, Inc.

N/A

Shares— from 437

Change-437 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 362

Change-362 (-100%)

Value—

Godfrey Financial Associates, Inc.

N/A

Shares— from 178

Change-178 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 76

Change-76 (-100%)

Value—

	Status
Creative Planning	UNCHANGED	56,802	56,802	0	0%	$2.7M	$2.8M	+$45.0K	2026-11-02
MCF Advisors LLC	DECREASED	10,464	10,768	-304	-3%	$514.1K	$507.9K	-$6.2K	2026-10-28
Accordant Advisory Group Inc	UNCHANGED	10,400	10,400	0	0%	$496.5K	$504.8K	+$8.2K	2026-10-29
Parallel Advisors, LLC	UNCHANGED	4,968	4,968	0	0%	$237.2K	$241.1K	+$3.9K	2026-11-03
First Heartland Consultants, Inc.	UNCHANGED	4,800	4,800	0	0%	$229.2K	$233.0K	+$3.8K	2026-10-08
Bank of New Hampshire	UNCHANGED	3,625	3,625	0	0%	$173.1K	$175.9K	+$2.9K	2026-10-06
Steph & Co	DECREASED	3,595	3,672	-77	-2%	$175.3K	$174.5K	-$826	2026-10-07
Financially Speaking Inc	DECREASED	1,056	1,058	-2	0%	$42.5K	$51.3K	+$8.7K	2026-11-05
Farther Finance Advisors, LLC	UNCHANGED	399	399	0	0%	$19.0K	$19.4K	+$317	2026-10-08
US Bancorp \de\	UNCHANGED	361	361	0	0%	$17.2K	$17.5K	+$286	2026-11-05
KFG LLC	NEW	342	—	+342	—	—	$16.6K	—	2026-11-02
Allworth Financial LP	UNCHANGED	176	176	0	0%	$8.4K	$8.4K	$0	2026-11-06
Rossby Financial, LCC	NEW	70	—	+70	—	—	$3.4K	—	2026-11-05
Reflection Asset Management	CLOSED	0	18,025	-18,025	-100%	$860.6K	$0	-$860.6K	2026-10-28
AdvisorNet Financial, Inc	CLOSED	0	4,005	-4,005	-100%	$191.2K	$0	-$191.2K	2026-10-15
Envestnet Portfolio Solutions, Inc.	N/A	—	158,754	-158,754	-100%	$7.6M	—	—	—
Osaic Holdings, Inc.	N/A	—	27,280	-27,280	-100%	$1.3M	—	—	—
Susquehanna International Group, LLP	N/A	—	14,984	-14,984	-100%	$715.4K	—	—	—
Citadel Advisors LLC	N/A	—	14,046	-14,046	-100%	$670.6K	—	—	—
Laird Norton Wetherby Trust Company, LLC	N/A	—	7,990	-7,990	-100%	$381.5K	—	—	—
Harbour Investments, Inc.	N/A	—	5,754	-5,754	-100%	$274.7K	—	—	—
Brown Advisory Inc	N/A	—	4,309	-4,309	-100%	$205.7K	—	—	—
FMR LLC	N/A	—	1,499	-1,499	-100%	$71.6K	—	—	—
Arax Advisory Partners	N/A	—	1,030	-1,030	-100%	$49.2K	—	—	—
Royal Bank of Canada	N/A	—	533	-533	-100%	$25.0K	—	—	—
Johnson Financial Group, Inc.	N/A	—	437	-437	-100%	$20.9K	—	—	—
Morgan Stanley	N/A	—	362	-362	-100%	$17.3K	—	—	—
Godfrey Financial Associates, Inc.	N/A	—	178	-178	-100%	$8.5K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	76	-76	-100%	$3.6K	—	—	—

Showing 29 of 29 institutions