ADVISORS INNER CIRCLE FD III

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DEMZ·00774Q346·US·ETF

DEMZ (ADVISORS INNER CIRCLE FD III) is held by 13 institutional investors as of Q2 2026. Largest holders: Envestnet Portfolio Solutions, Inc. ($7.6M), Creative Planning ($2.7M), OSAIC HOLDINGS, INC. ($1.3M). Net institutional sentiment: Mixed.

13

Holders

(6 Elite)

$13.3M

Total Value

67% (9)

Consensus

6 buying - 3 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)54

Insider (Form 4)39

Activist (13D/13G)63

Congressional (STOCK Act)65

Holder Quality

75

★★★★★

Elite

35

★★★★

Strong

83

★★★

Solid

41

★★

Below

52

★

Weak

Held by 13 funds

6 elite

Who's Trading

Source dates: Price Oct 14, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for DEMZ.

Top Holders

Top Holders (13)History

AllNewIncreasedHeldDecreasedExitedFirst report

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
Envestnet Portfolio Solutions, Inc.	Increased	158,754(+51.9%)	$7.6M	0.0%	+24.03%	38
Creative Planning	Unchanged	56,802	$2.7M	0.0%	+46.16%	0
OSAIC HOLDINGS, INC.	Increased	27,280(+853.9%)	$1.3M	0.0%	+6.21%	41
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Increased	14,984(+11.2%)	$715,371	0.0%	+15.67%	27
CITADEL ADVISORS LLC	Decreased	14,046(-0.6%)	$670,588	0.0%	+14.72%	0
BROWN ADVISORY INC	New	4,309	$205,722	0.0%	+3.39%	32
FMR LLC	Increased	1,499(+7.0%)	$71,582	0.0%	+14.02%	15
ROYAL BANK OF CANADA	Decreased	533(-3.3%)	$25,000	0.0%	+35.97%	0
Farther Finance Advisors, LLC	Unchanged	399	$19,049	0.0%	+37.74%	0
MORGAN STANLEY	Unchanged	362	$17,290	0.0%	+44.96%	0
US BANCORP \DE\	Unchanged	361	$17,235	0.0%	+89.93%	0
Allworth Financial LP	Unchanged	176	$8,410	0.0%	+70.47%	0
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	New	76	$3,628	0.0%	+3.39%	21
TWO SIGMA INVESTMENTS, LP	Exited	0(-100.0%)	$225,131	0.0%	+10.95%	0

DEMZADVISORS INNER CIRCLE FD III

1M3M6M1Y3Y5Y

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer