ADVISORS INNER CIRCLE FD III

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DEMZ·00774Q346·US·ETF·Unknown - Unknown

DEMZ (ADVISORS INNER CIRCLE FD III) is held by 12 institutional investors as of Q1 2026. Largest holders: Envestnet Portfolio Solutions, Inc. ($4.2M), Creative Planning ($2.3M), CITADEL ADVISORS LLC ($568,255). Net institutional sentiment: Mixed.

13F: Mar 31, 2026Insider & Congress: Updated regularly

Positions (12)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
Envestnet Portfolio Solutions, Inc.	Increased	104,508(+4.4%)	$4.2M	0.0%	+33.53%	28
Creative Planning	Increased	56,802(+0.0%)	$2.3M	0.0%	+41.06%	26
CITADEL ADVISORS LLC	Decreased	14,135(-25.3%)	$568,255	0.0%	+10.71%	0
SUSQUEHANNA INTERNATIONAL GROUP, LLP	New	13,478	$541,843	0.0%	+13.13%	34
TWO SIGMA INVESTMENTS, LP	Decreased	5,600(-37.8%)	$225,131	0.0%	+10.71%	0
OSAIC HOLDINGS, INC.	Decreased	2,860(-87.5%)	$114,971	0.0%	+33.60%	0
FMR LLC	Increased	1,401(+5.7%)	$56,334	0.0%	+10.84%	15
ROYAL BANK OF CANADA	Unchanged	551	$22,000	0.0%	+31.22%	0
Farther Finance Advisors, LLC	Increased	399(+17.4%)	$16,199	0.0%	+36.33%	21
MORGAN STANLEY	Decreased	362(-41.6%)	$14,570	0.0%	+39.90%	0
US BANCORP \DE\	Decreased	361(-46.3%)	$14,513	0.0%	+83.30%	0
Allworth Financial LP	Increased	176(+1.1%)	$7,082	0.0%	+64.53%	11

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Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer