Among active 13F managers last quarter, 4 opened and 2 added, while 2 reduced; the largest holder to move was Reflection Asset Management (new position).
24 tracked 13F filers disclose a position in DEMZ as of the latest SEC 13F filings, a combined $14.8M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Envestnet Portfolio Solutions, Inc. | 159K | $7.6M | ▲+52% Added · +54K sh | Q2 2026 | |
| 2 | Creative Planning | 57K | $2.3M | ▲~0% Added · +6 sh | Q1 2026 | |
| 3 | Reflection Asset Management | 18K | $784K | ▲New +18K sh | Q1 2026 | |
| 4 | Citadel Advisors LLC | 14K | $671K | ▼−0.6% Reduced · −89 sh | Q2 2026 | |
| 5 | Susquehanna International Group, LLP | 13K | $542K | ▲+105% Added · +7K sh | Q1 2026 | |
| 6 | MCF Advisors LLC | 11K | $514K | ▲~0% Added · +3 sh | Q2 2026 | |
| 7 | Accordant Advisory Group Inc | 10K | $497K | —Held | Q2 2026 | |
| 8 | Laird Norton Wetherby Trust Company, LLC | 8K | $381K | —Held | Q2 2026 | |
| 9 | Harbour Investments, Inc. | 6K | $227K | ▲New +6K sh | Q1 2026 | |
| 10 | Two Sigma Investments, LP | 6K | $225K | ▼−38% Reduced · −3K sh | Q1 2026 | |
| 11 | First Heartland Consultants, Inc. | 5K | $229K | ▲New +5K sh | Q2 2026 | |
| 12 | AdvisorNet Financial, Inc | 4K | $191K | —Held | Q2 2026 | |
| 13 | Steph & Co | 4K | $175K | —Held | Q2 2026 | |
| 14 | Bank of New Hampshire | 4K | $173K | —Held | Q2 2026 | |
| 15 | Osaic Holdings, Inc. | 3K | $115K | ▼−88% Reduced · −20K sh | Q1 2026 | |
| 16 | FMR LLC | 1K | $72K | ▲+7.0% Added · +98 sh | Q2 2026 | |
| 17 | Arax Advisory Partners | 1K | $49K | ▲New +1K sh | Q2 2026 | |
| 18 | Royal Bank Of Canada | 551 | $22K | —Held | Q1 2026 | |
| 19 | Johnson Financial Group, Inc. | 437 | $21K | —Held | Q2 2026 | |
| 20 | Farther Finance Advisors, LLC | 399 | $16K | ▲+17% Added · +59 sh | Q1 2026 | |
| 21 | Morgan Stanley | 362 | $15K | ▼−42% Reduced · −258 sh | Q1 2026 | |
| 22 | US Bancorp | 361 | $15K | ▼−46% Reduced · −311 sh | Q1 2026 | |
| 23 | Godfrey Financial Associates, Inc. | 178 | $8K | —Held | Q2 2026 | |
| 24 | Allworth Financial LP | 176 | $7K | ▲+1.1% Added · +2 sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 4 funds opened a new position in DEMZ and 2 added to an existing one, while 2 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Ishares Core S&P 500 ETFIVV | 13 funds | $15.6B |
| Nvidia CorpNVDA | 13 funds | $5.0B |
| Apple IncAAPL | 13 funds | $4.6B |
| Amazon.com IncAMZN | 13 funds | $4.3B |
| Alphabet Inc-CL AGOOGL | 13 funds | $2.6B |
| Microsoft CorpMSFT | 13 funds | $2.4B |
| JPMorgan Chase & CoJPM | 13 funds | $1.9B |
| Abbott LaboratoriesABT | 13 funds | $1.5B |
| SS SPDR S&P 500 ETF Trust-USSPY | 13 funds | $1.5B |
| Eli Lilly & CoLLY | 13 funds | $1.3B |
| Meta Platforms Inc-Class AMETA | 13 funds | $1.2B |
| Vanguard S&P 500 ETFVOO | 13 funds | $1.1B |
Ranked by how many of DEMZ's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in DEMZ.
| Class | 13F holders | Value held |
|---|---|---|
| DEMZthis pageETF | 24 funds | $14.8M |
| 00774Q510OPEN END TAXABLE NO LOAD FUND | 1 funds | $6K |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for DEMZ
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/DEMZ/capital-change-brief"
Use Arkolith's capital_change_brief for DEMZ. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for DEMZ. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.