21 tracked 13F filers disclose a position in DEMZ as of the latest SEC 13F filings, a combined $13.7M 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Envestnet Portfolio Solutions, Inc. | $7.6M | 159K | ▲+52% Added · +54K sh | Q2 2026 | |
| 2 | Creative Planning | $2.3M | 57K | ▲~0% Added · +6 sh | Q1 2026 | |
| 3 | CITADEL ADVISORS LLC | $568K | 14K | ▼−25% Reduced · −5K sh | Q1 2026 | |
| 4 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $542K | 13K | ▲+105% Added · +7K sh | Q1 2026 | |
| 5 | MCF Advisors LLC | $433K | 11K | ▲+0.9% Added · +102 sh | Q1 2026 | |
| 6 | Accordant Advisory Group Inc | $497K | 10K | —Held | Q2 2026 | |
| 7 | Laird Norton Wetherby Trust Company, LLC | $321K | 8K | ▼−0.6% Reduced · −47 sh | Q1 2026 | |
| 8 | HARBOUR INVESTMENTS, INC. | $227K | 6K | ▲New +6K sh | Q1 2026 | |
| 9 | TWO SIGMA INVESTMENTS, LP | $225K | 6K | ▼−38% Reduced · −3K sh | Q1 2026 | |
| 10 | First Heartland Consultants, Inc. | $229K | 5K | ▲New +5K sh | Q2 2026 | |
| 11 | AdvisorNet Financial, Inc | $191K | 4K | —Held | Q2 2026 | |
| 12 | STEPH & CO | $175K | 4K | —Held | Q2 2026 | |
| 13 | Bank of New Hampshire | $173K | 4K | —Held | Q2 2026 | |
| 14 | OSAIC HOLDINGS, INC. | $115K | 3K | ▼−88% Reduced · −20K sh | Q1 2026 | |
| 15 | FMR LLC | $56K | 1K | ▲+5.7% Added · +75 sh | Q1 2026 | |
| 16 | ROYAL BANK OF CANADA | $22K | 551 | —Held | Q1 2026 | |
| 17 | Johnson Financial Group, Inc. | $18K | 437 | —Held | Q1 2026 | |
| 18 | Farther Finance Advisors, LLC | $16K | 399 | ▲+17% Added · +59 sh | Q1 2026 | |
| 19 | MORGAN STANLEY | $15K | 362 | ▼−42% Reduced · −258 sh | Q1 2026 | |
| 20 | US BANCORP \DE\ | $15K | 361 | ▼−46% Reduced · −311 sh | Q1 2026 | |
| 21 | Allworth Financial LP | $7K | 176 | ▲+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, 2 funds opened a new position in DEMZ and 2 added to an existing one, while 2 reduced and 0 exited entirely — 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 | Combined value |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 6 funds | $4.4B |
| NVIDIA CORPNVDA | 6 funds | $3.7B |
| AMAZON.COM INCAMZN | 6 funds | $1.9B |
| APPLE INCAAPL | 6 funds | $1.8B |
| MICRON TECHNOLOGY INCMU | 6 funds | $1.6B |
| SS SPDR DOW JONES INDUS AVGDIA | 6 funds | $1.6B |
| MICROSOFT CORPMSFT | 6 funds | $1.4B |
| TAIWAN SEMICONDUCTOR-SP ADRTSM | 6 funds | $1.4B |
| META PLATFORMS INC-CLASS AMETA | 6 funds | $1.2B |
| BROADCOM INCAVGO | 6 funds | $1.2B |
| ALPHABET INC-CL AGOOGL | 6 funds | $991.0M |
| TESLA INCTSLA | 6 funds | $859.9M |
Ranked by how many of DEMZ's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| DEMZthis pageETF | 21 funds | $13.7M |
| 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.
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.