Institutional Ownership ETF Ser Solution Distillate Us (DSTL)
This table provides information about the institutional ownership of ETF Ser Solution Distillate Us (DSTL). We have compiled data on the 147 institutions that hold shares in the stock, with a total of 28.8 Million shares, which have been reported (via 13F filing form) to have a value of $1.63 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Carlson Capital Management
|
Feb 10, 2025 Q4 2024 |
5,315,101
shares
|
$301 Million
21.21% of portfolio
|
Q4 2024
Reduced 3.15%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
2,258,144
shares
|
$128 Million
0.22% of portfolio
|
Q2 2025
Added 55.65%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Aug 14, 2025 Q2 2025 |
1,668,041
shares
|
$94.3 Million
5.49% of portfolio
|
Q2 2025
Added 2.39%
|
|
|
Abacus Planning Group, Inc.
|
Jul 21, 2025 Q2 2025 |
1,381,445
shares
|
$78.1 Million
12.69% of portfolio
|
Q2 2025
New holding
|
|
|
Madison Investment Advisors, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
1,318,928
shares
|
$74.6 Million
0.82% of portfolio
|
Q4 2024
New holding
|
|
|
Madison Asset Management, LLC
Madison, WI |
Aug 11, 2025 Q2 2025 |
1,115,963
shares
|
$63.1 Million
0.75% of portfolio
|
Q2 2025
Reduced 17.07%
|
|
|
Resonant Capital Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
985,505
shares
|
$55.7 Million
3.55% of portfolio
|
Q2 2025
Added 5.71%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
959,896
shares
|
$54.3 Million
2.08% of portfolio
|
Q2 2025
Added 0.7%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
852,766
shares
|
$48.2 Million
0.02% of portfolio
|
Q2 2025
Reduced 13.21%
|
|
|
Engrave Wealth Partners LLC
|
Jan 16, 2024 Q4 2023 |
837,174
shares
|
$47.4 Million
11.81% of portfolio
|
Q4 2023
Added 1.66%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
801,110
shares
|
$45.3 Million
0.25% of portfolio
|
Q2 2025
Added 3.67%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
682,951
shares
|
$38.6 Million
0.01% of portfolio
|
Q2 2025
Reduced 4.01%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
659,583
shares
|
$37.3 Million
0.07% of portfolio
|
Q2 2025
Reduced 0.35%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
619,302
shares
|
$35 Million
6.7% of portfolio
|
Q2 2024
Added 7.81%
|
|
|
Green Square Capital Advisors LLC
|
Jul 30, 2025 Q2 2025 |
606,155
shares
|
$34.3 Million
4.01% of portfolio
|
Q2 2025
Added 1.92%
|
|
|
Allen Capital Group, LLC
|
May 02, 2025 Q1 2025 |
591,866
shares
|
$33.5 Million
3.72% of portfolio
|
Q1 2025
Reduced 13.58%
|
|
|
O Donnell Financial Services, LLC
|
Jul 29, 2025 Q2 2025 |
474,625
shares
|
$26.8 Million
11.51% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Arlington Financial Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
464,826
shares
|
$26.3 Million
5.33% of portfolio
|
Q2 2025
Added 1.12%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
454,638
shares
|
$25.7 Million
0.04% of portfolio
|
Q3 2024
Added 5.12%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
437,803
shares
|
$24.8 Million
0.02% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
420,618
shares
|
$23.8 Million
0.05% of portfolio
|
Q2 2025
Added 1.2%
|
|
|
Berkeley, Inc
Boise, ID |
Aug 11, 2025 Q2 2025 |
401,045
shares
|
$22.7 Million
7.97% of portfolio
|
Q2 2025
Added 9.43%
|
|
|
Crumly & Associates Inc.
|
Jul 02, 2025 Q2 2025 |
360,414
shares
|
$20.4 Million
5.98% of portfolio
|
Q2 2025
Added 4.02%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
318,157
shares
|
$18 Million
0.05% of portfolio
|
Q2 2025
Reduced 0.05%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
276,377
shares
|
$15.6 Million
0.62% of portfolio
|
Q2 2025
Added 1.75%
|