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 141 institutions that hold shares in the stock, with a total of 34.9 Million shares, which have been reported (via 13F filing form) to have a value of $2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
5,744,635
shares
|
$328 Million
2.28% of portfolio
|
Q3 2025
New holding
|
|
|
Carlson Capital Management
|
Feb 10, 2025 Q4 2024 |
5,315,101
shares
|
$304 Million
21.21% of portfolio
|
Q4 2024
Reduced 3.15%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
2,403,189
shares
|
$137 Million
0.23% of portfolio
|
Q3 2025
Added 6.42%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 13, 2025 Q3 2025 |
1,614,925
shares
|
$92.3 Million
5.31% of portfolio
|
Q3 2025
Reduced 3.18%
|
|
|
Abacus Planning Group, Inc.
|
Oct 21, 2025 Q3 2025 |
1,383,274
shares
|
$79.1 Million
12.02% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Madison Investment Advisors, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
1,318,928
shares
|
$75.4 Million
0.82% of portfolio
|
Q4 2024
New holding
|
|
|
Madison Asset Management, LLC
Madison, WI |
Nov 06, 2025 Q3 2025 |
1,090,137
shares
|
$62.3 Million
0.79% of portfolio
|
Q3 2025
Reduced 2.31%
|
|
|
Resonant Capital Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
1,015,720
shares
|
$58.1 Million
3.49% of portfolio
|
Q3 2025
Added 3.07%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 10, 2025 Q3 2025 |
944,962
shares
|
$54 Million
1.9% of portfolio
|
Q3 2025
Reduced 1.56%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
905,588
shares
|
$51.8 Million
0.07% of portfolio
|
Q3 2025
Added 1030.7%
|
|
|
Engrave Wealth Partners LLC
|
Jan 16, 2024 Q4 2023 |
837,174
shares
|
$47.9 Million
11.81% of portfolio
|
Q4 2023
Added 1.66%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
805,781
shares
|
$46.1 Million
0.01% of portfolio
|
Q3 2025
Reduced 5.51%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
801,110
shares
|
$45.8 Million
0.25% of portfolio
|
Q2 2025
Added 3.67%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
658,281
shares
|
$37.6 Million
0.01% of portfolio
|
Q3 2025
Reduced 3.61%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
619,302
shares
|
$35.4 Million
6.7% of portfolio
|
Q2 2024
Added 7.81%
|
|
|
Green Square Capital Advisors LLC
|
Nov 14, 2025 Q3 2025 |
606,155
shares
|
$34.7 Million
3.84% of portfolio
|
Q2 2025
Added 1.92%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
584,010
shares
|
$33.4 Million
0.06% of portfolio
|
Q3 2025
Reduced 11.46%
|
|
|
Allen Capital Group, LLC
|
Oct 27, 2025 Q3 2025 |
556,867
shares
|
$31.8 Million
3.16% of portfolio
|
Q3 2025
Reduced 5.91%
|
|
|
Arlington Financial Advisors, LLC
|
Oct 10, 2025 Q3 2025 |
491,232
shares
|
$28.1 Million
5.29% of portfolio
|
Q3 2025
Added 5.68%
|
|
|
O Donnell Financial Services, LLC
|
Nov 07, 2025 Q3 2025 |
488,578
shares
|
$27.9 Million
11.48% of portfolio
|
Q3 2025
Added 2.94%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
454,638
shares
|
$26 Million
0.04% of portfolio
|
Q3 2024
Added 5.12%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
439,499
shares
|
$25.1 Million
0.05% of portfolio
|
Q3 2025
Added 4.49%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
437,803
shares
|
$25 Million
0.02% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Berkeley, Inc
Boise, ID |
Oct 30, 2025 Q3 2025 |
382,940
shares
|
$21.9 Million
7.14% of portfolio
|
Q3 2025
Reduced 4.51%
|
|
|
Crumly & Associates Inc.
|
Nov 03, 2025 Q3 2025 |
379,280
shares
|
$21.7 Million
5.96% of portfolio
|
Q3 2025
Added 5.23%
|
|