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 148 institutions that hold shares in the stock, with a total of 35.8 Million shares, which have been reported (via 13F filing form) to have a value of $1.88 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
|
$279 Million
21.21% of portfolio
|
Q4 2024
Reduced 3.15%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
5,261,045
shares
|
$277 Million
2.47% of portfolio
|
Q1 2025
New holding
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Feb 11, 2025 Q4 2024 |
1,624,792
shares
|
$85.4 Million
5.81% of portfolio
|
Q4 2024
Reduced 2.44%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
1,450,803
shares
|
$76.3 Million
0.16% of portfolio
|
Q1 2025
Added 30.23%
|
|
|
Abacus Planning Group, Inc.
|
Apr 14, 2025 Q1 2025 |
1,427,217
shares
|
$75 Million
13.91% of portfolio
|
Q1 2025
Added 1.32%
|
|
|
Madison Asset Management, LLC
Madison, WI |
May 06, 2025 Q1 2025 |
1,345,696
shares
|
$70.7 Million
0.91% of portfolio
|
Q1 2025
Added 2.03%
|
|
|
Madison Investment Advisors, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
1,318,928
shares
|
$69.3 Million
0.82% of portfolio
|
Q4 2024
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
982,548
shares
|
$51.7 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.51%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
953,187
shares
|
$50.1 Million
4.57% of portfolio
|
Q1 2025
New holding
|
|
|
Resonant Capital Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
932,231
shares
|
$49 Million
3.58% of portfolio
|
Q1 2025
Added 4.75%
|
|
|
Engrave Wealth Partners LLC
|
Jan 16, 2024 Q4 2023 |
837,174
shares
|
$44 Million
11.81% of portfolio
|
Q4 2023
Added 1.66%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
772,734
shares
|
$40.6 Million
0.26% of portfolio
|
Q1 2025
Added 2.81%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
711,508
shares
|
$37.4 Million
0.01% of portfolio
|
Q1 2025
Reduced 21.18%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
661,888
shares
|
$34.8 Million
0.07% of portfolio
|
Q1 2025
Added 1.27%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
619,302
shares
|
$32.6 Million
6.7% of portfolio
|
Q2 2024
Added 7.81%
|
|
|
Park National Corp
|
Apr 02, 2025 Q1 2025 |
611,727
shares
|
$32.2 Million
1.27% of portfolio
|
Q1 2025
Added 2.58%
|
|
|
Green Square Capital Advisors LLC
|
Apr 21, 2025 Q1 2025 |
594,754
shares
|
$31.3 Million
4.95% of portfolio
|
Q1 2025
Reduced 1.52%
|
|
|
Allen Capital Group, LLC
|
May 02, 2025 Q1 2025 |
591,866
shares
|
$31.1 Million
3.72% of portfolio
|
Q1 2025
Reduced 13.58%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
583,894
shares
|
$30.7 Million
0.01% of portfolio
|
Q4 2024
Reduced 4.14%
|
|
|
O Donnell Financial Services, LLC
|
May 05, 2025 Q1 2025 |
474,470
shares
|
$24.9 Million
12.72% of portfolio
|
Q1 2025
Reduced 0.68%
|
|
|
Arlington Financial Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
459,689
shares
|
$24.2 Million
5.2% of portfolio
|
Q1 2025
Added 1.66%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
454,638
shares
|
$23.9 Million
0.04% of portfolio
|
Q3 2024
Added 5.12%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
437,803
shares
|
$23 Million
0.02% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
415,637
shares
|
$21.9 Million
0.06% of portfolio
|
Q1 2025
Added 2.05%
|
|
|
Berkeley, Inc
Boise, ID |
May 01, 2025 Q1 2025 |
366,477
shares
|
$19.3 Million
9.33% of portfolio
|
Q1 2025
Added 8.02%
|