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 |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
351,658
shares
|
$18.5 Million
0.01% of portfolio
|
Q1 2025
Reduced 4.93%
|
|
|
Crumly & Associates Inc.
|
Apr 22, 2025 Q1 2025 |
346,496
shares
|
$18.2 Million
6.38% of portfolio
|
Q1 2025
Added 3.09%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
318,321
shares
|
$16.7 Million
0.06% of portfolio
|
Q1 2025
Added 9.62%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
271,621
shares
|
$14.3 Million
0.65% of portfolio
|
Q1 2025
Added 3.74%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
266,254
shares
|
$14 Million
0.0% of portfolio
|
Q4 2024
Added 94.61%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
249,961
shares
|
$13.1 Million
0.04% of portfolio
|
Q4 2024
Reduced 77.74%
|
|
|
Empire Financial Management Company, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
248,857
shares
|
$13.1 Million
4.26% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
Oxbow Advisors, LLC
Corpus Christi, TX |
May 01, 2025 Q1 2025 |
220,615
shares
|
$11.6 Million
1.52% of portfolio
|
Q1 2025
Added 1.73%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
217,208
shares
|
$11.4 Million
0.29% of portfolio
|
Q1 2024
Reduced 0.87%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
216,091
shares
|
$11.4 Million
0.02% of portfolio
|
Q1 2025
Added 0.59%
|
|
|
Apexium Financial, LP
|
Jan 22, 2025 Q4 2024 |
204,135
shares
|
$10.7 Million
0.75% of portfolio
|
Q4 2024
Added 6.68%
|
|
|
Simpli Fi, Inc.
|
Apr 28, 2025 Q1 2025 |
202,107
shares
|
$10.6 Million
6.31% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Sage Advisory Services, Ltd.Co.
|
May 06, 2025 Q1 2025 |
181,344
shares
|
$9.53 Million
5.78% of portfolio
|
Q1 2025
Added 2.4%
|
|
|
Orion Capital Management LLC
|
Feb 14, 2025 Q4 2024 |
167,963
shares
|
$8.83 Million
4.19% of portfolio
|
Q4 2024
Reduced 1.05%
|
|
|
Weil Company, Inc.
|
Apr 30, 2025 Q1 2025 |
147,880
shares
|
$7.77 Million
2.69% of portfolio
|
Q1 2025
Added 51.93%
|
|
|
Perritt Capital Management Inc
Chicago, IL |
May 13, 2025 Q1 2025 |
134,015
shares
|
$7.05 Million
4.25% of portfolio
|
Q1 2025
Added 1.94%
|
|
|
Sunbeam Capital Management, LLC
Atlanta, GA |
May 06, 2025 Q1 2025 |
132,512
shares
|
$6.97 Million
6.84% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
131,911
shares
|
$6.93 Million
0.07% of portfolio
|
Q1 2025
Reduced 15.23%
|
|
|
Old Port Advisors
|
May 06, 2025 Q1 2025 |
130,877
shares
|
$6.88 Million
2.1% of portfolio
|
Q1 2025
Reduced 21.54%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
128,150
shares
|
$6.74 Million
0.0% of portfolio
|
Q1 2025
Reduced 4.94%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
119,534
shares
|
$6.28 Million
0.31% of portfolio
|
Q4 2024
Reduced 3.45%
|
|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
104,034
shares
|
$5.47 Million
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Herold Advisors, Inc.
|
May 13, 2025 Q1 2025 |
97,578
shares
|
$5.13 Million
1.21% of portfolio
|
Q1 2025
Reduced 2.83%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
97,347
shares
|
$5.12 Million
0.01% of portfolio
|
Q1 2025
Reduced 21.71%
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Apr 18, 2025 Q1 2025 |
79,407
shares
|
$4.17 Million
1.58% of portfolio
|
Q1 2025
Reduced 0.34%
|