Purchases and Sales Made in Q1 2025 in ETF Ser Solution Distillate Us (DSTL)
This table provides information about the institutional ownership of ETF Ser Solution Distillate Us (DSTL) during Q1 2025. The information is specifically focused on institutions that hold shares of ETF SER SOLUTION DISTILLATE US.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
5.26MNew |
$280M - $301M
|
5.26M
$285M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
953KNew |
$50.8M - $54.6M
|
953K
$51.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
337K+ 30.23% |
$17.9M - $19.3M
|
1.45M
$78.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
104KNew |
$5.54M - $5.96M
|
104K
$5.63M
|
|
|
Apr 30, 2025
Q1 2025
|
Weil Company, Inc.
|
BUY
|
- |
50.5K+ 51.93% |
$2.69M - $2.9M
|
148K
$8M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
48.8K+ 285.11% |
$2.6M - $2.8M
|
65.9K
$3.57M
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
42.2K+ 4.75% |
$2.25M - $2.42M
|
932K
$50.4M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
35.5K+ 90.38% |
$1.89M - $2.03M
|
74.8K
$4.05M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
27.9K+ 9.62% |
$1.49M - $1.6M
|
318K
$17.2M
|
|
|
May 01, 2025
Q1 2025
|
Berkeley, Inc
Boise, ID |
BUY
|
- |
27.2K+ 8.02% |
$1.45M - $1.56M
|
366K
$19.8M
|
|
|
May 06, 2025
Q1 2025
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
26.8K+ 2.03% |
$1.43M - $1.53M
|
1.35M
$72.8M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
21.1K+ 2.81% |
$1.13M - $1.21M
|
773K
$41.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
18.6K+ 1.32% |
$991K - $1.07M
|
1.43M
$77.2M
|
|
|
May 08, 2025
Q1 2025
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
16.9K+ 31.78% |
$900K - $967K
|
70K
$3.79M
|
|
|
Apr 02, 2025
Q1 2025
|
Park National Corp
|
BUY
|
- |
15.4K+ 2.58% |
$819K - $881K
|
612K
$33.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Crumly & Associates Inc.
|
BUY
|
- |
10.4K+ 3.09% |
$553K - $595K
|
346K
$18.7M
|
|
|
May 14, 2025
Q1 2025
|
Apexium Financial, LP
|
BUY
|
- |
9.98K+ 4.89% |
$532K - $572K
|
214K
$11.6M
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
9.79K+ 3.74% |
$522K - $561K
|
272K
$14.7M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
9.79K+ 3.68% |
$521K - $561K
|
276K
$14.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
8.9K+ 13.98% |
$474K - $510K
|
72.6K
$3.93M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
8.36K+ 2.05% |
$445K - $479K
|
416K
$22.5M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
8.28KNew |
$441K - $474K
|
8.28K
$448K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
8.28K+ 1.27% |
$441K - $474K
|
662K
$35.8M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
8.11K+ 39.03% |
$432K - $464K
|
28.9K
$1.56M
|
|
|
Apr 09, 2025
Q1 2025
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
7.51K+ 1.66% |
$400K - $430K
|
460K
$24.9M
|
|
|
May 14, 2025
Q1 2025
|
Orion Capital Management LLC
|
BUY
|
- |
6.59K+ 3.92% |
$351K - $377K
|
175K
$9.44M
|
|
|
Apr 22, 2025
Q1 2025
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
6.26K+ 8.88% |
$334K - $359K
|
76.8K
$4.15M
|
|
|
Apr 30, 2025
Q1 2025
|
Barry Investment Advisors, LLC
|
BUY
|
- |
6.18K+ 38.72% |
$329K - $354K
|
22.2K
$1.2M
|
|
|
May 20, 2025
Q1 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
5.06KNew |
$270K - $290K
|
5.06K
$274K
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
4.52K+ 6.94% |
$241K - $259K
|
69.7K
$3.77M
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
4.32K+ 30.94% |
$230K - $248K
|
18.3K
$990K
|
|
|
May 15, 2025
Q1 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
4.28K+ 0.26% |
$228K - $245K
|
1.63M
$88.1M
|
|
|
May 06, 2025
Q1 2025
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
4.25K+ 2.4% |
$226K - $243K
|
181K
$9.81M
|
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
3.86K+ 45.47% |
$206K - $221K
|
12.4K
$668K
|
|
|
May 01, 2025
Q1 2025
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
3.75K+ 1.73% |
$200K - $215K
|
221K
$11.9M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.51K+ 12.36% |
$187K - $201K
|
31.9K
$1.73M
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
2.97KNew |
$158K - $170K
|
2.97K
$161K
|
|
|
May 13, 2025
Q1 2025
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
2.55K+ 1.94% |
$136K - $146K
|
134K
$7.25M
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
2.5K+ 38.46% |
$133K - $143K
|
9K
$487K
|
|
|
May 14, 2025
Q1 2025
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
2.28K+ 0.92% |
$121K - $131K
|
251K
$13.6M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
2.23K+ 15.12% |
$119K - $127K
|
16.9K
$916K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
2.06K+ 4.57% |
$110K - $118K
|
47.2K
$2.55M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.78K+ 94.67% |
$94.6K - $102K
|
3.65K
$197K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
1.44K+ 41.87% |
$76.5K - $82.3K
|
4.87K
$263K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.27K+ 0.59% |
$67.7K - $72.7K
|
216K
$11.7M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.22K+ 42.28% |
$64.9K - $69.8K
|
4.1K
$222K
|
|
|
May 12, 2025
Q1 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
1.16K+ 3.44% |
$61.6K - $66.3K
|
34.8K
$1.88M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
937+ 0.78% |
$49.9K - $53.7K
|
120K
$6.52M
|
|
|
Apr 23, 2025
Q1 2025
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
867+ 8.01% |
$46.2K - $49.7K
|
11.7K
$632K
|
|
|
May 12, 2025
Q1 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
681New |
$36.3K - $39K
|
681
$36.8K
|