Purchases and Sales Made in Q2 2025 in ETF Ser Solution Distillate Us (DSTL)
This table provides information about the institutional ownership of ETF Ser Solution Distillate Us (DSTL) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
106+ 3.57% |
$5.14K - $5.87K
|
3.08K
$179K
|
|
|
Jul 29, 2025
Q2 2025
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
78+ 0.04% |
$3.79K - $4.32K
|
221K
$12.9M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
51New |
$2.48K - $2.82K
|
51
$2.98K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
42+ 10.19% |
$2.04K - $2.32K
|
454
$26.5K
|
|
|
Jul 08, 2025
Q2 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
33+ 0.33% |
$1.6K - $1.83K
|
9.92K
$578K
|
|
|
Jul 17, 2025
Q2 2025
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
13+ 0.22% |
$631 - $720
|
5.89K
$344K
|
|
|
Aug 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
BUY
|
- |
9+ 11.69% |
$437 - $498
|
86
$5.02K
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
7+ 0.35% |
$340 - $387
|
2.02K
$118K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1+ 1.23% |
$48.5 - $55.4
|
82
$4.78K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-25- 0.17% |
$1.21K - $1.38K
|
14.9K
$867K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-158- 42.25% |
$7.67K - $8.75K
|
216
$12.6K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-164- 0.05% |
$7.96K - $9.08K
|
318K
$18.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-197- 4.05% |
$9.56K - $10.9K
|
4.67K
$272K
|
|
|
Aug 12, 2025
Q2 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-220- 2.6% |
$10.7K - $12.2K
|
8.23K
$480K
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-266- 4.31% |
$12.9K - $14.7K
|
5.91K
$345K
|
|
|
Aug 14, 2025
Q2 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-268- 0.85% |
$13K - $14.8K
|
31.1K
$1.81M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-384- 5.59% |
$18.6K - $21.3K
|
6.48K
$378K
|
|
|
Aug 15, 2025
Q2 2025
|
Global View Capital Management LLC
Waukesha, WI |
SELL
|
- |
-486- 5.44% |
$23.6K - $26.9K
|
8.45K
$493K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-505- 8.04% |
$24.5K - $28K
|
5.78K
$337K
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-535- 4.66% |
$26K - $29.6K
|
10.9K
$639K
|
|
|
Aug 07, 2025
Q2 2025
|
American Alpha Advisors, LLC
New York, NY |
SELL
|
- |
-551- 4.39% |
$26.7K - $30.5K
|
12K
$700K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-613- 10.61% |
$29.7K - $33.9K
|
5.16K
$301K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-693- 81.82% |
$33.6K - $38.4K
|
154
$8.98K
|
|
|
Aug 05, 2025
Q2 2025
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-709- 1.01% |
$34.4K - $39.2K
|
69.3K
$4.04M
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-788- 10.89% |
$38.2K - $43.6K
|
6.45K
$376K
|
|
|
Aug 13, 2025
Q2 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-989- 8.01% |
$48K - $54.7K
|
11.4K
$663K
|
|
|
Aug 06, 2025
Q2 2025
|
Centerpoint Advisory Group
Overland Park, KS |
SELL
|
- |
-1.29K- 1.68% |
$62.7K - $71.5K
|
75.5K
$4.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.42K- 7.35% |
$69.1K - $78.8K
|
17.9K
$1.05M
|
|
|
Aug 11, 2025
Q2 2025
|
Shufro Rose & CO LLC
|
SELL
|
- |
-1.53K- 20.8% |
$74.2K - $84.6K
|
5.82K
$339K
|
|
|
Jul 24, 2025
Q2 2025
|
Tfr Capital, Llc.
Plano, TX |
SELL
|
- |
-1.54K- 5.21% |
$74.5K - $85K
|
28K
$1.63M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.65K- 40.2% |
$80K - $91.3K
|
2.45K
$143K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.82K- 41.12% |
$88.2K - $101K
|
2.6K
$152K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.86K- 3.96% |
$90.4K - $103K
|
45.1K
$2.63M
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1.94K- 5.25% |
$94K - $107K
|
34.9K
$2.04M
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-2.18K- 11.92% |
$106K - $121K
|
16.1K
$940K
|
|
|
Jul 16, 2025
Q2 2025
|
Old Port Advisors
|
SELL
|
- |
-2.3K- 1.76% |
$112K - $127K
|
129K
$7.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-2.31K- 0.35% |
$112K - $128K
|
660K
$38.5M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-2.6K- 5.78% |
$126K - $144K
|
42.4K
$2.48M
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-3.52K- 12.55% |
$171K - $195K
|
24.5K
$1.43M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-3.79K- 26.64% |
$184K - $210K
|
10.4K
$608K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-4.97K- 75.33% |
$241K - $275K
|
1.63K
$94.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-5.01K- 1.99% |
$243K - $277K
|
246K
$14.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Herold Advisors, Inc.
|
SELL
|
- |
-6.2K- 6.35% |
$301K - $343K
|
91.4K
$5.33M
|
|
|
Aug 08, 2025
Q2 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-7.79K- 15.32% |
$378K - $431K
|
43K
$2.51M
|
|
|
Jul 15, 2025
Q2 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
SELL
|
- |
-8.84K- 67.47% |
$429K - $489K
|
4.26K
$249K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-10.7K- 66.37% |
$518K - $591K
|
5.41K
$315K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-10.7K- 41.57% |
$521K - $594K
|
15.1K
$880K
|
|
|
Aug 14, 2025
Q2 2025
|
Darwin Advisors, LLC
|
SELL
|
- |
-11.1K- 14.45% |
$540K - $616K
|
65.9K
$3.84M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-12.3K- 47.22% |
$597K - $681K
|
13.8K
$802K
|