Sunbeam Capital Management, LLC ETF Ser Solution Distillate Us Call Options Transaction History

Sunbeam Capital Management, LLC

$132 Billion
Q2 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding DSTL

# of Institutions

142

Shares Held

30.1M

Call Options Held

0

Put Options Held

0

Carlson Capital Management

5.32M
Shares

$293 Million
21.21% of portfolio
Wealth Enhancement Advisory Services, LLC

2.26M
Shares

$125 Million
0.22% of portfolio
Oxford Financial Group LTD Indianapolis, IN

1.63M
Shares

$89.9 Million
6.21% of portfolio
Abacus Planning Group, Inc.

1.38M
Shares

$76.2 Million
12.69% of portfolio
Madison Investment Advisors, LLC Madison, WI

1.32M
Shares

$72.8 Million
0.82% of portfolio

About ETF SER SOLUTION DISTILLATE US

Ticker DSTL
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