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 134 institutions that hold shares in the stock, with a total of 28.6 Million shares, which have been reported (via 13F filing form) to have a value of $1.63 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Carlson Capital Management
|
Nov 13, 2024 Q3 2024 |
5,487,859
shares
|
$313 Million
22.2% of portfolio
|
Q3 2024
Added 2.15%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 12, 2024 Q3 2024 |
1,665,367
shares
|
$95.1 Million
6.0% of portfolio
|
Q3 2024
Reduced 1.0%
|
|
|
Madison Asset Management, LLC
Madison, WI |
Nov 12, 2024 Q3 2024 |
1,415,814
shares
|
$80.8 Million
1.0% of portfolio
|
Q3 2024
Added 37.1%
|
|
|
Abacus Planning Group, Inc.
|
Jan 31, 2025 Q4 2024 |
1,408,614
shares
|
$80.4 Million
14.01% of portfolio
|
Q4 2024
Added 4.68%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
1,122,775
shares
|
$64.1 Million
0.19% of portfolio
|
Q3 2024
Reduced 2.54%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
1,025,473
shares
|
$58.5 Million
0.12% of portfolio
|
Q3 2024
Added 3.32%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
1,007,126
shares
|
$57.5 Million
0.03% of portfolio
|
Q3 2024
Added 9.42%
|
|
|
Shufro Rose & CO LLC
|
Nov 12, 2024 Q3 2024 |
998,174
shares
|
$57 Million
4.46% of portfolio
|
Q2 2024
Added 9.16%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
902,726
shares
|
$51.5 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Resonant Capital Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
890,000
shares
|
$50.8 Million
3.62% of portfolio
|
Q4 2024
Added 0.85%
|
|
|
Engrave Wealth Partners LLC
|
Jan 16, 2024 Q4 2023 |
837,174
shares
|
$47.8 Million
11.81% of portfolio
|
Q4 2023
Added 1.66%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
740,537
shares
|
$42.3 Million
0.28% of portfolio
|
Q3 2024
Reduced 1.12%
|
|
|
Allen Capital Group, LLC
|
Jan 23, 2025 Q4 2024 |
684,833
shares
|
$39.1 Million
4.54% of portfolio
|
Q4 2024
Reduced 1.86%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
619,302
shares
|
$35.3 Million
6.7% of portfolio
|
Q2 2024
Added 7.81%
|
|
|
Green Square Capital Advisors LLC
|
Nov 07, 2024 Q3 2024 |
609,779
shares
|
$34.8 Million
4.87% of portfolio
|
Q3 2024
Reduced 3.79%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
609,086
shares
|
$34.8 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.9%
|
|
|
Park National Corp
|
Jan 08, 2025 Q4 2024 |
596,346
shares
|
$34 Million
1.22% of portfolio
|
Q4 2024
Added 3.77%
|
|
|
O Donnell Financial Services, LLC
|
Jan 23, 2025 Q4 2024 |
477,723
shares
|
$27.3 Million
11.94% of portfolio
|
Q4 2024
Reduced 0.4%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
454,638
shares
|
$26 Million
0.04% of portfolio
|
Q3 2024
Added 5.12%
|
|
|
Arlington Financial Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
452,183
shares
|
$25.8 Million
5.81% of portfolio
|
Q4 2024
Added 1.44%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
437,803
shares
|
$25 Million
0.02% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
412,206
shares
|
$23.5 Million
0.06% of portfolio
|
Q3 2024
Reduced 5.14%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
369,624
shares
|
$21.1 Million
0.01% of portfolio
|
Q3 2024
Added 1.78%
|
|
|
Crumly & Associates Inc.
|
Feb 03, 2025 Q4 2024 |
336,115
shares
|
$19.2 Million
5.72% of portfolio
|
Q4 2024
Added 10.82%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
319,156
shares
|
$18.2 Million
0.07% of portfolio
|
Q3 2024
Added 2.05%
|