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 142 institutions that hold shares in the stock, with a total of 30.5 Million shares, which have been reported (via 13F filing form) to have a value of $1.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
1,875
shares
|
$104,831
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
1,500
shares
|
$83,865
0.0% of portfolio
|
Q2 2024
Reduced 11.5%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
1,000
shares
|
$55,910
0.0% of portfolio
|
Q4 2024
Reduced 47.01%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
859
shares
|
$48,026
0.0% of portfolio
|
Q1 2021
Added 58.21%
|
|
|
Oakworth Capital, Inc.
|
Jan 27, 2025 Q4 2024 |
672
shares
|
$37,571
0.0% of portfolio
|
Q1 2024
Reduced 34.31%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Feb 03, 2025 Q4 2024 |
639
shares
|
$35,726
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
453
shares
|
$25,327
0.0% of portfolio
|
Q2 2024
Reduced 90.02%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
412
shares
|
$23,034
0.0% of portfolio
|
Q4 2024
Added 23.35%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
402
shares
|
$22,475
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
243
shares
|
$13,586
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
81
shares
|
$4,528
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
72
shares
|
$4,025
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
71
shares
|
$3,969
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Jan 27, 2025 Q4 2024 |
60
shares
|
$3,354
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
35
shares
|
$1,956
0.0% of portfolio
|
Q3 2024
Reduced 7.89%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
29
shares
|
$1,621
0.0% of portfolio
|
Q4 2024
Reduced 94.27%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|