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 146 institutions that hold shares in the stock, with a total of 37 Million shares, which have been reported (via 13F filing form) to have a value of $1.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Carlson Capital Management
|
Feb 10, 2025 Q4 2024 |
5,315,101
shares
|
$272 Million
21.21% of portfolio
|
Q4 2024
Reduced 3.15%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
5,261,045
shares
|
$270 Million
2.47% of portfolio
|
Q1 2025
New holding
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Feb 11, 2025 Q4 2024 |
1,624,792
shares
|
$83.3 Million
5.81% of portfolio
|
Q4 2024
Reduced 2.44%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
1,450,803
shares
|
$74.3 Million
0.16% of portfolio
|
Q1 2025
Added 30.23%
|
|
|
Abacus Planning Group, Inc.
|
Apr 14, 2025 Q1 2025 |
1,427,217
shares
|
$73.1 Million
13.91% of portfolio
|
Q1 2025
Added 1.32%
|
|
|
Madison Asset Management, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
1,318,928
shares
|
$67.6 Million
0.92% of portfolio
|
Q4 2024
Reduced 6.84%
|
|
|
Madison Investment Advisors, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
1,318,928
shares
|
$67.6 Million
0.82% of portfolio
|
Q4 2024
New holding
|
|
|
Shufro Rose & CO LLC
|
Feb 25, 2025 Q4 2024 |
1,284,091
shares
|
$65.8 Million
5.95% of portfolio
|
Q4 2024
Added 28.64%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
987,612
shares
|
$50.6 Million
0.02% of portfolio
|
Q4 2024
Reduced 1.94%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
902,726
shares
|
$46.3 Million
0.02% of portfolio
|
Q4 2024
Added 0.0%
|
|
|
Resonant Capital Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
890,000
shares
|
$45.6 Million
3.62% of portfolio
|
Q4 2024
Added 0.85%
|
|
|
Engrave Wealth Partners LLC
|
Jan 16, 2024 Q4 2023 |
837,174
shares
|
$42.9 Million
11.81% of portfolio
|
Q4 2023
Added 1.66%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
751,603
shares
|
$38.5 Million
0.27% of portfolio
|
Q4 2024
Added 1.49%
|
|
|
Allen Capital Group, LLC
|
Jan 23, 2025 Q4 2024 |
684,833
shares
|
$35.1 Million
4.54% of portfolio
|
Q4 2024
Reduced 1.86%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
653,608
shares
|
$33.5 Million
0.08% of portfolio
|
Q4 2024
Added 4901.97%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
619,302
shares
|
$31.7 Million
6.7% of portfolio
|
Q2 2024
Added 7.81%
|
|
|
Park National Corp
|
Apr 02, 2025 Q1 2025 |
611,727
shares
|
$31.3 Million
1.27% of portfolio
|
Q1 2025
Added 2.58%
|
|
|
Green Square Capital Advisors LLC
|
Apr 21, 2025 Q1 2025 |
594,754
shares
|
$30.5 Million
4.95% of portfolio
|
Q1 2025
Reduced 1.52%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
583,894
shares
|
$29.9 Million
0.01% of portfolio
|
Q4 2024
Reduced 4.14%
|
|
|
O Donnell Financial Services, LLC
|
Jan 23, 2025 Q4 2024 |
477,723
shares
|
$24.5 Million
11.94% of portfolio
|
Q4 2024
Reduced 0.4%
|
|
|
Arlington Financial Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
459,689
shares
|
$23.6 Million
5.2% of portfolio
|
Q1 2025
Added 1.66%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
454,638
shares
|
$23.3 Million
0.04% of portfolio
|
Q3 2024
Added 5.12%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
437,803
shares
|
$22.4 Million
0.02% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
407,276
shares
|
$20.9 Million
0.06% of portfolio
|
Q4 2024
Reduced 1.2%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
369,889
shares
|
$19 Million
0.01% of portfolio
|
Q4 2024
Added 0.07%
|