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 145 institutions that hold shares in the stock, with a total of 31.2 Million shares, which have been reported (via 13F filing form) to have a value of $1.68 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Carlson Capital Management
|
Feb 10, 2025 Q4 2024 |
5,315,101
shares
|
$286 Million
21.21% of portfolio
|
Q4 2024
Reduced 3.15%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Feb 11, 2025 Q4 2024 |
1,624,792
shares
|
$87.5 Million
5.81% of portfolio
|
Q4 2024
Reduced 2.44%
|
|
|
Abacus Planning Group, Inc.
|
Jan 31, 2025 Q4 2024 |
1,408,614
shares
|
$75.9 Million
14.01% of portfolio
|
Q4 2024
Added 4.68%
|
|
|
Madison Investment Advisors, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
1,318,928
shares
|
$71 Million
0.82% of portfolio
|
Q4 2024
New holding
|
|
|
Madison Asset Management, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
1,318,928
shares
|
$71 Million
0.92% of portfolio
|
Q4 2024
Reduced 6.84%
|
|
|
Shufro Rose & CO LLC
|
Feb 25, 2025 Q4 2024 |
1,284,091
shares
|
$69.2 Million
5.95% of portfolio
|
Q4 2024
Added 28.64%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Mar 17, 2025 Q4 2024 |
1,114,070
shares
|
$60 Million
0.12% of portfolio
|
Q4 2024
Added 8.64%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
987,612
shares
|
$53.2 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
|
$48.6 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Resonant Capital Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
890,000
shares
|
$47.9 Million
3.62% of portfolio
|
Q4 2024
Added 0.85%
|
|
|
Engrave Wealth Partners LLC
|
Jan 16, 2024 Q4 2023 |
837,174
shares
|
$45.1 Million
11.81% of portfolio
|
Q4 2023
Added 1.66%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
751,603
shares
|
$40.5 Million
0.27% of portfolio
|
Q4 2024
Added 1.49%
|
|
|
Allen Capital Group, LLC
|
Jan 23, 2025 Q4 2024 |
684,833
shares
|
$36.9 Million
4.54% of portfolio
|
Q4 2024
Reduced 1.86%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
653,608
shares
|
$35.2 Million
0.08% of portfolio
|
Q4 2024
Added 4901.97%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
619,302
shares
|
$33.4 Million
6.7% of portfolio
|
Q2 2024
Added 7.81%
|
|
|
Green Square Capital Advisors LLC
|
Feb 14, 2025 Q4 2024 |
603,933
shares
|
$32.5 Million
4.59% of portfolio
|
Q4 2024
Reduced 0.96%
|
|
|
Park National Corp
|
Jan 08, 2025 Q4 2024 |
596,346
shares
|
$32.1 Million
1.22% of portfolio
|
Q4 2024
Added 3.77%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
583,894
shares
|
$31.4 Million
0.01% of portfolio
|
Q4 2024
Reduced 4.14%
|
|
|
O Donnell Financial Services, LLC
|
Jan 23, 2025 Q4 2024 |
477,723
shares
|
$25.7 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
|
$24.5 Million
0.04% of portfolio
|
Q3 2024
Added 5.12%
|
|
|
Arlington Financial Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
452,183
shares
|
$24.4 Million
5.81% of portfolio
|
Q4 2024
Added 1.44%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
437,803
shares
|
$23.6 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
|
$21.9 Million
0.06% of portfolio
|
Q4 2024
Reduced 1.2%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
369,889
shares
|
$19.9 Million
0.01% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Berkeley, Inc
Boise, ID |
Mar 28, 2025 Q4 2024 |
339,269
shares
|
$18.3 Million
9.64% of portfolio
|
Q4 2024
Reduced 47.33%
|