Purchases and Sales Made in Q4 2025 in ETF Ser Solution Distillate Us (DSTL)
This table provides information about the institutional ownership of ETF Ser Solution Distillate Us (DSTL) during Q4 2025. The information is specifically focused on institutions that hold shares of ETF SER SOLUTION DISTILLATE US.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
127K+ 5.29% |
$7.16M - $7.45M
|
2.53M
$145M
|
|
|
Jan 16, 2026
Q4 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
36.3K+ 2.63% |
$2.04M - $2.13M
|
1.42M
$81.2M
|
|
|
Jan 12, 2026
Q4 2025
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
19.4K+ 3.95% |
$1.09M - $1.14M
|
511K
$29.2M
|
|
|
Jan 14, 2026
Q4 2025
|
Weil Company, Inc.
|
BUY
|
- |
16.1K+ 30.67% |
$908K - $945K
|
68.8K
$3.93M
|
|
|
Jan 23, 2026
Q4 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
14.4KNew |
$812K - $845K
|
14.4K
$825K
|
|
|
Jan 15, 2026
Q4 2025
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
10.4KNew |
$584K - $608K
|
10.4K
$593K
|
|
|
Jan 08, 2026
Q4 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
7.74K+ 10.61% |
$435K - $453K
|
80.7K
$4.61M
|
|
|
Jan 23, 2026
Q4 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
6.69K+ 13.89% |
$376K - $391K
|
54.8K
$3.13M
|
|
|
Jan 15, 2026
Q4 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
6.03KNew |
$339K - $353K
|
6.03K
$345K
|
|
|
Jan 21, 2026
Q4 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
3.43KNew |
$193K - $201K
|
3.43K
$196K
|
|
|
Jan 13, 2026
Q4 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
751+ 73.2% |
$42.3K - $44K
|
1.78K
$102K
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
359+ 1.22% |
$20.2K - $21K
|
29.8K
$1.71M
|
|
|
Jan 23, 2026
Q4 2025
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
100+ 1.45% |
$5.63K - $5.86K
|
7K
$400K
|
|
|
Jan 06, 2026
Q4 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
32+ 0.32% |
$1.8K - $1.87K
|
9.98K
$571K
|
|
|
Jan 21, 2026
Q4 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
15+ 0.32% |
$844 - $878
|
4.66K
$266K
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
2New |
$113 - $117
|
2
$114
|
|
|
Jan 21, 2026
Q4 2025
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
SELL
|
- |
-137- 0.75% |
$7.71K - $8.02K
|
18.1K
$1.04M
|
|
|
Jan 22, 2026
Q4 2025
|
Simpli Fi, Inc.
|
SELL
|
- |
-182- 2.01% |
$10.2K - $10.7K
|
8.88K
$508K
|
|
|
Jan 08, 2026
Q4 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-245- 1.89% |
$13.8K - $14.3K
|
12.7K
$729K
|
|
|
Jan 14, 2026
Q4 2025
|
Global View Capital Management LLC
Waukesha, WI |
SELL
|
- |
-885- 8.78% |
$49.8K - $51.8K
|
9.19K
$526K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
SELL
|
- |
-1.22K- 74.62% |
$68.6K - $71.4K
|
415
$23.7K
|
|
|
Jan 13, 2026
Q4 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-1.25K- 11.43% |
$70.4K - $73.2K
|
9.69K
$554K
|
|
|
Jan 08, 2026
Q4 2025
|
Old Port Advisors
|
SELL
|
- |
-4.11K- 3.29% |
$231K - $241K
|
121K
$6.91M
|
|
|
Jan 05, 2026
Q4 2025
|
Park National Corp
|
SELL
|
- |
-6.79K- 33.41% |
$382K - $397K
|
13.5K
$774K
|
|
|
Jan 14, 2026
Q4 2025
|
Crumly & Associates Inc.
|
SELL
|
- |
-12.8K- 3.37% |
$720K - $749K
|
366K
$21M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-55.8K- 34.7% |
$3.14M - $3.27M
|
105K
$6.01M
|
|