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DSMC · Distillate Small/Mid Cash Flow ETF ETF

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$44.44 +0.10 (+0.22%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Holders: 6
Total Value: $12,766,317
Total Shares: 345,297

Institutional Ownership Trend

6 quarters

Holder Concentration

Across 6 13F filers · Δ vs Dec 31, 2023
Top Holder
49.0%
Dec 2022 → Mar 2024 · range 49.0% – 100.0%
−17.8 pts
Top 5
99.6%
Dec 2022 → Mar 2024 · range 98.4% – 100.0%
+1.2 pts
Top 10
100.0%
Dec 2022 → Mar 2024 · range 100.0% – 100.0%
+0.0 pts
HHI
3,618
Dec 2022 → Mar 2024 · range 3,618 – 10,000
Highly concentrated−1,433

Quarterly Activity

vs Dec 31, 2023
New
2
Increased
3
Decreased
1
Sold Out
8
Unchanged
0
Holder count: -6
Institutional value: -39.2%
Shares held: -43.4%

Top Buyers

vs Dec 31, 2023
Institution Added Now Holds Open
Rockefeller Capital Management L.P. +24,333 169,138
Aspect Partners, LLC +17,997 29,656
CAROLINAS WEALTH CONSULTING LLC +1,313 1,362

Top Sellers

vs Dec 31, 2023
Institution Sold Now Holds Open
GTS SECURITIES LLC −11,310 14,444

Top New Positions

vs Dec 31, 2023
Institution Acquired Value (USD) Open
Perritt Capital Management Inc 114,822 $4,245,198
Ameritas Advisory Services, LLC 15,875 $586,930

Top Sold-Out Positions

vs Dec 31, 2023
Institution Previously Held Last Value (USD) Open
Crumly & Associates Inc. 407,275 $14,026,551
LPL Financial LLC 10,639 $366,407
WealthCare Investment Partners, LLC 7,100 $244,524
Tradition Wealth Management, LLC 1,911 $65,814
AlphaCore Capital LLC 617 $21,249
Filter: New 2 Increased 3 Reduced 1 Sold out 8 Unchanged 0
Showing 6 of 6
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Rockefeller Capital Management L.P. DSMC $6,253,370 48.98% 169,138
Perritt Capital Management Inc DSMC $4,245,198 33.25% 114,822
Aspect Partners, LLC DSMC $1,096,441 8.59% 29,656
Ameritas Advisory Services, LLC DSMC $586,930 4.60% 15,875
GTS SECURITIES LLC DSMC $534,023 4.18% 14,444
CAROLINAS WEALTH CONSULTING LLC DSMC $50,355 0.39% 1,362