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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: 25
Total Value: $52,718,628
Total Shares: 1,518,569

Institutional Ownership Trend

7 quarters

Holder Concentration

Across 25 13F filers · Δ vs Mar 31, 2024
Top Holder
22.4%
Dec 2022 → Jun 2024 · range 22.4% – 100.0%
−22.3 pts
Top 5
79.6%
Dec 2022 → Jun 2024 · range 79.6% – 100.0%
−11.9 pts
Top 10
93.7%
Dec 2022 → Jun 2024 · range 93.7% – 100.0%
−5.8 pts
HHI
1,478
Dec 2022 → Jun 2024 · range 1,478 – 10,000
Broadly held−1,274

Quarterly Activity

vs Mar 31, 2024
New
12
Increased
7
Decreased
3
Sold Out
1
Unchanged
3
Holder count: +11
Institutional value: +82.8%
Shares held: +94.6%

Top Buyers

vs Mar 31, 2024
Institution Added Now Holds Open
Aspect Partners, LLC +61,554 91,210
GTS SECURITIES LLC +12,120 26,564
Ameritas Advisory Services, LLC +6,816 22,691
Perritt Capital Management Inc +4,741 119,563
Rockefeller Capital Management L.P. +2,410 171,548

Top Sellers

vs Mar 31, 2024
Institution Sold Now Holds Open
Crumly & Associates Inc. −8,350 339,892
LPL Financial LLC −3,588 13,886
WealthCare Investment Partners, LLC −783 6,336

Top New Positions

vs Mar 31, 2024
Institution Acquired Value (USD) Open
Kathmere Capital Management, LLC 313,512 $10,883,882
Resonant Capital Advisors, LLC 263,641 $9,152,560
Ausdal Financial Partners, Inc. 21,986 $763,265
HighTower Advisors, LLC 18,605 $645,891
Oxbow Advisors, LLC 15,195 $527,509

Top Sold-Out Positions

vs Mar 31, 2024
Institution Previously Held Last Value (USD) Open
OSAIC HOLDINGS, INC. 293 $10,832
Filter: New 12 Increased 7 Reduced 3 Sold out 1 Unchanged 3
Showing 25 of 25
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Crumly & Associates Inc. DSMC $11,799,690 22.38% 339,892
Kathmere Capital Management, LLC DSMC $10,883,882 20.65% 313,512
Resonant Capital Advisors, LLC DSMC $9,152,560 17.36% 263,641
Rockefeller Capital Management L.P. DSMC $5,955,460 11.30% 171,548
Perritt Capital Management Inc DSMC $4,150,749 7.87% 119,563
Aspect Partners, LLC DSMC $3,166,446 6.01% 91,210
Madison Asset Management, LLC DSMC $1,804,086 3.42% 51,967
GTS SECURITIES LLC DSMC $922,195 1.75% 26,564
Ameritas Advisory Services, LLC DSMC $787,740 1.49% 22,691
Ausdal Financial Partners, Inc. DSMC $763,265 1.45% 21,986
HighTower Advisors, LLC DSMC $645,891 1.23% 18,605
Oxbow Advisors, LLC DSMC $527,509 1.00% 15,195
LPL Financial LLC DSMC $482,066 0.91% 13,886
Trademark Financial Management, LLC DSMC $435,894 0.83% 12,556
CITADEL ADVISORS LLC DSMC $289,357 0.55% 8,335
Cambridge Investment Research Advisors, Inc. DSMC $275,402 0.52% 7,933
Accurate Wealth Management, LLC DSMC $245,476 0.47% 7,071
WealthCare Investment Partners, LLC DSMC $219,960 0.42% 6,336
Orion Capital Management LLC DSMC $93,073 0.18% 2,681
US BANCORP \DE\ DSMC $61,030 0.12% 1,758
CAROLINAS WEALTH CONSULTING LLC DSMC $50,511 0.10% 1,455
Opal Wealth Advisors, LLC DSMC $5,728 0.01% 165
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO DSMC $520 0.00% 15
UBS Group AG DSMC $138 0.00% 4
PROEQUITIES, INC. DSMC $0 0.00% 0