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Apella Capital’s DT Midstream DTM Stock Holding History

Apella Capital’s Portfolio DTM Stock Details DTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$312K Buy
2,545
+17
+0.7% +$2.28K ﹤0.01% 625
2026
Q2 		$369K Buy
2,528
+32
+1% +$4.53K 0.01% 542
2026
Q1 		$335K Buy
+2,496
New +$326K 0.01% 529

Other funds holding DTM

CCM
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
AIM
Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
EFG
Elm3 Financial Group Alpharetta, Georgia $150M AUM 21.63% 1-Year Est. Return
SFG
Strategic Financial Group Grand Haven, Michigan $103M AUM
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Apella Capital's DTM Position: Q3 2026 in Review

Apella Capital increased its DT Midstream (DTM) stake by 0.67% in Q3 2026, buying an estimated $2.28K and bringing the position to 2,545 shares worth $312K. The position accounts for ﹤0.01% of the portfolio, ranked #625.

Apella Capital first reported a position in DTM in Q1 2026 and has held it in 3 quarters since. The position peaked at $369K in Q2 2026. 22 funds tracked by Wall St. Rank hold DTM as of Q3 2026.

  • Apella Capital held 2,545 shares of DT Midstream worth $312K as of Q3 2026.
  • Apella Capital bought 17 DT Midstream shares in Q3 2026, an estimated $2.28K.
  • DT Midstream made up ﹤0.01% of Apella Capital's portfolio in Q3 2026, its #625 holding.
  • Apella Capital first reported a position in DT Midstream in Q1 2026 and has held it in 3 quarters since.
  • Apella Capital's DT Midstream position peaked at $369K in Q2 2026.
  • 22 funds tracked by Wall St. Rank held DT Midstream as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.