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CoreCap Advisors’s DT Midstream DTM Stock Holding History

CoreCap Advisors’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 		$1.78M Sell
14,871
-262
-2% -$35.2K 0.05% 271
2026
Q2 		$2.22M Buy
15,133
+684
+5% +$96.8K 0.07% 237
2026
Q1 		$1.95M Buy
14,449
+1,166
+9% +$152K 0.07% 243
2025
Q4 		$1.59M Sell
13,283
-534
-4% -$61.4K 0.06% 289
2025
Q3 		$1.56M Buy
13,817
+23
+0.2% +$2.4K 0.06% 282
2025
Q2 		$1.52M Sell
13,794
-316
-2% -$32K 0.06% 262
2025
Q1 		$1.36M Buy
14,110
+121
+0.9% +$12.1K 0.06% 277
2024
Q4 		$1.39M Buy
13,989
+530
+4% +$50.5K 0.06% 276
2024
Q3 		$1.06M Sell
13,459
-764
-5% -$57K 0.05% 311
2024
Q2 		$1.01M Buy
14,223
+491
+4% +$32.2K 0.1% 162
2024
Q1 		$839K Sell
13,732
-492
-3% -$27.4K 0.04% 322
2023
Q4 		$779K Buy
14,224
+156
+1% +$8.59K 0.05% 277
2023
Q3 		$744K Buy
14,068
+768
+6% +$40.1K 0.05% 266
2023
Q2 		$659K Buy
+13,300
New +$636K 0.05% 297
2022
Q4 		$785K Sell
14,197
-871
-6% -$49.8K 0.06% 277
2022
Q3 		$782K Buy
15,068
+245
+2% +$13.2K 0.07% 254
2022
Q2 		$727K Buy
14,823
+885
+6% +$48.3K 0.06% 265
2022
Q1 		$756K Sell
13,938
-1,323
-9% -$68.9K 0.05% 277
2021
Q4 		$732K Buy
+15,261
New +$731K 0.05% 288

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
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
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

CoreCap Advisors's DTM Position: Q3 2026 in Review

CoreCap Advisors reduced its DT Midstream (DTM) stake by 1.7% in Q3 2026, selling an estimated $35.2K and leaving 14,871 shares worth $1.78M. The position accounts for 0.05% of the portfolio, ranked #271.

CoreCap Advisors first reported a position in DTM in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.22M in Q2 2026. 22 funds tracked by Wall St. Rank hold DTM as of Q3 2026.

  • CoreCap Advisors held 14,871 shares of DT Midstream worth $1.78M as of Q3 2026.
  • CoreCap Advisors sold 262 DT Midstream shares in Q3 2026, an estimated $35.2K.
  • DT Midstream made up 0.05% of CoreCap Advisors's portfolio in Q3 2026, its #271 holding.
  • CoreCap Advisors first reported a position in DT Midstream in Q4 2021 and has held it in 19 quarters since.
  • CoreCap Advisors's DT Midstream position peaked at $2.22M in Q2 2026.
  • 22 funds tracked by Wall St. Rank held DT Midstream as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.