Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Distillate Small/Mid Cash Flow ETF DSMC Stock Holding History

Kovitz Investment Group Partners’s Portfolio DSMC Stock Details DSMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-12,978
Closed -$466K – 672
2025
Q3 		$466K Buy
12,978
+53
+0.4% +$1.86K ﹤0.01% 1058
2025
Q2 		$420K Buy
12,925
+152
+1% +$4.71K ﹤0.01% 1033
2025
Q1 		$403K Buy
12,773
+1,821
+17% +$61.7K ﹤0.01% 969
2024
Q4 		$383K Buy
10,952
+1,444
+15% +$52.4K ﹤0.01% 971
2024
Q3 		$343K Buy
+9,508
New +$334K ﹤0.01% 841

Other funds holding DSMC

KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return
SL
Sentinus LLC Oak Brook, Illinois $1.25B AUM 22.33% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
IP
Indivisible Partners Clearwater, Florida $1.77B AUM
AP
Aspect Partners Fairfax, Virginia $268M AUM 22.57% 1-Year Est. Return
BI
Berkeley Inc Boise, Idaho $319M AUM 13.1% 1-Year Est. Return
MAM
Madison Asset Management Madison, Wisconsin $8.39B AUM 16.36% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return
OPOWM
One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return

Kovitz Investment Group Partners's DSMC Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Distillate Small/Mid Cash Flow ETF (DSMC) in Q4 2025, closing a stake of 12,978 shares — an estimated $466K sold.

Kovitz Investment Group Partners first reported a position in DSMC in Q3 2024 and held it in 5 quarters. The position peaked at $466K in Q3 2025. 31 funds tracked by Wall St. Rank hold DSMC as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Distillate Small/Mid Cash Flow ETF position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 12,978 Distillate Small/Mid Cash Flow ETF shares in Q4 2025, an estimated $466K.
  • Kovitz Investment Group Partners first reported a position in Distillate Small/Mid Cash Flow ETF in Q3 2024 and held it in 5 quarters.
  • Kovitz Investment Group Partners's Distillate Small/Mid Cash Flow ETF position peaked at $466K in Q3 2025.
  • 31 funds tracked by Wall St. Rank held Distillate Small/Mid Cash Flow ETF as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.