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Tidal Investments’s Distillate Small/Mid Cash Flow ETF DSMC Stock Holding History

Tidal Investments’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
2026
Q2 		$1.14M Buy
28,306
+3,347
+13% +$132K ﹤0.01% 1681
2026
Q1 		$934K Sell
24,959
-3,901
-14% -$147K ﹤0.01% 1504
2025
Q4 		$1.02M Buy
28,860
+23,202
+410% +$818K ﹤0.01% 1256
2025
Q3 		$203K Buy
+5,658
New +$199K ﹤0.01% 1933

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
OPOWM
One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Tidal Investments's DSMC Position: Q2 2026 in Review

Tidal Investments increased its Distillate Small/Mid Cash Flow ETF (DSMC) stake by 13% in Q2 2026, buying an estimated $132K and bringing the position to 28,306 shares worth $1.14M. The position accounts for ﹤0.01% of the portfolio, ranked #1681.

Tidal Investments first reported a position in DSMC in Q3 2025 and has held it in 4 quarters since. 30 funds tracked by Wall St. Rank hold DSMC as of Q2 2026.

  • Tidal Investments held 28,306 shares of Distillate Small/Mid Cash Flow ETF worth $1.14M as of Q2 2026.
  • Tidal Investments bought 3,347 Distillate Small/Mid Cash Flow ETF shares in Q2 2026, an estimated $132K.
  • Distillate Small/Mid Cash Flow ETF made up ﹤0.01% of Tidal Investments's portfolio in Q2 2026, its #1681 holding.
  • Tidal Investments first reported a position in Distillate Small/Mid Cash Flow ETF in Q3 2025 and has held it in 4 quarters since.
  • 30 funds tracked by Wall St. Rank held Distillate Small/Mid Cash Flow ETF as of Q2 2026.

Based on Tidal Investments's 13F filing for Q2 2026, filed 13 Aug 2026.