DSMC icon

Distillate Small/Mid Cash Flow ETF

25 hedge funds and large institutions have $61.3M invested in Distillate Small/Mid Cash Flow ETF in 2025 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 9 reducing their positions, and 7 closing their positions.

Holders
25
Holders Change
-4
Holders Change %
-13.79%
% of All Funds
0.34%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
3
Increased
10
Reduced
9
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
KCM
1
Kathmere Capital Management
Pennsylvania
$15.7M 482,792 +62,678 +15%
RCA
2
Resonant Capital Advisors
Wisconsin
$10.6M 326,435 +20,350 +7%
PCM
3
Perritt Capital Management
Illinois
$7.43M 228,440 +67,972 +42%
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$6.5M 199,979 +3,501 +2%
BI
5
Berkeley Inc
Idaho
$5.53M 170,072 -8,969 -5%
AP
6
Aspect Partners
Virginia
$4.25M 130,725 +6,611 +5%
AWM
7
Accurate Wealth Management
Florida
$2.14M 62,058 -322 -0.5%
MAM
8
Madison Asset Management
Wisconsin
$1.95M 60,096 -4,413 -7%
GS
9
GTS Securities
New York
$1.89M 58,014 +24,194 +72%
LPL Financial
10
LPL Financial
California
$1.2M 36,777 -19,405 -35%
CA
11
Crumly & Associates
Illinois
$1.04M 32,109 -155,440 -83%
OA
12
Oxbow Advisors
Texas
$862K 26,494 +2,317 +10%
GVCM
13
Global View Capital Management
Wisconsin
$467K 14,352 +250 +2%
Kovitz Investment Group Partners
14
Kovitz Investment Group Partners
Illinois
$420K 12,925 +152 +1%
Citadel Advisors
15
Citadel Advisors
Florida
$392K 12,044 +12,044 New
LWMI
16
Legacy Wealth Management (Idaho)
Idaho
$300K 9,232 +1,264 +16%
LIS
17
Legacy Investment Solutions
Idaho
$300K 9,232 +9,232 New
AAS
18
Ameritas Advisory Services
Nebraska
$189K 5,812 -19,450 -77%
US Bancorp
19
US Bancorp
Minnesota
$57.2K 1,758
OCM
20
Orion Capital Management
California
$20.4K 628
GWM
21
Geneos Wealth Management
Colorado
$6.5K 200 -100 -33%
AC
22
AlphaCore Capital
California
$3.9K 120 -84 -41%
UBS Group
23
UBS Group
Switzerland
$65 2 -5,793 -100%
Morgan Stanley
24
Morgan Stanley
New York
$40 1
Fidelity Investments
25
Fidelity Investments
Massachusetts
$33 1 +1 New