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Distillate US Fundamental Stability & Value ETF

142 hedge funds and large institutions have $1.36B invested in Distillate US Fundamental Stability & Value ETF in 2026 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 48 increasing their positions, 60 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 11

1% more funds holding

Funds holding: 141142 (+1)

3.73% less ownership

Funds ownership: 79.71%75.98% (-3.7%)

6% less funds holding in top 10

Funds holding in top 10: 1615 (-1)

8% less capital invested

Capital invested by funds: $1.47B → $1.36B (-$111M)

20% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 60

Holders
142
Holders Change
+1
Holders Change %
+0.71%
% of All Funds
1.75%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.18%
New
14
Increased
48
Reduced
60
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
26
Sunbeam Capital Management
Georgia
$9.9M +$118K +1,963 +1%
ODFS
27
O'Donnell Financial Services
California
$9.58M -$19.9M -331,398 -67%
CAPTRUST Financial Advisors
28
CAPTRUST Financial Advisors
North Carolina
$9.03M -$230K -3,835 -2%
SL
29
Sentinus LLC
Illinois
$8.95M +$313K +5,212 +3%
SI
30
Saxon Interests
Texas
$7.8M -$535K -8,906 -6%
PAS
31
Park Avenue Securities
New York
$7.33M +$1.29M +21,535 +21%
OA
32
Oxbow Advisors
Texas
$7.24M -$2.03M -33,809 -21%
OPA
33
Old Port Advisors
Maine
$7.11M +$122K +2,031 +2%
WC
34
Weil Company
California
$4.97M +$1.03M +17,098 +25%
FA
35
Fermata Advisors
California
$4.66M -$13.9K -231 -0.3%
DWM
36
Darwin Wealth Management
Florida
$4.42M -$454K -7,560 -9%
NAM
37
NorthCrest Asset Manangement
Minnesota
$4.3M +$4.45M +74,144 New
LI
38
LRI Investments
Florida
$4.29M +$1.02M +16,926 +30%
Osaic Holdings
39
Osaic Holdings
Arizona
$4.09M -$366K -6,101 -8%
HA
40
Herold Advisors
New York
$3.98M -$151K -2,515 -4%
SFPG
41
Stonebridge Financial Planning Group
Florida
$3.77M -$133K -2,215 -3%
CAG
42
Centerpoint Advisory Group
Kansas
$3.61M -$105K -1,749 -3%
AP
43
Aspect Partners
Virginia
$3.23M +$58.8K +980 +2%
MFG
44
Merit Financial Group
Georgia
$3.16M -$533K -8,873 -14%
EH
45
Equitable Holdings
New York
$2.78M -$1.77M -29,466 -38%
IA
46
IFP Advisors
Florida
$2.42M -$495K -8,242 -16%
Qube Research & Technologies (QRT)
47
Qube Research & Technologies (QRT)
United Kingdom
$2.34M -$204K -3,395 -8%
Envestnet Asset Management
48
Envestnet Asset Management
Illinois
$2.28M +$1.16M +19,315 +96%
WETS
49
Wealth Enhancement Trust Services
South Dakota
$2.19M +$6.78K +113 +0.3%
Commonwealth Equity Services
50
Commonwealth Equity Services
Massachusetts
$2.03M -$387K -6,449 -16%