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Distillate US Fundamental Stability & Value ETF

136 hedge funds and large institutions have $1.4B invested in Distillate US Fundamental Stability & Value ETF in 2025 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 48 increasing their positions, 61 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
136
Holders Change
-3
Holders Change %
-2.16%
% of All Funds
1.83%
Holding in Top 10
18
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10%
% of All Funds
0.24%
New
14
Increased
48
Reduced
61
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SI
26
SimpliFi Inc
California
$11.3M +$92.2K +1,665 +0.8%
OCM
27
Orion Capital Management
California
$9.72M +$60.1K +1,085 +0.6%
CAPTRUST Financial Advisors
28
CAPTRUST Financial Advisors
North Carolina
$9.45M -$3.22M -58,165 -25%
SCM
29
Sunbeam Capital Management
Georgia
$8.62M +$1.28M +23,208 +18%
PAS
30
Park Avenue Securities
New York
$7.64M +$1.88M +33,997 +33%
PCM
31
Perritt Capital Management
Illinois
$7.56M +$138K +2,497 +2%
OPA
32
Old Port Advisors
Maine
$7.12M -$127K -2,299 -2%
GIA
33
Gladstone Institutional Advisory
Florida
$6.9M +$235K +4,248 +4%
EH
34
Equitable Holdings
New York
$6.43M -$875K -15,808 -12%
Goldman Sachs
35
Goldman Sachs
New York
$5.94M +$4.76M +86,014 +405%
HA
36
Herold Advisors
New York
$5.06M -$343K -6,201 -6%
JPMorgan Chase & Co
37
JPMorgan Chase & Co
New York
$4.5M +$2.73M +49,298 +154%
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
$4.43M -$955K -17,256 -18%
CAG
39
Centerpoint Advisory Group
Kansas
$4.18M -$71.5K -1,291 -2%
FA
40
Fermata Advisors
California
$4.1M +$247K +4,457 +6%
FHA
41
Flagship Harbor Advisors
Massachusetts
$4.05M +$35.6K +644 +0.9%
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
$3.93M -$15.5M -280,666 -80%
MFG
43
Merit Financial Group
Georgia
$3.89M +$3.89M +70,261 New
SFPG
44
Stonebridge Financial Planning Group
Florida
$3.84M -$39.2K -709 -1%
DWM
45
Darwin Wealth Management
Florida
$3.65M +$12K +217 +0.3%
CAG
46
Csenge Advisory Group
Florida
$3.59M +$57.5K +1,074 +2%
Osaic Holdings
47
Osaic Holdings
Arizona
$2.99M -$1.12M -20,408 -27%
PNC
48
Park National Corp
Ohio
$2.9M -$31M -559,325 -91%
IA
49
IFP Advisors
Florida
$2.63M +$16.6K +300 +0.6%
WC
50
Weil Company
California
$2.59M -$5.59M -101,081 -68%