We are live on ! Find out more
DSTL icon

Distillate US Fundamental Stability & Value ETF

141 hedge funds and large institutions have $1.47B invested in Distillate US Fundamental Stability & Value ETF in 2025 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 43 increasing their positions, 56 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 12

11% more funds holding

Funds holding: 127141 (+14)

2% more capital invested

Capital invested by funds: $1.45B → $1.47B (+$22.6M)

0.92% more ownership

Funds ownership: 78.79%79.71% (+0.92%)

6% less funds holding in top 10

Funds holding in top 10: 1716 (-1)

23% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 56

Holders
141
Holders Change
+14
Holders Change %
+11.02%
% of All Funds
1.71%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.19%
New
27
Increased
43
Reduced
56
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
26
Sunbeam Capital Management
Georgia
$9.96M -$676K -11,648 -6%
CAPTRUST Financial Advisors
27
CAPTRUST Financial Advisors
North Carolina
$9.43M -$192K -3,307 -2%
OA
28
Oxbow Advisors
Texas
$9.36M -$3.47M -59,687 -27%
SL
29
Sentinus LLC
Illinois
$8.8M +$8.68M +149,406 New
JP Morgan Chase
30
JP Morgan Chase
New York
$8.65M +$1.38M +23,824 +19%
SI
31
Saxon Interests
Texas
$8.46M +$8.11M +139,591 +3,452%
GIA
32
Gladstone Institutional Advisory
Florida
$7.52M +$35.8K +617 +0.5%
OPA
33
Old Port Advisors
Maine
$7.12M -$239K -4,110 -3%
PAS
34
Park Avenue Securities
New York
$6.19M -$3.24M -55,820 -35%
DWM
35
Darwin Wealth Management
Florida
$4.94M +$677K +11,657 +16%
AWM
36
Axxcess Wealth Management
California
$4.81M +$4.74M +81,591 New
FA
37
Fermata Advisors
California
$4.75M +$449K +7,738 +11%
Osaic Holdings
38
Osaic Holdings
Arizona
$4.53M +$403K +6,934 +10%
EH
39
Equitable Holdings
New York
$4.52M -$1.59M -27,420 -26%
HA
40
Herold Advisors
New York
$4.2M -$793K -13,646 -16%
WC
41
Weil Company
California
$4.05M +$938K +16,145 +31%
SFPG
42
Stonebridge Financial Planning Group
Florida
$3.97M -$49.2K -847 -1%
CAG
43
Centerpoint Advisory Group
Kansas
$3.77M -$264K -4,541 -7%
MFG
44
Merit Financial Group
Georgia
$3.74M -$156K -2,694 -4%
CAG
45
Csenge Advisory Group
Florida
$3.51M -$257K -4,420 -7%
LI
46
LRI Investments
Florida
$3.37M +$412K +7,098 +14%
AP
47
Aspect Partners
Virginia
$3.23M +$388K +6,685 +14%
IA
48
IFP Advisors
Florida
$2.94M +$215K +3,708 +8%
Two Sigma Investments
49
Two Sigma Investments
New York
$2.83M +$2.79M +48,000 New
Qube Research & Technologies (QRT)
50
Qube Research & Technologies (QRT)
United Kingdom
$2.59M +$1.48M +25,464 +138%