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Distillate US Fundamental Stability & Value ETF
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Overview Fund Activity

134 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 13 funds opening new positions, 48 increasing their positions, 60 reducing their positions, and 15 closing their positions.

Holders
134
Holders Change
-5
Holders Change %
-3.6%
% of All Funds
1.8%
Holding in Top 10
18
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10%
% of All Funds
0.24%
New
13
Increased
48
Reduced
60
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$127M
2
SFA
2
Sequoia Financial Advisors
Ohio
$299M
3
Goldman Sachs
3
Goldman Sachs
New York
$5.94M
4
MFG
4
Merit Financial Group
Georgia
$3.89M
5
RCA
5
Resonant Capital Advisors
Wisconsin
$54.5M

Top Sellers

1
PNC
1
Park National Corp
Ohio
$2.9M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$627K
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$0
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$3.93M
5
MAM
5
Madison Asset Management
Wisconsin
$61.8M
Name Market Value Shares Shares
Change 		Shares
Change %
CWM
126
Centricity Wealth Management
Ohio
$35.4K 639 – –
PNC Financial Services Group
127
PNC Financial Services Group
Pennsylvania
$34.6K 626 +626 New
CA
128
Clearstead Advisors
Ohio
$25.1K 454 +42 +10%
Fidelity Investments
129
Fidelity Investments
Massachusetts
$20.9K 377 -930 -71%
AssetMark Inc
130
AssetMark Inc
California
$12K 216 -158 -42%
FFA
131
Farther Finance Advisors
California
$8.53K 154 -693 -82%
William Blair & Company
132
William Blair & Company
Illinois
$4.52K 82 +1 +1%
Simplex Trading
133
Simplex Trading
Illinois
$4K 86 +9 +12%
AWM
134
AE Wealth Management
Kansas
$3.93K 71 – –
GIA
135
GHP Investment Advisors
Colorado
$3.32K 60 – –
Carson Wealth (CWM LLC)
136
Carson Wealth (CWM LLC)
Nebraska
$3K 51 +51 New
Wells Fargo
137
Wells Fargo
California
$840 15 -128,135 -100%
Bank of New York Mellon
138
Bank of New York Mellon
New York
– – -341,899 Closed
FA
139
FDx Advisors
Illinois
– – -75,960 Closed
Envestnet Portfolio Solutions
140
Envestnet Portfolio Solutions
Illinois
– – -61,418 Closed
ACM
141
Avalon Capital Management
California
– – -18,890 Closed
AWS
142
Atria Wealth Solutions
New York
– – -18,533 Closed
CWC
143
Carolinas Wealth Consulting
North Carolina
– – -9,594 Closed
USCWA
144
U.S. Capital Wealth Advisors
Texas
– – -8,440 Closed
HR
145
Hardy Reed
Mississippi
– – -7,310 Closed
AIM
146
Aspen Investment Management
Michigan
– – -5,062 Closed
CF
147
Cyr Financial
Illinois
– – -4,080 Closed
AWM
148
Ameliora Wealth Management
Switzerland
– – -3,532 Closed
Comerica Bank
149
Comerica Bank
Texas
– – -2,713 Closed
SC
150
SouthState Corp
Florida
– – -663 Closed
3 4 5
6
7