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Distillate US Fundamental Stability & Value ETF
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Overview Fund Activity

139 hedge funds and large institutions have $1.46B invested in Distillate US Fundamental Stability & Value ETF in 2025 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 55 increasing their positions, 55 reducing their positions, and 6 closing their positions.

Holders
139
Holders Change
–
Holders Change %
0%
% of All Funds
1.89%
Holding in Top 10
20
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.09%
% of All Funds
0.27%
New
12
Increased
55
Reduced
55
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFA
1
Sequoia Financial Advisors
Ohio
$285M
2
AC
2
AlphaCore Capital
California
$51.7M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$78.7M
4
PAS
4
Park Avenue Securities
New York
$5.64M
5
WC
5
Weil Company
California
$8.02M

Top Sellers

1
SRC
1
Shufro Rose & Co
New York
$398K
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$0
3
GM
3
GeoWealth Management
Illinois
$392K
4
LWMI
4
Landmark Wealth Management (Illinois)
Illinois
$1.74M
5
Raymond James Financial
5
Raymond James Financial
Florida
$38.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFA
1
Sequoia Financial Advisors
Ohio
$285M +$285M +5,261,045 New
OFG
2
Oxford Financial Group
Indiana
$88.4M +$232K +4,280 +0.3%
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$78.7M +$18.3M +336,733 +30%
APG
4
Abacus Planning Group
South Carolina
$77.4M +$1.01M +18,603 +1%
MAM
5
Madison Asset Management
Wisconsin
$73M +$1.45M +26,768 +2%
LPL Financial
6
LPL Financial
California
$53.3M -$275K -5,064 -0.5%
AC
7
AlphaCore Capital
California
$51.7M +$51.7M +953,187 New
RCA
8
Resonant Capital Advisors
Wisconsin
$50.6M +$2.29M +42,231 +5%
AAS
9
Avantax Advisory Services
Texas
$41.9M +$1.15M +21,131 +3%
Raymond James Financial
10
Raymond James Financial
Florida
$38.6M -$10.4M -191,219 -21%
Cerity Partners
11
Cerity Partners
New York
$35.9M +$449K +8,280 +1%
PNC
12
Park National Corp
Ohio
$33.2M +$834K +15,381 +3%
SGCA
13
Steel Grove Capital Advisors
Tennessee
$32.3M -$498K -9,179 -2%
ACG
14
Allen Capital Group
Nebraska
$32.1M -$5.04M -92,967 -14%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$28.9M -$2.76M -50,858 -9%
ODFS
16
O'Donnell Financial Services
California
$25.7M -$176K -3,253 -0.7%
AFA
17
Arlington Financial Advisors
California
$24.9M +$407K +7,506 +2%
Rockefeller Capital Management
18
Rockefeller Capital Management
New York
$22.5M +$454K +8,361 +2%
BI
19
Berkeley Inc
Idaho
$19.9M +$1.48M +27,208 +8%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$19.1M -$989K -18,231 -5%
CA
21
Crumly & Associates
Illinois
$18.8M +$563K +10,381 +3%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$18.5M -$1.1M -20,236 -6%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$17.3M +$1.52M +27,937 +10%
Bank of America
24
Bank of America
North Carolina
$15M +$531K +9,787 +4%
LFAS
25
Level Four Advisory Services
Texas
$14.7M +$531K +9,790 +4%
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