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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
SFA
1
Sequoia Financial Advisors
Ohio
$339M +$454K +7,825 +0.1%
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$152M +$7.39M +127,177 +5%
OFG
3
Oxford Financial Group
Indiana
$93.2M -$1.91M -32,926 -2%
APG
4
Abacus Planning Group
South Carolina
$83.6M +$2.11M +36,320 +3%
RCA
5
Resonant Capital Advisors
Wisconsin
$61.6M +$1.72M +29,566 +3%
MAM
6
Madison Asset Management
Wisconsin
$55.6M -$8.53M -146,805 -13%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$53.1M -$239K -4,116 -0.5%
AC
8
AlphaCore Capital
California
$51.4M -$4.17M -71,860 -8%
Raymond James Financial
9
Raymond James Financial
Florida
$39M +$260K +4,474 +0.7%
SGCA
10
Steel Grove Capital Advisors
Tennessee
$34.4M -$1.33M -22,848 -4%
LPL Financial
11
LPL Financial
California
$34M -$13.3M -228,651 -28%
ACG
12
Allen Capital Group
Nebraska
$32.4M -$350K -6,018 -1%
AFA
13
Arlington Financial Advisors
California
$30.1M +$1.13M +19,426 +4%
ODFS
14
O'Donnell Financial Services
California
$29.3M +$480K +8,263 +2%
Rockefeller Capital Management
15
Rockefeller Capital Management
New York
$26.4M +$502K +8,650 +2%
CA
16
Crumly & Associates
Illinois
$21.6M -$743K -12,795 -3%
BI
17
Berkeley Inc
Idaho
$20.9M -$1.61M -27,786 -7%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$19.4M +$443K +7,626 +2%
Cerity Partners
19
Cerity Partners
New York
$18.7M -$15.5M -266,055 -46%
LFAS
20
Level Four Advisory Services
Texas
$17.3M +$486K +8,375 +3%
IP
21
Indivisible Partners
Florida
$16.9M +$16.7M +287,395 New
UCFA
22
United Capital Financial Advisors
Texas
$14.9M +$14.7M +252,449 New
EFMC
23
Empire Financial Management Company
New York
$14.7M -$29.1K -501 -0.2%
Focus Partners Wealth
24
Focus Partners Wealth
Massachusetts
$11M -$636K -10,958 -6%
OCM
25
Orion Capital Management
California
$10.7M +$241K +4,158 +2%