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Distillate US Fundamental Stability & Value ETF

142 hedge funds and large institutions have $1.36B invested in Distillate US Fundamental Stability & Value ETF in 2026 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 48 increasing their positions, 60 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 11

1% more funds holding

Funds holding: 141142 (+1)

3.73% less ownership

Funds ownership: 79.71%75.98% (-3.7%)

6% less funds holding in top 10

Funds holding in top 10: 1615 (-1)

8% less capital invested

Capital invested by funds: $1.47B → $1.36B (-$111M)

20% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 60

Holders
142
Holders Change
+1
Holders Change %
+0.71%
% of All Funds
1.75%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.18%
New
14
Increased
48
Reduced
60
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFA
1
Sequoia Financial Advisors
Ohio
$343M +$10.3M +171,383 +3%
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$101M -$42.5M -708,317 -28%
APG
3
Abacus Planning Group
South Carolina
$83M +$820K +13,664 +1%
OFG
4
Oxford Financial Group
Indiana
$79.5M -$12.5M -208,623 -13%
RCA
5
Resonant Capital Advisors
Wisconsin
$67.2M +$6.9M +114,932 +11%
AC
6
AlphaCore Capital
California
$54.5M +$4.12M +68,659 +8%
MAM
7
Madison Asset Management
Wisconsin
$47.2M -$7.67M -127,725 -14%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$46.1M -$6.26M -104,210 -12%
Raymond James Financial
9
Raymond James Financial
Florida
$37.3M -$1.06M -17,641 -3%
SGCA
10
Steel Grove Capital Advisors
Tennessee
$35.9M +$2.21M +36,756 +6%
ACG
11
Allen Capital Group
Nebraska
$32.1M +$223K +3,714 +0.7%
LPL Financial
12
LPL Financial
California
$31.3M -$2.13M -35,502 -6%
AFA
13
Arlington Financial Advisors
California
$30.9M +$1.44M +24,051 +5%
Rockefeller Capital Management
14
Rockefeller Capital Management
New York
$26.1M +$161K +2,678 +0.6%
BI
15
Berkeley Inc
Idaho
$21M +$502K +8,368 +2%
CA
16
Crumly & Associates
Illinois
$20.8M -$439K -7,319 -2%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$18.1M -$1.03M -17,126 -5%
Cerity Partners
18
Cerity Partners
New York
$18M -$394K -6,557 -2%
IP
19
Indivisible Partners
Florida
$17.2M +$544K +9,068 +3%
LFAS
20
Level Four Advisory Services
Texas
$15.6M -$1.44M -24,013 -8%
EFMC
21
Empire Financial Management Company
New York
$14.9M +$456K +7,591 +3%
UCFA
22
United Capital Financial Advisors
Texas
$14.8M +$190K +3,171 +1%
OCM
23
Orion Capital Management
California
$10.3M -$155K -2,577 -1%
JP Morgan Chase
24
JP Morgan Chase
New York
$10.1M +$1.85M +30,874 +21%
Focus Partners Wealth
25
Focus Partners Wealth
Massachusetts
$10M -$844K -14,061 -8%