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Distillate U.S. Fundamental Stability & Value ETF (DSTL) Institutional Ownership

Distillate U.S. Fundamental Stability & Value ETF logo
$56.43 -0.25 (-0.44%)
Closing price 08/14/2025 04:10 PM Eastern
Extended Trading
$56.42 -0.01 (-0.02%)
As of 08/14/2025 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for Distillate U.S. Fundamental Stability & Value ETF (NYSEARCA:DSTL)

Number of
Institutional Buyers
(last 12 months)
13
Total
Institutional Inflows
(last 12 months)
$87.39M
Number of
Institutional Sellers
(last 12 months)
10
Total
Institutional Outflows
(last 12 months)
$85.74M
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DSTL Institutional Buying and Selling by Quarter

Distillate U.S. Fundamental Stability & Value ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/13/2025EverSource Wealth Advisors LLC1,643$91K0.0%+5,565.5%0.005%
8/12/2025 JPMorgan Chase & Co.81,214$4.50M0.0%+154.5%0.255%
8/6/2025 Aspect Partners LLC44,727$2.48M1.2%+9.1%0.139%
7/30/2025 Steel Grove Capital Advisors LLC606,155$33.55M3.9%+1.9%1.888%
7/25/2025 LRI Investments LLC9,805$543K0.0%+8.9%0.031%
7/16/2025 Old Port Advisors128,578$7.12M1.9%-1.8%0.400%
7/11/2025 Adirondack Trust Co.849$47K0.0%N/A0.003%
7/1/2025 Park National Corp OH52,402$2.90M0.1%-91.4%0.157%
5/12/2025Operose Advisors LLC681$37K0.0%N/A0.002%
5/6/2025 Madison Asset Management LLC1,345,696$72.99M0.8%+2.0%3.884%
5/6/2025 Old Port Advisors130,877$7.10M2.1%-21.5%0.378%
5/1/2025 LRI Investments LLC9,004$488K0.0%+38.5%0.026%
4/29/2025 Bank of New York Mellon Corp341,899$18.55M0.0%-5.6%0.987%
4/24/2025 Aspect Partners LLC40,996$2.22M1.3%-6.2%0.119%
4/21/2025 Steel Grove Capital Advisors LLC594,754$32.26M4.9%-1.5%1.724%
4/14/2025 Farther Finance Advisors LLC847$46K0.0%-56.5%0.002%
4/9/2025 NBC Securities Inc.562$30K0.0%N/A0.002%
4/2/2025 Park National Corp OH611,727$33.18M1.2%+2.6%1.777%
2/17/2025Captrust Financial Advisors249,961$13.73M0.0%-77.7%0.726%
2/14/2025Integrated Wealth Concepts LLC14,885$818K0.0%-1.5%0.043%
2/14/2025 Steel Grove Capital Advisors LLC603,933$33.17M4.6%-1.0%1.753%
2/12/2025 Perritt Capital Management Inc131,465$7.22M3.8%+5.4%0.382%
2/12/2025 JPMorgan Chase & Co.28,405$1.56M0.0%+20.4%0.082%
2/10/2025Madison Investment Advisors LLC1,318,928$72.44M0.8%N/A3.829%
2/4/2025 Bank of New York Mellon Corp362,135$19.89M0.0%-4.5%1.051%
2/3/2025 Aspect Partners LLC43,724$2.40M1.4%+6.4%0.127%
1/8/2025 Park National Corp OH596,346$32.75M1.2%+3.8%1.731%
12/26/2024 JPMorgan Chase & Co.23,587$1.34M0.0%-1.3%0.068%
11/15/2024 LRI Investments LLC6,496$372K0.0%N/A0.019%
11/15/2024Integrated Wealth Concepts LLC15,107$857K0.0%+2.0%0.044%
11/14/2024Captrust Financial Advisors1,122,775$63.70M0.2%-2.5%3.259%
10/15/2024 Aspect Partners LLC41,098$2.33M1.3%+3.3%0.119%
10/15/2024 NBC Securities Inc.557$31K0.0%-31.0%0.002%
10/1/2024 Park National Corp OH574,661$32.60M1.1%+23.9%1.668%
8/14/2024 Steel Grove Capital Advisors LLC633,827$32.57M4.5%-4.3%1.840%
8/8/2024 Perritt Capital Management Inc123,479$6.35M3.5%+4.4%0.358%
7/26/2024 Bank of New York Mellon Corp369,065$18.97M0.0%+16.1%1.071%
7/16/2024 Aspect Partners LLC39,775$2.04M1.2%+38.3%0.115%
7/15/2024 Park National Corp OH463,897$23.84M0.9%N/A1.347%
5/17/2024 Aspect Partners LLC28,764$1.55M1.2%+4.8%0.083%
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5/15/2024 Perritt Capital Management Inc.118,263$6.38M3.4%+11.7%0.343%
5/14/2024InterOcean Capital Group LLC217,208$11.71M0.3%-0.9%0.631%
4/22/2024 Oakworth Capital Inc.672$36K0.0%-34.3%0.002%
4/5/2024 NBC Securities Inc.648$34K0.0%+60.0%0.003%
2/16/2024 Aspect Partners LLC27,434$1.35M0.9%N/A0.117%
2/15/2024 Perritt Capital Management Inc.105,898$5.23M2.9%+7.2%0.450%
2/12/2024 Tradition Wealth Management LLC9,167$453K0.0%-11.6%0.039%
2/12/2024 Madison Asset Management LLC1,355,801$66.94M0.9%-7.6%5.764%
2/9/2024InterOcean Capital Group LLC219,117$10.82M0.3%+8.9%0.932%
1/31/2024 Oakworth Capital Inc.1,023$51K0.0%N/A0.004%
1/2/2024Anchor Investment Management LLC7,164$354K0.0%N/A0.030%
11/14/2023 Perritt Capital Management Inc.98,743$4.41M2.6%N/A0.420%
8/1/2023 Madison Asset Management LLC1,014,206$45.91M0.7%-15.1%4.312%
5/12/2023 Tradition Wealth Management LLC10,603$458K0.1%N/A0.047%
4/26/2023 Madison Asset Management LLC1,194,258$51.53M0.8%-5.4%5.332%
2/8/2023InterOcean Capital Group LLC116,036$4.73M0.2%-64.9%0.527%
2/8/2023 Madison Asset Management LLC1,261,987$51.49M0.8%+8.4%5.736%
1/31/2023 Hutchens & Kramer Investment Management Group LLC40,569$1.66M1.2%N/A0.184%
1/25/2023 Mayflower Financial Advisors LLC10,982$448K0.1%N/A0.050%
1/19/2023 Mayflower Financial Advisors LLC10,982$448K0.3%N/A0.050%
11/8/2022Herold Advisors Inc.51,724$1.91M0.9%+2.7%0.256%
11/3/2022 Oxbow Advisors LLC182,053$6.72M1.1%-2.2%0.900%
8/15/2022InterOcean Capital Group LLC370,619$14.35M0.6%N/A1.975%
8/13/2022 Madison Asset Management LLC981,131$37.99M0.6%+31.8%5.227%
8/5/2022OLD Mission Capital LLC30,921$1.20M0.0%-11.6%0.165%
7/15/2022Herold Advisors Inc.50,360$1.95M0.9%+6.8%0.278%
5/12/2022 Madison Asset Management LLC744,518$33.13M0.5%-24.1%4.432%
5/10/2022 Evoke Wealth LLC2,635$117K0.0%N/A0.016%
5/9/2022Herold Advisors Inc.47,170$2.10M0.7%-1.5%0.280%
5/9/2022 Oxbow Advisors LLC202,714$9.02M0.9%-5.8%1.205%
2/16/2022 Madison Asset Management LLC981,563$45.43M0.6%-5.5%6.758%
2/10/2022OLD Mission Capital LLC34,065$1.58M0.1%N/A0.236%
2/9/2022 Oxbow Advisors LLC215,122$9.96M1.0%+2.4%1.489%
1/20/2022Herold Advisors Inc.47,872$2.22M0.9%-2.4%0.353%
11/16/2021Captrust Financial Advisors2,510$103K0.0%+98.3%0.023%
11/15/2021 Madison Asset Management LLC1,038,617$42.54M0.6%+49.6%9.798%
11/10/2021 Oxbow Advisors LLC210,003$8.60M0.9%+17.2%1.991%
11/3/2021Herold Advisors Inc.49,030$2.01M0.8%N/A0.484%
8/9/2021 Madison Asset Management LLC694,481$28.95M0.4%-36.7%8.029%
8/5/2021 US Bancorp DE6,720$280K0.0%+4.5%0.079%
8/4/2021 Oxbow Advisors LLC179,188$7.47M0.8%+9.2%2.102%
(Data available from 1/1/2016 forward)

DSTL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DSTL shares?

During the previous two years, 22 institutional investors and hedge funds held shares of Distillate U.S. Fundamental Stability & Value ETF. The most heavily invested institutionals were Madison Asset Management LLC ($72.99M), Madison Investment Advisors LLC ($72.44M), Steel Grove Capital Advisors LLC ($33.55M), Bank of New York Mellon Corp ($18.55M), Captrust Financial Advisors ($13.73M), InterOcean Capital Group LLC ($11.71M), and Perritt Capital Management Inc ($7.22M).Learn more on Distillate U.S. Fundamental Stability & Value ETF's institutional investors.

Which institutional investors have been buying Distillate U.S. Fundamental Stability & Value ETF's stock?

Of the 18 institutional investors that purchased Distillate U.S. Fundamental Stability & Value ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Madison Investment Advisors LLC ($1.32M), Park National Corp OH ($611.73K), Perritt Capital Management Inc. ($118.26K), JPMorgan Chase & Co. ($54.12K), Bank of New York Mellon Corp ($51.12K), Aspect Partners LLC ($47.46K), and Madison Asset Management LLC ($26.77K).

How much institutional buying is happening at Distillate U.S. Fundamental Stability & Value ETF?

Institutional investors have bought a total of 1,587,307 shares in the last 24 months. This purchase volume represents approximately $87.39M in transactions.

Which of Distillate U.S. Fundamental Stability & Value ETF's major shareholders have been selling company stock?

Of the 10 institutional investors that sold Distillate U.S. Fundamental Stability & Value ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Captrust Financial Advisors ($902.02K), Park National Corp OH ($559.33K), Old Port Advisors ($38.24K), Bank of New York Mellon Corp ($37.48K), Steel Grove Capital Advisors LLC ($15.03K), Aspect Partners LLC ($2.73K), and Farther Finance Advisors LLC ($1.10K).

How much institutional selling is happening at Distillate U.S. Fundamental Stability & Value ETF?

Institutional investors have sold a total of 1,556,710 shares in the last 24 months. This volume of shares sold represents approximately $85.74M in transactions.



This page (NYSEARCA:DSTL) was last updated on 8/15/2025 by MarketBeat.com Staff
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