Free Trial

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

Distillate U.S. Fundamental Stability & Value ETF logo
$59.79 0.00 (0.00%)
As of 06/12/2026 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
10
Total
Institutional Inflows
(last 12 months)
$22.53M
Number of
Institutional Sellers
(last 12 months)
8
Total
Institutional Outflows
(last 12 months)
$486.77M
Get DSTL Insider Trade Alerts

Want to know when executives and insiders are buying or selling Distillate U.S. Fundamental Stability & Value ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

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
5/8/2026 Madison Asset Management LLC815,607$47.21M0.6%-13.5%2.627%
5/4/2026 Team Financial Group LLC2,729$158K0.1%+53.6%0.009%
4/16/2026 Park National Corp OH11,704$677K0.0%-13.5%0.038%
2/17/2026 Advisory Services Network LLC24,198$1.43M0.0%-0.7%0.077%
2/17/2026 Captrust Financial Advisors160,129$9.43M0.0%-2.0%0.511%
2/17/2026 Rothschild Wealth LLC149,406$8.80M0.8%N/A0.477%
2/11/2026 JPMorgan Chase & Co.146,924$8.65M0.0%+19.4%0.469%
2/10/2026 Thoroughbred Financial Services LLC35,008$2.06M0.1%-14.5%0.112%
2/9/2026 Steel Grove Capital Advisors LLC583,307$34.36M3.6%-3.8%1.862%
2/4/2026 Madison Asset Management LLC943,332$55.56M0.6%-13.5%3.006%
2/4/2026 LRI Investments LLC57,198$3.37M0.2%+14.2%0.182%
1/23/2026 Aspect Partners LLC54,804$3.23M1.4%+13.9%0.174%
1/21/2026 Flagship Harbor Advisors LLC29,839$1.76M0.1%+1.2%0.095%
1/13/2026 Team Financial Group LLC1,777$105K0.0%+73.2%0.006%
1/8/2026 Old Port Advisors120,841$7.12M1.7%-3.3%0.384%
1/5/2026 Park National Corp OH13,529$797K0.0%-33.4%0.041%
1/1/2026 JPMorgan Chase & Co.123,100$7.14M0.0%+51.6%0.391%
11/19/2025 Captrust Financial Advisors163,436$9.47M0.0%-4.3%0.519%
11/17/2025Perritt Capital Management Inc142,727$8.27M3.9%-98.1%0.453%
11/10/2025 Thoroughbred Financial Services LLC40,939$2.37M0.1%-4.9%0.130%
11/7/2025 JPMorgan Chase & Co.123,100$7.14M0.0%+51.6%0.391%
11/6/2025 Madison Asset Management LLC1,090,137$63.18M0.7%-2.3%3.461%
11/6/2025 Aspect Partners LLC48,119$2.79M1.3%+7.6%0.153%
11/3/2025 LRI Investments LLC50,100$2.90M0.2%+411.0%0.158%
10/29/2025 DMC Group LLC3,462$201K0.1%N/A0.011%
10/7/2025 Team Financial Group LLC1,026$59K0.0%N/A0.003%
10/6/2025 Old Port Advisors124,951$7.24M1.8%-2.8%0.394%
10/1/2025 Park National Corp OH20,316$1.18M0.0%-61.2%0.064%
8/15/2025 Captrust Financial Advisors170,713$9.45M0.0%-25.4%0.535%
8/13/2025 EverSource 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%
5/6/2025Madison Asset Management LLC1,345,696$72.99M0.8%+2.0%3.884%
5/6/2025Old Port Advisors130,877$7.10M2.1%-21.5%0.378%
Goldman Sachs just told you what to buy (most people missed it) (Ad)

Goldman Sachs just revealed that 40% of AI data centers will be crippled by electricity shortages by 2027 - not chips, not funding, but power. Demand is growing 15% per year and the grid can't keep up. One small company makes the exact equipment these data centers need. They're sitting on $1.5 billion in orders, their hardware is already inside Musk's Colossus, and the stock still trades like a name nobody's heard of. Analyst Dylan Jovine is releasing the ticker for free.tc pixel

See the stock positioned to solve AI's biggest power crisis
5/1/2025LRI Investments LLC9,004$488K0.0%+38.5%0.026%
4/29/2025Bank of New York Mellon Corp341,899$18.55M0.0%-5.6%0.987%
4/24/2025Aspect Partners LLC40,996$2.22M1.3%-6.2%0.119%
4/21/2025Steel Grove Capital Advisors LLC594,754$32.26M4.9%-1.5%1.724%
4/14/2025Farther Finance Advisors LLC847$46K0.0%-56.5%0.002%
4/9/2025NBC Securities Inc.562$30K0.0%N/A0.002%
4/2/2025Park 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%
2/14/2025Steel Grove Capital Advisors LLC603,933$33.17M4.6%-1.0%1.753%
2/12/2025Perritt Capital Management Inc131,465$7.22M3.8%+5.4%0.382%
2/12/2025JPMorgan 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%
2/4/2025Bank of New York Mellon Corp362,135$19.89M0.0%-4.5%1.051%
2/3/2025Aspect Partners LLC43,724$2.40M1.4%+6.4%0.127%
1/8/2025Park National Corp OH596,346$32.75M1.2%+3.8%1.731%
12/26/2024JPMorgan Chase & Co.23,587$1.34M0.0%-1.3%0.068%
11/15/2024LRI 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%
10/15/2024Aspect Partners LLC41,098$2.33M1.3%+3.3%0.119%
10/15/2024NBC Securities Inc.557$31K0.0%-31.0%0.002%
10/1/2024Park National Corp OH574,661$32.60M1.1%+23.9%1.668%
8/14/2024Steel Grove Capital Advisors LLC633,827$32.57M4.5%-4.3%1.840%
8/8/2024Perritt Capital Management Inc123,479$6.35M3.5%+4.4%0.358%
7/26/2024Bank of New York Mellon Corp369,065$18.97M0.0%+16.1%1.071%
7/16/2024Aspect Partners LLC39,775$2.04M1.2%+38.3%0.115%
7/15/2024Park National Corp OH463,897$23.84M0.9%N/A1.347%
5/17/2024Aspect Partners LLC28,764$1.55M1.2%+4.8%0.083%
5/15/2024Perritt 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%
4/22/2024Oakworth Capital Inc.672$36K0.0%-34.3%0.002%
4/5/2024NBC Securities Inc.648$34K0.0%+60.0%0.003%
2/16/2024Aspect Partners LLC27,434$1.35M0.9%N/A0.117%
2/15/2024Perritt Capital Management Inc.105,898$5.23M2.9%+7.2%0.450%
2/12/2024Tradition Wealth Management LLC9,167$453K0.0%-11.6%0.039%
2/12/2024Madison 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%
1/31/2024Oakworth Capital Inc.1,023$51K0.0%N/A0.004%
1/2/2024Anchor Investment Management LLC7,164$354K0.0%N/A0.030%
11/14/2023Perritt Capital Management Inc.98,743$4.41M2.6%N/A0.420%
8/1/2023Madison Asset Management LLC1,014,206$45.91M0.7%-15.1%4.312%
5/12/2023Tradition Wealth Management LLC10,603$458K0.1%N/A0.047%
4/26/2023Madison 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%
2/8/2023Madison Asset Management LLC1,261,987$51.49M0.8%+8.4%5.736%
1/31/2023Hutchens & Kramer Investment Management Group LLC40,569$1.66M1.2%N/A0.184%
1/25/2023Mayflower Financial Advisors LLC10,982$448K0.1%N/A0.050%
1/19/2023Mayflower Financial Advisors LLC10,982$448K0.3%N/A0.050%
11/8/2022Herold Advisors Inc.51,724$1.91M0.9%+2.7%0.256%
The REAL Reason Trump is Invading Iran (Ad)

For a moment… Forget about Trump’s ties to Israel. Forget about reports of Iran’s nuclear program. Because my research has led me to believe we’re risking World War 3 with Iran for a completely different reason.tc pixel

Click here to find out what it is.
11/3/2022Oxbow Advisors LLC182,053$6.72M1.1%-2.2%0.900%
8/15/2022InterOcean Capital Group LLC370,619$14.35M0.6%N/A1.975%
8/13/2022Madison 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%
5/12/2022Madison Asset Management LLC744,518$33.13M0.5%-24.1%4.432%
5/10/2022Evoke Wealth LLC2,635$117K0.0%N/A0.016%
5/9/2022Herold Advisors Inc.47,170$2.10M0.7%-1.5%0.280%
5/9/2022Oxbow Advisors LLC202,714$9.02M0.9%-5.8%1.205%


DSTL Institutional Ownership - Frequently Asked Questions

During the previous two years, 23 institutional investors and hedge funds held shares of Distillate U.S. Fundamental Stability & Value ETF. The most heavily invested institutionals were Madison Investment Advisors LLC ($72.44M), Madison Asset Management LLC ($47.21M), Steel Grove Capital Advisors LLC ($34.36M), Bank of New York Mellon Corp ($18.55M), Captrust Financial Advisors ($9.43M), Rothschild Wealth LLC ($8.80M), and JPMorgan Chase & Co. ($8.65M).Learn more on Distillate U.S. Fundamental Stability & Value ETF's institutional investors.

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), JPMorgan Chase & Co. ($161.71K), Rothschild Wealth LLC ($149.41K), LRI Investments LLC ($57.19K), Bank of New York Mellon Corp ($51.12K), and Aspect Partners LLC ($28.77K).

Institutional investors have bought a total of 388,716 shares in the last 24 months. This purchase volume represents approximately $22.53M in transactions.

The following institutional investors have sold Distillate U.S. Fundamental Stability & Value ETF stock in the last 24 months: Perritt Capital Management Inc ($7.41M), Park National Corp OH ($600.02K), Madison Asset Management LLC ($300.36K), Captrust Financial Advisors ($68.75K), Steel Grove Capital Advisors LLC ($22.85K), Old Port Advisors ($10.04K), and Thoroughbred Financial Services LLC ($8.02K).

Institutional investors have sold a total of 8,423,423 shares in the last 24 months. This volume of shares sold represents approximately $486.77M in transactions.



This page (NYSEARCA:DSTL) was last updated on 6/15/2026 by MarketBeat.com Staff.
From Our Partners