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

Distillate U.S. Fundamental Stability & Value ETF logo
$70.26 +0.64 (+0.92%)
As of 02:27 PM Eastern
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Institutional Ownership Changes (13F Filings) for Distillate U.S. Fundamental Stability & Value ETF (NYSEARCA:DSTL)

Number of
Institutional Buyers
(last 12 months)
8
Total
Institutional Inflows
(last 12 months)
$19.00M
Number of
Institutional Sellers
(last 12 months)
8
Total
Institutional Outflows
(last 12 months)
$452.47M
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DSTL Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/22/2026 Compass Financial Management LLC1,787$107K0.0%N/A0.006%
8/12/2026 Compass Financial Management LLC1,787$107K0.0%N/A0.006%
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%
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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%
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%
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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%
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%


DSTL Institutional Ownership - Frequently Asked Questions

During the previous two years, 24 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), JPMorgan Chase & Co. ($161.71K), Rothschild Wealth LLC ($149.41K), Park National Corp OH ($147.83K), LRI Investments LLC ($57.19K), Madison Asset Management LLC ($26.77K), and Aspect Partners LLC ($17.76K).

Institutional investors have bought a total of 324,596 shares in the last 24 months. This purchase volume represents approximately $19.00M 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), Madison Asset Management LLC ($300.36K), Park National Corp OH ($40.70K), Steel Grove Capital Advisors LLC ($22.85K), Captrust Financial Advisors ($10.58K), Thoroughbred Financial Services LLC ($8.02K), and Old Port Advisors ($7.74K).

Institutional investors have sold a total of 7,803,634 shares in the last 24 months. This volume of shares sold represents approximately $452.47M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:DSTL is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/22/2026. New 13F filings are added each quarter as they're published.
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