Go Pro
→ The REAL Reason Trump is Invading Iran (From Banyan Hill Publishing) (Ad)tc pixel Free DSTL Stock Alerts

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

Distillate U.S. Fundamental Stability & Value ETF logo
$68.48 -0.42 (-0.61%)
As of 11:03 AM Eastern
Compare

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)
$18.89M
Number of
Institutional Sellers
(last 12 months)
8
Total
Institutional Outflows
(last 12 months)
$455.69M
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.

Subscribe Now
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

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
2/17/2026Captrust 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%
11/19/2025Captrust 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%
8/15/2025Captrust 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%
The cat is out the bag (Ad)

Almost 80,000 tech jobs vanished in the first three months of 2026. Meta cut 14,000 roles, Microsoft offered separation packages to 8,500 workers, and Oracle is reportedly eliminating up to 30,000 positions. Goldman Sachs estimates 12,400 Americans are being financially displaced every single day. Analyst Porter Stansberry says the real driver runs deeper than AI - and two Nobel Prize winners have issued the same warning. He calls it the Final Displacement, and he's releasing a full investigation with specific companies to buy and sell before the next wave hits.tc pixel

Watch Porter Stansberry's full investigation into the Final Displacement now
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%
1/19/2023Mayflower Financial Advisors LLC10,982$448K0.3%N/A0.050%
Iran War: What Happened at 1:11 P.M. Outside D.C.? (Ad)

A source with ties to Saudi Arabia, the UAE, and the U.S. State Department revealed details of a potential 7 trillion dollar financial story unfolding behind the Iran conflict. Addison Wiggin, founder of the Grey Swan Investment Fraternity, investigated the claims himself and found enough corroboration to bring the story forward. The full account follows the money behind the headlines and shows why the Iran situation may look very different than reported.tc pixel

See the full investigation into the Iran money trail now
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%
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%


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 322,809 shares in the last 24 months. This purchase volume represents approximately $18.89M 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), Captrust Financial Advisors ($68.75K), Park National Corp OH ($40.70K), Steel Grove Capital Advisors LLC ($22.85K), Thoroughbred Financial Services LLC ($8.02K), and Old Port Advisors ($7.74K).

Institutional investors have sold a total of 7,861,799 shares in the last 24 months. This volume of shares sold represents approximately $455.69M 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 8/12/2026. New 13F filings are added each quarter as they're published.
From Our Partners
American retirees will miss THIS. Big Banks just moved in.
Central banks spent nearly $130 billion on physical gold last year, on top of $145 billion the year before. Q1...
Cedar Gold Group | Sponsoredtc pixel
The options guide that actually starts at the beginning
Most options educators jump straight into Greeks, spreads, and implied volatility - losing beginners before th...
Base Camp Trading | Sponsoredtc pixel
Trump’s New Currency Reset
Trump is launching a new $250 bill - but that may be a distraction. Behind the scenes, Executive Order 14241 i...
Porter & Company | Sponsoredtc pixel
They didn't warn anyone in 1971. This time someone is warning you.
On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no deb...
Reagan Gold Group | Sponsoredtc pixel
Buffett's Final Warning: "The Dollar Is Going to Hell"
In 2025, the dollar lost 12% in value. Real inflation hit 5%+. 12% + 5% = 17% purchasing power gone. And it's ...
Decentralized Masters | Sponsoredtc pixel
After KDA, PRE, and OCEAN—this is the one
17,556% on KDA. Here's what I'm buying now. It's a coin under $1.00 that most investors have never heard of...
Crypto 101 Media | Sponsoredtc pixel
Here’s the stock symbol I’ve promised
Whitney Tilson of Stansberry Research has long recommended Berkshire Hathaway as a core retirement holding - b...
Stansberry Research | Sponsoredtc pixel
Man who Predicted Trump 2016 Win: “Prepare for Mid-Term Meltdown”
In 2016, major election models gave Hillary Clinton a 99% chance of winning - but former CIA and Pentagon advi...
Paradigm Press | Sponsoredtc pixel