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Disclosery

DSTL ETF SER SOLUTIONS

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DISTILLATE US (fund)

142 managers (144 13F filers) reported a position in DSTL shares at 2026-03-31, 23,573,677 shares in all. 13 filers opened a position and 11 filers sold out during the quarter.

Managers
142
13F filers
144
New
13
Added
48
Reduced
60
Sold out
11
Shares held by filers
23,573,677

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Sequoia Financial Advisors, LLC5,923,843$343M1.92%+171,38313F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…1,822,049$101M0.22%-708,31713F-HRTimeline
Abacus Planning Group, Inc.1,433,258$83M11.17%+13,66413F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC1,373,376$79.5M4.28%-208,62313F-HRTimeline
Resonant Capital Advisors, LLC1,160,218$67.2M3.53%+114,93213F-HRTimeline
AlphaCore Capital LLC941,761$54.5M1.29%+68,65913F-HRTimeline
Madison Asset Management, LLCin group Madison Asset Management, LLC815,607$47.2M0.59%-127,72513F-HRTimelineGroup
Cetera Investment Advisers797,262$46.1M0.05%-104,21013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC645,114$37.3M0.01%-17,64113F-HRTimelineGroup
STEEL GROVE CAPITAL ADVISORS, LLC620,063$35.9M3.79%+36,75613F-HRTimeline
Allen Capital Group, LLC554,563$32.1M2.89%+3,71413F-HRTimeline
LPL Financial LLC541,628$31.3M0.01%-35,50213F-HRTimeline
Arlington Financial Advisors, LLC534,709$30.9M4.41%+24,05113F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…450,827$26.1M0.05%+2,67813F-HRTimelineGroup
Berkeley, Inc363,522$21M7.06%+8,36813F-HRTimeline
Crumly & Associates Inc.359,166$20.8M4.37%-7,31913F-HRTimeline
Cambridge Investment Research Advisors,…312,996$18.1M0.05%-17,12613F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC311,398$18M0.03%-6,55713F-HRTimelineGroup
Indivisible Partners296,463$17.2M1.52%+9,06813F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…269,780$15.6M0.51%-24,01313F-HRTimelineGroup
Empire Financial Management Company, LLC256,581$14.9M3.36%+7,59113F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…255,620$14.8M0.09%+3,17113F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding184,019$10.7M-12,302Timeline
Orion Capital Management LLC178,302$10.3M3.56%-2,57713F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO177,798$10.1M<0.01%+30,87413F-HR/ATimelineGroup
Sunbeam Capital Management, LLC171,099$9.9M5.67%+1,96313F-HRTimeline
ODonnell Financial Services, LLC165,443$9.58M3.3%-331,39813F-HRTimeline
CAPTRUST FINANCIAL ADVISORS156,294$9.03M0.02%-3,83513F-HRTimeline
Rothschild Wealth LLC154,618$8.95M0.81%+5,21213F-HRTimeline
SAXON INTERESTS, INC.134,729$7.8M2.69%-8,90613F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC126,581$7.33M0.06%+21,53513F-HRTimelineGroup
Oxbow Advisors, LLC125,118$7.24M0.62%-33,80913F-HRTimeline
Old Port Advisors122,872$7.11M1.64%+2,03113F-HRTimeline
Weil Company, Inc.85,892$4.97M1.12%+17,09813F-HRTimeline
Fermata Advisors, LLC80,468$4.66M1.05%-23113F-HRTimeline
Darwin Wealth Management, LLC76,302$4.42M1.38%-7,56013F-HRTimeline
NorthCrest Asset Manangement, LLC74,144$4.3M0.13%new13F-HRTimeline
LRI Investments, LLC74,124$4.29M0.38%+16,92613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.70,720$4.09M0.01%-6,10113F-HRTimelineGroup
Herold Advisors, Inc.68,847$3.98M0.88%-2,51513F-HRTimeline
Stonebridge Financial Planning Group, L…65,123$3.77M1.38%-2,21513F-HRTimeline
Centerpoint Advisory Group62,326$3.61M2.72%-1,74913F-HRTimeline
Aspect Partners, LLC55,784$3.23M1.32%+98013F-HRTimeline
Merit Financial Group, LLC54,666$3.16M0.02%-8,87313F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.47,273$2.78M0.02%-29,46613F-HRTimelineGroup
IFP Advisors, Inc41,751$2.42M0.05%-8,24213F-HRTimeline
Qube Research & Technologies Ltd40,512$2.34M<0.01%-3,39513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC39,384$2.28M<0.01%+19,31513F-HRTimelineGroup
Wealth Enhancement Trust Services, Inc.37,850$2.19M0.27%+11313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC35,039$2.03M<0.01%-6,44913F-HRTimeline
American Alpha Advisors, LLC33,100$1.92M1.12%+7,67713F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC32,555$1.88M0.11%-2,45313F-HRTimeline
Meramec Financial Planners, LLC30,009$1.82M0.72%-4,08913F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.31,372$1.82M0.16%-31113F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.31,199$1.81M0.03%+2,17113F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC30,077$1.74M0.08%+23813F-HRTimeline
SAPIENT CAPITAL LLC28,388$1.64M0.02%-2,26513F-HR/ATimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA28,167$1.63M<0.01%+20,94213F-HRTimelineGroup
TFR Capital, LLC.27,355$1.58M0.49%-1,42813F-HRTimeline
Barry Investment Advisors, LLC26,633$1.54M0.34%-1,76013F-HRTimeline
MGO ONE SEVEN LLC26,592$1.54M0.03%-2,38013F-HRTimeline
Hibernia Wealth Partners, LLC23,897$1.38M0.41%+45913F-HRTimeline
Rehmann Capital Advisory Group23,608$1.37M0.07%-613F-HRTimeline
Advisory Services Network, LLC23,568$1.36M0.02%-63013F-HRTimeline
CIBC WORLD MARKET INC.19,551$1.13M<0.01%+1,73213F-HRTimeline
Signal Advisors Wealth, LLC19,045$1.1M0.08%new13F-HRTimeline
Mariner, LLCin group Mariner, LLC18,834$1.09M<0.01%013F-HRTimelineGroup
HERITAGE OAK WEALTH ADVISORS LLC18,477$1.07M0.34%+32813F-HRTimeline
Ausdal Financial Partners, Inc.15,115$875K0.04%-1,78213F-HRTimeline
Integrated Wealth Concepts LLC14,070$814K0.01%new13F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC12,894$746K<0.01%new13F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY12,005$695K<0.01%+2,97813F-HRTimelineGroup
ONE PLUS ONE WEALTH MANAGEMENT, LLC11,839$685K0.29%+1,46213F-HRTimeline
PARK NATIONAL CORP /OH/11,704$677K0.02%-1,82513F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC11,416$661K<0.01%new13F-HRTimelineGroup
MML INVESTORS SERVICES, LLC11,035$639K<0.01%+1,51713F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP10,692$619K<0.01%+15913F-HRTimelineGroup
Csenge Advisory Group10,336$598K0.03%-49,17213F-HRTimeline
LANDMARK WEALTH MANAGEMENT, INC.10,225$592K0.22%013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP10,095$584K<0.01%-2,07913F-HRTimelineGroup
Hutchens & Kramer Investment Management…10,018$580K0.18%-2,72713F-HRTimeline
WealthCare Investment Partners, LLC9,980$580K0.16%013F-HRTimeline
FLOW TRADERS U.S. LLC9,933$575K0.02%new13F-HRTimeline
SimpliFi, Inc.9,071$525K0.22%+19513F-HRTimeline
Braeburn Wealth Management LLC9,007$521K0.3%-13,69813F-HRTimeline
Global View Capital Management LLC8,355$484K0.13%-83913F-HRTimeline
Quantinno Capital Management LP7,938$459K<0.01%-44013F-HRTimeline
Brady Martz Wealth Solutions, LLC7,786$451K0.08%+1,75913F-HRTimeline
Anchor Investment Management, LLC7,164$415K0.03%013F-HRTimeline
Certified Advisory Corp6,794$393K0.04%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC6,688$387K<0.01%new13F-HRTimelineGroup
Brooklyn Investment Group6,621$383K0.01%new13F-HRTimeline
Accurate Wealth Management, LLC6,627$382K0.05%-3,06713F-HRTimeline
HUB Investment Partners, LLC6,272$363K0.01%013F-HRTimeline
Meridian Financial Advisors, LLC6,000$347K0.19%-1,00013F-HRTimeline
UBS Group AGgroup of 2 filers holding5,963$345K+50Timeline
BCU Wealth Advisors, LLC5,928$343K0.13%+1213F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\5,827$337K<0.01%+5013F-HRTimelineGroup
Sanctuary Advisors, LLC5,216$302K<0.01%-23413F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…5,101$295K<0.01%+81113F-HRTimelineGroup
Walleye Partners, LLC4,953$287K0.35%+12913F-HRTimeline
Clayton Financial Group LLC4,670$270K0.14%+1513F-HRTimeline
Belpointe Asset Management LLC4,594$266K0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…4,594$266K0.13%-14013F-HRTimelineGroup
Creative Planningin group Creative Planning4,428$256K<0.01%new13F-HRTimelineGroup
Insight Advisors, LLC/ PA4,371$253K0.05%+93813F-HRTimeline
QUANTIFY CHAOS ADVISORS, LLC3,910$226K0.71%+1213F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV3,843$222K<0.01%-21013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/3,837$222K<0.01%-5,13113F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC3,636$210K<0.01%-5,82113F-HRTimelineGroup
Opal Wealth Advisors, LLC3,578$207K0.05%+6513F-HRTimeline
GeoWealth Management, LLC3,395$197K0.01%-7713F-HRTimeline
Team Financial Group, LLC2,729$158K0.07%+95213F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…2,029$117K<0.01%+613F-HRTimelineGroup
Steward Partners Investment Advisory, L…1,637$94.8K<0.01%013F-HRTimeline
Navigoe, LLC1,432$82K0.05%013F-HRTimeline
CWM, LLCin group CWM, LLC1,316$76.2K<0.01%+1,20613F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…899$52K<0.01%-1,24013F-HRTimelineGroup
Operose Advisors LLC681$39.4K0.01%013F-HRTimeline
OAKWORTH CAPITAL, INC.672$38.9K<0.01%013F-HRTimeline
ADIRONDACK TRUST CO665$38.5K0.01%-18413F-HRTimeline
MAI Capital Management659$38.1K<0.01%-26813F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…626$36.2K<0.01%013F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC591$34.2K<0.01%-3,63813F-HRTimeline
Vermillion Wealth Management, Inc.465$26.9K0.01%-5213F-HRTimeline
QUADRANT CAPITAL GROUP LLC453$26.2K<0.01%013F-HR/ATimeline
BAYBAN329$19K0.02%new13F-HRTimeline
FMR LLCin group FMR LLC251$14.6K<0.01%+113F-HRTimelineGroup
Founders Financial Alliance, LLC248$14.3K<0.01%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management221$12.8K<0.01%-19413F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC216$12.5K<0.01%013F-HRTimelineGroup
Pinnacle Wealth Planning Services, Inc.200$11.6K<0.01%013F-HRTimeline
Richard W. Paul & Associates, LLC150$8.68K<0.01%013F-HRTimeline
Sound Income Strategies, LLC103$5.98K<0.01%new13F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC81$4.69K<0.01%13F-HRTimelineGroup
Imprint Wealth LLC65$3.76K0.02%013F-HRTimeline
AE Wealth Management LLC63$3.67K<0.01%013F-HRTimeline
GHP Investment Advisors, Inc.60$3.47K<0.01%013F-HRTimeline
GAMMA Investing LLC2$116<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$32<0.01%-7513F-HR/ATimelineGroup
Allworth Financial LP0$28<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
Farther Finance Advisors, LLC0$3<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.