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Get Institutions for : 
Distillate Small/mid Cash Flow Etf (DSMC)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 12    4
Total shares held : 
609,815  
% of shares held : 
6.78%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  7  
Amount of shares held : 
347,204  
% of shares held change : 
  3.86%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
N/A  
Last Quarter's Ending Price : 
N/A  
Last Quarter's Average Price
N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
5
 36,399
 5.97%
 
Increased Positions :
4
 311,510
 51.08%
 
Unchanged Positions :
2
 13,570
 2.23%
 
Decreased Positions :
1
-700
-0.11%
 
Closed Positions :
1
-5
-0%
 
Guru Positions :
0
 0%
 
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   Rockefeller Capital Management L.P. 628 - 2024-03-31 169,138 $6,253,000 24,333
   Aspect Partners LLC 25 - 2024-03-31 29,656 $1,096,000 17,997
   LPL FINANCIAL CORP 3502 - 2024-03-31 17,474 $646,000 6,835
   WealthCare Investment Partners LLC 117 - 2024-03-31 7,119 $263,000 19
   CAROLINAS WEALTH CONSULTING LLC 375 - 2024-03-31 1,362 $50,000 1,313

  5 Records found
  1    
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