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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%
 
            Charting Not Avaliable

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Crumly & Associates Inc. 7 - 2024-03-31 348,242 $12,875,000 -59,033
   Rockefeller Capital Management L.P. 628 - 2024-03-31 169,138 $6,253,000 24,333
   PERRITT CAPITAL MANAGEMENT INC 11 *New 2024-03-31 114,822 $4,245,000 114,822
   MADISON ASSET MANAGEMENT LLC 256 *New 2024-03-31 51,967 $1,921,000 51,967
   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
   Ameritas Advisory Services LLC 530 *New 2024-03-31 15,875 $554,000 15,875
   GTS SECURITIES LLC 767 - 2024-03-31 14,444 $534,000 -11,310
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2788 *New 2024-03-31 7,137 $264,000 7,137
   WealthCare Investment Partners LLC 117 - 2024-03-31 7,119 $263,000 19
   Orion Capital Management LLC 164 *New 2024-03-31 2,681 $99,000 2,681
   CAROLINAS WEALTH CONSULTING LLC 375 - 2024-03-31 1,362 $50,000 1,313
   Advisor Group Holdings Inc. 5562 *New 2024-03-31 293 $11,000 293
   PROEQUITIES INC. 2563 - 2024-03-31 0 $0 0
   Tradition Wealth Management LLC 1026 *Closed 2024-03-31 0 $0 -1,911
   UBS Group AG 8214 *Closed 2024-03-31 0 $0 -5
   AlphaCore Capital LLC 373 *Closed 2024-03-31 0 $0 -617
   MORGAN STANLEY 7733 *Closed 2024-03-31 0 $0 -1
  18 Records found
  1    
  Page 1 of 1
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