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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. 632 - 2023-12-31 144,805 $4,987,000 85,948
   MADISON ASSET MANAGEMENT LLC 256 *New 2024-03-31 51,967 $1,921,000 51,967
   GTS SECURITIES LLC 642 *New 2023-12-31 25,754 $887,000 25,754
   LPL FINANCIAL CORP 3502 - 2024-03-31 17,474 $646,000 6,835
   Aspect Partners LLC 45 - 2023-12-31 11,659 $402,000 0
   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
   Tradition Wealth Management LLC 559 - 2023-12-31 1,911 $66,000 0
   AlphaCore Capital LLC 301 - 2023-12-31 617 $21,000 336
   Advisor Group Holdings Inc. 5562 *New 2024-03-31 293 $11,000 293
   CAROLINAS WEALTH CONSULTING LLC 763 - 2023-12-31 49 $2,000 12
   PROEQUITIES INC. 2563 - 2024-03-31 0 $0 0
   MORGAN STANLEY 7073 *New 2023-12-31 1 $0 1
   UBS Group AG 7584 *New 2023-12-31 5 $0 5
  16 Records found
  1    
  Page 1 of 1
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