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Get Institutions for : 
Distillate Us Fundamental Stability & Value Etf (DSTL)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 106    3
Total shares held : 
 24,959,630  
% of shares held : 
 44.33%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   32  
Amount of shares held : 
 2,157,927  
% of shares held change : 
   3.83%  
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 :
12
 747,896
 3%
 
Increased Positions :
54
 1,730,809
 6.93%
 
Unchanged Positions :
15
 561,736
 2.25%
 
Decreased Positions :
25
-266,504
-1.07%
 
Closed Positions :
9
-54,274
-0.22%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  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
   Abacus Planning Group Inc. 1 - 2024-03-31 1,260,004 $67,927,000 45,505
   LPL FINANCIAL CORP 546 - 2024-03-31 932,223 $50,256,000 31,522
   SHUFRO ROSE & CO LLC 2 - 2024-03-31 914,423 $49,297,000 315,574
   Resonant Capital Advisors LLC 3 - 2024-03-31 821,602 $44,293,000 19,755
   Engrave Wealth Partners LLC 2 - 2023-12-31 837,174 $41,331,000 13,693
   H D Vest Advisory Services 37 - 2024-03-31 719,473 $38,787,000 228,294
   Allen Capital Group LLC 5 - 2024-03-31 684,995 $36,928,000 76,733
   GREEN SQUARE CAPITAL MANAGEMENT LLC 3 - 2024-03-31 662,025 $35,690,000 9,159
   JJJ Advisors Inc. 4 - 2024-03-31 574,414 $30,967,000 57,290
   ROYAL BANK OF CANADA 934 - 2024-03-31 556,598 $30,006,000 199,850
   RAYMOND JAMES & ASSOCIATES 702 - 2024-03-31 435,810 $23,494,000 28,384
   Arlington Financial Advisors LLC 6 - 2024-03-31 435,063 $23,454,000 80,374
   Rockefeller Capital Management L.P. 289 - 2024-03-31 427,605 $23,052,000 20,187
   SAGE ADVISORY SERVICES, LTD.CO. 7 - 2024-03-31 405,474 $21,859,000 130,835
   ENVESTNET ASSET MANAGEMENT INC 1148 - 2024-03-31 352,828 $19,021,000 122,079
   BANK OF NEW YORK MELLON CORP 1661 - 2024-03-31 317,943 $17,140,000 109,496
   COMERICA BANK 347 - 2024-03-31 236,236 $12,735,000 67,788
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 369 - 2024-03-31 235,318 $12,686,000 32,624
   LEVEL FOUR ADVISORY SERVICES LLC 25 - 2024-03-31 218,823 $10,803,000 6,610
   OXBOW ADVISORS, LLC 16 - 2024-03-31 190,957 $10,295,000 6,991
   HIGHTOWER ADVISORS, LLC 683 - 2024-03-31 189,706 $10,225,000 33,741
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 791 - 2024-03-31 188,873 $10,182,000 550
   Equitable Holdings Inc. 177 - 2024-03-31 146,059 $7,874,000 9,310
   Apexium Financial LP 24 - 2024-03-31 145,750 $7,857,000 21,796
   Orion Capital Management LLC 6 - 2024-03-31 141,423 $7,624,000 29,548
   PERRITT CAPITAL MANAGEMENT INC 8 - 2024-03-31 118,263 $6,376,000 12,365
   Financial Enhancement Group LLC 38 - 2024-03-31 119,515 $6,145,000 2,046
   WELLS FARGO & CO/MN 1896 - 2024-03-31 103,766 $5,594,000 38,905
   Herold Advisors Inc. 12 - 2024-03-31 102,930 $5,549,000 21,927
   Old Port Advisors 5 - 2023-09-30 102,722 $4,585,000 19,832
   MULTIFINANCIAL SECURITIES CORP 495 - 2024-03-31 84,078 $4,533,000 3,792
   COMMONWEALTH EQUITY SERVICES LLC. 1231 - 2024-03-31 82,884 $4,468,000 4,659
   FDX ADVISORS, INC. - 2024-03-31 71,540 $3,857,000 24,835
   We Are One Seven LLC 145 - 2024-03-31 58,967 $3,179,000 1,266
   Envestnet Portfolio Solutions Inc. 515 - 2024-03-31 57,341 $3,091,000 38,342
   ADVISORY SERVICES NETWORK, LLC 362 - 2024-03-31 51,471 $2,775,000 5,690
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1456 - 2024-03-31 49,906 $2,690,000 44,732
   Atria Wealth Solutions Inc. 542 - 2024-03-31 48,300 $2,604,000 25,897
   FLAGSHIP HARBOR ADVISORS LLC 132 - 2024-03-31 47,336 $2,552,000 39,680
   IFP Advisors Inc 193 - 2023-12-31 49,695 $2,453,000 1,566
   CAPTRUST FINANCIAL ADVISORS 725 - 2024-03-31 45,023 $2,427,000 37
   STIFEL FINANCIAL CORP 1615 - 2024-03-31 42,508 $2,292,000 5,914
   Ausdal Financial Partners Inc. 101 - 2024-03-31 38,323 $2,066,000 972
   Advisor Group Holdings Inc. 1817 - 2024-03-31 31,347 $1,690,000 25,807
   Richard W. Paul & Associates LLC 38 - 2024-03-31 30,279 $1,632,000 1,833
   HILLTOP HOLDINGS INC. 150 - 2024-03-31 29,776 $1,605,000 674
   Aspect Partners LLC 19 - 2024-03-31 28,764 $1,551,000 1,330
   Rehmann Capital Advisory Group 145 - 2024-03-31 27,903 $1,504,000 3,412
   Qube Research & Technologies Ltd 1636 - 2024-03-31 27,313 $1,472,000 17,671
   Cetera Investment Advisers 744 - 2024-03-31 27,148 $1,464,000 3,332
   FINANCIAL NETWORK 1318 - 2024-03-31 22,795 $1,229,000 13,814
   MML INVESTORS SERVICES LLC 1306 - 2024-03-31 22,298 $1,202,000 10,775
   BB&T CORP 1517 - 2024-03-31 21,445 $1,156,000 14,927
   Stonebridge Financial Planning Group LLC 47 - 2024-03-31 20,727 $1,117,000 3,056
   Fortune Financial Advisors LLC 59 - 2024-03-31 15,454 $833,000 7,990
   Csenge Advisory Group 327 - 2024-03-31 13,861 $747,000 731
   BANK OF AMERICA CORP /DE/ 4200 - 2024-03-31 13,479 $727,000 5,037
   HPM Partners LLC 1478 - 2024-03-31 12,004 $647,000 1,600
   WealthCare Investment Partners LLC 74 - 2024-03-31 10,455 $564,000 30
   Hibernia Wealth Partners LLC 41 - 2024-03-31 9,124 $492,000 3,861
   HARBOUR INVESTMENTS INC. 545 - 2023-12-31 9,674 $478,000 424
   PFG Investments LLC 571 - 2024-03-31 8,346 $450,000 1,170
   US BANCORP 1678 - 2024-03-31 6,756 $364,000 304
   BCU Wealth Advisors LLC 37 - 2024-03-31 5,826 $314,000 11
   Toroso Investments LLC 1439 - 2024-03-31 4,791 $258,000 10
   Imprint Wealth LLC 285 - 2024-03-31 3,792 $203,000 3,792
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1790 - 2024-03-31 1,853 $100,000 1,496
   CAROLINAS WEALTH CONSULTING LLC 360 - 2024-03-31 993 $54,000 891
   NBC SECURITIES INC. 1242 - 2024-03-31 648 $34,000 243
   MORGAN STANLEY 6144 - 2024-03-31 533 $29,000 100
   Goss Wealth Management LLC 2515 - 2024-03-31 475 $26,000 275
  71 Records found
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