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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
   Carlson Capital Management 1 - 2024-03-31 5,347,883 $288,304,000 -1,808,662
   OXFORD FINANCIAL GROUP LTD 4 - 2024-03-31 1,672,022 $90,139,000 -14,831
   MADISON ASSET MANAGEMENT LLC 39 - 2024-03-31 1,292,598 $69,684,000 -63,203
   ODonnell Financial Services LLC 2 - 2024-03-31 470,913 $25,387,000 -238,423
   Crumly & Associates Inc. 1 - 2024-03-31 355,122 $19,145,000 -2,607
   Empire Financial Management Company LLC 1 - 2024-03-31 263,078 $14,183,000 -1,522
   InterOcean Capital Group LLC 75 - 2024-03-31 217,208 $11,710,000 -1,909
   SimpliFi Inc. 8 - 2024-03-31 213,482 $11,509,000 -209,525
   Gladstone Institutional Advisory LLC 60 - 2024-03-31 130,337 $7,026,000 -1,635
   Clayton Financial Group LLC 21 - 2024-03-31 47,371 $2,554,000 -876
   THOROUGHBRED FINANCIAL SERVICES LLC 89 - 2024-03-31 45,806 $2,469,000 -1,741
   Fermata Advisors LLC 54 - 2024-03-31 36,039 $1,943,000 -402
   SAPIENT CAPITAL LLC 145 - 2024-03-31 31,037 $1,673,000 -922
   DAVID R. RAHN & ASSOCIATES INC. 32 - 2024-03-31 22,038 $1,188,000 -328
   Hutchens & Kramer Investment Management Group LLC 37 - 2024-03-31 18,299 $982,000 -6,927
   Harwood Advisory Group LLC 78 - 2024-03-31 16,871 $910,000 -1,129
   J P MORGAN CHASE & CO 3486 - 2024-03-31 14,776 $797,000 -3,558
   AXXCESS WEALTH MANAGEMENT LLC 525 - 2024-03-31 9,499 $512,000 -119
   Tradition Wealth Management LLC 239 - 2024-03-31 8,186 $441,000 -981
   Oakworth Capital Inc. 357 - 2024-03-31 672 $36,000 -351
   Steward Partners Investment Advisory LLC 3014 - 2024-03-31 100 $5,000 -1,712
  21 Records found
  1    
  Page 1 of 1
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