IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Distillate US Fundamental ST (DSTL)

CUSIP: 26922A321 | NYSE | 273 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

Wealth Enhancement Advisory Services, LLC1,663,988
0.2% of portfolio›$103.9M
Abacus Planning Group, Inc.1,411,918
10.9% of portfolio›$90.3M
AlphaCore Capital LLC1,201,815
1.2% of portfolio›$76.9M
Resonant Capital Advisors, LLC1,164,268
3.6% of portfolio›$74.5M
Steel Grove Capital Advisors, LLC629,715
3.6% of portfolio›$40.3M
Allen Capital Group, LLC587,273
3.0% of portfolio›$37.6M
Arlington Financial Advisors, LLC545,366
4.4% of portfolio›$34.9M
Crumly & Associates Inc.427,226
4.9% of portfolio›$27.3M
Indivisible Partners304,452
0.9% of portfolio›$19.5M
Berkeley, Inc253,242
5.0% of portfolio›$16.2M
Cambridge Investment Research Advisors, Inc.247,565
0.1% of portfolio›$15.8M
Park Avenue Securities LLC169,485
0.2% of portfolio›$10.8M
Sage Private Wealth Group, LLC150,508
3.2% of portfolio›$9.6M
Weil Company, Inc.143,637
1.6% of portfolio›$9.2M
Old Port Advisors125,210
1.6% of portfolio›$8.0M
Fermata Advisors, LLC83,088
1.0% of portfolio›$5.3M
NorthCrest Asset Manangement, LLC79,388
0.1% of portfolio›$5.2M
Aspect Partners, LLC58,916
1.4% of portfolio›$3.8M
Centerpoint Advisory Group58,206
2.3% of portfolio›$3.7M
Herold Advisors, Inc.48,621
0.6% of portfolio›$3.1M
Wealth Enhancement Trust Services, Inc.35,707
0.2% of portfolio›$2.3M
Flagship Harbor Advisors, LLC31,867
0.1% of portfolio›$2.0M
Sapient Capital LLC28,388
0.0% of portfolio›$1.8M
IFP Advisors, Inc26,276
0.0% of portfolio›$1.7M
Commonwealth Equity Services, LLC24,728
0.0% of portfolio›$1.6M
Heritage OAK Wealth Advisors LLC18,738
0.4% of portfolio›$1.2M
One Plus One Wealth Management, LLC14,287
0.4% of portfolio›$914.1K
Barry Investment Advisors, LLC14,264
0.2% of portfolio›$912.6K
Chicago Capital, LLC13,960
0.0% of portfolio›$893.2K
Hibernia Wealth Partners, LLC11,946
0.4% of portfolio›$764.3K
Creative Financial Designs Inc11,317
0.0% of portfolio›$724.1K
MGO One Seven LLC10,184
0.0% of portfolio›$651.6K
Keeler Thomas Management LLC9,922
0.2% of portfolio›$634.8K
Csenge Advisory Group9,540
0.0% of portfolio›$610.4K
SimpliFi, Inc.9,463
0.2% of portfolio›$605.5K
Hutchens & Kramer Investment Management Group, LLC9,251
0.2% of portfolio›$591.9K
Braeburn Wealth Management LLC8,647
0.2% of portfolio›$553.2K
Park National Corp7,648
0.0% of portfolio›$489.3K
Certified Advisory Corp6,794
0.0% of portfolio›$434.6K
Langley Wealth Management, LLC6,400
0.4% of portfolio›$409.5K
Meridian Financial Advisors, LLC6,300
0.2% of portfolio›$403.1K
HUB Investment Partners, LLC6,273
0.0% of portfolio›$401.3K
Partners Wealth Management, LLC6,115
0.0% of portfolio›$391.2K
BCU Wealth Advisors, LLC5,623
0.1% of portfolio›$359.8K
Insight Advisors, LLC/ PA5,271
0.1% of portfolio›$337.2K
Global View Capital Management LLC5,161
0.1% of portfolio›$330.2K
Walleye Partners, LLC4,824
0.3% of portfolio›$308.6K
Modera Wealth Management, LLC4,655
0.0% of portfolio›$297.8K
Clayton Financial Group LLC4,553
0.2% of portfolio›$291.3K
Creative Planning3,927
0.0% of portfolio›$251.3K
Quantify Chaos Advisors, LLC3,696
0.5% of portfolio›$236.5K
Opal Wealth Advisors, LLC3,580
0.0% of portfolio›$229.1K
Truist Financial Corp3,571
0.0% of portfolio›$228.4K
Team Financial Group, LLC2,277
0.1% of portfolio›$145.7K
Navigoe, LLC1,432
0.0% of portfolio›$91.0K
Gamma Investing LLC1,062
0.0% of portfolio›$67.9K
Compass Financial Management LLC968
0.0% of portfolio›$61.9K
Oakworth Capital, Inc.672
0.0% of portfolio›$43.0K
Adirondack Trust Co665
0.0% of portfolio›$42.5K
Vermillion Wealth Management, Inc.346
0.0% of portfolio›$22.1K
Spire Wealth Management222
0.0% of portfolio›$14.2K
Assetmark, Inc216
0.0% of portfolio›$13.8K
Pinnacle Wealth Planning Services, Inc.200
0.0% of portfolio›$12.8K
Buck Wealth Strategies, LLC181
0.0% of portfolio›$11.6K
GHP Investment Advisors, Inc.60
0.0% of portfolio›$3.8K
Farther Finance Advisors, LLC52
0.0% of portfolio›$3.3K
Citigroup Inc1
0.0% of portfolio›$64
StyleTurnoverLocationFiled
Wealth Enhancement Advisory Services, LLC
1,663,988$103.9M0.2%CoreLowPlymouth, MN2026-10-13
Abacus Planning Group, Inc.
1,411,918$90.3M10.9%ETFLowColumbia, SC2026-11-02
AlphaCore Capital LLC
1,201,815$76.9M1.2%ETFLowLa Jolla, CA2026-11-04
Resonant Capital Advisors, LLC
1,164,268$74.5M3.6%ETFLowMadison, WI2026-10-15
Steel Grove Capital Advisors, LLC
629,715$40.3M3.6%ETFLowMemphis, TN2026-10-13
Allen Capital Group, LLC
587,273$37.6M3.0%CoreLowGrand Island, NE2026-10-27
Arlington Financial Advisors, LLC
545,366$34.9M4.4%ETFMediumSanta Barbara, CA2026-10-19
Crumly & Associates Inc.
427,226$27.3M4.9%ETFMediumSpringfield, IL2026-10-07
Indivisible Partners
304,452$19.5M0.9%GrowthMediumClearwater, FL2026-10-26
Berkeley, Inc
253,242$16.2M5.0%CoreLowBoise, ID2026-10-20
Cambridge Investment Research Advisors, Inc.
247,565$15.8M0.1%ETFLowFairfield, IA2026-11-02
Park Avenue Securities LLC
169,485$10.8M0.2%ETFMediumNew York, NY2026-10-26
Sage Private Wealth Group, LLC
150,508$9.6M3.2%ETFLowOakbrook Terrace, IL2026-10-21
Weil Company, Inc.
143,637$9.2M1.6%ETFLowSan Diego, CA2026-10-14
Old Port Advisors
125,210$8.0M1.6%GARPLowPortland, ME2026-10-23
Fermata Advisors, LLC
83,088$5.3M1.0%ETFLowSonoma, CA2026-10-13
NorthCrest Asset Manangement, LLC
79,388$5.2M0.1%GrowthLowPlymouth, MN2026-10-13
Aspect Partners, LLC
58,916$3.8M1.4%ETFMediumFairfax, VA2026-10-20
Centerpoint Advisory Group
58,206$3.7M2.3%ETFLowOverland Park, KS2026-10-23
Herold Advisors, Inc.
48,621$3.1M0.6%CoreLowNew York, NY2026-10-19
Wealth Enhancement Trust Services, Inc.
35,707$2.3M0.2%GrowthMediumSioux Falls, SD2026-10-07
Flagship Harbor Advisors, LLC
31,867$2.0M0.1%ETFMediumBoston, MA2026-10-26
Sapient Capital LLC
28,388$1.8M0.0%GrowthMediumIndianapolis, IN2026-10-08
IFP Advisors, Inc
26,276$1.7M0.0%GrowthLowTampa, FL2026-10-16
Commonwealth Equity Services, LLC
24,728$1.6M0.0%ETFLowWaltham, MA2026-11-02
Heritage OAK Wealth Advisors LLC
18,738$1.2M0.4%ValueHighSanta Rosa Beach, FL2026-10-14
One Plus One Wealth Management, LLC
14,287$914.1K0.4%ETFMediumJupiter, FL2026-10-16
Barry Investment Advisors, LLC
14,264$912.6K0.2%ETFLowNew Bedford, MA2026-10-14
Chicago Capital, LLC
13,960$893.2K0.0%GrowthLowChicago, IL2026-10-13
Hibernia Wealth Partners, LLC
11,946$764.3K0.4%ETFVery LowBaton Rouge, LA2026-10-29
Creative Financial Designs Inc
11,317$724.1K0.0%ETFMediumKokomo, IN2026-11-04
MGO One Seven LLC
10,184$651.6K0.0%GrowthLowBeachwood, OH2026-10-28
Keeler Thomas Management LLC
9,922$634.8K0.2%CoreHighOrem, UT2026-10-29
Csenge Advisory Group
9,540$610.4K0.0%ETFMediumClearwater, FL2026-11-04
SimpliFi, Inc.
9,463$605.5K0.2%ETFMediumSan Diego, CA2026-10-28
Hutchens & Kramer Investment Management Group, LLC
9,251$591.9K0.2%ETFLowIndianapolis, IN2026-10-16
Braeburn Wealth Management LLC
8,647$553.2K0.2%ETFMediumMuskegon, MI2026-10-15
Park National Corp
7,648$489.3K0.0%CoreLowNewark, OH2026-10-05
Certified Advisory Corp
6,794$434.6K0.0%ETFLowAltamonte Springs, FL2026-10-29
Langley Wealth Management, LLC
6,400$409.5K0.4%CoreN/ACorinth, MS2026-11-04
Meridian Financial Advisors, LLC
6,300$403.1K0.2%ETFVery LowHolliston, MA2026-10-14
HUB Investment Partners, LLC
6,273$401.3K0.0%GrowthLowAustin, TX2026-11-03
Partners Wealth Management, LLC
6,115$391.2K0.0%CoreLowCarmel By The Sea, CA2026-10-28
BCU Wealth Advisors, LLC
5,623$359.8K0.1%ETFLowVernon Hills, IL2026-10-16
Insight Advisors, LLC/ PA
5,271$337.2K0.1%ETFMediumNewtown, PA2026-10-22
Global View Capital Management LLC
5,161$330.2K0.1%ETFHighWaukesha, WI2026-10-28
Walleye Partners, LLC
4,824$308.6K0.3%ValueLowMadison, WI2026-10-13
Modera Wealth Management, LLC
4,655$297.8K0.0%ETFVery LowWestwood, NJ2026-10-28
Clayton Financial Group LLC
4,553$291.3K0.2%ETFLowSt. Louis, MO2026-10-13
Creative Planning
3,927$251.3K0.0%IndexVery LowOverland Park, KS2026-11-02
Quantify Chaos Advisors, LLC
3,696$236.5K0.5%ETFMediumBrooklyn, NY2026-11-04
Opal Wealth Advisors, LLC
3,580$229.1K0.0%ETFLowJericho, NY2026-10-16
Truist Financial Corp
3,571$228.4K0.0%CoreLowCharlotte, NC2026-10-30
Team Financial Group, LLC
2,277$145.7K0.1%ETFLowTemecula, CA2026-10-30
Navigoe, LLC
1,432$91.0K0.0%ETFVery LowRedondo Beach, CA2026-11-04
Gamma Investing LLC
1,062$67.9K0.0%IndexVery LowFoster City, CA2026-10-08
Compass Financial Management LLC
968$61.9K0.0%CoreN/ATampa, FL2026-10-30
Oakworth Capital, Inc.
672$43.0K0.0%ETFLowBirmingham, AL2026-10-26
Adirondack Trust Co
665$42.5K0.0%GrowthLowSaratoga Springs, NY2026-10-14
Vermillion Wealth Management, Inc.
346$22.1K0.0%ValueLowRosemount, MN2026-10-26
Spire Wealth Management
222$14.2K0.0%GrowthMediumMclean, VA2026-10-30
Assetmark, Inc
216$13.8K0.0%ETFLowConcord, CA2026-10-21
Pinnacle Wealth Planning Services, Inc.
200$12.8K0.0%GARPLowMansfield, OH2026-10-27
Buck Wealth Strategies, LLC
181$11.6K0.0%ValueMediumDenver, CO2026-10-28
GHP Investment Advisors, Inc.
60$3.8K0.0%CoreVery LowDenver, CO2026-10-15
Farther Finance Advisors, LLC
52$3.3K0.0%IndexLowSan Francisco, CA2026-10-08
Citigroup Inc
1$640.0%CoreMediumNew York, NY2026-11-04