Distillate S/M Cash Flow ETF (DSMC)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Kathmere Capital Management, LLC

INCREASED

Shares708,171 from 621,818

Change+86,353 (+14%)

Value$29.5M (+$4.4M)

Filed 2026-10-20

Resonant Capital Advisors, LLC

INCREASED

Shares301,287 from 297,925

Change+3,362 (+1%)

Value$12.6M (+$534.1K)

Filed 2026-10-15

Indivisible Partners

INCREASED

Shares211,783 from 201,233

Change+10,550 (+5%)

Value$8.8M (+$705.9K)

Filed 2026-10-26

Aspect Partners, LLC

INCREASED

Shares209,287 from 189,539

Change+19,748 (+10%)

Value$8.7M (+$1.1M)

Filed 2026-10-20

Berkeley, Inc

DECREASED

Shares119,512 from 142,797

Change-23,285 (-16%)

Value$5.0M (-$781.7K)

Filed 2026-10-20

One Plus One Wealth Management, LLC

INCREASED

Shares33,814 from 32,778

Change+1,036 (+3%)

Value$1.4M (+$86.5K)

Filed 2026-10-16

Crumly & Associates Inc.

DECREASED

Shares13,303 from 14,429

Change-1,126 (-8%)

Value$554.5K (-$27.9K)

Filed 2026-10-07

Accurate Wealth Management, LLC

DECREASED

Shares9,707 from 9,920

Change-213 (-2%)

Value$419.6K (+$12.7K)

Filed 2026-10-20

Global View Capital Management LLC

DECREASED

Shares8,033 from 10,879

Change-2,846 (-26%)

Value$334.8K (-$104.2K)

Filed 2026-10-28

Abacus Planning Group, Inc.

UNCHANGED

Shares5,504 from 5,504

Change0 (0%)

Value$229.4K (+$7.3K)

Filed 2026-11-02

WealthCare Investment Partners, LLC

DECREASED

Shares5,277 from 5,890

Change-613 (-10%)

Value$220.0K (-$17.8K)

Filed 2026-11-05

US Bancorp \de\

UNCHANGED

Shares1,358 from 1,358

Change0 (0%)

Value$56.6K (+$1.8K)

Filed 2026-11-05

Larson Financial Group LLC

NEW

Shares945

Change+945

Value$39.4K

Filed 2026-11-05

Essential Partners LLC

UNCHANGED

Shares359 from 359

Change0 (0%)

Value$15.0K (+$475)

Filed 2026-10-14

Rothschild Wealth LLC

N/A

Shares— from 249,173

Change-249,173 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 211,923

Change-211,923 (-100%)

Value—

Madison Asset Management, LLC

N/A

Shares— from 64,391

Change-64,391 (-100%)

Value—

Tidal Investments LLC

N/A

Shares— from 28,306

Change-28,306 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 17,885

Change-17,885 (-100%)

Value—

National Philanthropic Trust

N/A

Shares— from 17,000

Change-17,000 (-100%)

Value—

Legacy Wealth Managment, LLC

N/A

Shares— from 11,943

Change-11,943 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 11,826

Change-11,826 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 5,241

Change-5,241 (-100%)

Value—

O'shaughnessy Asset Management, LLC

N/A

Shares— from 1,031

Change-1,031 (-100%)

Value—

Orion Capital Management LLC

N/A

Shares— from 628

Change-628 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 308

Change-308 (-100%)

Value—

Geneos Wealth Management Inc.

N/A

Shares— from 200

Change-200 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 72

Change-72 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 71

Change-71 (-100%)

Value—

UBS Group AG

N/A

Shares— from 2

Change-2 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
Kathmere Capital Management, LLC	INCREASED	708,171	621,818	+86,353	+14%	$25.1M	$29.5M	+$4.4M	2026-10-20
Resonant Capital Advisors, LLC	INCREASED	301,287	297,925	+3,362	+1%	$12.0M	$12.6M	+$534.1K	2026-10-15
Indivisible Partners	INCREASED	211,783	201,233	+10,550	+5%	$8.1M	$8.8M	+$705.9K	2026-10-26
Aspect Partners, LLC	INCREASED	209,287	189,539	+19,748	+10%	$7.6M	$8.7M	+$1.1M	2026-10-20
Berkeley, Inc	DECREASED	119,512	142,797	-23,285	-16%	$5.8M	$5.0M	-$781.7K	2026-10-20
One Plus One Wealth Management, LLC	INCREASED	33,814	32,778	+1,036	+3%	$1.3M	$1.4M	+$86.5K	2026-10-16
Crumly & Associates Inc.	DECREASED	13,303	14,429	-1,126	-8%	$582.4K	$554.5K	-$27.9K	2026-10-07
Accurate Wealth Management, LLC	DECREASED	9,707	9,920	-213	-2%	$406.9K	$419.6K	+$12.7K	2026-10-20
Global View Capital Management LLC	DECREASED	8,033	10,879	-2,846	-26%	$439.1K	$334.8K	-$104.2K	2026-10-28
Abacus Planning Group, Inc.	UNCHANGED	5,504	5,504	0	0%	$222.1K	$229.4K	+$7.3K	2026-11-02
WealthCare Investment Partners, LLC	DECREASED	5,277	5,890	-613	-10%	$237.7K	$220.0K	-$17.8K	2026-11-05
US Bancorp \de\	UNCHANGED	1,358	1,358	0	0%	$54.8K	$56.6K	+$1.8K	2026-11-05
Larson Financial Group LLC	NEW	945	—	+945	—	—	$39.4K	—	2026-11-05
Essential Partners LLC	UNCHANGED	359	359	0	0%	$14.5K	$15.0K	+$475	2026-10-14
Rothschild Wealth LLC	N/A	—	249,173	-249,173	-100%	$10.1M	—	—	—
Rockefeller Capital Management L.P.	N/A	—	211,923	-211,923	-100%	$8.6M	—	—	—
Madison Asset Management, LLC	N/A	—	64,391	-64,391	-100%	$2.6M	—	—	—
Tidal Investments LLC	N/A	—	28,306	-28,306	-100%	$1.1M	—	—	—
LPL Financial LLC	N/A	—	17,885	-17,885	-100%	$721.8K	—	—	—
National Philanthropic Trust	N/A	—	17,000	-17,000	-100%	$686.1K	—	—	—
Legacy Wealth Managment, LLC	N/A	—	11,943	-11,943	-100%	$482.0K	—	—	—
Focus Partners Wealth	N/A	—	11,826	-11,826	-100%	$477.3K	—	—	—
Nuveen, LLC	N/A	—	5,241	-5,241	-100%	$211.5K	—	—	—
O'shaughnessy Asset Management, LLC	N/A	—	1,031	-1,031	-100%	$41.6K	—	—	—
Orion Capital Management LLC	N/A	—	628	-628	-100%	$25.3K	—	—	—
Harbour Investments, Inc.	N/A	—	308	-308	-100%	$12.4K	—	—	—
Geneos Wealth Management Inc.	N/A	—	200	-200	-100%	$8.1K	—	—	—
Wells Fargo & Company	N/A	—	72	-72	-100%	$2.9K	—	—	—
Osaic Holdings, Inc.	N/A	—	71	-71	-100%	$2.9K	—	—	—
UBS Group AG	N/A	—	2	-2	-100%	$81	—	—	—
Morgan Stanley	N/A	—	1	-1	-100%	$44	—	—	—

Showing 31 of 31 institutions