DISTILLATE S/M CASH FLOW ETF (DSMC) Top Institutional Shareholders
DISTILLATE S/M CASH FLOW ETF (DSMC) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $78.39M in DSMC holdings during the latest filing period.
Kathmere Capital Management, Llc is currently the largest disclosed institutional shareholder of DSMC tracked by InsiderSet, reporting ownership valued at approximately $21.60M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $22.83M, representing an estimated gain of +5.66% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 94% of the total disclosed DSMC value among the investors covered in this analysis. Major shareholders include Kathmere Capital Management, Llc, Resonant Capital Advisors, Llc, Rothschild Wealth Llc, and several other long-term asset managers with concentrated positions in DISTILLATE S/M CASH FLOW ETF (DSMC).
This page ranks the largest institutional DSMC shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
29
Total Reported Value
$78.39M
Largest Holder
Kathmere Capital Management, Llc
Largest Position
$21.60M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
34
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Kathmere Capital Management, Llc | 1.34% | 577,309 | $21,604,693 | $22,826,798 | +$1,222,105 | +5.66% | |
| Resonant Capital Advisors, Llc | 0.58% | 295,376 | $11,053,892 | $11,679,167 | +$625,275 | +5.66% | |
| Rothschild Wealth Llc | 0.84% | 246,950 | $9,241,625 | $9,764,403 | +$522,778 | +5.66% | |
| Rockefeller Capital Management L.P. | 0.01% | 211,962 | $7,932,293 | $8,380,977 | +$448,684 | +5.66% | |
| Indivisible Partners | 0.66% | 199,723 | $7,474,252 | $7,897,047 | +$422,795 | +5.66% | |
| Aspect Partners, Llc | 2.52% | 165,061 | $6,177,099 | $6,526,512 | +$349,413 | +5.66% | |
| Berkeley, Inc | 1.84% | 146,193 | $5,470,987 | $5,780,471 | +$309,484 | +5.66% | |
| Madison Asset Management, Llc | 0.03% | 62,066 | $2,322,702 | $2,454,090 | +$131,388 | +5.66% | |
| One Plus One Wealth Management, Llc | 0.70% | 44,397 | $1,661,458 | $1,755,457 | +$93,999 | +5.66% | |
| Accurate Wealth Management, Llc | 0.12% | 25,911 | $974,277 | $1,024,521 | +$50,244 | +5.16% | |
| Tidal Investments Llc | 0.00% | 24,959 | $934,043 | $986,879 | +$52,836 | +5.66% | |
| Lpl Financial Llc | 0.00% | 18,638 | $697,498 | $736,947 | +$39,449 | +5.66% | |
| Crumly & Associates Inc. | 0.12% | 15,068 | $563,891 | $595,789 | +$31,898 | +5.66% | |
| Global View Capital Management Llc | 0.14% | 13,808 | $516,739 | $545,968 | +$29,229 | +5.66% | |
| Focus Partners Wealth | 0.00% | 11,746 | $439,590 | $464,437 | +$24,847 | +5.65% | |
| Gts Securities Llc | 0.01% | 10,413 | $389,686 | $411,730 | +$22,044 | +5.66% | |
| Legacy Wealth Managment, Llc/Id | 0.14% | 7,404 | $277,081 | $292,754 | +$15,673 | +5.66% | |
| National Philanthropic Trust | 0.01% | 6,500 | $223,860 | $257,010 | +$33,150 | +14.81% | |
| Wealthcare Investment Partners, Llc | 0.06% | 5,856 | $220,240 | $231,546 | +$11,306 | +5.13% | |
| Opal Wealth Advisors, Llc | 0.01% | 1,680 | $62,861 | $66,427 | +$3,566 | +5.67% | |
| Us Bancorp \De\ | 0.00% | 1,358 | $50,821 | $53,695 | +$2,874 | +5.66% | |
| O'Shaughnessy Asset Management, Llc | 0.00% | 1,149 | $42,999 | $45,431 | +$2,432 | +5.66% | |
| Orion Capital Management Llc | 0.01% | 628 | $23,502 | $24,831 | +$1,329 | +5.66% | |
| Harbour Investments, Inc. | 0.00% | 308 | $11,526 | $12,178 | +$652 | +5.66% | |
| Ubs Group Ag | 0.00% | 209 | $7,822 | $8,264 | +$442 | +5.65% | |
| Geneos Wealth Management Inc. | 0.00% | 200 | $7,484 | $7,908 | +$424 | +5.67% | |
| Wells Fargo & Company/Mn | 0.00% | 72 | $2,694 | $2,847 | +$153 | +5.67% | |
| Morgan Stanley | 0.00% | 1 | $39 | $40 | +$1 | +1.38% | |
| Fmr Llc | 0.00% | 1 | $37 | $40 | +$3 | +6.86% |
Frequently asked questions about DSMC
Who owns the most DSMC stock?
The largest holders of DSMC are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for DISTILLATE S/M CASH FLOW ETF (DSMC).
Is DSMC widely held by superinvestors?
Many widely followed stocks like DSMC appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly DSMC is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.