DSMC Institutional Ownership & Shareholders
DISTILLATE S/M CASH FLOW ETF (DSMC) is currently held by 30 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $92.89M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Kathmere Capital Management, Llc is currently the largest disclosed institutional shareholder of DSMC tracked by InsiderSet, reporting ownership valued at approximately $29.52M in its September 30, 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 $32.04M, representing an estimated gain of +8.53% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 95% 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
30
Total Reported Value
$92.89M
Largest Holder
Kathmere Capital Management, Llc
Largest Position
$29.52M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
38
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 | 1.44% | 708,171 | $29,518,286 | $32,037,514 | +$2,519,228 | +8.53% | |
| Resonant Capital Advisors, Llc | 0.60% | 301,287 | $12,558,365 | $13,630,164 | +$1,071,799 | +8.53% | |
| Rothschild Wealth Llc | 0.80% | 249,173 | $10,056,630 | $11,272,537 | +$1,215,907 | +12.09% | |
| Indivisible Partners | 0.40% | 211,783 | $8,827,634 | $9,581,021 | +$753,387 | +8.53% | |
| Aspect Partners, Llc | 3.30% | 209,287 | $8,723,571 | $9,468,102 | +$744,531 | +8.53% | |
| Rockefeller Capital Management L.P. | 0.01% | 211,923 | $8,553,239 | $9,587,354 | +$1,034,115 | +12.09% | |
| Berkeley, Inc | 1.54% | 119,512 | $4,981,561 | $5,406,699 | +$425,138 | +8.53% | |
| Madison Asset Management, Llc | 0.03% | 64,391 | $2,598,821 | $2,913,036 | +$314,215 | +12.09% | |
| One Plus One Wealth Management, Llc | 0.60% | 33,814 | $1,409,463 | $1,529,739 | +$120,276 | +8.53% | |
| Tidal Investments Llc | 0.00% | 28,306 | $1,142,430 | $1,280,558 | +$138,128 | +12.09% | |
| Lpl Financial Llc | 0.00% | 17,885 | $721,844 | $809,114 | +$87,270 | +12.09% | |
| National Philanthropic Trust | 0.01% | 17,000 | $686,120 | $769,077 | +$82,957 | +12.09% | |
| Crumly & Associates Inc. | 0.10% | 13,303 | $554,501 | $601,825 | +$47,324 | +8.53% | |
| Legacy Wealth Managment, Llc/Id | 0.20% | 11,943 | $482,019 | $540,299 | +$58,280 | +12.09% | |
| Focus Partners Wealth | 0.00% | 11,826 | $477,302 | $535,006 | +$57,704 | +12.09% | |
| Accurate Wealth Management, Llc | 0.04% | 9,707 | $419,585 | $439,143 | +$19,558 | +4.66% | |
| Global View Capital Management Llc | 0.07% | 8,033 | $334,835 | $363,411 | +$28,576 | +8.53% | |
| Wealthcare Investment Partners, Llc | 0.06% | 5,890 | $237,725 | $266,462 | +$28,737 | +12.09% | |
| Abacus Planning Group, Inc. | 0.03% | 5,504 | $229,420 | $249,000 | +$19,580 | +8.53% | |
| Nuveen, Llc | 0.00% | 5,241 | $211,527 | $237,102 | +$25,575 | +12.09% | |
| Us Bancorp \De\ | 0.00% | 1,358 | $54,809 | $61,436 | +$6,627 | +12.09% | |
| O'Shaughnessy Asset Management, Llc | 0.00% | 1,031 | $41,611 | $46,642 | +$5,031 | +12.09% | |
| Orion Capital Management Llc | 0.01% | 628 | $25,346 | $28,411 | +$3,065 | +12.09% | |
| Essential Partners Llc | 0.01% | 359 | $14,964 | $16,241 | +$1,277 | +8.53% | |
| Harbour Investments, Inc. | 0.00% | 308 | $12,431 | $13,934 | +$1,503 | +12.09% | |
| Geneos Wealth Management Inc. | 0.00% | 200 | $8,072 | $9,048 | +$976 | +12.09% | |
| Wells Fargo & Company/Mn | 0.00% | 72 | $2,906 | $3,257 | +$351 | +12.09% | |
| Osaic Holdings, Inc. | 0.00% | 71 | $2,865 | $3,212 | +$347 | +12.11% | |
| Ubs Group Ag | 0.00% | 2 | $81 | $90 | +$9 | +11.70% | |
| Morgan Stanley | 0.00% | 1 | $44 | $45 | +$1 | +2.82% |
Frequently asked questions about DSMC
Who are the largest institutional holders of DSMC?
The largest institutional holders of DSMC reported in the latest SEC Form 13F filings include Kathmere Capital Management, Llc, Resonant Capital Advisors, Llc, Rothschild Wealth Llc, Indivisible Partners, and Aspect Partners, Llc. InsiderSet ranks institutional holders by their latest reported DSMC position.
What is DSMC institutional ownership?
This page tracks DSMC positions reported by institutional investment managers through SEC Form 13F. DISTILLATE S/M CASH FLOW ETF (DSMC) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own DSMC?
InsiderSet currently tracks 30 institutional managers reporting DSMC holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of DSMC shareholders.
How much DSMC stock do institutions own?
Institutional investment managers disclosed approximately $92.89M in DSMC holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was DSMC institutional ownership last updated?
The latest DSMC institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional DSMC holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its DSMC position after the reporting date.
Are institutions buying or selling DSMC?
Institutional buying and selling can be analyzed by comparing DSMC positions across consecutive 13F reporting periods. InsiderSet's DSMC Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View DSMC ownership changes.
How has DSMC institutional ownership changed over time?
InsiderSet tracks DSMC institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.