DISTILLATE S/M CASH FLOW ETF (DSMC) Institutional Ownership Changes & 13F Activity
DISTILLATE S/M CASH FLOW ETF (DSMC). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Kathmere Capital Management, Llc, Aspect Partners, Llc, Accurate Wealth Management, Llc, One Plus One Wealth Management, Llc, and Gts Securities Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Osaic Holdings, Inc. | Buy | +71 | — | 71 | $2.87K | Q2 2026 | Aug 14, 2026 |
| Legacy Wealth Managment, Llc/Id | Buy | +4,539 | +61.3% | 11,943 | $482.02K | Q2 2026 | Aug 13, 2026 |
| Tidal Investments Llc | Buy | +3,347 | +13.4% | 28,306 | $1.14M | Q2 2026 | Aug 13, 2026 |
| Ubs Group Ag | Sell | -207 | -99.0% | 2 | $81.00 | Q2 2026 | Aug 13, 2026 |
| O'Shaughnessy Asset Management, Llc | Sell | -118 | -10.3% | 1,031 | $41.61K | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | Sell | -39 | -0.0% | 211,923 | $8.55M | Q2 2026 | Aug 13, 2026 |
| Focus Partners Wealth | Buy | +80 | +0.7% | 11,826 | $477.30K | Q2 2026 | Aug 12, 2026 |
| Nuveen, Llc | Buy | +5,241 | — | 5,241 | $211.53K | Q2 2026 | Aug 11, 2026 |
| Rothschild Wealth Llc | Buy | +2,223 | +0.9% | 249,173 | $10.06M | Q2 2026 | Aug 11, 2026 |
| Madison Asset Management, Llc | Buy | +2,325 | +3.7% | 64,391 | $2.60M | Q2 2026 | Aug 10, 2026 |
| Essential Partners Llc | Buy | +359 | — | 359 | $14.49K | Q2 2026 | Aug 10, 2026 |
| Wealthcare Investment Partners, Llc | Buy | +34 | +0.6% | 5,890 | $237.72K | Q2 2026 | Aug 10, 2026 |
| Lpl Financial Llc | Sell | -753 | -4.0% | 17,885 | $721.84K | Q2 2026 | Aug 07, 2026 |
| Indivisible Partners | Buy | +1,510 | +0.8% | 201,233 | $8.12M | Q2 2026 | Aug 04, 2026 |
| Kathmere Capital Management, Llc | Buy | +44,509 | +7.7% | 621,818 | $25.10M | Q2 2026 | Jul 29, 2026 |
| Resonant Capital Advisors, Llc | Buy | +2,549 | +0.9% | 297,925 | $12.02M | Q2 2026 | Jul 27, 2026 |
| Berkeley, Inc | Sell | -3,396 | -2.3% | 142,797 | $5.76M | Q2 2026 | Jul 24, 2026 |
| Global View Capital Management Llc | Sell | -2,929 | -21.2% | 10,879 | $439.08K | Q2 2026 | Jul 23, 2026 |
| Abacus Planning Group, Inc. | Buy | +5,504 | — | 5,504 | $222.14K | Q2 2026 | Jul 20, 2026 |
| Aspect Partners, Llc | Buy | +24,478 | +14.8% | 189,539 | $7.65M | Q2 2026 | Jul 16, 2026 |
| Accurate Wealth Management, Llc | Sell | -15,991 | -61.7% | 9,920 | $406.92K | Q2 2026 | Jul 15, 2026 |
| One Plus One Wealth Management, Llc | Sell | -11,619 | -26.2% | 32,778 | $1.32M | Q2 2026 | Jul 13, 2026 |
| Crumly & Associates Inc. | Sell | -639 | -4.2% | 14,429 | $582.35K | Q2 2026 | Jul 08, 2026 |
| Gts Securities Llc | Sell | -10,413 | -100.0% | 0 | $0.00 | Q2 2026 | May 15, 2026 |
| Fmr Llc | Sell | -1 | -100.0% | 0 | $0.00 | Q2 2026 | May 15, 2026 |
| Opal Wealth Advisors, Llc | Sell | -1,680 | -100.0% | 0 | $0.00 | Q2 2026 | Apr 14, 2026 |
Frequently asked questions about DSMC activity
Which institutional owners are buying DSMC?
Institutional owners buying DSMC include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in DSMC activity?
"Buy" means an investor increased their reported position in DSMC compared to the prior reporting period. This reflects growing exposure to DISTILLATE S/M CASH FLOW ETF (DSMC) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in DSMC increasing?
Institutional interest in DSMC can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.