DSTL Institutional Ownership & Shareholders
DISTILLATE US FUNDAMENTAL ST (DSTL) is currently held by 144 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $1.40B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Sequoia Financial Advisors is currently the largest disclosed institutional shareholder of DSTL tracked by InsiderSet, reporting ownership valued at approximately $355.97M in its June 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 $413.55M, representing an estimated gain of +16.18% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 66% of the total disclosed DSTL value among the investors covered in this analysis. Major shareholders include Sequoia Financial Advisors, Wealth Enhancement Advisory Services, Llc, Abacus Planning Group, Inc., and several other long-term asset managers with concentrated positions in DISTILLATE US FUNDAMENTAL ST (DSTL).
This page ranks the largest institutional DSTL 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
144
Total Reported Value
$1.40B
Largest Holder
Sequoia Financial Advisors
Largest Position
$355.97M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
43
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Sequoia Financial Advisors | 1.78% | 5,942,710 | $355,968,330 | $413,553,189 | +$57,584,859 | +16.18% | |
| Wealth Enhancement Advisory Services, Llc | 0.15% | 1,663,988 | $103,886,397 | $115,796,925 | +$11,910,528 | +11.46% | |
| Abacus Planning Group, Inc. | 10.89% | 1,411,918 | $90,334,499 | $98,255,374 | +$7,920,875 | +8.77% | |
| Oxford Financial Group, Ltd. Llc | 3.82% | 1,260,109 | $75,480,525 | $87,690,985 | +$12,210,460 | +16.18% | |
| Resonant Capital Advisors, Llc | 3.57% | 1,164,268 | $74,489,896 | $81,021,410 | +$6,531,514 | +8.77% | |
| Alphacore Capital Llc | 1.14% | 1,031,705 | $61,799,100 | $71,796,351 | +$9,997,251 | +16.18% | |
| Raymond James Financial Inc | 0.01% | 683,460 | $40,939,216 | $47,561,981 | +$6,622,765 | +16.18% | |
| Cetera Investment Advisers | 0.04% | 682,236 | $40,865,972 | $47,476,803 | +$6,610,831 | +16.18% | |
| Steel Grove Capital Advisors, Llc | 3.60% | 629,715 | $40,289,194 | $43,821,867 | +$3,532,673 | +8.77% | |
| Allen Capital Group, Llc | 3.03% | 587,273 | $37,573,696 | $40,868,328 | +$3,294,632 | +8.77% | |
| Arlington Financial Advisors, Llc | 4.38% | 545,366 | $34,892,541 | $37,952,020 | +$3,059,479 | +8.77% | |
| Madison Asset Management, Llc | 0.38% | 538,471 | $32,254,390 | $37,472,197 | +$5,217,807 | +16.18% | |
| Lpl Financial Llc | 0.01% | 511,826 | $30,658,402 | $35,617,971 | +$4,959,569 | +16.18% | |
| Crumly & Associates Inc. | 4.85% | 427,226 | $27,333,894 | $29,730,657 | +$2,396,763 | +8.77% | |
| Rockefeller Capital Management L.P. | 0.04% | 454,401 | $27,218,679 | $31,621,766 | +$4,403,087 | +16.18% | |
| Indivisible Partners | 0.89% | 304,452 | $19,478,834 | $21,186,815 | +$1,707,981 | +8.77% | |
| Cerity Partners Llc | 0.02% | 307,209 | $18,401,806 | $21,378,674 | +$2,976,868 | +16.18% | |
| Level Four Advisory Services, Llc | 0.47% | 276,915 | $16,587,238 | $19,270,515 | +$2,683,277 | +16.18% | |
| Berkeley, Inc | 5.00% | 253,242 | $16,202,441 | $17,623,111 | +$1,420,670 | +8.77% | |
| United Capital Financial Advisors, Llc | 0.09% | 259,127 | $15,520,311 | $18,032,648 | +$2,512,337 | +16.19% | |
| Empire Financial Management Company, Llc | 6.14% | 258,652 | $15,493,308 | $17,999,593 | +$2,506,285 | +16.18% | |
| Jpmorgan Chase & Co | 0.00% | 226,167 | $13,603,945 | $15,738,962 | +$2,135,017 | +15.69% | |
| Citadel Advisors Llc | 0.01% | 221,182 | $13,248,802 | $15,392,055 | +$2,143,253 | +16.18% | |
| Orion Capital Management Llc | 3.21% | 172,714 | $10,345,572 | $12,019,167 | +$1,673,595 | +16.18% | |
| Sunbeam Capital Management, Llc | 4.64% | 169,318 | $10,142,150 | $11,782,840 | +$1,640,690 | +16.18% | |
| Sage Private Wealth Group, Llc | 3.23% | 150,508 | $9,629,506 | $10,473,852 | +$844,346 | +8.77% | |
| Focus Partners Wealth | 0.01% | 159,833 | $9,574,056 | $11,122,778 | +$1,548,722 | +16.18% | |
| Rothschild Wealth Llc | 0.76% | 158,500 | $9,494,144 | $11,030,015 | +$1,535,871 | +16.18% | |
| Weil Company, Inc. | 1.58% | 143,637 | $9,189,872 | $9,995,699 | +$805,827 | +8.77% | |
| Captrust Financial Advisors | 0.01% | 152,311 | $9,123,399 | $10,599,322 | +$1,475,923 | +16.18% | |
| Old Port Advisors | 1.61% | 125,210 | $8,010,913 | $8,713,364 | +$702,451 | +8.77% | |
| Oxbow Advisors, Llc | 0.64% | 132,272 | $7,923,101 | $9,204,808 | +$1,281,707 | +16.18% | |
| Odonnell Financial Services, Llc | 2.27% | 129,051 | $7,730,155 | $8,980,659 | +$1,250,504 | +16.18% | |
| Fermata Advisors, Llc | 1.03% | 83,088 | $5,315,945 | $5,782,094 | +$466,149 | +8.77% | |
| Northcrest Asset Manangement, Llc | 0.12% | 79,388 | $5,204,677 | $5,524,611 | +$319,934 | +6.15% | |
| Darwin Wealth Management, Llc | 1.32% | 80,778 | $4,838,659 | $5,621,341 | +$782,682 | +16.18% | |
| Lri Investments, Llc | 0.36% | 75,250 | $4,507,464 | $5,236,648 | +$729,184 | +16.18% | |
| Osaic Holdings, Inc. | 0.01% | 74,214 | $4,446,232 | $5,164,552 | +$718,320 | +16.16% | |
| Aspect Partners, Llc | 1.43% | 58,916 | $3,769,421 | $4,099,964 | +$330,543 | +8.77% | |
| Centerpoint Advisory Group | 2.31% | 58,206 | $3,724,048 | $4,050,556 | +$326,508 | +8.77% | |
| Royal Bank Of Canada | 0.00% | 57,300 | $3,432,000 | $3,987,507 | +$555,507 | +16.19% | |
| Stonebridge Financial Planning Group, Llc | 1.02% | 53,463 | $3,202,417 | $3,720,490 | +$518,073 | +16.18% | |
| Herold Advisors, Inc. | 0.61% | 48,621 | $3,110,772 | $3,383,535 | +$272,763 | +8.77% | |
| American Alpha Advisors, Llc | 1.70% | 48,041 | $2,877,656 | $3,343,173 | +$465,517 | +16.18% | |
| Susquehanna International Group, Llp | 0.00% | 45,261 | $2,711,134 | $3,149,713 | +$438,579 | +16.18% | |
| Qube Research & Technologies Ltd | 0.00% | 44,361 | $2,657,224 | $3,087,082 | +$429,858 | +16.18% | |
| Envestnet Asset Management Inc | 0.00% | 41,957 | $2,513,209 | $2,919,788 | +$406,579 | +16.18% | |
| Goldman Sachs Group Inc | 0.00% | 40,686 | $2,437,091 | $2,831,339 | +$394,248 | +16.18% | |
| Wealth Enhancement Trust Services, Inc. | 0.24% | 35,707 | $2,284,534 | $2,484,850 | +$200,316 | +8.77% | |
| Equitable Holdings, Inc. | 0.01% | 34,627 | $2,074,135 | $2,409,693 | +$335,558 | +16.18% |
Frequently asked questions about DSTL
Who are the largest institutional holders of DSTL?
The largest institutional holders of DSTL reported in the latest SEC Form 13F filings include Sequoia Financial Advisors, Wealth Enhancement Advisory Services, Llc, Abacus Planning Group, Inc., Oxford Financial Group, Ltd. Llc, and Resonant Capital Advisors, Llc. InsiderSet ranks institutional holders by their latest reported DSTL position.
What is DSTL institutional ownership?
This page tracks DSTL positions reported by institutional investment managers through SEC Form 13F. DISTILLATE US FUNDAMENTAL ST (DSTL) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own DSTL?
InsiderSet currently tracks 144 institutional managers reporting DSTL 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 DSTL shareholders.
How much DSTL stock do institutions own?
Institutional investment managers disclosed approximately $1.40B in DSTL holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was DSTL institutional ownership last updated?
The latest DSTL institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 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 DSTL 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 DSTL position after the reporting date.
Are institutions buying or selling DSTL?
Institutional buying and selling can be analyzed by comparing DSTL positions across consecutive 13F reporting periods. InsiderSet's DSTL Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View DSTL ownership changes.
How has DSTL institutional ownership changed over time?
InsiderSet tracks DSTL institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.