DISTILLATE US FUNDAMENTAL ST (DSTL) Institutional Ownership Changes & 13F Activity
DISTILLATE US FUNDAMENTAL ST (DSTL). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Oxford Financial Group, Ltd. Llc, Cetera Investment Advisers, Raymond James Financial Inc, Rockefeller Capital Management L.P., and United Capital Financial Advisors, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Rehmann Capital Advisory Group | Buy | +23,614 | — | 23,614 | $1.39M | Q4 2025 | Mar 04, 2026 |
| Anchor Investment Management, Llc | Buy | +7,164 | — | 7,164 | $421.96K | Q4 2025 | Feb 26, 2026 |
| Astoria Portfolio Advisors Llc. | Buy | +4,631 | — | 4,631 | $283.70K | Q4 2025 | Feb 24, 2026 |
| Raymond James Financial Inc | Buy | +662,755 | — | 662,755 | $39.04M | Q4 2025 | Feb 18, 2026 |
| Braeburn Wealth Management Llc | Buy | +22,705 | — | 22,705 | $1.34M | Q4 2025 | Feb 18, 2026 |
| Mercer Global Advisors Inc | Buy | +4,053 | — | 4,053 | $238.72K | Q4 2025 | Feb 18, 2026 |
| Cetera Investment Advisers | Buy | +901,472 | — | 901,472 | $53.10M | Q4 2025 | Feb 17, 2026 |
| Rockefeller Capital Management L.P. | Buy | +455,086 | — | 455,086 | $26.80M | Q4 2025 | Feb 17, 2026 |
| United Capital Financial Advisors, Llc | Buy | +252,449 | — | 252,449 | $14.86M | Q4 2025 | Feb 17, 2026 |
| Captrust Financial Advisors | Buy | +160,129 | — | 160,129 | $9.43M | Q4 2025 | Feb 17, 2026 |
| Gladstone Institutional Advisory Llc | Buy | +127,673 | — | 127,673 | $7.52M | Q4 2025 | Feb 17, 2026 |
| Osaic Holdings, Inc. | Buy | +76,821 | — | 76,821 | $4.53M | Q4 2025 | Feb 17, 2026 |
| Equitable Holdings, Inc. | Buy | +76,739 | — | 76,739 | $4.52M | Q4 2025 | Feb 17, 2026 |
| Herold Advisors, Inc. | Buy | +71,362 | — | 71,362 | $4.20M | Q4 2025 | Feb 17, 2026 |
| Two Sigma Investments, Lp | Buy | +48,000 | — | 48,000 | $2.83M | Q4 2025 | Feb 17, 2026 |
| Qube Research & Technologies Ltd | Buy | +43,907 | — | 43,907 | $2.59M | Q4 2025 | Feb 17, 2026 |
| Hilltop Holdings Inc. | Buy | +31,683 | — | 31,683 | $1.87M | Q4 2025 | Feb 17, 2026 |
| American Alpha Advisors, Llc | Buy | +25,423 | — | 25,423 | $1.50M | Q4 2025 | Feb 17, 2026 |
| Advisory Services Network, Llc | Buy | +24,198 | — | 24,198 | $1.43M | Q4 2025 | Feb 17, 2026 |
| Bank Of America Corp | Buy | +8,968 | — | 8,968 | $528.22K | Q4 2025 | Feb 17, 2026 |
| Quantinno Capital Management Lp | Buy | +8,378 | — | 8,378 | $493.46K | Q4 2025 | Feb 17, 2026 |
| Royal Bank Of Canada | Buy | +7,225 | — | 7,225 | $425.00K | Q4 2025 | Feb 17, 2026 |
| Hub Investment Partners, Llc | Buy | +6,272 | — | 6,272 | $369.44K | Q4 2025 | Feb 17, 2026 |
| Susquehanna International Group, Llp | Buy | +4,290 | — | 4,290 | $252.68K | Q4 2025 | Feb 17, 2026 |
| Geowealth Management, Llc | Buy | +3,472 | — | 3,472 | $204.52K | Q4 2025 | Feb 17, 2026 |
| Russell Investments Group, Ltd. | Buy | +2,023 | — | 2,023 | $119.13K | Q4 2025 | Feb 17, 2026 |
| Jones Financial Companies Lllp | Buy | +1,859 | — | 1,859 | $109.50K | Q4 2025 | Feb 17, 2026 |
| Fmr Llc | Buy | +250 | — | 250 | $14.75K | Q4 2025 | Feb 17, 2026 |
| Imprint Wealth Llc | Buy | +65 | — | 65 | $3.83K | Q4 2025 | Feb 17, 2026 |
| Oxford Financial Group, Ltd. Llc | Buy | +1,581,999 | — | 1,581,999 | $93.18M | Q4 2025 | Feb 13, 2026 |
Frequently asked questions about DSTL activity
Which institutional owners are buying DSTL?
Institutional owners buying DSTL 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 DSTL activity?
"Buy" means an investor increased their reported position in DSTL compared to the prior reporting period. This reflects growing exposure to DISTILLATE US FUNDAMENTAL ST (DSTL) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in DSTL increasing?
Institutional interest in DSTL 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.