DISTILLATE US FUNDAMENTAL ST (DSTL) Institutional Shareholders
DISTILLATE US FUNDAMENTAL ST (DSTL) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $1.32B in DSTL holdings during the latest filing period.
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 $376.05M, representing an estimated gain of +5.64% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 70% 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
142
Total Reported Value
$1.32B
Largest Holder
Sequoia Financial Advisors
Largest Position
$355.97M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
155
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 | $376,054,689 | +$20,086,359 | +5.64% | |
| Wealth Enhancement Advisory Services, Llc | 0.20% | 1,999,136 | $119,123,487 | $126,505,326 | +$7,381,839 | +6.20% | |
| Abacus Planning Group, Inc. | 11.17% | 1,433,258 | $82,956,949 | $90,696,566 | +$7,739,617 | +9.33% | |
| Oxford Financial Group, Ltd. Llc | 4.28% | 1,373,376 | $79,490,988 | $86,907,233 | +$7,416,245 | +9.33% | |
| Resonant Capital Advisors, Llc | 3.53% | 1,160,218 | $67,153,392 | $73,418,595 | +$6,265,203 | +9.33% | |
| Alphacore Capital Llc | 1.29% | 941,761 | $54,509,137 | $59,594,636 | +$5,085,499 | +9.33% | |
| Madison Asset Management, Llc | 0.59% | 815,607 | $47,207,340 | $51,611,611 | +$4,404,271 | +9.33% | |
| Cetera Investment Advisers | 0.05% | 797,262 | $46,145,539 | $50,450,739 | +$4,305,200 | +9.33% | |
| Raymond James Financial Inc | 0.01% | 645,114 | $37,339,192 | $40,822,814 | +$3,483,622 | +9.33% | |
| Steel Grove Capital Advisors, Llc | 3.79% | 620,063 | $35,889,247 | $39,237,587 | +$3,348,340 | +9.33% | |
| Lpl Financial Llc | 0.01% | 541,628 | $31,349,411 | $34,274,220 | +$2,924,809 | +9.33% | |
| Arlington Financial Advisors, Llc | 4.41% | 534,709 | $30,948,953 | $33,836,386 | +$2,887,433 | +9.33% | |
| Rockefeller Capital Management L.P. | 0.05% | 450,827 | $26,093,910 | $28,528,333 | +$2,434,423 | +9.33% | |
| Crumly & Associates Inc. | 4.30% | 374,640 | $22,440,912 | $23,707,219 | +$1,266,307 | +5.64% | |
| Berkeley, Inc | 7.06% | 363,522 | $21,040,637 | $23,003,672 | +$1,963,035 | +9.33% | |
| Cerity Partners Llc | 0.03% | 311,398 | $18,023,742 | $19,705,265 | +$1,681,523 | +9.33% | |
| Indivisible Partners | 1.52% | 296,463 | $17,159,292 | $18,760,179 | +$1,600,887 | +9.33% | |
| Level Four Advisory Services, Llc | 0.51% | 269,780 | $15,614,902 | $17,071,678 | +$1,456,776 | +9.33% | |
| Empire Financial Management Company, Llc | 3.36% | 256,581 | $14,850,936 | $16,236,446 | +$1,385,510 | +9.33% | |
| United Capital Financial Advisors, Llc | 0.09% | 255,620 | $14,804,114 | $16,175,634 | +$1,371,520 | +9.26% | |
| Orion Capital Management Llc | 3.56% | 178,302 | $10,320,147 | $11,282,951 | +$962,804 | +9.33% | |
| Sunbeam Capital Management, Llc | 4.64% | 169,318 | $10,142,150 | $10,714,443 | +$572,293 | +5.64% | |
| Focus Partners Wealth | 0.01% | 173,153 | $10,022,110 | $10,957,122 | +$935,012 | +9.33% | |
| Odonnell Financial Services, Llc | 3.30% | 165,443 | $9,575,840 | $10,469,233 | +$893,393 | +9.33% | |
| Captrust Financial Advisors | 0.02% | 156,294 | $9,034,677 | $9,890,284 | +$855,607 | +9.47% | |
| Rothschild Wealth Llc | 0.81% | 154,618 | $8,949,270 | $9,784,227 | +$834,957 | +9.33% | |
| Saxon Interests, Inc. | 2.69% | 134,729 | $7,798,143 | $8,525,651 | +$727,508 | +9.33% | |
| Oxbow Advisors, Llc | 0.62% | 125,118 | $7,241,848 | $7,917,467 | +$675,619 | +9.33% | |
| Old Port Advisors | 1.64% | 122,872 | $7,111,823 | $7,775,340 | +$663,517 | +9.33% | |
| Fermata Advisors, Llc | 1.01% | 83,266 | $4,987,662 | $5,269,072 | +$281,410 | +5.64% | |
| Weil Company, Inc. | 1.12% | 85,892 | $4,971,449 | $5,435,246 | +$463,797 | +9.33% | |
| Northcrest Asset Manangement, Llc | 0.12% | 78,092 | $4,822,962 | $4,941,662 | +$118,700 | +2.46% | |
| Lri Investments, Llc | 0.36% | 75,250 | $4,507,464 | $4,761,820 | +$254,356 | +5.64% | |
| Darwin Wealth Management, Llc | 1.38% | 76,302 | $4,416,366 | $4,828,391 | +$412,025 | +9.33% | |
| Osaic Holdings, Inc. | 0.01% | 70,720 | $4,094,479 | $4,475,162 | +$380,683 | +9.30% | |
| Herold Advisors, Inc. | 0.88% | 68,847 | $3,984,862 | $4,356,638 | +$371,776 | +9.33% | |
| Stonebridge Financial Planning Group, Llc | 1.38% | 65,123 | $3,769,348 | $4,120,983 | +$351,635 | +9.33% | |
| Centerpoint Advisory Group | 2.72% | 62,326 | $3,607,425 | $3,943,989 | +$336,564 | +9.33% | |
| Aspect Partners, Llc | 1.29% | 57,857 | $3,465,651 | $3,661,191 | +$195,540 | +5.64% | |
| Equitable Holdings, Inc. | 0.02% | 47,273 | $2,784,380 | $2,991,435 | +$207,055 | +7.44% | |
| Ifp Advisors, Inc | 0.05% | 41,751 | $2,416,548 | $2,642,003 | +$225,455 | +9.33% | |
| Qube Research & Technologies Ltd | 0.00% | 40,512 | $2,344,835 | $2,563,599 | +$218,764 | +9.33% | |
| Envestnet Asset Management Inc | 0.00% | 39,384 | $2,279,539 | $2,492,220 | +$212,681 | +9.33% | |
| Wealth Enhancement Trust Services, Inc. | 0.28% | 37,737 | $2,222,709 | $2,387,997 | +$165,288 | +7.44% | |
| Commonwealth Equity Services, Llc | 0.00% | 35,039 | $2,028,052 | $2,217,268 | +$189,216 | +9.33% | |
| American Alpha Advisors, Llc | 1.12% | 33,100 | $1,915,828 | $2,094,568 | +$178,740 | +9.33% | |
| Meramec Financial Planners, Llc | 0.72% | 30,009 | $1,819,435 | $1,898,970 | +$79,535 | +4.37% | |
| Hilltop Holdings Inc. | 0.16% | 31,372 | $1,815,811 | $1,985,220 | +$169,409 | +9.33% | |
| Harbour Investments, Inc. | 0.03% | 31,199 | $1,805,826 | $1,974,273 | +$168,447 | +9.33% | |
| Flagship Harbor Advisors, Llc | 0.08% | 30,077 | $1,740,866 | $1,903,273 | +$162,407 | +9.33% |
Frequently asked questions about DSTL
Who owns the most DSTL stock?
The largest holders of DSTL 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 US FUNDAMENTAL ST (DSTL).
Is DSTL widely held by superinvestors?
Many widely followed stocks like DSTL appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly DSTL 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.