DISTILLATE US FUNDAMENTAL ST DSTL
$62.06
+2.1% 52w: $53.26 – $62.06
Latest 13F among current holders filed 13 days ago (Jun 22, 2026)
Price — last 12 months
research preview data53.2657.6662.06
Jun 20, 2025 Jul 2, 2026
Institutional holders
144
+1 QoQ
13F value
$1.36B
-7.5% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns DSTL?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Sequoia Financial Advisors, LLC | Wealth advisor | 5.9M | $342.9M | 1.9% | +3.0% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 1.8M | $101.4M | 0.2% | -28.0% |
| Abacus Planning Group, Inc. | Wealth advisor | 1.4M | $83.0M | 11.2% | +1.0% |
| OXFORD FINANCIAL GROUP, LTD. LLC | Wealth advisor | 1.4M | $79.5M | 4.3% | -13.2% |
| Resonant Capital Advisors, LLC | Wealth advisor | 1.2M | $67.2M | 3.5% | +11.0% |
| AlphaCore Capital LLC | Wealth advisor | 941.8K | $54.5M | 1.3% | +7.9% |
| Madison Asset Management, LLC | Other | 815.6K | $47.2M | 0.6% | -13.5% |
| Cetera Investment Advisers | Wealth advisor | 797.3K | $46.1M | 0.0% | -11.6% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 645.1K | $37.3M | 0.0% | -2.7% |
| STEEL GROVE CAPITAL ADVISORS, LLC | Wealth advisor | 620.1K | $35.9M | 3.8% | +6.3% |
| Allen Capital Group, LLC | Wealth advisor | 554.6K | $32.1M | 2.9% | +0.7% |
| LPL Financial LLC | Bank broker | 541.6K | $31.3M | 0.0% | -6.2% |
| Arlington Financial Advisors, LLC | Wealth advisor | 534.7K | $30.9M | 4.4% | +4.7% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 450.8K | $26.1M | 0.0% | +0.6% |
| Berkeley, Inc | Wealth advisor | 363.5K | $21.0M | 7.1% | +2.4% |
| Crumly & Associates Inc. | Wealth advisor | 359.2K | $20.8M | 4.4% | -2.0% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 313.0K | $18.1M | 0.0% | -5.2% |
| Cerity Partners LLC | Diversified mechanical | 311.4K | $18.0M | 0.0% | -2.1% |
| Indivisible Partners | Other | 296.5K | $17.2M | 1.5% | +3.2% |
| LEVEL FOUR ADVISORY SERVICES, LLC | Other | 269.8K | $15.6M | 0.5% | -8.2% |
| Empire Financial Management Company, LLC | Other | 256.6K | $14.9M | 3.4% | +3.0% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | Wealth advisor | 255.6K | $14.8M | 0.1% | +1.3% |
| Orion Capital Management LLC | Wealth advisor | 178.3K | $10.3M | 3.6% | -1.4% |
| JPMORGAN CHASE & CO | Bank broker | 177.8K | $10.1M | 0.0% | +21.0% |
| Focus Partners Wealth | Wealth advisor | 173.2K | $10.0M | 0.0% | -7.5% |
| Sunbeam Capital Management, LLC | Other | 171.1K | $9.9M | 5.7% | +1.2% |
| ODonnell Financial Services, LLC | Wealth advisor | 165.4K | $9.6M | 3.3% | -66.7% |
| CAPTRUST FINANCIAL ADVISORS | Wealth advisor | 156.3K | $9.0M | 0.0% | -2.4% |
| Rothschild Wealth LLC | Wealth advisor | 154.6K | $8.9M | 0.8% | +3.5% |
| SAXON INTERESTS, INC. | Wealth advisor | 134.7K | $7.8M | 2.7% | -6.2% |
| PARK AVENUE SECURITIES LLC | Wealth advisor | 126.6K | $7.3M | 0.1% | +20.5% |
| Oxbow Advisors, LLC | Other | 125.1K | $7.2M | 0.6% | -21.3% |
| Old Port Advisors | Other | 122.9K | $7.1M | 1.6% | +1.7% |
| Weil Company, Inc. | Wealth advisor | 85.9K | $5.0M | 1.1% | +24.9% |
| Fermata Advisors, LLC | Wealth advisor | 80.5K | $4.7M | 1.0% | -0.3% |
| Darwin Wealth Management, LLC | Wealth advisor | 76.3K | $4.4M | 1.4% | -9.0% |
| NorthCrest Asset Manangement, LLC | Other | 74.1K | $4.3M | 0.1% | New |
| LRI Investments, LLC | Wealth advisor | 74.1K | $4.3M | 0.4% | +29.6% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 70.7K | $4.1M | 0.0% | -7.9% |
| Herold Advisors, Inc. | Other | 68.8K | $4.0M | 0.9% | -3.5% |
| Stonebridge Financial Planning Group, LLC | Wealth advisor | 65.1K | $3.8M | 1.4% | -3.3% |
| Centerpoint Advisory Group | Wealth advisor | 62.3K | $3.6M | 2.7% | -2.7% |
| Aspect Partners, LLC | Wealth advisor | 55.8K | $3.2M | 1.3% | +1.8% |
| Merit Financial Group, LLC | Wealth advisor | 54.7K | $3.2M | 0.0% | -14.0% |
| Equitable Holdings, Inc. | Wealth advisor | 47.3K | $2.8M | 0.0% | -38.4% |
| IFP Advisors, Inc | Wealth advisor | 41.8K | $2.4M | 0.1% | -16.5% |
| Qube Research & Technologies Ltd | Quant stat arb | 40.5K | $2.3M | 0.0% | -7.7% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 39.4K | $2.3M | 0.0% | +96.2% |
| Wealth Enhancement Trust Services, Inc. | Other | 37.9K | $2.2M | 0.3% | +0.3% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 35.0K | $2.0M | 0.0% | -15.5% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
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