Who Owns DISTILLATE SMALL/MID CASH FLOW ETF (DSMC)? -- Institutional Holders (2026-06-30)

33 institutions reported holding $87.0M of DISTILLATE SMALL/MID CASH FLOW ETF (DSMC) in SEC 13F filings for 2026-06-30. Largest institutional holders: Kathmere Capital Management, LLC ($25.1M), Resonant Capital Advisors, LLC ($12.0M), Rothschild Wealth LLC ($10.1M), Rockefeller Capital Management L.P. ($8.6M), Indivisible Partners ($8.1M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Kathmere Capital Management, LLC$25.1M621,818Added
2Resonant Capital Advisors, LLC$12.0M297,925Added
3Rothschild Wealth LLC$10.1M249,173Added
4Rockefeller Capital Management L.P.$8.6M211,923Trimmed
5Indivisible Partners$8.1M201,233Added
6Aspect Partners, LLC$7.6M189,539Added
7Berkeley, Inc$5.8M142,797Trimmed
8Madison Asset Management, LLC$2.6M64,391Added
9ONE PLUS ONE WEALTH MANAGEMENT, LLC$1.3M32,778Trimmed
10Tidal Investments LLC$1.1M28,306Added
11LPL Financial LLC$721,84417,885Trimmed
12National Philanthropic Trust$686,12017,000Hold
13Crumly & Associates Inc.$582,35414,429Trimmed
14Legacy Wealth Managment, LLC/ID$482,01911,943Added
15Focus Partners Wealth$477,30211,826Added
16Global View Capital Management LLC$439,07610,879Trimmed
17Accurate Wealth Management, LLC$406,9189,920Trimmed
18WealthCare Investment Partners, LLC$237,7255,890Added
19Abacus Planning Group, Inc.$222,1415,504New
20Nuveen, LLC$211,5275,241New
21US BANCORP \DE\$54,8091,358Hold
22O'SHAUGHNESSY ASSET MANAGEMENT, LLC$41,6111,031Trimmed
23Orion Capital Management LLC$25,346628Hold
24Essential Partners LLC$14,489359Hold
25HARBOUR INVESTMENTS, INC.$12,431308Hold

Source: SEC Form 13F filings · as of 2026-06-30