Who Owns Distillate Small/Mid Cash Flow ETF (DSMC)?Hedge Fund & Institutional Holders
Institutional Holders
30
as of Q4 2025
Total Institutional Value
$1.9748123517000667e+66T
% of Float Held
—
QoQ Change in Holders
+15 / -4
Price History
DSMC — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| Kathmere Capital Management, LLC | New Position | +557K | +$19.7M |
| Resonant Capital Advisors, LLC | New Position | +348K | +$12.4M |
| Indivisible Partners | New Position | +189K | +$6.7M |
| Aspect Partners, LLC | New Position | +155K | +$5.5M |
| Berkeley, Inc | New Position | +147K | +$5.2M |
| Accurate Wealth Management, LLC | New Position | +50K | +$1.8M |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC | New Position | +43K | +$1.5M |
| Oxbow Advisors, LLC | New Position | +29K | +$1.0M |
| Crumly & Associates Inc. | New Position | +16K | +$576K |
| Global View Capital Management LLC | New Position | +15K | +$541K |
| FLAGSHIP HARBOR ADVISORS, LLC | New Position | +1K | +$42K |
| Orion Capital Management LLC | New Position | +628 | +$22K |
| Geneos Wealth Management Inc. | New Position | +200 | +$7K |
| GTS SECURITIES LLC | New Position | +14K | +$0 |
| Focus Partners Wealth | New Position | +13K | +$0 |
DSMC — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| PERRITT CAPITAL MANAGEMENT INC | Closed Position | -241K | -$8.6B |
| Madison Asset Management, LLC | Decreased | -11K | -$2.5B |
| LPL Financial LLC | Decreased | -3K | -$845.1M |
| Kovitz Investment Group Partners, LLC | Closed Position | -13K | -$465.7M |
| WELLS FARGO & COMPANY/MN | Closed Position | -503 | -$18.0M |
| UBS Group AG | Decreased | -339 | -$14.7M |
| ROYAL BANK OF CANADA | Closed Position | -145 | -$5.0M |
Top Institutional Holders(Q4 2025)
DSMC Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 28 | $65.8M | +13 |
| Q3 2025 | 15 | $21.3B | -11 |
| Q2 2025 | 26 | $61.3B | -2 |
| Q1 2025 | 28 | $63.1B | +2 |
| Q4 2024 | 26 | $25.2T | +6 |
| Q3 2024 | 20 | $32.4T | +5 |
| Q2 2024 | 15 | $13.4T | +8 |
| Q1 2024 | 7 | $3.7T | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 30 institutional investors hold DSMC (Distillate Small/Mid Cash Flow ETF). The largest holder is Kathmere Capital Management, LLC with $19.7M in shares. This quarter, 15 institutions opened new positions and 4 closed their positions.
Frequently Asked Questions
How many hedge funds own DSMC?
As of Q4 2025, 30 institutional investors report holding DSMC (Distillate Small/Mid Cash Flow ETF) in their 13F filings.
Who is the largest institutional holder of DSMC?
The largest institutional holder of DSMC is Kathmere Capital Management, LLC with $19.7M in shares.
Is institutional ownership of DSMC increasing or decreasing?
This quarter, 15 institutions opened new positions in DSMC and 4 closed their positions.