Who Owns DSMC?
Distillate Small/Mid Cash Flow ETF — Institutional Ownership & 13F Holdings
$39.55
+0.16 (+0.40%)
Market Cap
$121.5M
Shares Outstanding
3,064,009
Institutional Holders
28
Total Inst. Value
$59.3M
% of Float Held
—
QoQ Holder Change
+21
Institutional data as of Q1 2025
New Positions
8
Closed Positions
5
Increased
11
Decreased
7
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Kathmere Capital Management, LLC | $13.3M | 420,114 |
| 2 | Resonant Capital Advisors, LLC | $9.7M | 306,085 |
| 3 | Rockefeller Capital Management L.P. | $6.2M | 196,478 |
| 4 | Crumly & Associates Inc.New | $5.9M | 187,549 |
| 5 | Berkeley, IncNew | $5.6M | 179,041 |
| 6 | PERRITT CAPITAL MANAGEMENT INC | $5.1M | 160,468 |
| 7 | Aspect Partners, LLCNew | $3.9M | 124,114 |
| 8 | HighTower Advisors, LLC | $1.9M | 60,948 |
| 9 | Accurate Wealth Management, LLC | $1.8M | 62,380 |
| 10 | GTS SECURITIES LLCNew | $1.1M | 33,820 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Kathmere Capital Management, LLC | +24K | $13.3M |
| Resonant Capital Advisors, LLC | +17K | $9.7M |
| Rockefeller Capital Management L.P. | +16K | $6.2M |
| Crumly & Associates Inc.New | +188K | $5.9M |
| Berkeley, IncNew | +179K | $5.6M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Ausdal Financial Partners, Inc. | -13K | $463K |
| Legacy Wealth Managment, LLC/ID | -8K | $251K |
| LPL Financial LLC | -6K | $2K |
| Global View Capital Management LLC | -4K | $445K |
| Ameritas Advisory Services, LLC | -3K | $875K |
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Frequently Asked Questions
How many institutional investors hold DSMC?
As of Q1 2025, 28 institutional investors report holding DSMC (Distillate Small/Mid Cash Flow ETF) in their 13F filings.
Which hedge fund owns the most DSMC?
The largest institutional holder of DSMC is Kathmere Capital Management, LLC with $13.3M in shares.
Are institutions buying or selling DSMC?
This quarter, 8 institutions opened new positions in DSMC and 5 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.