13F Insight
DOSSIER · 13F Holders · Q1 2026
DSMC

DISTILLATE SMALL/MID CASH FLOW ETF

32 institutions still hold DISTILLATE SMALL/MID CASH FLOW ETF as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 26922B667·32 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$80M
visible holders
Holders
32
filers reporting
Concentration
27.04%
Kathmere Capital Management, LLC #1
top holder share
AI Holders Summary · Q1 2026

32 institutions reported DSMC in Q1 2026. Kathmere Capital Management, LLC leads at 27.0% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Kathmere Capital Management, LLC
CIK 0001794543
$22M577K1.33%Q1 202602
Resonant Capital Advisors, LLC
CIK 0001803236
$11M295K0.58%Q1 202603
Rothschild Wealth LLC
CIK 0001811345
$9M247K0.84%Q1 202604
Rockefeller Capital Management L.P.
CIK 0001739439
$8M212K0.01%Q1 202605
Aspect Partners, LLC
CIK 0001985284
$8M190K2.85%Q2 202606
Indivisible Partners
CIK 0002098400
$7M200K0.66%Q1 202607
Berkeley, Inc
CIK 0002051965
$6M143K1.81%Q2 202608
Madison Asset Management, LLC
CIK 0001299351
$2M62K0.03%Q1 202609
ONE PLUS ONE WEALTH MANAGEMENT, LLC
CIK 0001860132
$1M33K0.57%Q2 202610
Tidal Investments LLC
CIK 0001600064
$934K25K0.00%Q1 202611
LPL Financial LLC
CIK 0001403438
$697K19K0.00%Q1 202612
National Philanthropic Trust
CIK 0001785342
$636K17K0.01%Q1 202613
Crumly & Associates Inc.
CIK 0001759578
$582K14K0.11%Q2 202614
CITADEL ADVISORS LLC
CIK 0001423053
$489K14K0.00%Q4 202515
Focus Partners Wealth
CIK 0001542153
$461K13K0.00%Q4 202516
Global View Capital Management LLC
CIK 0001994495
$439K11K0.09%Q2 202617
Accurate Wealth Management, LLC
CIK 0001877728
$407K10K0.04%Q2 202618
GTS SECURITIES LLC
CIK 0001452765· Market maker
$390K10K0.01%Q1 202619
Legacy Wealth Managment, LLC/ID
CIK 0002045082
$277K7K0.14%Q1 202620
Abacus Planning Group, Inc.
CIK 0001602730
$222K6K0.03%Q2 2026
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