13F Insight
DOSSIER · 13F Holders · Q3 2026
DSMC

DISTILLATE SMALL/MID CASH FLOW ETF

31 institutions still hold DISTILLATE SMALL/MID CASH FLOW ETF as of Q3 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 26922B667·31 13F holders·last filed Sep 30, 2026
Market cap
—
13F value held
$92M
visible holders
Holders
31
filers reporting
Concentration
32.04%
Kathmere Capital Management, LLC #1
top holder share
AI Holders Summary · Q3 2026

31 institutions reported DSMC in Q3 2026. Kathmere Capital Management, LLC leads at 32.0% 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
$30M708K1.43%Q3 202602
Resonant Capital Advisors, LLC
CIK 0001803236
$13M301K0.60%Q3 202603
Rothschild Wealth LLC
CIK 0001811345
$10M249K0.80%Q2 202604
Aspect Partners, LLC
CIK 0001985284
$9M209K3.30%Q3 202605
Rockefeller Capital Management L.P.
CIK 0001739439
$9M212K0.01%Q2 202606
Indivisible Partners
CIK 0002098400
$8M201K0.46%Q2 202607
Berkeley, Inc
CIK 0002051965
$5M120K1.54%Q3 202608
Madison Asset Management, LLC
CIK 0001299351
$3M64K0.03%Q2 202609
ONE PLUS ONE WEALTH MANAGEMENT, LLC
CIK 0001860132
$1M34K0.59%Q3 202610
Tidal Investments LLC
CIK 0001600064
$1M28K0.00%Q2 202611
LPL Financial LLC
CIK 0001403438
$722K18K0.00%Q2 202612
National Philanthropic Trust
CIK 0001785342
$686K17K0.01%Q2 202613
Crumly & Associates Inc.
CIK 0001759578
$555K13K0.10%Q3 202614
Legacy Wealth Managment, LLC/ID
CIK 0002045082
$482K12K0.20%Q2 202615
Focus Partners Wealth
CIK 0001542153
$477K12K0.00%Q2 202616
Global View Capital Management LLC
CIK 0001994495
$439K11K0.09%Q2 202617
Accurate Wealth Management, LLC
CIK 0001877728
$420K10K0.04%Q3 202618
WealthCare Investment Partners, LLC
CIK 0001908462
$238K6K0.06%Q2 202619
Abacus Planning Group, Inc.
CIK 0001602730
$222K6K0.03%Q2 202620
Nuveen, LLC
CIK 0001871926
$212K5K0.00%Q2 2026
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