Who owns DSMC?
Distillate Small/Mid Cash Flow ETF · Distillate
30 institutions reported holding DSMC, worth $87.0M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of DSMC
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Kathmere Capital Management, LLC | Wayne, PA | $25.1M | 621,818 | +44,509 shares |
| Resonant Capital Advisors, LLC | Madison, WI | $12.0M | 297,925 | +2,549 shares |
| Rothschild Wealth LLC | Oak Brook, IL | $10.1M | 249,173 | +2,223 shares |
| Rockefeller Capital Management L.P. | New York, NY | $8.6M | 211,923 | −39 shares |
| Indivisible Partners | Clearwater, FL | $8.1M | 201,233 | +1,510 shares |
| Aspect Partners, LLC | Fairfax, VA | $7.6M | 189,539 | +24,478 shares |
| Berkeley, Inc | Boise, ID | $5.8M | 142,797 | −3,396 shares |
| Madison Asset Management, LLC | Madison, WI | $2.6M | 64,391 | +2,325 shares |
| One Plus One Wealth Management, LLC | Jupiter, FL | $1.3M | 32,778 | −11,619 shares |
| Tidal Investments LLC | Milwaukee, WI | $1.1M | 28,306 | +3,347 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns DSMC?
30 institutional managers reported holding DSMC in Form 13F filings for June 30, 2026, worth $87.0M in total. The largest reported position was held by Kathmere Capital Management, LLC, at $25.1M.
Did institutions buy or sell DSMC last quarter?
Reported 13F value rose 10.3% from March 31, 2026, which includes price moves as well as buying and selling. 3 firms reported a new position and 3 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is DSMC ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.