DSTL

Distillate US Fundamental St

-$110.8M

Net Activity

Institutions Holding

145

Popularity Rank

#3633

Avg Weight

0.61%

Total Value

$1.4B

Ownership Trend

145 institutions currently hold DSTL, with 61 net buyers and 72 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Neutral

Based on recent trading activity

Net Selling Institutions

72

Net Buying Institutions

61

Key Holders

Key Holders

Top 5 by Value

SF
Sequoia Financial Advisors, LLC
$342.9M
WE
Wealth Enhancement Advisory Services, LLC
$101.4M
AP
Abacus Planning Group, Inc.
$83.0M
OF
Oxford Financial Group, LTD. LLC
$79.5M
RC
Resonant Capital Advisors, LLC
$67.2M

Top 5 by Conviction

AP
Abacus Planning Group, Inc.
11.17%
BI
Berkeley, Inc
7.06%
SC
Sunbeam Capital Management, LLC
5.67%
AF
Arlington Financial Advisors, LLC
4.41%
C&
Crumly & Associates Inc.
4.37%
View all 145 holding institutions

Quarterly Activity

Recent Activity

+$827.5M

Total Buy Value

$671.0M

Total Sell Value

New buy13
Trim61
Add48
Sold out11

61

Net Buyers

72

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding DISTILLATE US FUNDAMENTAL ST (DSTL)?
Major stakeholders currently include Sequoia Financial Advisors, LLC ($342.9M), Wealth Enhancement Advisory Services, LLC ($101.4M), Abacus Planning Group, Inc. ($83.0M). Based on the latest 13F filings, there are a total of 145 tracked investment funds and institutions maintaining positions in DSTL.
What is the overall institutional sentiment toward DSTL recently?
Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $110.8M, driven by 61 managers accumulating shares while 72 reduced their exposure.
Which institutions have been selling or reducing their DSTL positions?
In the latest period, 61 funds trimmed their holdings, and 11 managers completely exited their positions. The aggregate reported sell value was $671.0M.
Are there any notable investors adding DSTL to their portfolios?
Yes, buying activity remains notable. 13 institutions opened new positions in {ticker}, and 48 existing holders added to their shares. The total reported buy value for the quarter amounted to $827.5M.

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