ETF SER SOLUTIONS (DSTL)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
140
Reporting holders
$1.4B
Reported value
0.0%
Held as options
-1
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Sequoia Financial Advisors, LLC | $356.0M | 5,942,710 | 1.77% | 6q | HELD |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $119.1M | 1,999,136 | 0.20% | 10q | +9.7%+$10.6M |
| Abacus Planning Group, Inc. | $85.2M | 1,421,934 | 10.53% | 20q | -0.8%-$678.3K |
| OXFORD FINANCIAL GROUP, LTD. LLC | $75.5M | 1,260,109 | 3.82% | 12q | -8.2%-$6.8M |
| Resonant Capital Advisors, LLC | $68.8M | 1,148,375 | 3.29% | 25q | -1.0%-$709.4K |
| AlphaCore Capital LLC | $61.8M | 1,031,705 | 1.14% | 6q | +9.6%+$5.4M |
| RAYMOND JAMES FINANCIAL INC | $40.9M | 683,460 | 0.01% | 7q | +5.9%+$2.3M |
| Cetera Investment Advisers | $40.9M | 682,236 | 0.04% | 15q | -14.4%-$6.9M |
| STEEL GROVE CAPITAL ADVISORS, LLC | $37.5M | 625,849 | 3.49% | 15q | +0.9%+$346.6K |
| Allen Capital Group, LLC | $34.3M | 573,042 | 2.79% | 12q | +3.3%+$1.1M |
| Arlington Financial Advisors, LLC | $33.4M | 557,358 | 4.24% | 12q | +4.2%+$1.4M |
| Madison Asset Management, LLC | $32.3M | 538,471 | 0.38% | 25q | -34.0%-$16.6M |
| LPL Financial LLC | $30.7M | 511,826 | 0.01% | 22q | -5.5%-$1.8M |
| Rockefeller Capital Management L.P. | $27.2M | 454,401 | 0.04% | 17q | +0.8%+$214.1K |
| Crumly & Associates Inc. | $22.4M | 374,640 | 4.30% | 20q | +4.3%+$926.9K |
| Berkeley, Inc | $21.7M | 361,477 | 6.79% | 9q | -0.6%-$122.5K |
| Cerity Partners LLC | $18.4M | 307,209 | 0.02% | 11q | -1.3%-$250.9K |
| Indivisible Partners | $17.9M | 298,065 | 1.01% | 3q | +0.5%+$96.0K |
| LEVEL FOUR ADVISORY SERVICES, LLC | $16.6M | 276,915 | 0.47% | 15q | +2.6%+$427.4K |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $15.5M | 259,127 | 0.09% | 3q | +1.4%+$210.1K |
| Empire Financial Management Company, LLC | $15.5M | 258,652 | 6.14% | 14q | +0.8%+$124.1K |
| JPMORGAN CHASE & CO | $13.6M | 226,167 | 0.00% | 13q | +27.2%+$2.9M |
| CITADEL ADVISORS LLC | $13.2M | 221,182 | 0.00% | 2q | +3207.1%+$12.8M |
| Orion Capital Management LLC | $10.3M | 172,714 | 3.20% | 23q | -3.1%-$334.7K |
| Sunbeam Capital Management, LLC | $10.1M | 169,318 | 4.64% | 7q | -1.0%-$106.7K |
| Focus Partners Wealth | $9.6M | 159,833 | 0.01% | 9q | -7.7%-$797.9K |
| Rothschild Wealth LLC | $9.5M | 158,500 | 0.76% | 3q | +2.5%+$232.5K |
| CAPTRUST FINANCIAL ADVISORS | $9.1M | 152,311 | 0.01% | 15q | -2.5%-$238.6K |
| Oxbow Advisors, LLC | $7.9M | 132,272 | 0.64% | 28q | +5.7%+$428.5K |
| ODonnell Financial Services, LLC | $7.7M | 129,051 | 2.27% | 12q | -22.0%-$2.2M |
| Old Port Advisors | $7.4M | 124,316 | 1.47% | 17q | +1.2%+$86.5K |
| Weil Company, Inc. | $5.7M | 95,058 | 1.00% | 7q | +10.7%+$549.0K |
| Fermata Advisors, LLC | $5.0M | 83,266 | 1.01% | 16q | +3.5%+$167.6K |
| AXXCESS WEALTH MANAGEMENT, LLC | $4.8M | 80,779 | 0.08% | new | NEW |
| Darwin Wealth Management, LLC | $4.8M | 80,778 | 1.32% | 16q | +5.9%+$268.1K |
| NorthCrest Asset Manangement, LLC | $4.8M | 78,092 | 0.12% | 2q | +5.3%+$243.8K |
| LRI Investments, LLC | $4.5M | 75,250 | 0.36% | 8q | +1.5%+$67.4K |
| Wealth Enhancement Trust Services, Inc. | $4.5M | 75,610 | 0.27% | 3q | +99.8%+$2.2M |
| OSAIC HOLDINGS, INC. | $4.4M | 74,214 | 0.01% | 26q | +4.9%+$209.3K |
| Centerpoint Advisory Group | $3.5M | 59,152 | 2.25% | 7q | -5.1%-$190.1K |
| Aspect Partners, LLC | $3.5M | 57,857 | 1.29% | 11q | +3.7%+$124.2K |
| ROYAL BANK OF CANADA | $3.4M | 57,300 | 0.00% | 18q | +103.4%+$1.7M |
| SAPIENT CAPITAL LLC | $3.4M | 56,776 | 0.02% | 11q | +100.0%+$1.7M |
| Stonebridge Financial Planning Group, LLC | $3.2M | 53,463 | 1.02% | 12q | -17.9%-$698.4K |
| Herold Advisors, Inc. | $3.0M | 49,321 | 0.58% | 20q | -28.4%-$1.2M |
| Merit Financial Group, LLC | $2.9M | 48,394 | 0.01% | 5q | -11.5%-$375.7K |
| American Alpha Advisors, LLC | $2.9M | 48,041 | 1.55% | 8q | +45.1%+$895.0K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.7M | 45,261 | 0.00% | 3q | +787.3%+$2.4M |
| Qube Research & Technologies Ltd | $2.7M | 44,361 | 0.00% | 11q | +9.5%+$230.6K |
| ENVESTNET ASSET MANAGEMENT INC | $2.5M | 41,957 | 0.00% | 25q | +6.5%+$154.1K |
| GOLDMAN SACHS GROUP INC | $2.4M | 40,686 | 0.00% | 2q | +256.4%+$1.8M |
| Equitable Holdings, Inc. | $2.1M | 34,627 | 0.01% | 17q | -26.8%-$757.5K |
| HARBOUR INVESTMENTS, INC. | $1.8M | 30,791 | 0.02% | 19q | -1.3%-$24.4K |
| FLAGSHIP HARBOR ADVISORS, LLC | $1.8M | 29,853 | 0.07% | 16q | -0.7%-$13.4K |
| Meramec Financial Planners, LLC | $1.8M | 27,740 | 0.65% | 3q | -7.6%-$146.1K |
| Hilltop Holdings Inc. | $1.8M | 29,787 | 0.14% | 12q | -5.1%-$94.9K |
| IFP Advisors, Inc | $1.6M | 26,847 | 0.03% | 15q | -35.7%-$892.7K |
| COMMONWEALTH EQUITY SERVICES, LLC | $1.6M | 26,189 | 0.00% | 19q | -25.3%-$530.1K |
| Rehmann Capital Advisory Group | $1.4M | 23,622 | 0.06% | 16q | HELD |
| Advisory Services Network, LLC | $1.3M | 22,403 | 0.02% | 18q | -4.9%-$69.8K |
| HUNTINGTON NATIONAL BANK | $1.3M | 22,250 | 0.01% | 9q | HELD |
| Barry Investment Advisors, LLC | $1.3M | 21,786 | 0.27% | 10q | -18.2%-$290.3K |
| HERITAGE OAK WEALTH ADVISORS LLC | $1.1M | 19,133 | 0.34% | 7q | +3.6%+$39.3K |
| Mariner, LLC | $1.1M | 18,834 | 0.00% | 5q | HELD |
| MGO ONE SEVEN LLC | $1.1M | 17,855 | 0.02% | 15q | -32.9%-$523.3K |
| Nuveen, LLC | $925.1K | 15,444 | 0.00% | new | NEW |
| TWO SIGMA INVESTMENTS, LP | $862.6K | 14,400 | 0.00% | new | NEW |
| Integrated Wealth Concepts LLC | $845.2K | 14,111 | 0.00% | 2q | HELD |
| MORGAN STANLEY | $835.0K | 13,940 | 0.00% | 13q | +16.1%+$115.9K |
| AQR CAPITAL MANAGEMENT LLC | $816.6K | 13,632 | 0.00% | 2q | +5.7%+$44.2K |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC | $784.6K | 13,099 | 0.34% | 3q | +10.6%+$75.5K |
| Ausdal Financial Partners, Inc. | $756.6K | 12,631 | 0.03% | 18q | -16.4%-$148.8K |
| Hibernia Wealth Partners, LLC | $711.0K | 11,870 | 0.39% | 12q | -50.3%-$720.4K |
| STIFEL FINANCIAL CORP | $605.1K | 10,102 | 0.00% | 24q | HELD |
| LANDMARK WEALTH MANAGEMENT, INC. | $605.1K | 10,102 | 0.20% | 9q | -1.2%-$7.4K |
| Focus Partners Advisor Solutions, LLC | $600.7K | 10,028 | 0.01% | 3q | -7.7%-$50.2K |
| WealthCare Investment Partners, LLC | $600.6K | 10,027 | 0.15% | 15q | HELD |
| Csenge Advisory Group | $582.9K | 9,732 | 0.02% | 17q | -5.8%-$36.2K |
| Hutchens & Kramer Investment Management Group, LLC | $569.9K | 9,514 | 0.15% | 15q | -5.0%-$30.2K |
| SimpliFi, Inc. | $565.4K | 9,439 | 0.22% | 24q | +4.1%+$22.0K |
| PARK NATIONAL CORP /OH/ | $553.8K | 9,245 | 0.02% | 9q | -21.0%-$147.3K |
| TRUIST FINANCIAL CORP | $537.5K | 8,973 | 0.00% | 11q | -16.1%-$103.0K |
| Braeburn Wealth Management LLC | $512.1K | 8,550 | 0.22% | 3q | -5.1%-$27.4K |
| Astoria Portfolio Advisors LLC. | $510.2K | 8,518 | 0.09% | new | NEW |
| UBS Group AG | $509.7K | 8,509 | 0.00% | 9q | +54.6%+$180.1K |
| Legacy Wealth Managment, LLC/ID | $460.8K | 7,693 | 0.19% | 8q | +67.5%+$185.6K |
| MERCER GLOBAL ADVISORS INC /ADV | $460.4K | 7,686 | 0.00% | 5q | +100.0%+$230.2K |
| Brady Martz Wealth Solutions, LLC | $416.2K | 6,948 | 0.06% | 3q | -10.8%-$50.2K |
| Global View Capital Management LLC | $412.4K | 6,884 | 0.09% | 7q | -17.6%-$88.1K |
| Certified Advisory Corp | $406.9K | 6,794 | 0.03% | 14q | HELD |
| MML INVESTORS SERVICES, LLC | $398.8K | 6,658 | 0.00% | 15q | -39.7%-$262.2K |
| LANGLEY WEALTH MANAGEMENT, LLC | $378.3K | 12,172 | 0.32% | new | FIRST |
| HUB Investment Partners, LLC | $375.7K | 6,273 | 0.01% | 3q | HELD |
| National Philanthropic Trust | $359.4K | 6,000 | 0.01% | new | NEW |
| Meridian Financial Advisors, LLC | $359.4K | 6,000 | 0.17% | 14q | HELD |
| US BANCORP \DE\ | $345.6K | 5,769 | 0.00% | 23q | -1.0%-$3.5K |
| Quantinno Capital Management LP | $328.1K | 5,477 | 0.00% | 3q | -31.0%-$147.4K |
| BCU Wealth Advisors, LLC | $307.7K | 5,136 | 0.10% | 11q | -13.4%-$47.4K |
| Insight Advisors, LLC/ PA | $298.8K | 4,988 | 0.05% | 3q | +14.1%+$37.0K |
| Walleye Partners, LLC | $289.0K | 4,824 | 0.33% | 3q | -2.6%-$7.7K |
Showing the largest 100 of 144 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 140 | $1.4B | 23,200,048 | 12 | 48 | 50 | 0.0% |
| Q1 2026 | 141 | $1.3B | 23,112,556 | 13 | 41 | 56 | 0.0% |
| Q4 2025 | 138 | $1.4B | 24,479,201 | 21 | 34 | 51 | 0.0% |
| Q3 2025 | 121 | $1.4B | 24,594,792 | 9 | 33 | 53 | 0.0% |
| Q2 2025 | 128 | $1.4B | 25,074,745 | 10 | 40 | 55 | 0.0% |
| Q1 2025 | 131 | $1.4B | 26,373,602 | 8 | 46 | 45 | 0.0% |
| Q4 2024 | 132 | $1.6B | 28,704,289 | 9 | 38 | 48 | 0.0% |
| Q3 2024 | 121 | $1.6B | 27,655,494 | 7 | 44 | 34 | 0.0% |
| Q2 2024 | 120 | $1.4B | 26,509,322 | 18 | 57 | 24 | 0.0% |
| Q1 2024 | 111 | $1.4B | 25,436,213 | 18 | 58 | 21 | 0.0% |
| Q4 2023 | 101 | $1.2B | 24,702,906 | 13 | 47 | 19 | 0.0% |
| Q3 2023 | 93 | $1.0B | 22,514,764 | 16 | 40 | 20 | 0.0% |
| Q2 2023 | 76 | $809.5M | 17,915,042 | 9 | 34 | 15 | 0.0% |
| Q1 2023 | 68 | $744.6M | 17,272,069 | 10 | 29 | 18 | 0.0% |
| Q4 2022 | 58 | $596.3M | 14,568,977 | 12 | 24 | 11 | 0.0% |
| Q3 2022 | 59 | $531.0M | 14,382,400 | 11 | 25 | 9 | 0.0% |
| Q2 2022 | 60 | $500.8M | 12,901,535 | 11 | 26 | 8 | 0.0% |
| Q1 2022 | 54 | $470.9M | 10,583,770 | 17 | 15 | 12 | 0.0% |
| Q4 2021 | 42 | $400.7M | 8,670,300 | 9 | 14 | 8 | 0.0% |
| Q3 2021 | 35 | $197.2M | 4,814,195 | 4 | 12 | 9 | 0.0% |
| Q2 2021 | 34 | $172.6M | 4,140,117 | 9 | 10 | 8 | 0.0% |
| Q1 2021 | 25 | $170.2M | 4,301,092 | 8 | 11 | 5 | 0.0% |
| Q4 2020 | 22 | $120.1M | 3,308,324 | 4 | 11 | 6 | 0.0% |
| Q3 2020 | 19 | $105.6M | 3,237,496 | 7 | 9 | 2 | 0.0% |
| Q2 2020 | 15 | $68.0M | 2,240,842 | 10 | 3 | 1 | 0.0% |
| Q1 2020 | 6 | $13.9M | 561,281 | 2 | 2 | 0 | 0.0% |
| Q4 2019 | 3 | $14.3M | 467,320 | 1 | 2 | 0 | 0.0% |
| Q3 2019 | 4 | $12.5M | 450,071 | 2 | 1 | 1 | 0.0% |
| Q2 2019 | 2 | $11.1M | 407,730 | 0 | 2 | 0 | 0.0% |
| Q1 2019 | 2 | $5.1M | 197,530 | 2 | 0 | 0 | 0.0% |
| Q4 2018 | 2 | $547.0K | 23,924 | 0 | 0 | 0 | 0.0% |