Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in ETF Series Solutions - Distillate Small/Mid Cash Flow ETF include Fmr Llc .
This page shows changes in the ownership structure by listing institutions, funds, and major shareholders that have increased their holdings or opened new positions in the last reporting period. Green rows indicate new positions. Click the link icon to see the full transaction history.
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| File Date | Source | Investor | Type | Avg Price (Est) |
Shares | Δ Shares (%) |
Reported Value ($1000) |
Δ Value (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 12,925 | 1.19 | 420 | 4.48 | ||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 9,232 | 15.86 | 300 | 19.52 | ||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 482,792 | 14.92 | 15,700 | 18.48 | ||||
| 2025-07-31 | 13F | Resonant Capital Advisors, LLC | 326,435 | 6.65 | 10,616 | 9.94 | ||||
| 2025-07-29 | 13F | Oxbow Advisors, LLC | 26,494 | 9.58 | 862 | 12.99 | ||||
| 2025-08-15 | 13F | Global View Capital Management LLC | 14,352 | 1.77 | 467 | 4.95 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 12,044 | 392 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 200 | 33.33 | 7 | 50.00 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 1 | 0 | ||||||
| 2025-08-14 | 13F/A | Perritt Capital Management Inc | 228,440 | 42.36 | 7,429 | 46.77 | ||||
| 2025-08-06 | 13F | Aspect Partners, LLC | 130,725 | 5.33 | 4,251 | 8.58 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 199,979 | 1.78 | 6,503 | 4.94 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 58,014 | 71.54 | 1,887 | 76.92 |
