$64.29

-0.25 (-0.39%)

Weekly Expected Move ±2.1%

$62 $63 $64 $66 $67

ETF AMEX · AUM $2.1B

Overview Chart Holdings Changes Technicals Analysis Peers Institutions Dark Pool Short Interest Dividends Weather

Institutional Ownership — DSTL

159

Institutional Holders

+2 vs prior quarter

0.0%

Ownership

+0.00pp

Total Invested

New Positions

Increased

Reduced

Closed

0.00

Put/Call Ratio

Ownership Trends

Top Institutional Holders (167 total)

#	Holder	Shares	Value	Change	Change %	Holding Period	Filing
1	Sequoia Financial Advisors, LLC	5,942,710	$382M	+18,867	+0.3%	6Q	SEC ↗
2	WEALTH ENHANCEMENT ADVISORY SERVICES,	1,999,136	$129M	+177,087	+9.7%	10Q	SEC ↗
3	Abacus Planning Group, Inc.	1,421,934	$91M	-11,324	-0.8%	20Q	SEC ↗
4	OXFORD FINANCIAL GROUP, LTD. LLC	1,260,109	$81M	-113,267	-8.2%	12Q	SEC ↗
5	Resonant Capital Advisors, LLC	1,148,375	$74M	-11,843	-1.0%	25Q	SEC ↗
6	AlphaCore Capital LLC	1,031,705	$66M	+89,944	+9.6%	6Q	SEC ↗
7	RAYMOND JAMES FINANCIAL INC	683,460	$44M	+38,346	+5.9%	7Q	SEC ↗
8	Cetera Investment Advisers	682,236	$44M	-115,026	-14.4%	15Q	SEC ↗
9	STEEL GROVE CAPITAL ADVISORS, LLC	625,849	$40M	+5,786	+0.9%	15Q	SEC ↗
10	Allen Capital Group, LLC	573,042	$37M	+18,479	+3.3%	12Q	SEC ↗
11	Arlington Financial Advisors, LLC	557,358	$36M	+22,649	+4.2%	12Q	SEC ↗
12	Madison Asset Management, LLC	538,471	$35M	-277,136	-34.0%	25Q	SEC ↗
13	LPL Financial LLC	511,826	$33M	-29,802	-5.5%	22Q	SEC ↗
14	Rockefeller Capital Management L.P.	454,401	$29M	+3,574	+0.8%	17Q	SEC ↗
15	Crumly & Associates Inc.	374,640	$24M	+15,474	+4.3%	20Q	SEC ↗
16	Berkeley, Inc	361,477	$23M	-2,045	-0.6%	9Q	SEC ↗
17	Cerity Partners LLC	307,209	$20M	-4,189	-1.3%	11Q	SEC ↗
18	Indivisible Partners	298,065	$19M	+1,602	+0.5%	3Q	SEC ↗
19	LEVEL FOUR ADVISORY SERVICES, LLC	276,915	$18M	+7,135	+2.6%	15Q	SEC ↗
20	UNITED CAPITAL FINANCIAL ADVISORS, LLC	259,127	$17M	+3,507	+1.4%	3Q	SEC ↗
21	Empire Financial Management Company, L	258,652	$17M	+2,071	+0.8%	14Q	SEC ↗
22	Cambridge Investment Research Advisors	254,139	$16M	-58,857	-18.8%	23Q	SEC ↗
23	JPMORGAN CHASE & CO	226,167	$15M	+48,369	+27.2%	13Q	SEC ↗
24	CITADEL ADVISORS LLC	221,182	$14M	+214,494	+3207.1%	2Q	SEC ↗
25	Orion Capital Management LLC	172,714	$11M	-5,588	-3.1%	23Q	SEC ↗
26	Sunbeam Capital Management, LLC	169,318	$11M	-1,781	-1.0%	7Q	SEC ↗
27	Focus Partners Wealth	159,833	$10M	-13,320	-7.7%	9Q	SEC ↗
28	Rothschild Wealth LLC	158,500	$10M	+3,882	+2.5%	3Q	SEC ↗
29	CAPTRUST FINANCIAL ADVISORS	152,311	$10M	-3,983	-2.5%	15Q	SEC ↗
30	PARK AVENUE SECURITIES LLC	139,482	$9M	+12,901	+10.2%	6Q	SEC ↗
31	Oxbow Advisors, LLC	132,272	$9M	+7,154	+5.7%	28Q	SEC ↗
32	ODonnell Financial Services, LLC	129,051	$8M	-36,392	-22.0%	12Q	SEC ↗
33	Old Port Advisors	124,316	$8M	+1,444	+1.2%	12Q	SEC ↗
34	Weil Company, Inc.	95,058	$6M	+9,166	+10.7%	7Q	SEC ↗
35	Fermata Advisors, LLC	83,266	$5M	+2,798	+3.5%	16Q	SEC ↗
36	AXXCESS WEALTH MANAGEMENT, LLC NEW	80,779	$5M	—	+0.0%	1Q	SEC ↗
37	Darwin Wealth Management, LLC	80,778	$5M	+4,476	+5.9%	16Q	SEC ↗
38	NorthCrest Asset Manangement, LLC	78,092	$5M	+3,948	+5.3%	2Q	SEC ↗
39	LRI Investments, LLC	75,250	$5M	+1,126	+1.5%	8Q	SEC ↗
40	OSAIC HOLDINGS, INC.	74,214	$5M	+3,494	+4.9%	26Q	SEC ↗
41	Centerpoint Advisory Group	59,152	$4M	-3,174	-5.1%	7Q	SEC ↗
42	Aspect Partners, LLC	57,857	$4M	+2,073	+3.7%	11Q	SEC ↗
43	ROYAL BANK OF CANADA	57,300	$4M	+29,133	+103.4%	18Q	SEC ↗
44	Stonebridge Financial Planning Group,	53,463	$3M	-11,660	-17.9%	12Q	SEC ↗
45	Herold Advisors, Inc.	49,321	$3M	-19,526	-28.4%	20Q	SEC ↗
46	American Alpha Advisors, LLC	48,041	$3M	+14,941	+45.1%	8Q	SEC ↗
47	SUSQUEHANNA INTERNATIONAL GROUP, LLP	45,261	$3M	+40,160	+787.3%	3Q	SEC ↗
48	Qube Research & Technologies Ltd	44,361	$3M	+3,849	+9.5%	11Q	SEC ↗
49	ENVESTNET ASSET MANAGEMENT INC	41,957	$3M	+2,573	+6.5%	25Q	SEC ↗
50	GOLDMAN SACHS GROUP INC	40,686	$3M	+29,270	+256.4%	2Q	SEC ↗

Recent Activity

New Positions (16)

Holder	Shares	Value
AXXCESS WEALTH MANAGEMENT, LLC	80,779	$5M
Nuveen, LLC	15,444	$993K
TWO SIGMA INVESTMENTS, LP	14,400	$926K
Astoria Portfolio Advisors LLC.	8,518	$548K
Brooklyn Investment Group	6,621	$426K
LANGLEY WEALTH MANAGEMENT, LLC	6,086	$391K
National Philanthropic Trust	6,000	$386K
Advyzon Investment Management, LLC	4,501	$289K
Cresset Asset Management, LLC	4,322	$278K
CITIGROUP INC	3,547	$228K
Modera Wealth Management, LLC	3,432	$221K
COMPASS FINANCIAL MANAGEMENT LLC	1,787	$115K
BANK OF MONTREAL /CAN	762	$49K
Global Retirement Partners, LLC	685	$44K
Regatta Research & Money Management	684	$44K
Buck Wealth Strategies, LLC	180	$12K

Sold Out (20)

Holder	Prev Shares	Prev Value
SAXON INTERESTS, INC.	134,729	$9M
Gladstone Institutional Advisory LL	127,673	$8M
TFR Capital, LLC.	27,355	$2M
CIBC WORLD MARKET INC.	19,551	$1M
Freestone Capital Holdings, LLC	14,425	$927K
SIERRA SUMMIT ADVISORS LLC	13,723	$882K
FLOW TRADERS U.S. LLC	9,933	$639K
Accurate Wealth Management, LLC	6,627	$426K
DIVERSIFIED TRUST CO	4,028	$259K
JANE STREET GROUP, LLC	3,636	$234K
SHUFRO ROSE & CO LLC	3,586	$231K
Team Financial Group, LLC	2,729	$175K
JONES FINANCIAL COMPANIES LLLP	1,859	$120K
Capital Advisors, Ltd. LLC	1,813	$117K
Operose Advisors LLC	681	$44K
MAI Capital Management	659	$42K
QUADRANT CAPITAL GROUP LLC	453	$29K
BAYBAN	329	$21K
Richard W. Paul & Associates, LLC	150	$10K
Western Wealth Management, LLC	125	$8K

Biggest Increases (20)

Holder	Added	Change %	Total Shares
CITADEL ADVISORS LLC	+214,494	+3207.1%	221,182
WEALTH ENHANCEMENT ADVISORY SERVICE	+177,087	+9.7%	1,999,136
AlphaCore Capital LLC	+89,944	+9.6%	1,031,705
JPMORGAN CHASE & CO	+48,369	+27.2%	226,167
SUSQUEHANNA INTERNATIONAL GROUP, LL	+40,160	+787.3%	45,261
RAYMOND JAMES FINANCIAL INC	+38,346	+5.9%	683,460
GOLDMAN SACHS GROUP INC	+29,270	+256.4%	40,686
ROYAL BANK OF CANADA	+29,133	+103.4%	57,300
Arlington Financial Advisors, LLC	+22,649	+4.2%	557,358
Sequoia Financial Advisors, LLC	+18,867	+0.3%	5,942,710
Allen Capital Group, LLC	+18,479	+3.3%	573,042
Crumly & Associates Inc.	+15,474	+4.3%	374,640
American Alpha Advisors, LLC	+14,941	+45.1%	48,041
PARK AVENUE SECURITIES LLC	+12,901	+10.2%	139,482
Weil Company, Inc.	+9,166	+10.7%	95,058
Oxbow Advisors, LLC	+7,154	+5.7%	132,272
LEVEL FOUR ADVISORY SERVICES, LLC	+7,135	+2.6%	276,915
STEEL GROVE CAPITAL ADVISORS, LLC	+5,786	+0.9%	625,849
Darwin Wealth Management, LLC	+4,476	+5.9%	80,778
NorthCrest Asset Manangement, LLC	+3,948	+5.3%	78,092

Biggest Decreases (20)

Holder	Reduced	Change %	Total Shares
Madison Asset Management, LLC	-277,136	-34.0%	538,471
Cetera Investment Advisers	-115,026	-14.4%	682,236
OXFORD FINANCIAL GROUP, LTD. LLC	-113,267	-8.2%	1,260,109
Cambridge Investment Research Advis	-58,857	-18.8%	254,139
ODonnell Financial Services, LLC	-36,392	-22.0%	129,051
Merit Financial Group, LLC	-30,469	-55.7%	24,197
LPL Financial LLC	-29,802	-5.5%	511,826
Herold Advisors, Inc.	-19,526	-28.4%	49,321
IFP Advisors, Inc	-14,904	-35.7%	26,847
Signal Advisors Wealth, LLC	-14,718	-77.3%	4,327
Focus Partners Wealth	-13,320	-7.7%	159,833
Equitable Holdings, Inc.	-12,646	-26.8%	34,627
Hibernia Wealth Partners, LLC	-12,027	-50.3%	11,870
Resonant Capital Advisors, LLC	-11,843	-1.0%	1,148,375
Stonebridge Financial Planning Grou	-11,660	-17.9%	53,463
Abacus Planning Group, Inc.	-11,324	-0.8%	1,421,934
COMMONWEALTH EQUITY SERVICES, LLC	-8,850	-25.3%	26,189
MGO ONE SEVEN LLC	-8,737	-32.9%	17,855
Orion Capital Management LLC	-5,588	-3.1%	172,714
Barry Investment Advisors, LLC	-4,847	-18.2%	21,786

DSTL Institutional Ownership

Institutional Ownership — DSTL

Ownership Trends

Top Institutional Holders (167 total)

Recent Activity

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