Public ownership evidence

Distillate Small/Mid Cash Flow ETF (DSMC) Ownership Disclosures

Read DSMC insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

Distillate Small/Mid Cash Flow ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Orion Capital Management LLC
Report period
2026-06-30
Available
2026-08-19
Reported shares
628
Value (USD)
$25,346
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001846758-26-000003
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read DSMC fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read DSMC fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Orion Capital Management LLC2026-06-302026-08-19628$25,346None
OSAIC HOLDINGS, INC.2026-06-302026-08-1571$2,865None
National Philanthropic Trust2026-06-302026-08-1517,000$686,120None
WELLS FARGO & COMPANY/MN2026-06-302026-08-1572$2,906None
Legacy Wealth Managment, LLC/ID2026-06-302026-08-1411,943$482,019None
Tidal Investments LLC2026-06-302026-08-1428,306$1,142,430None
Rockefeller Capital Management L.P.2026-06-302026-08-14211,923$8,553,239None
UBS Group AG2026-06-302026-08-142$81None
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2026-06-302026-08-141,031$41,611None
MORGAN STANLEY2026-06-302026-08-141$44None
Focus Partners Wealth2026-06-302026-08-1311,826$477,302None
HARBOUR INVESTMENTS, INC.2026-06-302026-08-13308$12,431None
US BANCORP \DE\2026-06-302026-08-131,358$54,809None
Rothschild Wealth LLC2026-06-302026-08-12249,173$10,056,630None
Nuveen, LLC2026-06-302026-08-125,241$211,527None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-12220$8,879None
Essential Partners LLC2026-06-302026-08-11359$14,489None
Madison Asset Management, LLC2026-06-302026-08-1164,391$2,598,821None
WealthCare Investment Partners, LLC2026-06-302026-08-115,890$237,725None
LPL Financial LLC2026-06-302026-08-0817,885$721,844None
Geneos Wealth Management Inc.2026-06-302026-08-07200$8,072None
Indivisible Partners2026-06-302026-08-05201,233$8,121,768None
Kathmere Capital Management, LLC2026-06-302026-07-30621,818$25,096,575None
Resonant Capital Advisors, LLC2026-06-302026-07-28297,925$12,024,243None
Berkeley, Inc2026-06-302026-07-25142,797$5,763,273None
Global View Capital Management LLC2026-06-302026-07-2410,879$439,076None
Abacus Planning Group, Inc.2026-06-302026-07-215,504$222,141None
Aspect Partners, LLC2026-06-302026-07-17189,539$7,649,797None
Accurate Wealth Management, LLC2026-06-302026-07-169,920$406,918None
ONE PLUS ONE WEALTH MANAGEMENT, LLC2026-06-302026-07-1432,778$1,322,940None

90-day public filing window, up to 50 source positions.

Orion Capital Management LLC ↗OSAIC HOLDINGS, INC. ↗National Philanthropic Trust ↗WELLS FARGO & COMPANY/MN ↗Legacy Wealth Managment, LLC/ID ↗Tidal Investments LLC ↗Rockefeller Capital Management L.P. ↗UBS Group AG ↗O'SHAUGHNESSY ASSET MANAGEMENT, LLC ↗MORGAN STANLEY ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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