Institutional Ownership
Davis Fundamental ETF Tr
CUSIP 23908L108SELECT FINLDFNLQ1 2026
Institutional Holders
61
13F filers
Shares Held
7.01M
Aggregate institutional
Institutional Value
$249.31M
Q1 2026
Net New Holders
+8
13 new · 5 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions13
Increased22
Decreased11
Sold out5
Institutional Holders
61 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Davis Selected Advisers | 2.13M | $95.54M | +305 | Added |
| 2 | Morgan Stanley | 851.7K | $38.19M | −146.5K | Reduced |
| 3 | Lpl Financial LLC | 415.6K | $18.63M | +18.8K | Added |
| 4 | Bank Of America Corp /De/ | 209.5K | $9.40M | +10.3K | Added |
| 5 | Envestnet Asset Management Inc | 141.9K | $6.36M | +141.9K | New |
| 6 | Truist Financial Corp | 138.9K | $6.23M | +138.9K | New |
| 7 | Northwestern Mutual Wealth Management Co | 130.9K | $5.87M | +39.9K | Added |
| 8 | Royal Bank Of Canada | 127.0K | $5.69M | +75.2K | Added |
| 9 | Hightower Advisors, LLC | 126.9K | $5.69M | −2.0K | Reduced |
| 10 | Willow Financial LLC | 117.4K | $5.26M | +117.4K | New |
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