Institutional Ownership
Davis Fundamental ETF Tr
CUSIP 23908L108SELECT FINLDFNLQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
61
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
Schedule 13D (activist) & 13G (passive) 5%+ ownership filings
No 13D/13G filings on record yet
Schedule 13D/13G beneficial-ownership filings from 2020–present are ingested from SEC EDGAR. Coverage expands as the backfill and daily crawler run.
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Davis Selected Advisers | 2.13M | $95.54M |
| 2 | Morgan Stanley | 851.7K | $38.19M |
| 3 | Lpl Financial LLC | 415.6K | $18.63M |
| 4 | Bank Of America Corp /De/ | 209.5K | $9.40M |
| 5 | Envestnet Asset Management Inc | 141.9K | $6.36M |
| 6 | Truist Financial Corp | 138.9K | $6.23M |
| 7 | Northwestern Mutual Wealth Management Co | 130.9K | $5.87M |
| 8 | Royal Bank Of Canada | 127.0K | $5.69M |
| 9 | Hightower Advisors, LLC | 126.9K | $5.69M |
| 10 | Willow Financial LLC | 117.4K | $5.26M |