Institutional Ownership
Davis Fundamental ETF Tr
CUSIP 23908L207SELECT US EQTYDUSAQ1 2026
Institutional Holders
75
13F filers
Shares Held
16.40M
Aggregate institutional
Institutional Value
$830.78M
Q1 2026
Net New Holders
+10
12 new · 2 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions12
Increased29
Decreased23
Sold out2
Institutional Holders
75 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 4.42M | $224.19M | +106.2K | Added |
| 2 | Davis Selected Advisers | 3.40M | $172.55M | +16.2K | Added |
| 3 | Bank Of America Corp /De/ | 1.63M | $82.79M | +94.1K | Added |
| 4 | Kestra Advisory Services, LLC | 912.0K | $46.28M | −9.8K | Reduced |
| 5 | Raymond James Financial Inc | 888.1K | $45.06M | +453.1K | Added |
| 6 | Wells Fargo & Company/Mn | 772.5K | $39.20M | +344.8K | Added |
| 7 | Lpl Financial LLC | 658.9K | $33.43M | −13.8K | Reduced |
| 8 | Ubs Group AG | 590.8K | $29.98M | +26.4K | Added |
| 9 | Next Level Private LLC | 435.2K | $22.08M | +62.2K | Added |
| 10 | Odonnell Financial Services, LLC | 406.6K | $20.61M | +406.6K | New |
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