Institutional Ownership
Davis Fundamental ETF Tr
CUSIP 23908L207SELECT US EQTYDUSAQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
75
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 | Morgan Stanley | 4.42M | $224.19M |
| 2 | Davis Selected Advisers | 3.40M | $172.55M |
| 3 | Bank Of America Corp /De/ | 1.63M | $82.79M |
| 4 | Kestra Advisory Services, LLC | 912.0K | $46.28M |
| 5 | Raymond James Financial Inc | 888.1K | $45.06M |
| 6 | Wells Fargo & Company/Mn | 772.5K | $39.20M |
| 7 | Lpl Financial LLC | 658.9K | $33.43M |
| 8 | Ubs Group AG | 590.8K | $29.98M |
| 9 | Next Level Private LLC | 435.2K | $22.08M |
| 10 | Odonnell Financial Services, LLC | 406.6K | $20.61M |