Institutional Ownership
Davis Fundamental ETF Tr
CUSIP 23908L306SELECT WRLD WIDWLDQ1 2026
Institutional Holders
62
13F filers
Shares Held
8.21M
Aggregate institutional
Institutional Value
$358.91M
Q1 2026
Net New Holders
+5
6 new · 1 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions6
Increased26
Decreased15
Sold out1
Institutional Holders
62 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Davis Selected Advisers | 1.94M | $84.80M | +18.1K | Added |
| 2 | Morgan Stanley | 1.80M | $78.86M | +119.5K | Added |
| 3 | Cetera Investment Advisers | 780.9K | $34.21M | +52.1K | Added |
| 4 | Lpl Financial LLC | 548.1K | $24.01M | +159.5K | Added |
| 5 | Bank Of America Corp /De/ | 430.2K | $18.85M | +322.8K | Added |
| 6 | Royal Bank Of Canada | 388.0K | $17.00M | +67.4K | Added |
| 7 | Stifel Financial Corp | 347.4K | $15.22M | +11.3K | Added |
| 8 | Fjell Capital, LLC | 268.9K | $11.78M | +13.4K | Added |
| 9 | Raymond James Financial Inc | 258.3K | $11.32M | +36.4K | Added |
| 10 | Ubs Group AG | 178.8K | $7.83M | +12.7K | Added |
52 more institutional holders on Premium
See every fund holding Davis Fundamental ETF Tr, with full quarter-over-quarter share changes.
Unlock all holders