Institutional Ownership
Davis Fundamental ETF Tr
CUSIP 23908L405SELCT INTL ETFDINTQ1 2026
Institutional Holders
44
13F filers
Shares Held
8.22M
Aggregate institutional
Institutional Value
$220.59M
Q1 2026
Net New Holders
+1
5 new · 4 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions5
Increased20
Decreased12
Sold out4
Institutional Holders
44 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Davis Selected Advisers | 3.92M | $105.39M | +23.3K | Added |
| 2 | Raymond James Financial Inc | 695.0K | $18.71M | −24.8K | Reduced |
| 3 | Integrity Wealth Advisors, Inc. | 621.2K | $16.72M | +93.0K | Added |
| 4 | Stifel Financial Corp | 544.9K | $14.67M | −1.7K | Reduced |
| 5 | Northwestern Mutual Wealth Management Co | 403.1K | $10.85M | +389.4K | Added |
| 6 | Morgan Stanley | 326.1K | $8.78M | −29.2K | Reduced |
| 7 | Geneos Wealth Management Inc. | 325.7K | $8.77M | +31.7K | Added |
| 8 | Lpl Financial LLC | 254.2K | $6.84M | +53.3K | Added |
| 9 | Lunt Capital Management, Inc. | 136.4K | $3.67M | −1.8K | Reduced |
| 10 | Atlas Wealth LLC | 108.5K | $2.92M | +12.9K | Added |
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