Who owns Davis Fundamental Etf Tr select us eqty?

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Analyze quarterly positions in Davis Fundamental Etf Tr select us eqty with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of Davis Fundamental Etf Tr select us eqty stock

Who bought or sold Davis Fundamental Etf Tr select us eqty this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Davis Selected Advisers 3.4M $141M 0% Sep 2024
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Morgan Stanley 2.7M $165M 5% Jun 2024
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Kestra Advisory Services 802k $33M 0% Sep 2024
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Raymond James & Associates 256k $11M -2% Sep 2024
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Next Level Private 223k $9.3M 17% Sep 2024
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LPL Financial 204k $8.5M -3% Sep 2024
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Level Four Advisory Services 151k $6.1M 7% Jun 2024
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D.A. Davidson & Co. 140k $5.7M -1% Jun 2024
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Bank of America Corporation 139k $5.8M 35% Sep 2024
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Commonwealth Equity Services 136k $5.7M -1% Sep 2024
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Lunt Capital Management 130k $5.4M 23% Sep 2024
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Sebold Capital Management 97k $4.1M -3% Sep 2024
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Geneos Wealth Management 77k $3.1M 7% Jun 2024
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Prospera Financial Services 71k $3.0M -37% Sep 2024
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Raymond James Financial Services Advisors 68k $2.8M 8% Sep 2024
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Stifel Financial 58k $2.4M 2% Jun 2024
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Rockefeller Capital Management 49k $2.0M 2% Jun 2024
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Gladstone Institutional Advisory 47k $2.0M -65% Sep 2024
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Stratos Wealth Partners 47k $2.0M 19% Sep 2024
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Cambridge Investment Research Advisors 43k $1.8M 754% Sep 2024
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Jane Street 39k $1.6M 100% Sep 2024
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CapWealth Advisors 37k $1.5M -5% Sep 2024
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Private Advisor 37k $1.5M -3% Sep 2024
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Royal Bank of Canada 34k $1.4M 49% Sep 2024
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J.w. Cole Advisors 34k $1.4M 9% Sep 2024
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Mercer Global Advisors 29k $1.2M -24% Jun 2024
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Envestnet Asset Management 29k $1.2M 12% Sep 2024
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Captrust Financial Advisors 28k $1.2M 5% Sep 2024
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Silver Oak Securities 28k $1.2M 209% Sep 2024
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Kathleen S. Wright Associates 24k $978k 4% Sep 2024
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Lantz Financial 21k $859k 11% Sep 2024
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Susquehanna International 19k $801k 100% Sep 2024
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Beck Bode 19k $776k -18% Sep 2024
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Sanctuary Advisors 18k $816k 100% Sep 2024
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Melone Private Wealth 15k $643k 0% Sep 2024
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Focus Financial Network 12k $487k -11% Sep 2024
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Advisor Group Holdings 10k $427k -33% Sep 2024
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CI Private Wealth 10k $420k 0% Sep 2024
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Financial Advocates Investment Management 8.9k $372k -8% Sep 2024
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Atria Investments 8.4k $351k 100% Sep 2024
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Summit Investment Advisory Services 8.0k $333k 100% Sep 2024
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Steward Partners Investment Advisory 7.5k $303k 0% Jun 2024
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Diligent Investors 7.0k $291k 0% Sep 2024
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Mariner Wealth Advisors 7.0k $290k -57% Sep 2024
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Wedbush Morgan Securities 6.5k $271k 21% Sep 2024
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Branch Banking & Trust Company 5.1k $209k 100% Jun 2024
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National Asset Management 5.1k $212k -6% Sep 2024
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IFP Advisors 4.8k $195k -13% Jun 2024
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Goss Wealth Management 3.5k $141k -41% Jun 2024
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Brian McDonald 3.1k $129k -12% Sep 2024
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Spire Wealth Management 2.8k $117k -1% Sep 2024
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Hanson McClain Advisors 995.00 $42k 0% Sep 2024
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Jpmorgan Chase & Co 730.00 $30k -47% Sep 2024
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Benjamin F. Edwards & Company 640.00 $26k 0% Jun 2024
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FTB Advisors 580.00 $24k 100% Sep 2024
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Northwestern Mutual Wealth Management Company 500.00 $21k 100% Sep 2024
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Principal Securities 309.00 $13k 0% Sep 2024
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Kozak & Associates 276.00 $12k 0% Sep 2024
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Harbor Investment Advisory 250.00 $10k 0% Sep 2024
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Game Plan Financial Advisors 163.00 $6.8k -16% Sep 2024
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Blume Capital Management 25.00 $1.0k 100% Sep 2024
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Who sold out of Davis Fundamental Etf Tr select us eqty?

Fund or Company Name Date Sold Shares Held Valued At
Fulcrum Equity Management Jun 2024 32k $1.3M
Old Mission Capital Mar 2024 20k $790k
Toroso Investments Jun 2024 12k $504k
Orion Portfolio Solutions Mar 2024 7.9k $321k
Legacy Capital Group California Jun 2024 7.3k $295k