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
Morgan Stanley 4.0M $258M 100% Jun 2025
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Davis Selected Advisers 3.4M $162M 0% Sep 2025
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Kestra Advisory Services 903k $43M 1% Sep 2025
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LPL Financial 688k $33M 8% Sep 2025
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UBS Group 548k $26M 14% Sep 2025
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Raymond James Financial 401k $19M 23% Sep 2025
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Next Level Private 339k $16M 7% Sep 2025
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Wells Fargo & Company 331k $16M 14% Sep 2025
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Per Stirling Capital Management 251k $12M 100% Sep 2025
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Priebe Wealth Holdings 166k $7.7M 34% Jun 2025
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Lunt Capital Management 159k $7.6M 0% Sep 2025
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Kestra Private Wealth Services 150k $7.2M 20% Sep 2025
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Commonwealth Equity Services 150k $7.2M 12% Sep 2025
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Level Four Advisory Services 150k $7.2M 2% Sep 2025
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D.A. Davidson & Co. 142k $6.8M -1% Sep 2025
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Stifel Financial 132k $6.3M 21% Sep 2025
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Geneos Wealth Management 122k $5.8M -2% Sep 2025
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Sebold Capital Management 79k $3.7M 0% Jun 2025
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Rockefeller Capital Management 53k $2.5M 4% Sep 2025
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Private Advisor 40k $1.9M 9% Sep 2025
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Royal Bank of Canada 38k $1.8M 29% Sep 2025
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Jane Street 31k $1.5M 39% Sep 2025
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CapWealth Advisors 29k $1.4M -5% Sep 2025
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J.w. Cole Advisors 26k $1.2M 4% Sep 2025
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Melone Private Wealth 26k $1.2M 76% Sep 2025
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Gladstone Institutional Advisory 25k $1.2M -2% Sep 2025
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Lantz Financial 24k $1.2M 3% Sep 2025
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Captrust Financial Advisors 24k $1.2M 1% Sep 2025
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Kathleen S. Wright Associates 23k $1.1M 0% Sep 2025
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Mercer Global Advisors 22k $1.0M -12% Sep 2025
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Susquehanna International 18k $852k 100% Sep 2025
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Davenport & Co 16k $781k 197% Sep 2025
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Advisor Group Holdings 15k $708k 10% Sep 2025
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Blume Capital Management 13k $636k -16% Sep 2025
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Sigma Planning 12k $553k 100% Sep 2025
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Focus Financial Network 11k $529k 0% Sep 2025
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Integrated Wealth Concepts 10k $487k -34% Sep 2025
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Cambridge Investment Research Advisors 10k $479k -75% Sep 2025
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Summit Investment Advisory Services 8.4k $401k 0% Sep 2025
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Steward Partners Investment Advisory 7.2k $343k 0% Sep 2025
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Branch Banking & Trust Company 7.0k $337k -7% Sep 2025
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Mariner Wealth Advisors 6.7k $322k 0% Sep 2025
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Janney Montgomery Scott 6.4k $305k 19% Sep 2025
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Commerce Bank N A 5.8k $280k 0% Sep 2025
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Atria Investments 5.8k $276k -1% Sep 2025
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Warren Averett Asset Management 5.5k $264k -54% Sep 2025
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Great Point Wealth Advisors 5.5k $262k 100% Sep 2025
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Baird Financial 5.3k $254k 0% Sep 2025
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Brian McDonald 4.2k $201k 0% Sep 2025
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Spire Wealth Management 2.7k $130k 0% Sep 2025
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IFP Advisors 2.7k $128k 0% Sep 2025
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CWM 1.2k $58k -41% Sep 2025
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Hanson McClain Advisors 995.00 $48k 0% Sep 2025
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Advisory Services Network 925.00 $44k 100% Sep 2025
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Millstone Evans Group 768.00 $37k 0% Sep 2025
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Jpmorgan Chase & Co 730.00 $35k 0% Sep 2025
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Northwestern Mutual Wealth Management Company 500.00 $24k 0% Sep 2025
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Principal Securities 312.00 $15k 0% Sep 2025
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Kozak & Associates 276.00 $13k 0% Sep 2025
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Harbor Investment Advisory 250.00 $12k 0% Sep 2025
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Federation des caisses Desjardins du Quebec 242.00 $12k 100% Sep 2025
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Game Plan Financial Advisors 170.00 $8.1k 0% Sep 2025
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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
Summit Wealth Group Llc / Co Jun 2025 59k $2.7M
Silver Oak Securities Jun 2025 42k $2.0M
Envestnet Asset Management Jun 2025 25k $1.2M
Wedbush Morgan Securities Jun 2025 7.6k $353k
CI Private Wealth Jun 2025 5.5k $256k
Quantinno Capital Management Jun 2025 4.5k $209k
FTB Advisors Mar 2025 580.00 $25k