13F Insight
DOSSIER · 13F Holders · Q1 2026Mega-capCrowded
DINT

DAVIS FUNDAMENTAL ETF TR

48 institutions still hold DAVIS FUNDAMENTAL ETF TR as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 23908L405·48 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 1.1%
vs prior quarter
13F value held
$217M
72.0% inst. owned
of float
Holders
48
-5 QoQ
filers reporting
Activity
+64 / −10
+887 added · −917 reduced
this quarter
Concentration
48.49%
DAVIS SELECTED ADVISERS #1
top holder share
AI Holders Summary · Q1 2026

48 institutions reported DINT in Q1 2026. DAVIS SELECTED ADVISERS leads at 48.5% of the visible book. -5 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
DAVIS SELECTED ADVISERS
CIK 0001036325
$105M3.9M0.48%Q1 202602
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$19M695K0.01%Q1 202603
INTEGRITY WEALTH ADVISORS, INC.
CIK 0001951908
$17M621K9.97%Q1 202604
STIFEL FINANCIAL CORP
CIK 0000720672
$15M545K0.01%Q1 202605
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$11M403K0.01%Q1 202606
MORGAN STANLEY
CIK 0000895421
$9M326K0.00%Q1 202607
Geneos Wealth Management Inc.
CIK 0001764754
$9M326K0.20%Q1 202608
LPL Financial LLC
CIK 0001403438
$7M254K0.00%Q1 202609
Lunt Capital Management, Inc.
CIK 0001608034
$4M136K1.41%Q1 202610
Atlas Wealth LLC
CIK 0001964106
$3M109K0.88%Q1 202611
ROYAL BANK OF CANADA
CIK 0001000275
$3M106K0.00%Q1 202612
BANK OF AMERICA CORP /DE/
CIK 0000070858
$3M102K0.00%Q1 202613
UBS Group AG
CIK 0001610520
$3M101K0.00%Q1 202614
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$3M99K0.00%Q1 202615
Sebold Capital Management, Inc.
CIK 0001972836
$3M102K1.62%Q2 202516
Live Oak Private Wealth LLC
CIK 0001799877
$2M61K0.23%Q1 202617
Lakeside Advisors, INC.
CIK 0001913467
$1M53K0.96%Q1 202618
Sigma Planning Corp
CIK 0001449126
$1M43K0.03%Q1 202619
Prospera Financial Services Inc
CIK 0001541625
$1M42K0.02%Q1 202620
Horizon Family Wealth, Inc.
CIK 0001910660
$1M39K0.56%Q1 2026
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