13F Insight
DOSSIER · 13F Holders · Q3 2026
DINT

DAVIS FUNDAMENTAL ETF TR

50 institutions still hold DAVIS FUNDAMENTAL ETF TR as of Q3 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 23908L405·50 13F holders·last filed Sep 30, 2026
Market cap
—
13F value held
$228M
visible holders
Holders
50
filers reporting
Concentration
48.09%
DAVIS SELECTED ADVISERS #1
top holder share
AI Holders Summary · Q3 2026

50 institutions reported DINT in Q3 2026. DAVIS SELECTED ADVISERS leads at 48.1% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
DAVIS SELECTED ADVISERS
CIK 0001036325
$110M3.9M0.47%Q3 202602
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$19M664K0.01%Q2 202603
INTEGRITY WEALTH ADVISORS, INC.
CIK 0001951908
$17M618K8.94%Q3 202604
STIFEL FINANCIAL CORP
CIK 0000720672
$14M478K0.01%Q2 202605
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$12M422K0.01%Q2 202606
Geneos Wealth Management Inc.
CIK 0001764754
$11M396K0.21%Q3 202607
LPL Financial LLC
CIK 0001403438
$9M315K0.00%Q3 202608
MORGAN STANLEY
CIK 0000895421
$8M297K0.00%Q2 202609
Lunt Capital Management, Inc.
CIK 0001608034
$4M136K1.45%Q3 202610
UBS Group AG
CIK 0001610520
$3M118K0.00%Q3 202611
Atlas Wealth LLC
CIK 0001964106
$3M110K0.43%Q3 202612
BANK OF AMERICA CORP /DE/
CIK 0000070858
$3M106K0.00%Q2 202613
ROYAL BANK OF CANADA
CIK 0001000275
$3M105K0.00%Q2 202614
Sebold Capital Management, Inc.
CIK 0001972836
$3M102K1.62%Q2 202515
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$2M79K0.00%Q3 202616
Live Oak Private Wealth LLC
CIK 0001799877
$2M60K0.20%Q3 202617
Lakeside Advisors, INC.
CIK 0001913467
$1M52K0.84%Q3 202618
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$1M51K0.00%Q2 202619
Horizon Family Wealth, Inc.
CIK 0001910660
$1M45K0.59%Q2 202620
Prospera Financial Services Inc
CIK 0001541625
$1M42K0.01%Q3 2026
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