DAVIS FUNDAMENTAL ETF TR SELECT US EQTY

DAVIS FUNDAMENTAL ETF TR SELECT US EQTY is a security (CUSIP 23908L207) tracked across SEC portfolio filings. 89 institutional managers reported $869.4M on Form 13F as of 2026-06-30.

Summary

Top institutional holders (Form 13F)

Showing 15 of 89 managers by value.

ManagerLocationValueShares
MORGAN STANLEYNEW YORK, NY$224.2M4,418,481
Davis Selected AdvisersTUCSON, AZ$172.6M3,400,745
BANK OF AMERICA CORP /DE/CHARLOTTE, NC$82.8M1,631,655
Kestra Advisory Services, LLCAUSTIN, TX$51.6M918,489
RAYMOND JAMES FINANCIAL INCST. PETERSBURG, FL$45.1M888,106
WELLS FARGO & COMPANY/MNSAN FRANCISCO, CA$39.2M772,478
LPL Financial LLCFORT MILL, SC$33.4M658,918
UBS Group AGZurich, V8$30.0M590,774
Next Level Private LLCHARRISON, NY$25.9M461,878
ODonnell Financial Services, LLCSAN RAFAEL, CA$20.6M406,556
Melone Private Wealth, LLCAUBURN HILLS, MI$18.4M327,833
KESTRA PRIVATE WEALTH SERVICES, LLCAUSTIN, TX$9.6M170,526
COMMONWEALTH EQUITY SERVICES, LLCWALTHAM, MA$9.0M159,604
Lunt Capital Management, Inc.HOLLADAY, UT$8.8M156,160
D.A. DAVIDSON & CO.GREAT FALLS, MT$7.8M138,110

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