Q4 2018 13F Holders as of 12/31/2018
-
Type / Class
-
Equity / SELECT FINL
-
Number of holders
-
33
-
Total shares
-
4.66M
-
Shares change
-
+162K
-
Total reported value, excl. options
-
$96.6M
-
Value change
-
+$3.06M
-
Number of buys
-
18
-
Number of sells
-
-14
-
Price
-
$20.50
Significant Holders of DAVIS FUNDAMENTAL ETF TR - SELECT FINL (DFNL) as of Q4 2018
33 filings reported holding DFNL - DAVIS FUNDAMENTAL ETF TR - SELECT FINL as of Q4 2018.
DAVIS FUNDAMENTAL ETF TR - SELECT FINL (DFNL) has 33 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 4.66M shares
.
Largest 10 shareholders include DAVIS SELECTED ADVISERS (1.84M shares), CLS Investments, LLC (800K shares), MORGAN STANLEY (463K shares), Vantage Financial Partners Ltd., Inc. (270K shares), LPL Financial LLC (215K shares), UBS Group AG (205K shares), CITADEL ADVISORS LLC (152K shares), RAYMOND JAMES & ASSOCIATES (132K shares), COMMONWEALTH EQUITY SERVICES, LLC (87.2K shares), and ARKANSAS FINANCIAL GROUP, INC. (66K shares).
This table shows the top 33 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.