Q1 2020 13F Holders as of 31 Mar 2020
-
Type / Class
-
Equity / SELECT FINL
-
Number of holders
-
24
-
Total 13F shares, excl. options
-
5,152,867
-
Shares change
-
+185,720
-
Total reported value, excl. options
-
$86,083,000
-
Value change
-
+$2,114,212
-
Number of buys
-
12
-
Number of sells
-
18
-
Price
-
$16.70
Institutional Holders of DAVIS FUNDAMENTAL ETF TR - SELECT FINL (DFNL) as of Q1 2020
As of 31 Mar 2020 DAVIS FUNDAMENTAL ETF TR - SELECT FINL (DFNL) had 34 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 5,152,867 shares of stock of the company.
Largest 10 holders included DAVIS SELECTED ADVISERS, CLS Investments, LLC, UBS Group AG, MORGAN STANLEY, LPL Financial LLC, RAYMOND JAMES & ASSOCIATES, TRUIST FINANCIAL CORP, ARKANSAS FINANCIAL GROUP, INC., Stratos Wealth Partners, LTD., and D.A. DAVIDSON & CO..
This table shows 34 institutional shareholders of the security as of 31 Mar 2020.
| 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.