Q1 2021 13F Holders as of 3/31/2021
-
Type / Class
-
Equity / SELECT FINL
-
Number of holders
-
33
-
Total shares
-
5.24M
-
Shares change
-
+157K
-
Total reported value, excl. options
-
$147M
-
Value change
-
+$4.69M
-
Number of buys
-
20
-
Number of sells
-
-11
-
Price
-
$28.06
Significant Holders of DAVIS FUNDAMENTAL ETF TR - SELECT FINL (DFNL) as of Q1 2021
33 filings reported holding DFNL - DAVIS FUNDAMENTAL ETF TR - SELECT FINL as of Q1 2021.
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 5.24M shares
.
Largest 10 shareholders include DAVIS SELECTED ADVISERS (2M shares), Brinker Capital Investments, LLC (1.28M shares), MORGAN STANLEY (585K shares), UBS Group AG (410K shares), Andesa Financial Management Inc. (148K shares), LPL Financial LLC (138K shares), TRUIST FINANCIAL CORP (110K shares), D.A. DAVIDSON & CO. (71K shares), Stratos Wealth Partners, LTD. (66K shares), and ROYAL BANK OF CANADA (64.6K 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.