Q4 2017 13F Holders as of 12/31/2017
-
Type / Class
-
Equity / SELECT US EQTY
-
Number of holders
-
13
-
Total shares
-
3.02M
-
Shares change
-
+802K
-
Total reported value, excl. options
-
$70.8M
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Value change
-
+$18.8M
-
Number of buys
-
10
-
Number of sells
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-3
-
Price
-
$23.38
Significant Holders of DAVIS FUNDAMENTAL ETF TR - SELECT US EQTY (DUSA) as of Q4 2017
13 filings reported holding DUSA - DAVIS FUNDAMENTAL ETF TR - SELECT US EQTY as of Q4 2017.
DAVIS FUNDAMENTAL ETF TR - SELECT US EQTY (DUSA) has 13 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 3.02M shares
.
Largest 10 shareholders include DAVIS SELECTED ADVISERS (2.8M shares), MORGAN STANLEY (43.2K shares), JANE STREET GROUP, LLC (39K shares), D.A. DAVIDSON & CO. (31.8K shares), LPL Financial LLC (31.4K shares), Diligent Investors, LLC (16.9K shares), Stratos Wealth Partners, LTD. (15.1K shares), BB&T SECURITIES, LLC (9.82K shares), Financial Advocates Investment Management (9.24K shares), and Advisor Group, Inc. (9K shares).
This table shows the top 13 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.