Q3 2018 13F Holders as of 9/30/2018
-
Type / Class
-
Equity / SELECT US EQTY
-
Number of holders
-
20
-
Total shares
-
4.03M
-
Shares change
-
+406K
-
Total reported value, excl. options
-
$102M
-
Value change
-
+$10.3M
-
Number of buys
-
11
-
Number of sells
-
-2
-
Price
-
$25.27
Significant Holders of DAVIS FUNDAMENTAL ETF TR - SELECT US EQTY (DUSA) as of Q3 2018
20 filings reported holding DUSA - DAVIS FUNDAMENTAL ETF TR - SELECT US EQTY as of Q3 2018.
DAVIS FUNDAMENTAL ETF TR - SELECT US EQTY (DUSA) has 20 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 4.03M shares
.
Largest 10 shareholders include DAVIS SELECTED ADVISERS (2.97M shares), MORGAN STANLEY (424K shares), LEVEL FOUR ADVISORY SERVICES, LLC (268K shares), LPL Financial LLC (87.1K shares), D.A. DAVIDSON & CO. (50.7K shares), IFP Advisors, Inc (47.8K shares), Stratos Wealth Partners, LTD. (27.5K shares), JANE STREET GROUP, LLC (23.1K shares), Private Advisor Group, LLC (22.2K shares), and Raymond James Financial Services Advisors, Inc. (20.7K shares).
This table shows the top 20 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.