Q1 2021 13F Holders as of 31 Mar 2021
-
Type / Class
-
Equity / SELECT WRLD WI
-
Total 13F shares
-
8,232,219
-
Share change
-
+744,476
-
Total reported value
-
$278,014,450
-
Price per share
-
$33.77
-
Number of holders
-
43
-
Value change
-
+$25,139,265
-
Number of buys
-
31
-
Number of sells
-
7
Institutional Holders of DAVIS FUNDAMENTAL ETF TR - SELECT WRLD WI (DWLD) as of Q1 2021
As of 31 Mar 2021 DAVIS FUNDAMENTAL ETF TR - SELECT WRLD WI (DWLD) had 43 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 8,232,219 shares of stock of the company.
Largest 10 holders included DAVIS SELECTED ADVISERS, MORGAN STANLEY, Raymond James Financial Services Advisors, Inc., UBS Group AG, Brinker Capital Investments, LLC, LPL Financial LLC, TRUIST FINANCIAL CORP, ENVESTNET ASSET MANAGEMENT INC, Southeast Asset Advisors Inc., and Andesa Financial Management Inc..
This table shows 43 institutional shareholders of the security as of 31 Mar 2021.
| 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.