Q4 2017 13F Holders as of 31 Dec 2017
-
Type / Class
-
Equity / SELECT FINL
-
Number of holders
-
29
-
Total 13F shares, excl. options
-
3,519,389
-
Shares change
-
+775,413
-
Total reported value, excl. options
-
$84,290,586
-
Value change
-
+$18,572,856
-
Number of buys
-
23
-
Number of sells
-
-2
-
Price
-
$23.95
Significant Holders of DAVIS FUNDAMENTAL ETF TR - SELECT FINL (DFNL) as of Q4 2017
29 filings reported holding DFNL - DAVIS FUNDAMENTAL ETF TR - SELECT FINL as of Q4 2017.
DAVIS FUNDAMENTAL ETF TR - SELECT FINL (DFNL) has 29 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 3,519,389 shares
.
Largest 10 shareholders include DAVIS SELECTED ADVISERS (1,814,550 shares), CLS Investments, LLC (775,000 shares), MORGAN STANLEY (181,829 shares), LPL Financial LLC (139,185 shares), RAYMOND JAMES & ASSOCIATES (127,406 shares), CITADEL ADVISORS LLC (65,192 shares), BB&T SECURITIES, LLC (53,683 shares), Stratos Wealth Partners, LTD. (42,710 shares), JANE STREET GROUP, LLC (34,173 shares), and Raymond James Financial Services Advisors, Inc. (32,577 shares).
This table shows the top 29 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.