Q4 2017 13F Holders as of 31 Dec 2017
-
Type / Class
-
Equity / SELECT US EQTY
-
Number of holders
-
13
-
Total 13F shares, excl. options
-
3,024,789
-
Shares change
-
+802,227
-
Total reported value, excl. options
-
$70,774,000
-
Value change
-
+$18,837,610
-
Number of buys
-
10
-
Number of sells
-
-3
-
Price
-
$23.38
Significant Holders of DAVIS FUNDAMENTAL ETF TR - SELECT US EQTY (DUSA) as of Q4 2017
16 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 3,024,789 shares
.
Largest 10 shareholders include DAVIS SELECTED ADVISERS (2,803,000 shares), MORGAN STANLEY (43,216 shares), JANE STREET GROUP, LLC (39,046 shares), D.A. DAVIDSON & CO. (31,755 shares), LPL Financial LLC (31,363 shares), Diligent Investors, LLC (16,852 shares), Stratos Wealth Partners, LTD. (15,148 shares), BB&T SECURITIES, LLC (9,817 shares), Financial Advocates Investment Management (9,243 shares), and Advisor Group, Inc. (9,000 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.