Q4 2019 13F Holders as of 31 Dec 2019
-
Type / Class
-
Equity / SELECT US EQTY
-
Number of holders
-
30
-
Total 13F shares, excl. options
-
6,490,523
-
Shares change
-
-24,433
-
Total reported value, excl. options
-
$168,627,000
-
Value change
-
-$642,022
-
Number of buys
-
9
-
Number of sells
-
-14
-
Price
-
$25.84
Significant Holders of DAVIS FUNDAMENTAL ETF TR - SELECT US EQTY (DUSA) as of Q4 2019
30 filings reported holding DUSA - DAVIS FUNDAMENTAL ETF TR - SELECT US EQTY as of Q4 2019.
DAVIS FUNDAMENTAL ETF TR - SELECT US EQTY (DUSA) has 30 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 6,490,523 shares
.
Largest 10 shareholders include DAVIS SELECTED ADVISERS (3,169,516 shares), MORGAN STANLEY (1,934,934 shares), LEVEL FOUR ADVISORY SERVICES, LLC (372,061 shares), UBS Group AG (180,814 shares), D.A. DAVIDSON & CO. (122,584 shares), LPL Financial LLC (114,501 shares), ROYAL BANK OF CANADA (68,915 shares), IFP Advisors, Inc (68,018 shares), Toroso Investments, LLC (58,852 shares), and Private Advisor Group, LLC (52,298 shares).
This table shows the top 30 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.