Q1 2025 13F Holders as of 31 Mar 2025
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Type / Class
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Equity / SELECT US EQTY
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Number of holders
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66
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Total 13F shares, excl. options
-
11,918,333
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Shares change
-
+1,069,258
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Total reported value, excl. options
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$504,369,782
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Value change
-
+$45,271,581
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Number of buys
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29
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Number of sells
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25
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Price
-
$42.32
Institutional Holders of DAVIS FUNDAMENTAL ETF TR - SELECT US EQTY (DUSA) as of Q1 2025
As of 31 Mar 2025 DAVIS FUNDAMENTAL ETF TR - SELECT US EQTY (DUSA) had 70 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 11,918,333 shares of stock of the company.
Largest 10 holders included MORGAN STANLEY, Davis Selected Advisers, Kestra Advisory Services, LLC, BANK OF AMERICA CORP /DE/, UBS Group AG, LPL Financial LLC, Next Level Private LLC, RAYMOND JAMES FINANCIAL INC, COMMONWEALTH EQUITY SERVICES, LLC, and Lunt Capital Management, Inc..
This table shows 70 institutional shareholders of the security as of 31 Mar 2025.
| 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.