Latest imported 13F data
DFNL

DAVIS FUNDAMENTAL ETF TR

Institutional Ownership · Q4 2025

Filing: Q4 2025

DAVIS FUNDAMENTAL ETF TR (DFNL) is held by 118 institutional investors with combined holdings of $1.5B. Major holders include DAVIS SELECTED ADVISERS, MORGAN STANLEY, BANK OF AMERICA CORP /DE/.

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Institutional Holders
118
Total Value
$1.5B
Ownership %
—

🏦 Top Institutional Holders

DAVIS SELECTED ADVISERS
11.3M shares
$476.4M
MORGAN STANLEY
7.3M shares
$357.2M
BANK OF AMERICA CORP /DE/
1.9M shares
$95.6M
LPL Financial LLC
1.7M shares
$77.4M
Kestra Advisory Services, LLC
1.1M shares
$53.2M

📊 Financials

Income statement, balance sheet, and cash flow from SEC filings.

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