Integrated Wealth Concepts LLC - DAVIS FUNDAMENTAL ETF TR ownership

DAVIS FUNDAMENTAL ETF TR's ticker is DUSA and the CUSIP is 23908L207. A total of 49 filers reported holding DAVIS FUNDAMENTAL ETF TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Integrated Wealth Concepts LLC ownership history of DAVIS FUNDAMENTAL ETF TR
ValueSharesWeighting
Q4 2021$230,000
-1.7%
6,728
-2.5%
0.01%
-12.5%
Q3 2021$234,0006,9000.01%
Other shareholders
DAVIS FUNDAMENTAL ETF TR shareholders Q4 2021
NameSharesValueWeighting ↓
Sebold Capital Management, Inc. 80,960$2,556,7082.09%
Lunt Capital Management, Inc. 92,368$2,916,9811.54%
Next Level Private LLC 70,712$2,224,5841.48%
DAVIS SELECTED ADVISERS 3,332,430$105,238,1250.66%
Kathleen S. Wright Associates Inc. 23,417$739,5090.41%
Melone Private Wealth, LLC 15,175$479,2400.34%
Beck Bode, LLC 41,867$1,322,1610.34%
Gladstone Institutional Advisory LLC 140,850$4,448,0430.29%
LEVEL FOUR ADVISORY SERVICES, LLC 133,712$4,222,6250.27%
Kestra Advisory Services, LLC 720,643$22,757,9060.22%
View complete list of DAVIS FUNDAMENTAL ETF TR shareholders