DAVIS FUNDAMENTAL ETF TR shareholder history

Current and past DAVIS FUNDAMENTAL ETF TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
LPL Financial LLC 27270.00%0.01%0.01%Q1 2017Q3 202327
DAVIS SELECTED ADVISERS 27270.09%0.25%0.38%Q1 2017Q3 202327
Stratos Wealth Partners, LTD. 27270.01%0.05%0.07%Q1 2017Q3 202327
ROYAL BANK OF CANADA 27270.00%0.00%0.00%Q1 2017Q3 202327
BENJAMIN F. EDWARDS & COMPANY, INC. 26260.00%0.01%0.02%Q2 2017Q3 202326
Diligent Investors, LLC 26260.09%0.18%0.32%Q2 2017Q3 202326
MORGAN STANLEY 25250.00%0.00%0.00%Q3 2017Q3 202325
ARKANSAS FINANCIAL GROUP, INC. 24240.08%0.27%0.71%Q4 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.00%0.01%0.01%Q4 2017Q3 202324
D.A. DAVIDSON & CO. 24240.01%0.02%0.03%Q4 2017Q3 202324
Geneos Wealth Management Inc. 24240.01%0.02%0.03%Q4 2017Q3 202324
Steward Partners Investment Advisory, LLC 1850.00%0.00%0.00%Q3 2017Q3 202323
UBS Group AG 2210.00%0.00%0.00%Q4 2017Q3 202323
WELLS FARGO & COMPANY/MN 1660.00%0.00%0.00%Q1 2018Q3 202322
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.01%Q3 2018Q3 202321
RAYMOND JAMES & ASSOCIATES 1240.00%0.00%0.01%Q2 2017Q3 202321
JANE STREET GROUP, LLC 710.00%0.00%0.00%Q1 2017Q3 202318
Brinker Capital Investments, LLC 17170.42%0.68%1.19%Q2 2017Q2 202117
STIFEL FINANCIAL CORP 1240.00%0.00%0.00%Q4 2017Q3 202316
Citadel Advisors 410.00%0.00%0.00%Q4 2017Q3 202316
OSAIC HOLDINGS, INC. 15150.00%0.00%0.00%Q1 2020Q3 202315
Andesa Financial Management Inc. 1210.32%1.04%1.83%Q2 2018Q1 202315
DAVENPORT & Co LLC 1140.00%0.00%0.00%Q4 2017Q3 202315
IFP Advisors, Inc 870.00%0.00%0.00%Q2 2017Q2 202115
SUSQUEHANNA INTERNATIONAL GROUP, LLP 210.00%0.00%0.00%Q1 2017Q2 202314
J.W. COLE ADVISORS, INC. 1210.03%0.04%0.11%Q4 2019Q3 202314
Key FInancial Inc 1210.02%0.03%0.06%Q1 2020Q3 202313
Janney Montgomery Scott LLC 710.00%0.00%0.01%Q3 2018Q3 202312
TRUIST FINANCIAL CORP 12120.00%0.01%0.01%Q1 2020Q4 202212
SITTNER & NELSON, LLC 12120.33%0.37%0.43%Q4 2020Q3 202312
Jaffetilchin Investment Partners, LLC 1020.05%0.20%0.39%Q2 2017Q2 202112
JPMORGAN CHASE & CO 710.00%0.00%0.00%Q4 2017Q3 202311
Prospera Financial Services Inc 11110.02%0.02%0.03%Q1 2021Q3 202311
Rockefeller Capital Management L.P. 11110.00%0.00%0.01%Q4 2020Q2 202311
Advisor Group, Inc. 10100.00%0.00%0.00%Q3 2017Q4 201910
BANK OF AMERICA CORP /DE/ 910.00%0.00%0.00%Q2 2019Q3 202310
MML INVESTORS SERVICES, LLC 10100.00%0.00%0.01%Q1 2021Q2 202310
NVWM, LLC 730.00%0.00%0.00%Q1 2018Q3 202010
Bickling Financial Services, Inc. 990.20%0.27%0.32%Q4 2020Q4 20229
Raymond James Financial Services Advisors, Inc. 990.00%0.00%0.01%Q4 2017Q4 20199
Kathleen S. Wright Associates Inc. 880.05%0.06%0.07%Q4 2021Q3 20238
SYNOVUS FINANCIAL CORP 880.00%0.00%0.00%Q1 2018Q4 20198
Cetera Advisor Networks LLC 710.00%0.02%0.04%Q2 2017Q2 20208
Baird Financial Group, Inc. 430.00%0.00%0.00%Q2 2019Q1 20237
Next Level Private LLC 521.41%1.69%1.98%Q4 2021Q3 20237
Frontier Wealth Management LLC 770.01%0.02%0.02%Q4 2020Q2 20227
Wealthcare Advisory Partners LLC 770.00%0.00%0.00%Q2 2018Q4 20197
LADENBURG THALMANN FINANCIAL SERVICES INC. 660.00%0.00%0.01%Q3 2018Q4 20196
Ameritas Advisory Services, LLC 660.01%0.02%0.02%Q4 2021Q1 20236
PNC FINANCIAL SERVICES GROUP, INC. 550.00%0.00%0.00%Q3 2022Q3 20235
Vantage Financial Partners Ltd., Inc. 553.37%3.96%4.36%Q2 2018Q2 20195
BB&T SECURITIES, LLC 410.00%0.01%0.02%Q2 2017Q3 20185
CAPTRUST FINANCIAL ADVISORS 550.00%0.00%0.00%Q3 2022Q3 20235
Ameritas Investment Company, LLC 210.01%0.04%0.13%Q4 2018Q3 20215
Cribstone Capital Management, LLC 440.01%0.01%0.01%Q1 2019Q4 20194
CITIGROUP INC 440.00%0.00%0.00%Q3 2019Q2 20204
Atlas Wealth LLC 440.14%0.20%0.30%Q4 2022Q3 20234
FIFTH THIRD BANCORP 440.00%0.00%0.00%Q2 2021Q1 20224
Ameliora Wealth Management Ltd. 330.03%0.04%0.04%Q3 2022Q1 20233
Patten Group, Inc. 330.03%0.03%0.04%Q2 2018Q4 20183
Cornerstone Wealth Management, LLC 210.01%0.02%0.03%Q2 2018Q1 20193
M Holdings Securities, Inc. 330.06%0.07%0.10%Q4 2018Q2 20193
AVANTAX ADVISORY SERVICES, INC. 330.02%0.02%0.02%Q3 2019Q1 20203
HARBOUR INVESTMENTS, INC. 330.00%0.00%0.00%Q1 2021Q3 20213
HL FINANCIAL SERVICES LLC 330.00%0.00%0.00%Q3 2018Q1 20193
Commonwealth Equity Services, Inc 330.00%0.00%0.00%Q1 2017Q3 20173
FMR LLC 110.00%0.00%0.00%Q3 2019Q2 20212
Financial Gravity Asset Management, Inc. 110.00%0.00%0.00%Q4 2022Q2 20232
WealthBridge Capital Management, LLC 220.01%0.01%0.02%Q4 2018Q1 20192
Virtu Financial LLC 220.02%0.03%0.04%Q1 2018Q2 20182
MERCER GLOBAL ADVISORS INC /ADV 220.00%0.01%0.01%Q2 2023Q3 20232
HighTower Advisors, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
WEDBUSH SECURITIES INC 220.01%0.01%0.01%Q4 2021Q1 20222
Ellis Investment Partners, LLC 220.00%0.00%0.00%Q2 2022Q3 20222
REGIONS FINANCIAL CORP 220.00%0.00%0.00%Q4 2017Q1 20182
FLOW TRADERS U.S. LLC 110.01%0.02%0.02%Q3 2021Q4 20222
Valeo Financial Advisors, LLC 220.00%0.00%0.00%Q1 2020Q2 20202
Freedom Investment Management, Inc. 220.06%0.07%0.07%Q1 2021Q2 20212
CASTLE WEALTH MANAGEMENT LLC 220.01%0.01%0.01%Q2 2022Q3 20222
Belpointe Asset Management LLC 220.00%0.00%0.00%Q4 2022Q1 20232
Hilltop Holdings Inc. 110.05%0.05%0.05%Q1 2022Q1 20221
Wagner Wealth Management, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
JFS WEALTH ADVISORS, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
OLD MISSION CAPITAL LLC 110.01%0.01%0.01%Q3 2022Q3 20221
CENTAURUS FINANCIAL, INC. 110.00%0.00%0.00%Q2 2018Q2 20181
Wealth Quarterback LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Carson Advisory Inc. 110.20%0.20%0.20%Q1 2022Q1 20221
Chemistry Wealth Management LLC 111.88%1.88%1.88%Q4 2021Q4 20211
Financial Advocates Investment Management 110.01%0.01%0.01%Q4 2017Q4 20171
Cambridge Investment Research Advisors, Inc. 110.01%0.01%0.01%Q1 2022Q1 20221
Private Advisor Group, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Bank of New York Mellon Corp 110.00%0.00%0.00%Q4 2020Q4 20201
U.S. Capital Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
CapWealth Advisors, LLC 110.06%0.06%0.06%Q3 2018Q3 20181
External links

This page lists all the filers that currently own DAVIS FUNDAMENTAL ETF TR or have owned DAVIS FUNDAMENTAL ETF TR in the past.