DAVIS FUNDAMENTAL ETF TR shareholder history

Current and past DAVIS FUNDAMENTAL ETF TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
DAVIS SELECTED ADVISERS 27270.09%0.42%0.66%Q1 2017Q3 202327
BENJAMIN F. EDWARDS & COMPANY, INC. 26260.00%0.01%0.02%Q2 2017Q3 202326
Diligent Investors, LLC 26260.07%0.14%0.27%Q2 2017Q3 202326
D.A. DAVIDSON & CO. 26260.01%0.04%0.06%Q2 2017Q3 202326
Stratos Wealth Partners, LTD. 26260.01%0.04%0.05%Q2 2017Q3 202326
LPL Financial LLC 25250.00%0.00%0.01%Q3 2017Q3 202325
UBS Group AG 2320.00%0.00%0.01%Q2 2017Q3 202325
MORGAN STANLEY 25250.00%0.01%0.02%Q3 2017Q3 202325
Raymond James Financial Services Advisors, Inc. 24240.00%0.00%0.00%Q4 2017Q3 202324
Geneos Wealth Management Inc. 24240.01%0.01%0.01%Q4 2017Q3 202324
Financial Advocates Investment Management 24240.03%0.05%0.07%Q4 2017Q3 202324
ROYAL BANK OF CANADA 23230.00%0.00%0.00%Q1 2018Q3 202323
Private Advisor Group, LLC 2110.01%0.01%0.03%Q3 2017Q3 202322
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.01%Q3 2018Q3 202321
LEVEL FOUR ADVISORY SERVICES, LLC 21210.27%0.68%1.13%Q3 2018Q3 202321
Steward Partners Investment Advisory, LLC 1830.00%0.00%0.01%Q1 2018Q3 202321
WELLS FARGO & COMPANY/MN 20200.00%0.00%0.00%Q4 2018Q3 202320
JANE STREET GROUP, LLC 710.00%0.00%0.00%Q1 2017Q3 202320
IFP Advisors, Inc 1730.00%0.03%0.13%Q2 2018Q3 202320
RAYMOND JAMES & ASSOCIATES 20200.00%0.00%0.00%Q4 2018Q3 202320
J.P. Morgan Private Wealth Advisors LLC 18180.00%0.00%0.00%Q4 2018Q1 202318
Tidal Investments LLC 18180.03%0.24%0.76%Q2 2019Q3 202318
COMMONWEALTH EQUITY SERVICES, LLC 17170.00%0.01%0.01%Q3 2019Q3 202317
BRR OpCo, LLC 17170.04%0.06%0.09%Q3 2018Q3 202217
OSAIC HOLDINGS, INC. 15150.00%0.00%0.00%Q1 2020Q3 202315
Citadel Advisors 710.00%0.00%0.00%Q3 2017Q2 202315
NewEdge Advisors, LLC 15150.00%0.05%0.16%Q1 2020Q3 202315
HARBOR INVESTMENT ADVISORY, LLC 15150.00%0.00%0.00%Q1 2020Q3 202315
CapWealth Advisors, LLC 14140.18%0.42%0.62%Q2 2020Q3 202314
SUSQUEHANNA INTERNATIONAL GROUP, LLP 410.00%0.00%0.00%Q2 2017Q3 202312
Brinker Capital Investments, LLC 920.00%0.06%0.17%Q3 2019Q4 202211
Advisor Group, Inc. 11110.00%0.00%0.00%Q2 2017Q4 201911
BANK OF AMERICA CORP /DE/ 1010.00%0.00%0.00%Q4 2018Q3 202311
OLD MISSION CAPITAL LLC 640.02%0.04%0.09%Q1 2021Q3 202310
J.W. COLE ADVISORS, INC. 820.02%0.03%0.05%Q1 2021Q3 202310
Gladstone Institutional Advisory LLC 990.08%0.19%0.31%Q3 2021Q3 20239
Frontier Wealth Management LLC 990.03%0.21%0.38%Q2 2020Q2 20229
Kathleen S. Wright Associates Inc. 880.41%0.47%0.56%Q4 2021Q3 20238
Kestra Advisory Services, LLC 880.02%0.13%0.23%Q4 2021Q3 20238
HUNTINGTON NATIONAL BANK 880.00%0.00%0.00%Q3 2021Q2 20238
STIFEL FINANCIAL CORP 770.00%0.00%0.00%Q1 2022Q3 20237
Melone Private Wealth, LLC 770.29%0.32%0.34%Q1 2022Q3 20237
Next Level Private LLC 520.61%1.34%1.77%Q4 2021Q3 20237
Spire Wealth Management 510.00%0.03%0.04%Q1 2021Q3 20236
Eudaimonia Partners, LLC 660.01%0.01%0.01%Q4 2019Q1 20216
Rockefeller Capital Management L.P. 660.00%0.00%0.01%Q2 2022Q3 20236
Johnson Financial Group, Inc. 550.01%0.01%0.01%Q1 2021Q1 20225
AVANTAX ADVISORY SERVICES, INC. 550.00%0.00%0.01%Q2 2021Q2 20225
CAPTRUST FINANCIAL ADVISORS 550.00%0.01%0.02%Q3 2022Q3 20235
Sebold Capital Management, Inc. 441.63%1.85%2.09%Q4 2022Q3 20234
Beck Bode, LLC 440.24%0.30%0.34%Q4 2022Q3 20234
Corient Private Wealth LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Mariner, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
BB&T SECURITIES, LLC 440.00%0.00%0.01%Q4 2017Q3 20184
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 440.00%0.00%0.00%Q1 2022Q4 20224
EATON VANCE MANAGEMENT 440.00%0.00%0.00%Q1 2021Q4 20214
MARINER INDEPENDENT ADVISOR NETWORK, LLC 440.02%0.02%0.03%Q4 2021Q3 20224
Intercontinental Wealth Advisors, LLC 330.01%0.01%0.01%Q4 2018Q2 20193
HOWARD FINANCIAL SERVICES, LTD. 330.32%0.32%0.32%Q2 2019Q4 20193
TRUIST FINANCIAL CORP 330.00%0.00%0.00%Q4 2020Q2 20213
Orion Portfolio Solutions, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
Lantz Financial LLC 330.13%0.17%0.20%Q1 2023Q3 20233
Lunt Capital Management, Inc. 221.48%1.51%1.54%Q2 2023Q3 20232
Summit Investment Advisory Services, LLC 220.14%0.16%0.19%Q2 2023Q3 20232
MERCER GLOBAL ADVISORS INC /ADV 220.01%0.01%0.02%Q2 2023Q3 20232
WFA of San Diego, LLC 220.18%0.19%0.20%Q3 2021Q4 20212
Andesa Financial Management Inc. 221.03%1.23%1.43%Q4 2022Q1 20232
Integrated Wealth Concepts LLC 220.01%0.01%0.01%Q3 2021Q4 20212
Bank of New York Mellon Corp 110.00%0.00%0.00%Q4 2020Q4 20212
ENVESTNET ASSET MANAGEMENT INC 110.00%0.00%0.00%Q3 2023Q3 20231
Chemistry Wealth Management LLC 110.61%0.61%0.61%Q4 2021Q4 20211
Avior Wealth Management, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
SIGNET FINANCIAL MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Avestar Capital, LLC 110.15%0.15%0.15%Q3 2022Q3 20221
Red Door Wealth Management, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
FMR LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Good Life Advisors, LLC 110.03%0.03%0.03%Q4 2021Q4 20211
Aufman Associates Inc 110.49%0.49%0.49%Q4 2019Q4 20191
Ameritas Investment Company, LLC 110.01%0.01%0.01%Q4 2018Q4 20181
Advisory Services Network, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Virtu Financial LLC 110.02%0.02%0.02%Q1 2018Q1 20181
Financial Gravity Asset Management, Inc. 110.01%0.01%0.01%Q2 2021Q2 20211
LEVEL FOUR FINANCIAL, LLC 110.43%0.43%0.43%Q4 2020Q4 20201
Valeo Financial Advisors, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Virtu KCG Holdings LLC 110.01%0.01%0.01%Q2 2017Q2 20171
BANK OF MONTREAL /CAN/ 110.00%0.00%0.00%Q4 2020Q4 20201
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
Tower Research Capital LLC (TRC) 110.00%0.00%0.00%Q1 2020Q1 20201
Cetera Advisor Networks LLC 110.00%0.00%0.00%Q2 2020Q2 20201
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.