Question 1

Who owns DFNL?

Accepted Answer

DAVIS FUNDAMENTAL ETF TR (DFNL) is held by 34 institutional investors that disclose positions via SEC 13F filings. The largest disclosed holder is DAVIS SELECTED ADVISERS as of Q1 2026.

Question 2

Are institutions buying or selling DFNL?

Accepted Answer

In Q1 2026, 22 institutions opened or increased positions in DAVIS FUNDAMENTAL ETF TR while 7 reduced or exited — a net buying quarter.

Question 3

What is the Smart Money Verdict on DFNL?

Accepted Answer

The Smart Money Verdict combines four independent sources (institutional 13F activity, insider trades, activist filings, and congressional trades) into a single assessment for DAVIS FUNDAMENTAL ETF TR.

Question 4

How many hedge funds hold DFNL?

Accepted Answer

34 institutional investors report holding DAVIS FUNDAMENTAL ETF TR (DFNL) as of Q1 2026, based on SEC 13F filings.

Question 5

Is institutional money flowing into DFNL?

Accepted Answer

As of Q1 2026, tracked institutions in DAVIS FUNDAMENTAL ETF TR show 22 buyers versus 7 sellers — net inflows.

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
DAVIS SELECTED ADVISERS	Increased	2.1M(+0.0%)	$95.5M	0.4%	+159.92%	36
MORGAN STANLEY	Decreased	851,699(-14.7%)	$38.2M	0.0%	+48.40%	0
LPL Financial LLC	Increased	415,571(+4.7%)	$18.6M	0.0%	+64.52%	30
BANK OF AMERICA CORP /DE/	Increased	209,529(+5.2%)	$9.4M	0.0%	+29.61%	29
ENVESTNET ASSET MANAGEMENT INC	New	141,855	$6.4M	0.0%	+8.81%	38
TRUIST FINANCIAL CORP	New	138,949	$6.2M	0.0%	+8.81%	38
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Increased	130,860(+43.9%)	$5.9M	0.0%	+20.55%	37
ROYAL BANK OF CANADA	Increased	126,975(+145.1%)	$5.7M	0.0%	+17.17%	44
HighTower Advisors, LLC	Decreased	126,867(-1.5%)	$5.7M	0.0%	+55.42%	0
JANE STREET GROUP, LLC	New	115,498	$5.2M	0.0%	+8.81%	37
UBS Group AG	Increased	97,939(+7.7%)	$4.4M	0.0%	+59.26%	29
Sanctuary Advisors, LLC	Increased	89,380(+4.6%)	$4M	0.0%	+45.34%	28
RAYMOND JAMES FINANCIAL INC	Decreased	82,948(-3.0%)	$3.7M	0.0%	+13.43%	0
D.A. DAVIDSON & CO.	Decreased	78,253(-0.6%)	$3.5M	0.0%	+131.19%	0
CITADEL ADVISORS LLC	Increased	70,604(+319.7%)	$3.2M	0.0%	+7.59%	43
Kestra Advisory Services, LLC	Increased	45,860(+5.7%)	$2.1M	0.0%	+11.22%	27
OSAIC HOLDINGS, INC.	Increased	28,690(+3.3%)	$1.3M	0.0%	+89.33%	26
SUSQUEHANNA INTERNATIONAL GROUP, LLP	New	23,652	$1.1M	0.0%	+8.81%	35
COMMONWEALTH EQUITY SERVICES, LLC	Increased	23,184(+75.8%)	$1M	0.0%	+48.58%	38
Envestnet Portfolio Solutions, Inc.	New	18,507	$829,854	0.0%	+8.81%	34

DAVIS FUNDAMENTAL ETF TR

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