DAVIS FUNDAMENTAL ETF TR

Watch

Share

DFNL·23908L108·US·ETF

DFNL (DAVIS FUNDAMENTAL ETF TR) is held by 31 institutional investors as of Q2 2026. Largest holders: DAVIS SELECTED ADVISERS ($105.2M), MORGAN STANLEY ($41.1M), LPL Financial LLC ($19.1M). Net institutional sentiment: Mixed.

31

Holders

(5 Elite)

$245.6M

Total Value

41% (29)

Consensus

12 buying - 17 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

View all

Loading verdict

Institutional (13F)71

Insider (Form 4)30

Activist (13D/13G)59

Congressional (STOCK Act)59

Holder Quality

41

★★★★★

Elite

69

★★★★

Strong

49

★★★

Solid

87

★★

Below

38

★

Weak

Held by 31 funds

5 elite

Who's Trading

Source dates: Price Oct 12, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for DFNL.

Top Holders

Top Holders (31)History

AllNewIncreasedHeldDecreasedExitedFirst report

Checking access…

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
DAVIS SELECTED ADVISERS	Unchanged	2.1M	$105.2M	0.5%	+151.64%	0
MORGAN STANLEY	Decreased	831,587(-2.4%)	$41.1M	0.0%	+43.67%	0
LPL Financial LLC	Decreased	386,789(-6.9%)	$19.1M	0.0%	+59.28%	0
BANK OF AMERICA CORP /DE/	Increased	372,733(+77.9%)	$18.4M	0.0%	+22.11%	43
ENVESTNET ASSET MANAGEMENT INC	Decreased	140,912(-0.7%)	$7M	0.0%	+5.34%	0
TRUIST FINANCIAL CORP	Increased	139,337(+0.3%)	$6.9M	0.0%	+5.32%	27
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Increased	133,317(+1.9%)	$6.6M	0.0%	+16.33%	28
ROYAL BANK OF CANADA	Increased	129,929(+2.3%)	$6.4M	0.0%	+10.91%	28
HighTower Advisors, LLC	Decreased	125,084(-1.4%)	$6.2M	0.0%	+50.47%	0
UBS Group AG	Increased	109,992(+12.3%)	$5.4M	0.0%	+45.34%	30
Sanctuary Advisors, LLC	Decreased	87,892(-1.7%)	$4.3M	0.0%	+23.49%	0
D.A. DAVIDSON & CO.	Decreased	75,878(-3.0%)	$3.7M	0.0%	+123.82%	0
RAYMOND JAMES FINANCIAL INC	Decreased	51,947(-37.4%)	$2.6M	0.0%	+9.82%	0
Kestra Advisory Services, LLC	Increased	47,344(+3.2%)	$2.3M	0.0%	+7.39%	27
JANE STREET GROUP, LLC	Decreased	47,313(-59.0%)	$2.3M	0.0%	+5.34%	0
Envestnet Portfolio Solutions, Inc.	Increased	28,323(+53.0%)	$1.4M	0.0%	+3.10%	36
OSAIC HOLDINGS, INC.	Decreased	27,765(-3.2%)	$1.4M	0.0%	+83.30%	0
COMMONWEALTH EQUITY SERVICES, LLC	Decreased	20,546(-11.4%)	$1M	0.0%	+43.85%	0
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Decreased	20,234(-14.4%)	$998,851	0.0%	+5.34%	0
STIFEL FINANCIAL CORP	Increased	15,580(+1.4%)	$769,110	0.0%	+34.58%	25

Showing 1-20 of 34

Per page:

1 / 2

DFNLDAVIS FUNDAMENTAL ETF TR

1M3M6M1Y3Y5Y

Continue exploring

Smart money flow

Track where institutional capital is flowing

Discover new institutional entries

Fresh positions initiated this quarter

Check sector trends

Capital flows across GICS sectors

Similar stocks

FISVFISERV INC

336 holders · $21.1B

SPYSTATE STR SPDR S&P 500 ETF T

296 holders · $348.5B

IVVISHARES TR

263 holders · $566.9B

QQQINVESCO QQQ TR

246 holders · $125.8B

VOOVANGUARD INDEX FDS

246 holders · $265B

IWMISHARES TR

242 holders · $68.1B

GLDSPDR GOLD TR

238 holders · $33.2B

XLFSELECT SECTOR SPDR TR

225 holders · $31.5B

XLESELECT SECTOR SPDR TR

223 holders · $17.3B

EFAISHARES TR

221 holders · $47.1B

High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer