DAVIS FUNDAMENTAL ETF TR

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DFNL·23908L108·US·ETF·Unknown - Unknown

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

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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 Aug 28, 2026 · Insiders none · Activists none · Congress none

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

Top Holders

Top Holders (31)History

AllNewIncreasedHeldDecreasedExited

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
DAVIS SELECTED ADVISERS	Unchanged	2.1M	$105.2M	0.5%	+167.40%	0
MORGAN STANLEY	Decreased	831,587(-2.4%)	$41.1M	0.0%	+52.67%	0
LPL Financial LLC	Decreased	386,789(-6.9%)	$19.1M	0.0%	+69.25%	0
BANK OF AMERICA CORP /DE/	Increased	372,733(+77.9%)	$18.4M	0.0%	+19.43%	43
ENVESTNET ASSET MANAGEMENT INC	Decreased	140,912(-0.7%)	$7M	0.0%	+11.93%	0
TRUIST FINANCIAL CORP	Increased	139,337(+0.3%)	$6.9M	0.0%	+11.91%	27
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Increased	133,317(+1.9%)	$6.6M	0.0%	+23.62%	28
ROYAL BANK OF CANADA	Increased	129,929(+2.3%)	$6.4M	0.0%	+17.85%	28
HighTower Advisors, LLC	Decreased	125,084(-1.4%)	$6.2M	0.0%	+59.89%	0
UBS Group AG	Increased	109,992(+12.3%)	$5.4M	0.0%	+54.44%	30
Sanctuary Advisors, LLC	Decreased	87,892(-1.7%)	$4.3M	0.0%	+31.22%	0
D.A. DAVIDSON & CO.	Decreased	75,878(-3.0%)	$3.7M	0.0%	+137.84%	0
RAYMOND JAMES FINANCIAL INC	Decreased	51,947(-37.4%)	$2.6M	0.0%	+16.70%	0
Kestra Advisory Services, LLC	Increased	47,344(+3.2%)	$2.3M	0.0%	+14.11%	27
JANE STREET GROUP, LLC	Decreased	47,313(-59.0%)	$2.3M	0.0%	+11.93%	0
Envestnet Portfolio Solutions, Inc.	Increased	28,323(+53.0%)	$1.4M	0.0%	+9.55%	36
OSAIC HOLDINGS, INC.	Decreased	27,765(-3.2%)	$1.4M	0.0%	+94.78%	0
COMMONWEALTH EQUITY SERVICES, LLC	Decreased	20,546(-11.4%)	$1M	0.0%	+52.85%	0
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Decreased	20,234(-14.4%)	$998,851	0.0%	+11.93%	0
STIFEL FINANCIAL CORP	Increased	15,580(+1.4%)	$769,110	0.0%	+43.00%	25

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DFNLDAVIS FUNDAMENTAL ETF TR

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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