DFNL DAVIS FUNDAMENTAL ETF TR: institutional ownership and insider trading

69 funds reported holding $328M of DAVIS FUNDAMENTAL ETF TR in their latest 13F filings; in Q2 2026 funds net sold $18.6M, with 8 new positions and 3 funds selling out.

Largest institutional holders of DFNL

  1. DAVIS SELECTED ADVISERS — $105M
  2. MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) — $41.1M
  3. THRIVENT FINANCIAL FOR LUTHERANS — $36.5M
  4. LPL Financial LLC — $19.1M
  5. BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BML-PG, BML-PH, BML-PJ, BML-PL) — $18.4M
  6. Beacon Harbor Wealth Advisors, Inc. — $15.0M
  7. ENVESTNET ASSET MANAGEMENT INC — $6.96M
  8. TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) — $6.88M
  9. NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO — $6.58M
  10. ROYAL BANK OF CANADA (RY, RBMCF, RYLBF, RYPBF) — $6.41M

All DFNL 13F holders