18 institutions reported holding $17.6M of DAVIS FUNDAMENTAL ETF TR (DINT) in SEC 13F filings for 2026-06-30. Largest institutional holders: Lunt Capital Management, Inc. ($3.8M), Atlas Wealth LLC ($3.2M), COMMONWEALTH EQUITY SERVICES, LLC ($2.7M), Live Oak Private Wealth LLC ($1.7M), Lakeside Advisors, INC. ($1.5M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Lunt Capital Management, Inc. | $3.8M | 132,592 | Trimmed |
| 2 | Atlas Wealth LLC | $3.2M | 110,529 | Added |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $2.7M | 94,544 | Trimmed |
| 4 | Live Oak Private Wealth LLC | $1.7M | 60,734 | Trimmed |
| 5 | Lakeside Advisors, INC. | $1.5M | 52,250 | Trimmed |
| 6 | Cambridge Investment Research Advisors, Inc. | $1.4M | 48,388 | Added |
| 7 | Prospera Financial Services Inc | $1.2M | 41,153 | Trimmed |
| 8 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $775,037 | 27,194 | Trimmed |
| 9 | D.A. DAVIDSON & CO. | $410,400 | 14,400 | Trimmed |
| 10 | J.W. COLE ADVISORS, INC. | $302,770 | 10,624 | New |
| 11 | Gladstone Institutional Advisory LLC | $290,643 | 10,198 | Added |
| 12 | Atria Investments, Inc | $267,758 | 9,395 | Added |
| 13 | BELLEVUE ASSET MANAGEMENT, LLC | $122,989 | 4,315 | Hold |
| 14 | CREATIVE FINANCIAL DESIGNS INC /ADV | $41,382 | 1,452 | New |
| 15 | Farther Finance Advisors, LLC | $7,268 | 255 | Hold |
| 16 | Clarity Asset Management, Inc. | $0 | 0 | Exited |
| 17 | Kestra Advisory Services, LLC | $0 | 0 | Exited |
| 18 | Golden State Equity Partners | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30