48 institutions reported holding $221.1M of DAVIS FUNDAMENTAL ETF TR (DINT) in SEC 13F filings for 2026-03-31. Largest institutional holders: Davis Selected Advisers ($105.4M), RAYMOND JAMES FINANCIAL INC ($18.7M), INTEGRITY WEALTH ADVISORS, INC. ($16.7M), STIFEL FINANCIAL CORP ($14.7M), NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO ($10.9M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Davis Selected Advisers | $105.4M | 3.9M | Added |
| 2 | RAYMOND JAMES FINANCIAL INC | $18.7M | 694,973 | Trimmed |
| 3 | INTEGRITY WEALTH ADVISORS, INC. | $16.7M | 621,197 | Added |
| 4 | STIFEL FINANCIAL CORP | $14.7M | 544,872 | Trimmed |
| 5 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $10.9M | 403,125 | Added |
| 6 | MORGAN STANLEY | $8.8M | 326,058 | Trimmed |
| 7 | Geneos Wealth Management Inc. | $8.8M | 325,677 | Added |
| 8 | LPL Financial LLC | $6.8M | 254,198 | Added |
| 9 | Lunt Capital Management, Inc. | $3.7M | 136,434 | Trimmed |
| 10 | Atlas Wealth LLC | $2.9M | 108,543 | Added |
| 11 | Royal Bank of Canada | $2.8M | 105,752 | Added |
| 12 | BANK OF AMERICA CORP /DE/ | $2.8M | 102,327 | Added |
| 13 | UBS Group AG | $2.7M | 101,342 | Added |
| 14 | COMMONWEALTH EQUITY SERVICES, LLC | $2.7M | 98,520 | Trimmed |
| 15 | Live Oak Private Wealth LLC | $1.7M | 61,452 | Trimmed |
| 16 | Lakeside Advisors, INC. | $1.4M | 53,250 | Trimmed |
| 17 | Sigma Planning Corp | $1.1M | 42,517 | Added |
| 18 | Prospera Financial Services Inc | $1.1M | 41,507 | Added |
| 19 | Horizon Family Wealth, Inc. | $1.1M | 39,279 | Added |
| 20 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $733,683 | 27,259 | Added |
| 21 | Birchwood Financial Partners, Inc. | $529,876 | 19,687 | Hold |
| 22 | Excelsior Advisor Network LLC | $506,056 | 18,802 | Added |
| 23 | Cambridge Investment Research Advisors, Inc. | $478,000 | 17,752 | Trimmed |
| 24 | CITADEL ADVISORS LLC | $466,222 | 17,322 | New |
| 25 | D.A. DAVIDSON & CO. | $427,949 | 15,900 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31