Institusi dan Kepemilikan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Davis Fundamental ETF Trust - Davis Select International ETF termasuk Mariner, LLC, dan Fifth Third Bancorp .
Halaman ini menunjukkan perubahan struktur kepemilikan berdasarkan daftar institusi, dana, dan pemegang saham utama yang telah meningkatkan kepemilikannya atau membuka posisi baru pada periode pelaporan terakhir. Baris hijau menunjukkan posisi baru. Klik tautannya ikon untuk melihat riwayat transaksi lengkap.
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| Tanggal Berkas | Sumber | Investor | Jenis | Harga Rata-rata (Perkiraan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Δ Nilai (%) |
Alokasi Portofolio (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-28 | 13F | Golden State Equity Partners | 10.926 | 50,81 | 294 | 42,72 | ||||
| 2026-05-05 | 13F | UBS Group AG | 101.342 | 20,03 | 2.728 | 13,34 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 13.759 | 370 | ||||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 1.535 | 41 | ||||||
| 2026-05-08 | 13F | Horizon Family Wealth, Inc. | 39.279 | 57,60 | 1.057 | 48,87 | ||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 27.259 | 1,29 | 734 | -4,31 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 17.322 | 466 | ||||||
| 2026-05-13 | 13F/A | Atlas Wealth LLC | 108.543 | 13,51 | 2.921 | 7,19 | ||||
| 2026-05-15 | 13F | Excelsior Advisor Network LLC | 18.802 | 0,42 | 506 | -5,07 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 7.500 | 0,78 | 202 | -5,19 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 254.198 | 26,50 | 6.842 | 19,47 | ||||
| 2026-05-07 | 13F | Davis Selected Advisers | 3.915.748 | 0,60 | 105.392 | -5,00 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 8.104 | 159,33 | 218 | 144,94 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 585 | 16 | ||||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 102.327 | 22,53 | 2.754 | 15,71 | ||||
| 2026-05-14 | 13F | Integrity Wealth Advisors, Inc. | 621.197 | 17,61 | 16.720 | 11,07 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 10.683 | 6,36 | 288 | 0,35 | ||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 9.635 | 5,62 | 259 | 0,00 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 403.125 | 2.835,02 | 10.850 | 2.674,94 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 325.677 | 10,79 | 8.767 | 4,66 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 41.507 | 0,83 | 1.117 | -4,77 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 42.517 | 45,55 | 1.144 | 37,50 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 1.024 | 28 | ||||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 105.752 | 9,86 | 2.846 | 3,76 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 14.966 | 58,40 | 403 | 49,44 |
