Who Owns BrandywineGLOBAL-Dynamic US Large Cap Value ETF (DVAL)?Hedge Fund & Institutional Holders
Institutional Holders
10
as of Q4 2025
Total Institutional Value
$2.1000000300000016e+21T
% of Float Held
—
QoQ Change in Holders
+3 / -2
Price History
DVAL — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| Worth Financial Advisory Group, LLC | New Position | +11K | +$158.0M |
| RAYMOND JAMES FINANCIAL INC | Increased | +18K | +$123.1M |
| CITADEL ADVISORS LLC | New Position | +39K | +$0 |
| JONES FINANCIAL COMPANIES LLLP | New Position | +5K | +$0 |
| FRANKLIN RESOURCES INC | Increased | +9K | +$-634.5M |
| LPL Financial LLC | Increased | +9K | +$-2.2B |
DVAL — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Closed Position | -20K | -$295.1M |
| UBS Group AG | Closed Position | -6K | -$86.0M |
| OSAIC HOLDINGS, INC. | Decreased | -723 | -$36.5M |
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | FRANKLIN RESOURCES INC | 1,496,938 | $21.0B | 0.01% | Share |
| 2 | RAYMOND JAMES FINANCIAL INC | 214,044 | $3.0B | 0.00% | Share |
| 3 | Worth Financial Advisory Group, LLC | 11,000 | $158.0M | 0.08% | Share |
| 4 | LPL Financial LLC | 158,727 | $2.0M | 0.00% | Share |
| 5 | BANK OF AMERICA CORP /DE/ | 600 | $0 | 0.00% | Share |
| 6 | CITADEL ADVISORS LLC | 38,500 | $0 | 0.00% | Share |
| 7 | JONES FINANCIAL COMPANIES LLLP | 5,468 | $0 | 0.00% | Share |
| 8 | MORGAN STANLEY | 1 | $0 | 0.00% | Share |
| 9 | OSAIC HOLDINGS, INC. | 1,791 | $0 | 0.00% | Share |
| 10 | RAYMOND JAMES FINANCIAL INC | 1,380 | $0 | 0.00% | Share |
DVAL Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 9 | $24.2B | +1 |
| Q3 2025 | 8 | $27.1B | -3 |
| Q2 2025 | 11 | $27.0B | -3 |
| Q1 2025 | 14 | $30.9B | -1 |
| Q4 2024 | 15 | $26.0B | +2 |
| Q3 2024 | 13 | $2.9T | +1 |
| Q2 2024 | 12 | $67.5B | +2 |
| Q1 2024 | 10 | $540.9T | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 10 institutional investors hold DVAL (BrandywineGLOBAL-Dynamic US Large Cap Value ETF). The largest holder is FRANKLIN RESOURCES INC with $21.0B in shares. This quarter, 3 institutions opened new positions and 2 closed their positions.
Frequently Asked Questions
How many hedge funds own DVAL?
As of Q4 2025, 10 institutional investors report holding DVAL (BrandywineGLOBAL-Dynamic US Large Cap Value ETF) in their 13F filings.
Who is the largest institutional holder of DVAL?
The largest institutional holder of DVAL is FRANKLIN RESOURCES INC with $21.0B in shares.
Is institutional ownership of DVAL increasing or decreasing?
This quarter, 3 institutions opened new positions in DVAL and 2 closed their positions.