Who Owns DVAL?
BrandywineGLOBAL-Dynamic US Large Cap Value ETF — Institutional Ownership & 13F Holdings
$15.22
+0.14 (+0.91%)
Market Cap
$116.6M
Shares Outstanding
7,822,862
Institutional Holders
14
Total Inst. Value
$29.0M
% of Float Held
—
QoQ Holder Change
+4
Institutional data as of Q1 2025
New Positions
2
Closed Positions
3
Increased
5
Decreased
3
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | FRANKLIN RESOURCES INC | $20.4M | 1,505,903 |
| 2 | JONES FINANCIAL COMPANIES LLLP | $5.2M | 93,422 |
| 3 | RAYMOND JAMES FINANCIAL INC | $2.1M | 157,999 |
| 4 | FLOW TRADERS U.S. LLCNew | $317K | 23,417 |
| 5 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $189K | 13,987 |
| 6 | Prestige Wealth Management Group LLC | $157K | 11,612 |
| 7 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $151K | 11,174 |
| 8 | Worth Financial Advisory Group, LLC | $149K | 11,000 |
| 9 | Cetera Investment Advisers | $148K | 10,956 |
| 10 | BANK OF AMERICA CORP /DE/ | $88K | 6,584 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| FRANKLIN RESOURCES INC | +11K | $20.4M |
| JONES FINANCIAL COMPANIES LLLP | +89K | $5.2M |
| RAYMOND JAMES FINANCIAL INC | +14K | $2.1M |
| FLOW TRADERS U.S. LLCNew | +23K | $317K |
| BANK OF AMERICA CORP /DE/ | +6K | $88K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| OSAIC HOLDINGS, INC. | -32K | $43K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | -18K | $189K |
| LPL Financial LLC | -9K | $2K |
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Frequently Asked Questions
How many institutional investors hold DVAL?
As of Q1 2025, 14 institutional investors report holding DVAL (BrandywineGLOBAL-Dynamic US Large Cap Value ETF) in their 13F filings.
Which hedge fund owns the most DVAL?
The largest institutional holder of DVAL is FRANKLIN RESOURCES INC with $20.4M in shares.
Are institutions buying or selling DVAL?
This quarter, 2 institutions opened new positions in DVAL and 3 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.