D.A. Davidson

Sell-side research on earnings calls · 13F filer

Analysts heard

Earnings calls

last Nov 4, 2026

Stocks asked about

Rating actions

from news headlines

Analysts

Introduced as D.A. Davidson by the operator or in their own words on calls Lician transcribed. Names are machine transcriptions and may be misspelled.

Analysts at this firm heard on earnings calls
		Stocks asked aboutStocks
Jeff Rulis	2	OSBC EQBK	2026-10-22
Kurt Jinger	1	BXC	2026-11-04
Peter Heckman	1	PMTS	2026-11-04
Wyatt Swanson	1	YOU	2026-11-04
Matt Somerville	1	NSSC	2026-11-02
Lucky Schreiner	1	PEGA	2026-10-21

Coverage on earnings calls

Recent rating changes

Upgrades, downgrades, initiations and target changes by D.A. Davidson named in news headlines Lician stores, each linked to its source. We do not use licensed rating databases, so this list is partial.

Rating actions by D.A. Davidson
	Stock	Action	Rating		Source
2026-10-27	AVGOBroadcom Inc.	Upgrade	—	—	Broadcom: DA Davidson upgrades AVGO, says Anthropic S-1 shows AI cycle isn’t over
2026-06-03	UBERUber Technologies, Inc	Reiterates	Buy	—	DA Davidson Reaffirms Buy Rating on Uber Technologies (UBER) Following Delivery Hero Acquisition Interest

13F holdings: the firm's own book

D.A. Davidson's own 13F filing, for the quarter ended Sep 30, 2026, filed Oct 28, 2026 (SEC filing). A 13F lists US-listed securities over which the filer and its affiliates report investment discretion: its asset-management funds and accounts and its own trading. It is not a list of what D.A. Davidson's brokerage clients hold; client positions are private.

Reported value

$18.6B

equity positions

Positions

1,593

New positions

vs Jun 30, 2026

Sold out

options $1M (not in totals)

Largest positions

Largest positions in the 13F filing
Rank	Holding	Class
1	VTVVANGUARD INDEX FDS	VALUE ETF	5,665,587	$1.22B	6.6%
2	VUGVANGUARD INDEX FDS	GROWTH ETF	11,047,446	$995.5M	5.3%
3	IXUSISHARES TR	CORE MSCI TOTAL	8,086,048	$768.1M	4.1%
4	AGGISHARES TR	CORE US AGGBD ET	5,801,590	$548.5M	2.9%
5	AAPLAPPLE INC	COM	1,469,533	$489.4M	2.6%
6	MSFTMICROSOFT CORP	COM	906,797	$465.1M	2.5%
7	IWNISHARES TR	RUS 2000 VAL ETF	1,289,398	$270.1M	1.5%
8	VEAVANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	3,655,808	$258.1M	1.4%
9	NVDANVIDIA CORPORATION	COM	1,117,726	$255.3M	1.4%
10	SPIBSPDR SERIES TRUST	ST INTER BD ETF	7,246,398	$233.9M	1.3%
11	AVGOBROADCOM INC	COM	658,959	$231.4M	1.2%
12	VTIVANGUARD INDEX FDS	TOTAL STK MKT	613,216	$229.5M	1.2%
13	AMZNAMAZON COM INC	COM	802,378	$199.9M	1.1%
14	IWOISHARES TR	RUS 2000 GRW ETF	547,154	$195.3M	1.0%
15	IWFISHARES TR	RUS 1000 GRW ETF	1,502,938	$188.3M	1.0%
16	CGDVCAPITAL GROUP DIVIDEND VALUE	SHS CREAT UNIT	3,780,677	$184.7M	1.0%
17	VOOVANGUARD INDEX FDS	S&P 500 ETF SHS	254,887	$178.6M	1.0%
18	COSTCOSTCO WHOLESALE CORPORATION	COM	189,880	$172.9M	0.9%
19	IJJISHARES TR	S&P MC 400VL ETF	1,171,523	$161.3M	0.9%
20	JNJJOHNSON & JOHNSON	COM	601,345	$159.2M	0.9%
21	RTXRTX CORPORATION	COM	856,019	$158.9M	0.9%
22	BRK.BBERKSHIRE HATHAWAY INC DEL	CL B NEW	318,326	$158.5M	0.9%
23	GOOGLALPHABET INC	CAP STK CL A	448,865	$154.4M	0.8%
24	VYMVANGUARD WHITEHALL FDS	HIGH DIV YLD	960,180	$149.0M	0.8%
25	IVVISHARES TR	CORE S&P500 ETF	189,312	$145.0M	0.8%

Biggest additions

Largest increases vs the prior quarter
Holding	Change	Shares nowShares	Prior quarter
VTIVANGUARD INDEX FDS	Added	613,216	408,802	+$76.5M
AGGISHARES TR	Added	5,801,590	5,295,358	+$47.9M
RSPINVESCO EXCHANGE TRADED FD T	Added	355,736	190,711	+$34.3M
CRWDCROWDSTRIKE HLDGS INC	Added	158,061	42,389	+$30.6M
FEGERBB FUND TRUST	Added	857,343	481,367	+$18.9M
VOVANGUARD INDEX FDS	Added	691,840	452,353	+$18.8M
SPIBSPDR SERIES TRUST	Added	7,246,398	6,668,535	+$18.7M
JQUAJ P MORGAN EXCHANGE TRADED F	Added	361,673	109,426	+$18.6M
ROUSLATTICE STRATEGIES TR	New	269,085	0	+$17.9M
SCHDSCHWAB STRATEGIC TR	Added	2,459,209	1,955,264	+$16.4M

Biggest reductions

Largest decreases vs the prior quarter
Holding	Change	Shares nowShares	Prior quarter
XOMEXXON MOBIL CORP	Sold out	0	397,652	−$54.4M
OKEONEOK INC NEW	Sold out	0	194,346	−$16.9M
JSMDJANUS DETROIT STR TR	Sold out	0	118,322	−$12.0M
DFATDIMENSIONAL ETF TRUST	Reduced	141,215	305,344	−$10.9M
AAPLAPPLE INC	Reduced	1,469,533	1,500,901	−$10.4M
CMICUMMINS INC	Reduced	225,246	241,237	−$8.3M
ADPAUTOMATIC DATA PROCESSING IN	Reduced	349,242	379,644	−$7.8M
EFAISHARES TR	Reduced	217,443	279,641	−$6.5M
IEFISHARES TR	Reduced	11,087	73,871	−$5.6M
RTXRTX CORPORATION	Reduced	856,019	885,793	−$5.5M

Values as filed; value changes priced at this quarter's reported value per share. Options (puts/calls) are excluded from positions.