Davis Select Financial ETF (DFNL) Institutional Ownership $40.54 +2.34 (+6.13%) Closing price 03:58 PM EasternExtended Trading$40.58 +0.05 (+0.11%) As of 04:04 PM Eastern Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more. Add Compare Share Share Ownership Stock AnalysisChartHoldingsOwnershipRatingsBuy This Stock Institutional Ownership Changes (13F Filings) for Davis Select Financial ETF (BATS:DFNL)Number ofInstitutional Buyers(last 12 months)22TotalInstitutional Inflows(last 12 months)$22.21MNumber ofInstitutional Sellers(last 12 months)12TotalInstitutional Outflows(last 12 months)$1.36M Get DFNL Insider Trade Alerts Want to know when executives and insiders are buying or selling Davis Select Financial ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Email Address Skip Chart & View Institutional Buying and Selling Data DFNL Institutional Buying and Selling by Quarter Davis Select Financial ETF Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails5/19/2025 Jane Street Group LLC13,864$545K0.0%-53.0%0.208% 5/15/2025 Royal Bank of Canada56,825$2.23M0.0%-0.8%0.864% 5/14/2025 Northwestern Mutual Wealth Management Co.66,993$2.63M0.0%+2,063.9%1.018% 5/13/2025 HighTower Advisors LLC126,887$4.98M0.0%-1.7%1.928% 5/12/2025 Davis Selected Advisers2,129,860$83.66M0.5%+0.0%32.369% 5/7/2025 LPL Financial LLC325,696$12.79M0.0%+6.7%4.950% 5/5/2025 J.W. Cole Advisors Inc.24,689$970K0.0%+103.7%0.375% 4/29/2025 Envestnet Asset Management Inc.12,053$473K0.0%-36.7%0.183% 4/28/2025 D.A. Davidson & CO.79,471$3.12M0.0%+4.5%1.208% 4/28/2025 DAVENPORT & Co LLC9,021$354K0.0%-4.6%0.137% Get the Latest News and Ratings for DFNL and Related StocksEnter your email address below to receive the latest news and analysts' ratings for Davis Select Financial ETF and its competitors with MarketBeat's FREE daily newsletter. 4/25/2025 Ameritas Advisory Services LLC8,163$321K0.0%-18.3%0.124% 4/17/2025 Arkansas Financial Group Inc.41,708$1.64M0.3%+30.4%0.620% 4/11/2025 Melone Private Wealth LLC10,680$420K0.2%N/A0.159% 4/10/2025 Diligent Investors LLC9,339$367K0.1%-3.1%0.139% 2/18/2025 GTS Securities LLC19,302$735K0.0%N/A0.333% 2/17/2025 Diligent Investors LLC9,639$367K0.1%-3.2%0.166% 2/14/2025 Mercer Global Advisors Inc. ADV18,548$706K0.0%-9.7%0.320% 2/14/2025 Jane Street Group LLC29,515$1.12M0.0%N/A0.509% 2/14/2025 Stifel Financial Corp116,636$4.44M0.0%+712.3%2.011% 2/13/2025 Carson Advisory Inc.5,500$209K0.1%-4.3%0.095% 2/13/2025 Rockefeller Capital Management L.P.10,903$415K0.0%+2.3%0.188% 2/13/2025 Raymond James Financial Inc.40,804$1.55M0.0%N/A0.704% 2/11/2025 Modern Wealth Management LLC10,220$411K0.0%N/A0.176% 2/11/2025 LPL Financial LLC305,118$11.62M0.0%+13.5%5.261% 2/11/2025 Millstone Evans Group LLC3,300$126K0.1%N/A0.057% 2/10/2025 Commonwealth Equity Services LLC68,364$2.60M0.0%+12.4%1.179% 2/7/2025 HighTower Advisors LLC129,085$4.92M0.0%+11.3%2.226% 2/7/2025 Davis Selected Advisers2,129,265$81.10M0.5%+0.0%36.711% 2/6/2025 Raymond James Financial Inc.40,804$1.55M0.0%N/A0.704% 1/31/2025 D.A. Davidson & CO.76,071$2.90M0.0%-0.4%1.312% 1/31/2025Sanctuary Advisors LLC78,690$3.19M0.0%+3.5%1.357% 1/31/2025 J.W. Cole Advisors Inc.12,119$462K0.0%-10.5%0.209% 1/22/2025 Next Level Private LLC83,026$3.16M1.3%+1.4%1.431% 1/17/2025 Arkansas Financial Group Inc.31,981$1.22M0.2%+48.7%0.551% 1/17/2025 Janney Montgomery Scott LLC17,250$657K0.0%+43.7%0.297% 1/15/2025 Ameritas Advisory Services LLC9,986$380K0.0%+14.9%0.172% 11/25/2024Sanctuary Advisors LLC76,052$3.10M0.0%+54.1%1.311% 11/15/2024 Stifel Financial Corp14,359$531K0.0%+9.5%0.248% 11/15/2024 HighTower Advisors LLC115,950$4.29M0.0%+73.1%1.999% 11/14/2024 Rockefeller Capital Management L.P.10,653$394K0.0%+5.6%0.184% REVEALED FREE: Our top 3 stocks to own in 2025 and beyond (Ad)Every time Weiss Ratings flashed green like this, the average gain on each and every stock has been 303% (including the losers!). Click here for the names of our three top stocks to own this year (no purchase necessary).11/13/2024 D.A. Davidson & CO.76,388$2.83M0.0%-1.7%1.317% 11/8/2024 Prospera Financial Services Inc21,837$808K0.0%-2.3%0.377% 11/1/2024 Carson Advisory Inc.5,748$213K0.1%N/A0.099% 10/5/2024 Arkansas Financial Group Inc.21,511$796K0.1%+48.2%0.371% 9/5/2024Sanctuary Advisors LLC49,365$1.61M0.0%N/A0.851% 8/13/2024Benjamin F. Edwards & Company Inc.1,710$57K0.0%+327.5%0.029% 8/12/2024 Mercer Global Advisors Inc. ADV20,528$682K0.0%-4.6%0.354% 7/31/2024 Commonwealth Equity Services LLC61,847$2.05M0.0%+1.9%1.066% 5/17/2024 Comerica Bank1,230$41K0.0%+49.8%0.021% 5/4/2024 Geneos Wealth Management Inc.9,472$316K0.0%-4.7%0.166% 5/1/2024 Janney Montgomery Scott LLC10,805$360K0.0%-6.1%0.190% 4/30/2024 J.W. Cole Advisors Inc.13,668$455K0.0%-15.7%0.240% 4/29/2024 Commonwealth Equity Services LLC60,694$2.02M0.0%-7.0%1.065% 2/9/2024 D.A. Davidson & CO.80,780$2.45M0.0%-6.1%1.335% 2/6/2024 Beacon Harbor Wealth Advisors Inc.318,633$9.64M2.8%N/A5.267% 1/24/2024 Stratos Wealth Partners LTD.51,512$1.56M0.0%-0.9%0.851% 1/23/2024 DAVENPORT & Co LLC9,805$297K0.0%-9.6%0.162% 1/16/2024Raymond James & Associates10,144$307K0.0%-21.7%0.168% 1/11/2024 Diligent Investors LLC10,691$324K0.1%-7.4%0.177% 11/14/2023 Sittner & Nelson LLC21,425$573K0.3%-9.6%0.354% 11/13/2023 LPL Financial LLC220,323$5.90M0.0%-0.3%3.642% 11/9/2023 UBS Group AG103,898$2.78M0.0%-6.6%1.717% 11/8/2023 D.A. Davidson & CO.86,018$2.30M0.0%-1.0%1.422% 10/24/2023 J.W. Cole Advisors Inc.16,219$434K0.0%-5.3%0.268% 10/24/2023 Stratos Wealth Partners LTD.51,968$1.39M0.0%-0.8%0.859% 10/24/2023Raymond James & Associates12,953$347K0.0%-52.6%0.214% 10/23/2023 Commonwealth Equity Services LLC67,969$1.82M0.0%-12.9%1.123% 8/14/2023 Sittner & Nelson LLC23,690$642K0.4%-4.8%0.392% 8/11/2023 D.A. Davidson & CO.86,928$2.36M0.0%-1.9%1.437% 8/10/2023 Commonwealth Equity Services LLC78,074$2.12M0.0%-1.3%1.290% 8/8/2023 Geneos Wealth Management Inc.9,934$269K0.0%-8.8%0.164% 8/8/2023 Prospera Financial Services Inc17,988$488K0.0%-2.2%0.297% 7/31/2023 LPL Financial LLC221,084$6.00M0.0%-0.5%3.654% 7/28/2023 Key Financial Inc2,705$73K0.0%-24.4%0.045% 7/25/2023Raymond James & Associates27,351$742K0.0%+11.1%0.452% 7/18/2023 Stratos Wealth Partners LTD.52,381$1.42M0.0%-1.3%0.866% 5/10/2023 LPL Financial LLC222,123$5.77M0.0%+6.4%3.498% 5/9/2023 Atlas Wealth LLC39,889$1.04M0.2%-1.7%0.628% 5/9/2023 Sittner & Nelson LLC24,890$646K0.4%-4.9%0.392% 5/8/2023 Davis Selected Advisers2,112,316$54.85M0.4%+1.5%33.265% 5/5/2023Andesa Financial Management Inc.70,066$975K0.5%+84.0%1.103% 5/3/2023 J.W. Cole Advisors Inc.16,824$437K0.0%-3.6%0.265% 4/28/2023 Janney Montgomery Scott LLC11,696$304K0.0%+15.8%0.184% 4/27/2023 Stratos Wealth Partners LTD.53,083$1.38M0.0%-2.4%0.836% 4/27/2023 DAVENPORT & Co LLC10,910$283K0.0%-9.5%0.172% 3/6/2023 Rockefeller Capital Management L.P.8,158$220K0.0%-60.4%0.128% 2/14/2023 Atlas Wealth LLC40,584$1.10M0.3%N/A0.000% 2/10/2023 Davis Selected Advisers2,080,320$56.31M0.4%+1.8%0.000% 2/10/2023 Ameritas Advisory Services LLC9,373$254K0.0%-39.5%0.000% 2/8/2023Raymond James & Associates24,987$676K0.0%N/A0.000% Elon’s BIGGEST warning yet? (Ad)Tesla's About to Prove Everyone Wrong... Again Back in 2018, when Jeff Brown told everyone to buy Tesla… The "experts" said Elon was finished and Tesla was headed for bankruptcy. Now they're saying the same thing, but Jeff has uncovered Tesla's next breakthrough. Click here to see why Tesla's about to prove everyone wrong... again.2/8/2023 UBS Group AG119,490$3.24M0.0%-9.7%0.000% 2/7/2023 Commonwealth Equity Services LLC76,153$2.06M0.0%-5.7%0.000% 2/7/2023 LPL Financial LLC208,707$5.65M0.0%+5.5%0.000% 2/3/2023 U.S. Capital Wealth Advisors LLC1,037$28K0.0%N/A0.000% 2/2/2023 Sittner & Nelson LLC26,175$708K0.4%+6.7%0.000% 2/1/2023 Janney Montgomery Scott LLC10,102$273K0.0%+17.5%0.000% 1/31/2023 Geneos Wealth Management Inc.10,868$294K0.0%-3.1%0.000% 1/26/2023 Next Level Private LLC80,994$2.28M1.7%+1.9%0.000% 1/20/2023 Diligent Investors LLC12,171$329K0.1%-7.2%0.000% (Data available from 1/1/2016 forward) DFNL Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of DFNL shares? During the previous two years, 36 institutional investors and hedge funds held shares of Davis Select Financial ETF. The most heavily invested institutionals were Davis Selected Advisers ($83.66M), LPL Financial LLC ($12.79M), Beacon Harbor Wealth Advisors Inc. ($9.64M), HighTower Advisors LLC ($4.98M), Stifel Financial Corp ($4.44M), Sanctuary Advisors LLC ($3.19M), and Next Level Private LLC ($3.16M).Learn more on DFNL's institutional investors. Which institutional investors have been buying Davis Select Financial ETF stock? Of the 25 institutional investors that purchased Davis Select Financial ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Beacon Harbor Wealth Advisors Inc. ($318.63K), Stifel Financial Corp ($103.52K), Raymond James Financial Inc. ($81.61K), Sanctuary Advisors LLC ($78.69K), Northwestern Mutual Wealth Management Co. ($63.90K), HighTower Advisors LLC ($62.08K), and LPL Financial LLC ($56.96K). How much institutional buying is happening at Davis Select Financial ETF? Institutional investors have bought a total of 910,321 shares in the last 24 months. This purchase volume represents approximately $31.94M in transactions. Which Davis Select Financial ETF major shareholders have been selling company stock? Of the 21 institutional investors that sold Davis Select Financial ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Raymond James & Associates ($17.21K), Commonwealth Equity Services LLC ($15.72K), Jane Street Group LLC ($15.65K), D.A. Davidson & CO. ($9.45K), UBS Group AG ($7.39K), Envestnet Asset Management Inc. ($7K), and J.W. Cole Advisors Inc. ($4.88K). How much institutional selling is happening at Davis Select Financial ETF? Institutional investors have sold a total of 98,741 shares in the last 24 months. This volume of shares sold represents approximately $3.16M in transactions. Related Companies Invesco Global Listed Private Equity ETF Institutional Ownership Invesco S&P 500 Equal Weight Financials ETF Institutional Ownership First Trust Nasdaq Bank ETF Institutional Ownership Putnam BDC Income ETF Institutional Ownership PIMCO Preferred and Capital Securities Active Exchange-Traded Fund Institutional Ownership Calvert Ultra-Short Investment Grade ETF Institutional Ownership Invesco KBW High Dividend Yield Financial ETF Institutional Ownership Direxion Daily Financial Bear 3X Shares Institutional Ownership First Trust NASDAQ ABA Community Bank Index Fund Institutional Ownership SPDR S&P Capital Markets ETF Institutional Ownership This page (BATS:DFNL) was last updated on 6/13/2025 by MarketBeat.com Staff From Our PartnersElon’s NEXT Big IPO?Cancel your internet TODAY!? Take your latest internet bill and light it on fire… then count the seconds it...Banyan Hill Publishing | SponsoredAn AI run of epic proportions is only getting startedI just put together an urgent new presentation that you need to see right away. In short: I believe we are...Timothy Sykes | SponsoredTrump’s Exec Order #14154 could be a “Millionaire-Maker”Former Presidential Advisor, Jim Rickards, says Trump could “rewire our economy and hand millions of Americans...Paradigm Press | SponsoredWe’ve Entered the Most Bullish Phase of the CycleIt happens like clockwork. Every four years, the crypto market enters a new phase — and for those who know how...Crypto Swap Profits | SponsoredCollect $7k per month from Tesla’s SECRET dividendI just uncovered a strategy that could pay out up to $7,013 every month—without needing a traditional dividend...Investors Alley | SponsoredThe Robotics Revolution has arrived … and one $7 stock could take off as a result.Something big is brewing in Washington. According to my research, an executive order from President Trump c...Weiss Ratings | SponsoredWhy Elon put $51 million into thisWhy Elon Musk Just Invested $51 Million Into Brand New “Miracle Metal” Developed by MIT ScientistsTrue Market Insiders | SponsoredSilicon Valley Gold RushA new technology has sparked a modern-day gold rush in Silicon Valley. OpenAI’s Sam Altman invested $375M. Bil...Stansberry Research | Sponsored Adding Choose a watchlist: Watchlist Adding You have already added five stocks to your watchlist. Upgrade to MarketBeat All Access to add more stocks to your watchlist. Adding Davis Select Financial ETF Please log in to your account or sign up in order to add this asset to your watchlist. Share Davis Select Financial ETF With A Colleague Link copied to clipboard. Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
