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Davis Select Financial ETF (DFNL) Institutional Ownership

Davis Select Financial ETF logo
$42.89 +4.69 (+12.28%)
Closing price 03:23 PM Eastern
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$43.02 +0.13 (+0.31%)
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Institutional Ownership Changes (13F Filings) for Davis Select Financial ETF (BATS:DFNL)

Number of
Institutional Buyers
(last 12 months)
22
Total
Institutional Inflows
(last 12 months)
$22.36M
Number of
Institutional Sellers
(last 12 months)
13
Total
Institutional Outflows
(last 12 months)
$1.37M
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DFNL Institutional Buying and Selling by Quarter

Davis Select Financial ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/16/2025Arkansas Financial Group Inc.45,243$1.97M0.3%+8.5%0.680%
7/8/2025 Melone Private Wealth LLC10,450$446K0.2%-2.2%0.157%
5/19/2025Jane Street Group LLC13,864$545K0.0%-53.0%0.208%
5/15/2025Royal Bank of Canada56,825$2.23M0.0%-0.8%0.864%
5/14/2025Northwestern Mutual Wealth Management Co.66,993$2.63M0.0%+2,063.9%1.018%
5/13/2025HighTower Advisors LLC126,887$4.98M0.0%-1.7%1.928%
5/12/2025Davis Selected Advisers2,129,860$83.66M0.5%+0.0%32.369%
5/7/2025LPL Financial LLC325,696$12.79M0.0%+6.7%4.950%
5/5/2025J.W. Cole Advisors Inc.24,689$970K0.0%+103.7%0.375%
4/29/2025Envestnet Asset Management Inc.12,053$473K0.0%-36.7%0.183%
4/28/2025D.A. Davidson & CO.79,471$3.12M0.0%+4.5%1.208%
4/28/2025DAVENPORT & Co LLC9,021$354K0.0%-4.6%0.137%
4/25/2025Ameritas Advisory Services LLC8,163$321K0.0%-18.3%0.124%
4/17/2025Arkansas 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%
4/10/2025Diligent Investors LLC9,339$367K0.1%-3.1%0.139%
2/18/2025GTS Securities LLC19,302$735K0.0%N/A0.333%
2/17/2025Diligent Investors LLC9,639$367K0.1%-3.2%0.166%
2/14/2025Mercer Global Advisors Inc. ADV18,548$706K0.0%-9.7%0.320%
2/14/2025Jane Street Group LLC29,515$1.12M0.0%N/A0.509%
2/14/2025Stifel Financial Corp116,636$4.44M0.0%+712.3%2.011%
2/13/2025Carson Advisory Inc.5,500$209K0.1%-4.3%0.095%
2/13/2025Rockefeller Capital Management L.P.10,903$415K0.0%+2.3%0.188%
2/13/2025Raymond James Financial Inc.40,804$1.55M0.0%N/A0.704%
2/11/2025Modern Wealth Management LLC10,220$411K0.0%N/A0.176%
2/11/2025LPL Financial LLC305,118$11.62M0.0%+13.5%5.261%
2/11/2025Millstone Evans Group LLC3,300$126K0.1%N/A0.057%
2/10/2025Commonwealth Equity Services LLC68,364$2.60M0.0%+12.4%1.179%
2/7/2025HighTower Advisors LLC129,085$4.92M0.0%+11.3%2.226%
2/7/2025Davis Selected Advisers2,129,265$81.10M0.5%+0.0%36.711%
2/6/2025Raymond James Financial Inc.40,804$1.55M0.0%N/A0.704%
1/31/2025D.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%
1/31/2025J.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%
1/17/2025Arkansas Financial Group Inc.31,981$1.22M0.2%+48.7%0.551%
1/17/2025Janney Montgomery Scott LLC17,250$657K0.0%+43.7%0.297%
1/15/2025Ameritas Advisory Services LLC9,986$380K0.0%+14.9%0.172%
11/25/2024Sanctuary Advisors LLC76,052$3.10M0.0%+54.1%1.311%
11/15/2024Stifel Financial Corp14,359$531K0.0%+9.5%0.248%
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11/15/2024HighTower Advisors LLC115,950$4.29M0.0%+73.1%1.999%
11/14/2024Rockefeller Capital Management L.P.10,653$394K0.0%+5.6%0.184%
11/13/2024D.A. Davidson & CO.76,388$2.83M0.0%-1.7%1.317%
11/8/2024Prospera Financial Services Inc21,837$808K0.0%-2.3%0.377%
11/1/2024Carson Advisory Inc.5,748$213K0.1%N/A0.099%
10/5/2024Arkansas 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%
8/12/2024Mercer Global Advisors Inc. ADV20,528$682K0.0%-4.6%0.354%
7/31/2024Commonwealth Equity Services LLC61,847$2.05M0.0%+1.9%1.066%
5/17/2024Comerica Bank1,230$41K0.0%+49.8%0.021%
5/4/2024Geneos Wealth Management Inc.9,472$316K0.0%-4.7%0.166%
5/1/2024Janney Montgomery Scott LLC10,805$360K0.0%-6.1%0.190%
4/30/2024J.W. Cole Advisors Inc.13,668$455K0.0%-15.7%0.240%
4/29/2024Commonwealth Equity Services LLC60,694$2.02M0.0%-7.0%1.065%
2/9/2024D.A. Davidson & CO.80,780$2.45M0.0%-6.1%1.335%
2/6/2024Beacon Harbor Wealth Advisors Inc.318,633$9.64M2.8%N/A5.267%
1/24/2024Stratos Wealth Partners LTD.51,512$1.56M0.0%-0.9%0.851%
1/23/2024DAVENPORT & Co LLC9,805$297K0.0%-9.6%0.162%
1/16/2024Raymond James & Associates10,144$307K0.0%-21.7%0.168%
1/11/2024Diligent Investors LLC10,691$324K0.1%-7.4%0.177%
11/14/2023Sittner & Nelson LLC21,425$573K0.3%-9.6%0.354%
11/13/2023LPL Financial LLC220,323$5.90M0.0%-0.3%3.642%
11/9/2023UBS Group AG103,898$2.78M0.0%-6.6%1.717%
11/8/2023D.A. Davidson & CO.86,018$2.30M0.0%-1.0%1.422%
10/24/2023J.W. Cole Advisors Inc.16,219$434K0.0%-5.3%0.268%
10/24/2023Stratos Wealth Partners LTD.51,968$1.39M0.0%-0.8%0.859%
10/24/2023Raymond James & Associates12,953$347K0.0%-52.6%0.214%
10/23/2023Commonwealth Equity Services LLC67,969$1.82M0.0%-12.9%1.123%
8/14/2023Sittner & Nelson LLC23,690$642K0.4%-4.8%0.392%
8/11/2023D.A. Davidson & CO.86,928$2.36M0.0%-1.9%1.437%
8/10/2023Commonwealth Equity Services LLC78,074$2.12M0.0%-1.3%1.290%
8/8/2023Geneos Wealth Management Inc.9,934$269K0.0%-8.8%0.164%
8/8/2023Prospera Financial Services Inc17,988$488K0.0%-2.2%0.297%
7/31/2023LPL Financial LLC221,084$6.00M0.0%-0.5%3.654%
7/28/2023Key Financial Inc2,705$73K0.0%-24.4%0.045%
7/25/2023Raymond James & Associates27,351$742K0.0%+11.1%0.452%
7/18/2023Stratos Wealth Partners LTD.52,381$1.42M0.0%-1.3%0.866%
5/10/2023LPL Financial LLC222,123$5.77M0.0%+6.4%3.498%
5/9/2023Atlas Wealth LLC39,889$1.04M0.2%-1.7%0.628%
5/9/2023Sittner & Nelson LLC24,890$646K0.4%-4.9%0.392%
5/8/2023Davis 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%
5/3/2023J.W. Cole Advisors Inc.16,824$437K0.0%-3.6%0.265%
4/28/2023Janney Montgomery Scott LLC11,696$304K0.0%+15.8%0.184%
4/27/2023Stratos Wealth Partners LTD.53,083$1.38M0.0%-2.4%0.836%
4/27/2023DAVENPORT & Co LLC10,910$283K0.0%-9.5%0.172%
3/6/2023Rockefeller Capital Management L.P.8,158$220K0.0%-60.4%0.128%
2/14/2023Atlas Wealth LLC40,584$1.10M0.3%N/A0.000%
2/10/2023Davis Selected Advisers2,080,320$56.31M0.4%+1.8%0.000%
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2/10/2023Ameritas Advisory Services LLC9,373$254K0.0%-39.5%0.000%
2/8/2023Raymond James & Associates24,987$676K0.0%N/A0.000%
2/8/2023UBS Group AG119,490$3.24M0.0%-9.7%0.000%
2/7/2023Commonwealth Equity Services LLC76,153$2.06M0.0%-5.7%0.000%
2/7/2023LPL 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%
2/2/2023Sittner & Nelson LLC26,175$708K0.4%+6.7%0.000%
2/1/2023Janney Montgomery Scott LLC10,102$273K0.0%+17.5%0.000%
1/31/2023Geneos 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%
(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 Davis Select Financial ETF's institutional investors.

Which institutional investors have been buying Davis Select Financial ETF's stock?

Of the 25 institutional investors that purchased Davis Select Financial ETF's 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 592,084 shares in the last 24 months. This purchase volume represents approximately $22.36M in transactions.

Which of Davis Select Financial ETF's major shareholders have been selling company stock?

Of the 13 institutional investors that sold Davis Select Financial ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Jane Street Group LLC ($15.65K), Envestnet Asset Management Inc. ($7K), Mercer Global Advisors Inc. ADV ($3K), HighTower Advisors LLC ($2.20K), Ameritas Advisory Services LLC ($1.82K), D.A. Davidson & CO. ($1.66K), and J.W. Cole Advisors Inc. ($1.43K).

How much institutional selling is happening at Davis Select Financial ETF?

Institutional investors have sold a total of 35,285 shares in the last 24 months. This volume of shares sold represents approximately $1.37M in transactions.


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This page (BATS:DFNL) was last updated on 7/16/2025 by MarketBeat.com Staff
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