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Davis Select Financial ETF (DFNL) Institutional Ownership

Davis Select Financial ETF logo
$52.36 -0.06 (-0.11%)
As of 08/6/2026 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Davis Select Financial ETF (BATS:DFNL)

Number of
Institutional Buyers
(last 12 months)
29
Total
Institutional Inflows
(last 12 months)
$58.69M
Number of
Institutional Sellers
(last 12 months)
18
Total
Institutional Outflows
(last 12 months)
$7.26M
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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
7/9/2026 Next Level Private LLC80,971$4.00M0.8%-0.9%1.218%
7/9/2026 Melone Private Wealth LLC11,225$554K0.2%-2.6%0.169%
5/19/2026Bank of America Corp DE209,529$9.40M0.0%+5.2%3.151%
5/18/2026Royal Bank of Canada126,975$5.69M0.0%+145.1%1.909%
5/14/2026Hilltop Holdings Inc.24,529$1.10M0.1%-16.1%0.369%
5/14/2026Modern Wealth Management LLC7,308$330K0.0%-23.6%0.110%
5/5/2026 D.A. Davidson & CO.78,253$3.51M0.0%-0.6%1.177%
5/5/2026Sanctuary Advisors LLC89,380$4.01M0.0%+4.6%1.344%
5/1/2026 Fifth Third Bancorp866$39K0.0%N/A0.013%
4/30/2026 Kestra Advisory Services LLC45,860$2.06M0.0%+5.7%0.690%
4/27/2026 Private Advisor Group LLC5,008$225K0.0%+7.1%0.075%
4/22/2026 Janney Montgomery Scott LLC24,972$1.12M0.0%+19.0%0.376%
2/17/2026Hilltop Holdings Inc.29,239$1.41M0.1%N/A0.440%
2/17/2026 Kovack Advisors Inc.9,434$456K0.0%N/A0.142%
2/17/2026Osaic Holdings Inc.27,774$1.34M0.0%+5.5%0.418%
2/17/2026Royal Bank of Canada51,806$2.50M0.0%+6.7%0.779%
2/13/2026 Kestra Advisory Services LLC43,387$2.10M0.0%+14.4%0.652%
2/13/2026Stifel Financial Corp22,781$1.10M0.0%-13.8%0.343%
2/13/2026Wells Fargo & Company MN1,378$67K0.0%+25.5%0.021%
2/11/2026 Janney Montgomery Scott LLC20,993$1.02M0.0%+15.2%0.316%
2/11/2026LPL Financial LLC396,816$19.18M0.0%+8.3%5.967%
2/11/2026 J.W. Cole Advisors Inc.23,316$1.13M0.0%+0.9%0.351%
2/10/2026Northwestern Mutual Wealth Management Co.90,966$4.40M0.0%+6.1%1.368%
2/9/2026 Prospera Financial Services Inc18,208$880K0.0%-6.3%0.274%
2/6/2026 HighTower Advisors LLC128,853$6.23M0.0%+0.8%1.938%
2/5/2026 Atlas Wealth LLC16,847$814K0.2%-5.9%0.253%
2/5/2026Northwestern Mutual Wealth Management Co.68,340$3.30M0.0%-20.3%1.028%
2/5/2026Thrivent Financial for Lutherans858,982$41.65M0.1%N/A12.917%
2/4/2026 Summit Wealth Group LLC Co.22,449$1.09M0.1%N/A0.338%
2/2/2026Davis Selected Advisers2,130,361$102.96M0.5%+0.0%32.036%
1/29/2026UBS Group AG90,972$4.40M0.0%-5.9%1.368%
1/29/2026Sanctuary Advisors LLC85,475$4.13M0.0%+2.1%1.285%
1/28/2026Geneos Wealth Management Inc.20,658$998K0.0%+15.9%0.311%
1/28/2026 Arkansas Financial Group Inc.57,284$2.77M0.4%+9.5%0.861%
1/23/2026 Diligent Investors LLC5,446$263K0.1%-5.1%0.082%
1/21/2026 Capital Investment Advisory Services LLC1,577$76K0.0%+53.4%0.024%
1/16/2026Perigon Wealth Management LLC18,044$872K0.0%N/A0.271%
1/12/2026 DAVENPORT & Co LLC9,802$474K0.0%+7.6%0.147%
1/7/2026 Melone Private Wealth LLC11,525$557K0.2%+10.3%0.173%
1/7/2026 Next Level Private LLC81,723$3.95M1.0%-0.9%1.229%
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11/17/2025Northwestern Mutual Wealth Management Co.85,734$3.88M0.0%+7.2%1.289%
11/17/2025Mercer Global Advisors Inc. ADV8,826$399K0.0%-7.3%0.133%
11/17/2025Flow Traders U.S. LLC11,274$510K0.0%N/A0.170%
11/17/2025Axiom Financial Strategies LLC26,368$1.19M0.5%-78.9%0.397%
11/17/2025Bank of America Corp DE199,097$9.00M0.0%+3.6%2.994%
11/14/2025Raymond James Financial Inc.35,294$1.60M0.0%-29.7%0.531%
11/14/2025Comerica Bank1,136$51K0.0%-16.3%0.017%
11/13/2025UBS Group AG96,687$4.37M0.0%+0.7%1.454%
11/7/2025 HighTower Advisors LLC127,849$5.78M0.0%+2.4%1.923%
11/6/2025 Prospera Financial Services Inc19,422$878K0.0%-3.6%0.292%
11/5/2025 Capital Investment Advisory Services LLC1,028$46K0.0%N/A0.015%
10/24/2025 Arkansas Financial Group Inc.52,294$2.36M0.3%+15.6%0.786%
10/23/2025 Next Level Private LLC82,451$3.70M1.1%-0.7%1.240%
10/22/2025Geneos Wealth Management Inc.17,817$806K0.0%+5.6%0.268%
10/22/2025 D.A. Davidson & CO.78,624$3.56M0.0%-0.4%1.182%
10/15/2025CWM LLC1,750$79K0.0%+34.6%0.026%
9/4/2025Osaic Holdings Inc.25,673$1.10M0.0%+3.2%0.386%
8/18/2025Geneos Wealth Management Inc.16,867$724K0.0%+77.9%0.254%
8/15/2025Captrust Financial Advisors8,100$348K0.0%-17.8%0.122%
8/15/2025Modern Wealth Management LLC9,560$411K0.0%-6.5%0.144%
8/15/2025Bank of America Corp DE192,240$8.26M0.0%+18.7%2.891%
8/14/2025Jane Street Group LLC50,000$2.15M0.0%+260.6%0.752%
8/14/2025Raymond James Financial Inc.50,187$2.16M0.0%+32.9%0.755%
8/13/2025Northwestern Mutual Wealth Management Co.79,977$3.43M0.0%+19.4%1.203%
8/12/2025 J.W. Cole Advisors Inc.23,101$992K0.0%-6.4%0.347%
8/8/2025Rockefeller Capital Management L.P.11,430$491K0.0%-2.6%0.172%
8/6/2025 Prospera Financial Services Inc20,142$865K0.0%-5.9%0.303%
8/5/2025 Atlas Wealth LLC17,898$775K0.3%-12.7%0.269%
8/1/2025 Envestnet Asset Management Inc.10,017$430K0.0%-16.9%0.151%
7/30/2025Axiom Financial Strategies LLC124,753$5.36M3.0%-3.9%1.876%
7/30/2025 D.A. Davidson & CO.78,949$3.39M0.0%-0.7%1.187%
7/25/2025CWM LLC1,300$56K0.0%+160.0%0.020%
7/22/2025 Diligent Investors LLC5,839$251K0.1%-37.5%0.088%
7/17/2025 Janney Montgomery Scott LLC18,265$784K0.0%+6.8%0.275%
7/16/2025 Arkansas 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%
4/11/2025Melone Private Wealth LLC10,680$420K0.2%N/A0.159%
4/10/2025Diligent Investors LLC9,339$367K0.1%-3.1%0.139%
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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%


DFNL Institutional Ownership - Frequently Asked Questions

During the previous two years, 48 institutional investors and hedge funds held shares of Davis Select Financial ETF. The most heavily invested institutionals were Davis Selected Advisers ($102.96M), Thrivent Financial for Lutherans ($41.65M), LPL Financial LLC ($19.18M), Bank of America Corp DE ($9.40M), HighTower Advisors LLC ($6.23M), Royal Bank of Canada ($5.69M), and UBS Group AG ($4.40M).Learn more on Davis Select Financial ETF's institutional investors.

Of the 40 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: Thrivent Financial for Lutherans ($858.98K), Stifel Financial Corp ($103.52K), Raymond James Financial Inc. ($94.02K), Northwestern Mutual Wealth Management Co. ($87.87K), LPL Financial LLC ($87.44K), Sanctuary Advisors LLC ($84.38K), and Royal Bank of Canada ($78.44K).

Institutional investors have bought a total of 1,234,834 shares in the last 24 months. This purchase volume represents approximately $58.69M in transactions.

Of the 18 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: Axiom Financial Strategies LLC ($98.39K), Northwestern Mutual Wealth Management Co. ($17.39K), Raymond James Financial Inc. ($14.89K), UBS Group AG ($5.72K), Hilltop Holdings Inc. ($4.71K), Stifel Financial Corp ($3.64K), and Modern Wealth Management LLC ($2.91K).

Institutional investors have sold a total of 158,628 shares in the last 24 months. This volume of shares sold represents approximately $7.26M in transactions.


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Institutional ownership data for BATS:DFNL is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 7/9/2026. New 13F filings are added each quarter as they're published.
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