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Davis Select Financial ETF (DFNL) Institutional Ownership

Davis Select Financial ETF logo
$45.72 -0.10 (-0.22%)
As of 05/15/2026 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)
$55.10M
Number of
Institutional Sellers
(last 12 months)
20
Total
Institutional Outflows
(last 12 months)
$8.48M
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Skip Chart & View Institutional Buying and Selling Data

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
5/14/2026 Hilltop Holdings Inc.24,529$1.10M0.1%-16.1%0.369%
5/14/2026 Modern 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%
5/5/2026 Sanctuary 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%
2/17/2026 Hilltop Holdings Inc.29,239$1.41M0.1%N/A0.440%
2/17/2026 Kovack Advisors Inc.9,434$456K0.0%N/A0.142%
2/17/2026 Osaic Holdings Inc.27,774$1.34M0.0%+5.5%0.418%
2/17/2026 Royal 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%
2/13/2026 Stifel Financial Corp22,781$1.10M0.0%-13.8%0.343%
2/13/2026 Wells 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%
2/11/2026 LPL 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%
2/10/2026 Northwestern 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%
2/5/2026 Northwestern Mutual Wealth Management Co.68,340$3.30M0.0%-20.3%1.028%
2/5/2026 Thrivent 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%
2/2/2026 Davis Selected Advisers2,130,361$102.96M0.5%+0.0%32.036%
1/29/2026 UBS Group AG90,972$4.40M0.0%-5.9%1.368%
1/29/2026 Sanctuary Advisors LLC85,475$4.13M0.0%+2.1%1.285%
1/28/2026 Geneos 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%
1/16/2026 Perigon 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%
11/17/2025 Northwestern Mutual Wealth Management Co.85,734$3.88M0.0%+7.2%1.289%
11/17/2025 Mercer Global Advisors Inc. ADV8,826$399K0.0%-7.3%0.133%
11/17/2025 Flow Traders U.S. LLC11,274$510K0.0%N/A0.170%
11/17/2025 Axiom Financial Strategies LLC26,368$1.19M0.5%-78.9%0.397%
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11/17/2025Bank of America Corp DE199,097$9.00M0.0%+3.6%2.994%
11/14/2025 Raymond James Financial Inc.35,294$1.60M0.0%-29.7%0.531%
11/14/2025Comerica Bank1,136$51K0.0%-16.3%0.017%
11/13/2025 UBS 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%
10/22/2025 Geneos 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%
10/15/2025 CWM LLC1,750$79K0.0%+34.6%0.026%
9/4/2025 Osaic Holdings Inc.25,673$1.10M0.0%+3.2%0.386%
8/18/2025 Geneos Wealth Management Inc.16,867$724K0.0%+77.9%0.254%
8/15/2025 Captrust Financial Advisors8,100$348K0.0%-17.8%0.122%
8/15/2025 Modern 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%
8/14/2025 Jane Street Group LLC50,000$2.15M0.0%+260.6%0.752%
8/14/2025 Raymond James Financial Inc.50,187$2.16M0.0%+32.9%0.755%
8/13/2025 Northwestern 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%
8/8/2025 Rockefeller 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%
7/30/2025 Axiom 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%
7/25/2025 CWM 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%
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%
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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%


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 ($9.00M), HighTower Advisors LLC ($6.23M), UBS Group AG ($4.40M), and Northwestern Mutual Wealth Management Co. ($4.40M).Learn more on Davis Select Financial ETF's institutional investors.

Of the 41 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 HighTower Advisors LLC ($66.10K).

Institutional investors have bought a total of 1,154,877 shares in the last 24 months. This purchase volume represents approximately $55.10M in transactions.

Of the 20 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 ($103.48K), Northwestern Mutual Wealth Management Co. ($17.39K), Jane Street Group LLC ($15.65K), Raymond James Financial Inc. ($14.89K), UBS Group AG ($5.72K), Hilltop Holdings Inc. ($4.71K), and Diligent Investors LLC ($3.79K).

Institutional investors have sold a total of 188,483 shares in the last 24 months. This volume of shares sold represents approximately $8.48M in transactions.


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This page (BATS:DFNL) was last updated on 5/17/2026 by MarketBeat.com Staff.
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