Davis Select Financial ETF (DFNL) Institutional Ownership → top AI stock (it’s not MSFT, GOOGL, AMZN or AAPL) (From Traders Agency) (Ad) Free DFNL Stock Alerts $32.83 -0.07 (-0.21%) (As of 04/24/2024 ET) Add Compare Share Share OwnershipStock AnalysisChartHeadlinesHoldingsOwnershipRatingsStock AnalysisChartHeadlinesHoldingsOwnershipRatings Institutional Ownership Changes (13F Filings) for Davis Select Financial ETF (BATS:DFNL)Number ofInstitutional Buyers(last 12 months)6TotalInstitutional Inflows(last 12 months)$11.77MNumber ofInstitutional Sellers(last 12 months)14TotalInstitutional Outflows(last 12 months)$1.65M 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 Ad Traders Agencytop AI stock (it’s not MSFT, GOOGL, AMZN or AAPL)AI was by far the biggest tech investing trend right now. But Ross Givens says the #1 artificial intelligence stock[/lin] is NOT Microsoft, Google, Amazon or Apple. Nope — his research is pointing to a tiny, under-the-radar stock that’s trading for just a few dollars right now… And could soon shoot to the moon, handing early investors a windfall.Click here now for the full details of this stock that’s set to rocket in the AI revolution… Davis Select Financial ETF Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails2/9/2024D.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% 1/24/2024 Stratos Wealth Partners LTD.51,512$1.56M0.0%-0.9%0.851% 1/23/2024DAVENPORT & Co LLC9,805$297K0.0%-9.6%0.162% 1/16/2024 Raymond James & Associates10,144$307K0.0%-21.7%0.168% 1/11/2024Diligent Investors LLC10,691$324K0.1%-7.4%0.177% 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. 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% 10/24/2023 Stratos Wealth Partners LTD.51,968$1.39M0.0%-0.8%0.859% 10/24/2023 Raymond 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% 7/25/2023 Raymond 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% 5/10/2023LPL 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% 4/27/2023 Stratos 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% 2/10/2023Ameritas Advisory Services LLC9,373$254K0.0%-39.5%0.000% 2/8/2023 Raymond 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% Mysterious Gold Leverage Just Announced (Ad)World's biggest multibillionaire investor group is buying THIS by the tons Most folks have completely missed the fact that there's one group of investors so powerful they're literally buying ONE THING by the tons… Stacking it in their locked vaults on pallets in record numbers.Find out what it is and see how you can get in with just a few dollars.2/3/2023U.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% 1/20/2023Diligent 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, 22 institutional investors and hedge funds held shares of Davis Select Financial ETF. The most heavily invested institutionals were Davis Selected Advisers ($54.85M), Beacon Harbor Wealth Advisors Inc. ($9.64M), LPL Financial LLC ($5.90M), UBS Group AG ($2.78M), D.A. Davidson & CO. ($2.45M), Next Level Private LLC ($2.28M), and Commonwealth Equity Services LLC ($1.82M).Learn more on DFNL's institutional investors. Which institutional investors have been buying Davis Select Financial ETF stock? Of the 10 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), Davis Selected Advisers ($68.36K), Atlas Wealth LLC ($40.58K), Andesa Financial Management Inc. ($31.99K), Raymond James & Associates ($27.72K), LPL Financial LLC ($24.35K), and Janney Montgomery Scott LLC ($3.10K). How much institutional buying is happening at Davis Select Financial ETF? Institutional investors have bought a total of 518,941 shares in the last 24 months. This purchase volume represents approximately $14.98M in transactions. Which Davis Select Financial ETF major shareholders have been selling company stock? Of the 16 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: UBS Group AG ($20.21K), Raymond James & Associates ($17.21K), Commonwealth Equity Services LLC ($15.74K), Rockefeller Capital Management L.P. ($12.43K), D.A. Davidson & CO. ($7.79K), Ameritas Advisory Services LLC ($6.12K), and Sittner & Nelson LLC ($4.75K). How much institutional selling is happening at Davis Select Financial ETF? Institutional investors have sold a total of 97,733 shares in the last 24 months. This volume of shares sold represents approximately $2.66M in transactions. 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