Free Trial
→ Read this warning immediately (From Porter & Company) (Ad)tc pixel Free DFNL Stock Alerts

Davis Select Financial ETF (DFNL) Institutional Ownership

Davis Select Financial ETF logo
$46.54 0.00 (0.00%)
As of 06/5/2026 04:10 PM Eastern
Compare

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)
$58.93M
Number of
Institutional Sellers
(last 12 months)
19
Total
Institutional Outflows
(last 12 months)
$7.86M
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.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

DFNL Institutional Buying and Selling by Quarter

Davis Select Financial ETF Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/19/2026 Bank of America Corp DE209,529$9.40M0.0%+5.2%3.151%
5/18/2026 Royal Bank of Canada126,975$5.69M0.0%+145.1%1.909%
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%
Trump's New Dollar (Ad)

Porter Stansberry says President Trump has signed an executive order initiating what he calls a full U.S. dollar reset - and most Americans don't know it's happening. The last time America underwent a monetary shift like this, under Nixon in the 1970s, it minted an average of 1,300 new millionaires a day for over half a century. Stansberry has released a new documentary naming the assets he believes are positioned to surge as a result.tc pixel

Watch the free briefing and see the three steps to prepare today
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%
11/17/2025 Bank 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%
8/15/2025 Bank 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%
SpaceX eyes a 1.75 trillion valuation - here's what to know (Ad)

Elon Musk's team has quietly filed confidential paperwork with the SEC for what Bloomberg estimates could be a $1.75 trillion IPO - larger than Saudi Aramco and any tech offering in history. CNBC calls it 'the big market event of 2026.' According to former tech executive and angel investor Jeff Brown, there's a way to claim a stake before the public filing drops, starting with as little as $500.tc pixel

See how to get positioned in SpaceX before the announcement goes public
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%


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 1,240,334 shares in the last 24 months. This purchase volume represents approximately $58.93M in transactions.

Of the 19 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), Raymond James Financial Inc. ($14.89K), UBS Group AG ($5.72K), Hilltop Holdings Inc. ($4.71K), Diligent Investors LLC ($3.79K), and Atlas Wealth LLC ($3.67K).

Institutional investors have sold a total of 172,832 shares in the last 24 months. This volume of shares sold represents approximately $7.86M in transactions.


Related Companies

This page (BATS:DFNL) was last updated on 6/6/2026 by MarketBeat.com Staff.
From Our Partners
Trump's gold order: the announcement they won't put on the front page
On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no deb...
Reagan Gold Group | Sponsoredtc pixel
PH: Do THESE 4 things to your bank account now …
In a few short months, the US government could gain unprecedented powers over personal bank accounts - includi...
Weiss Ratings | Sponsoredtc pixel
Trump Takes Emergency Action - Plus Elon Musk's New Venture
Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Tru...
Altimetry | Sponsoredtc pixel
BUY THIS: Claim a backdoor stake in SpaceX before June 12
Marc Chaikin, the Wall Street veteran who spotted Nvidia before a 45,000% run, says there's a simple trade ava...
Chaikin Analytics | Sponsoredtc pixel
How to get into the SpaceX IPO before June 12
Former tech executive and angel investor Jeff Brown - who identified Bitcoin, Tesla, and Nvidia before their h...
Brownstone Research | Sponsoredtc pixel
In 30 days, you'll wish you'd read this email
A small power equipment company with $1.5 billion in orders is flying under the radar - but not for long. When...
Behind the Markets | Sponsoredtc pixel
From the man who predicted 2008 crash…
Porter Stansberry, founder of one of the largest financial research firms in the world, says he's breaking the...
Porter & Company | Sponsoredtc pixel
Your book attached
Your Download Link (Expiring) If you still haven't downloaded the free Simple Options Trading For Beginners...
Profits Run | Sponsoredtc pixel