Davis Select Financial ETF (DFNL) Institutional Ownership $40.05 +1.86 (+4.86%) As of 12:01 PM Eastern This is a fair market value price provided by Polygon.io. Learn more. Add Compare Share Share Ownership Stock AnalysisChartHeadlinesHoldingsOwnershipRatings Institutional Ownership Changes (13F Filings) for Davis Select Financial ETF (BATS:DFNL)Number ofInstitutional Buyers(last 12 months)13TotalInstitutional Inflows(last 12 months)$15.39MNumber ofInstitutional Sellers(last 12 months)9TotalInstitutional Outflows(last 12 months)$582.31K 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 Davis Select Financial ETF Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails1/22/2025Next Level Private LLC83,026$3.16M1.3%+1.4%1.431% 1/17/2025 Arkansas Financial Group Inc.31,981$1.22M0.2%+48.7%0.551% 1/17/2025 Janney Montgomery Scott LLC17,250$657K0.0%+43.7%0.297% 1/15/2025 Ameritas 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% 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% 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. 11/1/2024Carson Advisory Inc.5,748$213K0.1%N/A0.099% 10/5/2024 Arkansas 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% 5/4/2024 Geneos Wealth Management Inc.9,472$316K0.0%-4.7%0.166% 5/1/2024 Janney 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% 8/8/2023 Geneos Wealth Management Inc.9,934$269K0.0%-8.8%0.164% 8/8/2023Prospera Financial Services Inc17,988$488K0.0%-2.2%0.297% “Fed Proof” Your Bank Account with THESE 4 Simple Steps (Ad)Starting as soon as a few months from now, the United States government will make a sweeping change to bank accounts nationwide. It will give them unprecedented powers to control your bank account.Learn these 4 simple steps and protect your savings before it’s too late.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% 4/28/2023 Janney 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% 2/10/2023 Ameritas 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% 2/3/2023U.S. Capital Wealth Advisors LLC1,037$28K0.0%N/A0.000% 2/2/2023Sittner & Nelson LLC26,175$708K0.4%+6.7%0.000% 2/1/2023 Janney Montgomery Scott LLC10,102$273K0.0%+17.5%0.000% 1/31/2023 Geneos Wealth Management Inc.10,868$294K0.0%-3.1%0.000% 1/26/2023Next 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, 30 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), HighTower Advisors LLC ($4.29M), Next Level Private LLC ($3.16M), Sanctuary Advisors LLC ($3.10M), and D.A. Davidson & CO. ($2.83M).Learn more on DFNL's institutional investors. Which institutional investors have been buying Davis Select Financial ETF stock? Of the 20 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), Sanctuary Advisors LLC ($76.05K), Davis Selected Advisers ($68.36K), HighTower Advisors LLC ($48.95K), Atlas Wealth LLC ($40.58K), Andesa Financial Management Inc. ($31.99K), and Raymond James & Associates ($27.72K). How much institutional buying is happening at Davis Select Financial ETF? Institutional investors have bought a total of 679,523 shares in the last 24 months. This purchase volume represents approximately $20.73M in transactions. Which Davis Select Financial ETF major shareholders have been selling company stock? Of the 18 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: Commonwealth Equity Services LLC ($20.32K), UBS Group AG ($20.21K), Raymond James & Associates ($17.21K), Rockefeller Capital Management L.P. ($12.43K), D.A. Davidson & CO. ($9.13K), 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 107,944 shares in the last 24 months. This volume of shares sold represents approximately $3.01M in transactions. 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