Davis Select Financial ETF (DFNL) Institutional Ownership $40.21 +0.52 (+1.31%) (As of 11/21/2024 ET) 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)10TotalInstitutional Inflows(last 12 months)$13.72MNumber ofInstitutional Sellers(last 12 months)11TotalInstitutional Outflows(last 12 months)$693.37K 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 Behind the MarketsDemocrats Sold Out the American Dream - Are you ready?There's a massive housing crisis looming, and nobody on Main Street knows it yet... The Democrats sold out the American Dream - and now, millions of Americans are locked out of the housing market, forced to become "permanent renters."Click here to see exactly what you need to do >>> Davis Select Financial ETF Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails11/15/2024 Stifel Financial Corp14,359$531K0.0%+9.5%0.248% 11/15/2024 HighTower Advisors LLC115,950$4.29M0.0%+73.1%1.999% 11/14/2024 Rockefeller Capital Management L.P.10,653$394K0.0%+5.6%0.184% 11/13/2024 D.A. Davidson & CO.76,388$2.83M0.0%-1.7%1.317% 11/8/2024 Prospera Financial Services Inc21,837$808K0.0%-2.3%0.377% 11/1/2024 Carson Advisory Inc.5,748$213K0.1%N/A0.099% 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. 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% 8/12/2024 Mercer 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% 5/17/2024 Comerica 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% 4/30/2024 J.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% 2/9/2024 D.A. Davidson & CO.80,780$2.45M0.0%-6.1%1.335% 2/6/2024 Beacon 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% 1/23/2024 DAVENPORT & Co LLC9,805$297K0.0%-9.6%0.162% 1/16/2024Raymond James & Associates10,144$307K0.0%-21.7%0.168% 1/11/2024 Diligent Investors LLC10,691$324K0.1%-7.4%0.177% 11/14/2023 Sittner & Nelson LLC21,425$573K0.3%-9.6%0.354% 11/13/2023 LPL Financial LLC220,323$5.90M0.0%-0.3%3.642% 11/9/2023 UBS Group AG103,898$2.78M0.0%-6.6%1.717% 11/8/2023 D.A. Davidson & CO.86,018$2.30M0.0%-1.0%1.422% 10/24/2023 J.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% 8/14/2023 Sittner & Nelson LLC23,690$642K0.4%-4.8%0.392% 8/11/2023 D.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% 8/8/2023 Prospera Financial Services Inc17,988$488K0.0%-2.2%0.297% 7/31/2023 LPL Financial LLC221,084$6.00M0.0%-0.5%3.654% 7/28/2023 Key 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% 5/10/2023 LPL Financial LLC222,123$5.77M0.0%+6.4%3.498% Democrats Sold Out the American Dream - Are you ready? (Ad)There's a massive housing crisis looming, and nobody on Main Street knows it yet... The Democrats sold out the American Dream - and now, millions of Americans are locked out of the housing market, forced to become "permanent renters."Click here to see exactly what you need to do >>>5/9/2023 Atlas Wealth LLC39,889$1.04M0.2%-1.7%0.628% 5/9/2023 Sittner & Nelson LLC24,890$646K0.4%-4.9%0.392% 5/8/2023 Davis 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% 5/3/2023 J.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% 4/27/2023 DAVENPORT & Co LLC10,910$283K0.0%-9.5%0.172% 3/6/2023 Rockefeller Capital Management L.P.8,158$220K0.0%-60.4%0.128% 2/14/2023 Atlas Wealth LLC40,584$1.10M0.3%N/A0.000% 2/10/2023 Davis 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% 2/8/2023 UBS Group AG119,490$3.24M0.0%-9.7%0.000% 2/7/2023Commonwealth Equity Services LLC76,153$2.06M0.0%-5.7%0.000% 2/7/2023 LPL Financial LLC208,707$5.65M0.0%+5.5%0.000% 2/3/2023 U.S. Capital Wealth Advisors LLC1,037$28K0.0%N/A0.000% 2/2/2023 Sittner & 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% 1/26/2023 Next Level Private LLC80,994$2.28M1.7%+1.9%0.000% 1/20/2023 Diligent 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), D.A. Davidson & CO. ($2.83M), UBS Group AG ($2.78M), and Next Level Private LLC ($2.28M).Learn more on DFNL's institutional investors. Which institutional investors have been buying Davis Select Financial ETF stock? Of the 19 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), Sanctuary Advisors LLC ($49.37K), 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 634,675 shares in the last 24 months. This purchase volume represents approximately $19.05M 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 108,894 shares in the last 24 months. This volume of shares sold represents approximately $3.04M in transactions. 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