Davis Select Financial ETF (DFNL) Institutional Ownership $40.10 +1.90 (+4.98%) As of 02/21/2025 04:00 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)19TotalInstitutional Inflows(last 12 months)$17.44MNumber ofInstitutional Sellers(last 12 months)9TotalInstitutional Outflows(last 12 months)$542.51K 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 CompanyDetails2/18/2025 GTS Securities LLC19,302$735K0.0%N/A0.333% 2/17/2025 Diligent Investors LLC9,639$367K0.1%-3.2%0.166% 2/14/2025 Mercer Global Advisors Inc. ADV18,548$706K0.0%-9.7%0.320% 2/14/2025 Jane Street Group LLC29,515$1.12M0.0%N/A0.509% 2/14/2025 Stifel Financial Corp116,636$4.44M0.0%+712.3%2.011% 2/13/2025 Carson Advisory Inc.5,500$209K0.1%-4.3%0.095% 2/13/2025 Rockefeller Capital Management L.P.10,903$415K0.0%+2.3%0.188% 2/13/2025 Raymond James Financial Inc.40,804$1.55M0.0%N/A0.704% 2/11/2025 Modern Wealth Management LLC10,220$411K0.0%N/A0.176% 2/11/2025 LPL Financial LLC305,118$11.62M0.0%+13.5%5.261% 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. 2/11/2025 Millstone Evans Group LLC3,300$126K0.1%N/A0.057% 2/10/2025 Commonwealth Equity Services LLC68,364$2.60M0.0%+12.4%1.179% 2/7/2025 HighTower Advisors LLC129,085$4.92M0.0%+11.3%2.226% 2/7/2025 Davis Selected Advisers2,129,265$81.10M0.5%+0.0%36.711% 2/6/2025 Raymond James Financial Inc.40,804$1.55M0.0%N/A0.704% 1/31/2025 D.A. Davidson & CO.76,071$2.90M0.0%-0.4%1.312% 1/31/2025 Sanctuary Advisors LLC78,690$3.19M0.0%+3.5%1.357% 1/31/2025 J.W. Cole Advisors Inc.12,119$462K0.0%-10.5%0.209% 1/22/2025 Next 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% 11/25/2024 Sanctuary Advisors LLC76,052$3.10M0.0%+54.1%1.311% 11/15/2024 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% 10/5/2024 Arkansas Financial Group Inc.21,511$796K0.1%+48.2%0.371% 9/5/2024 Sanctuary 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% 7/31/2024 Commonwealth 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% 4/29/2024 Commonwealth 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% Nvidia’s Next Big Move Comes on Feb. 26 (Ad)Nvidia isn't the only company that benefits greatly from these earnings calls. That's because a handful of companies partnering with Nvidia on its latest AI Superproject … Companies we refer to as Nvidia's "Silent Partners" … And they could benefit greatly as well on Feb. 26.Click here to find out who they are.2/6/2024 Beacon 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% 1/23/2024 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% 10/24/2023 Stratos Wealth Partners LTD.51,968$1.39M0.0%-0.8%0.859% 10/24/2023Raymond James & Associates12,953$347K0.0%-52.6%0.214% 10/23/2023 Commonwealth 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% 8/10/2023 Commonwealth 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% 7/18/2023 Stratos 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% 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% 4/27/2023 Stratos 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% 2/7/2023 Commonwealth 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, 34 institutional investors and hedge funds held shares of Davis Select Financial ETF. The most heavily invested institutionals were Davis Selected Advisers ($81.10M), LPL Financial LLC ($11.62M), Beacon Harbor Wealth Advisors Inc. ($9.64M), HighTower Advisors LLC ($4.92M), Stifel Financial Corp ($4.44M), Sanctuary Advisors LLC ($3.19M), and Next Level Private LLC ($3.16M).Learn more on DFNL's institutional investors. Which institutional investors have been buying Davis Select Financial ETF stock? Of the 22 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), Stifel Financial Corp ($103.52K), Raymond James Financial Inc. ($81.61K), Sanctuary Advisors LLC ($78.69K), HighTower Advisors LLC ($62.08K), LPL Financial LLC ($49.80K), and Davis Selected Advisers ($32.78K). How much institutional buying is happening at Davis Select Financial ETF? Institutional investors have bought a total of 867,871 shares in the last 24 months. This purchase volume represents approximately $29.21M 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: Raymond James & Associates ($17.21K), Commonwealth Equity Services LLC ($15.72K), Rockefeller Capital Management L.P. ($12.43K), D.A. Davidson & CO. ($9.45K), UBS Group AG ($7.39K), J.W. Cole Advisors Inc. ($5.52K), and Sittner & Nelson LLC ($4.75K). How much institutional selling is happening at Davis Select Financial ETF? Institutional investors have sold a total of 88,367 shares in the last 24 months. This volume of shares sold represents approximately $2.53M in transactions. 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