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Davis Select Financial ETF

47 hedge funds and large institutions have $205M invested in Davis Select Financial ETF in 2025 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 23 reducing their positions, and 1 closing their positions.

Holders
47
Holders Change
+3
Holders Change %
+6.82%
% of All Funds
0.63%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
10
Reduced
23
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
DSA
1
Davis Selected Advisers
Arizona
$91.5M 2,129,860
Morgan Stanley
2
Morgan Stanley
New York
$40.2M 936,901 -14,153 -1%
LPL Financial
3
LPL Financial
California
$14.3M 333,691 +7,995 +2%
Bank of America
4
Bank of America
North Carolina
$8.25M 192,240 +30,315 +19%
HighTower Advisors
5
HighTower Advisors
Illinois
$5.36M 124,838 -2,049 -2%
AFS
6
Axiom Financial Strategies
Indiana
$5.36M 124,753 -5,091 -4%
UBS Group
7
UBS Group
Switzerland
$4.12M 96,011 -69,284 -42%
NLP
8
Next Level Private
New York
$3.57M 83,026
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$3.43M 79,977 +12,984 +19%
DADC
10
D.A. Davidson & Co
Montana
$3.39M 78,949 -522 -0.7%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$2.46M 57,307 +482 +0.8%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$2.21M 51,522 -21,438 -29%
Raymond James Financial
13
Raymond James Financial
Florida
$2.16M 50,187 +12,413 +33%
Jane Street
14
Jane Street
New York
$2.15M 50,000 +36,136 +261%
AFG
15
Arkansas Financial Group
Arkansas
$1.97M 45,243 +3,535 +8%
Stifel Financial
16
Stifel Financial
Missouri
$1.39M 32,419 -73,871 -69%
SWGC
17
Summit Wealth Group (Colorado)
Colorado
$1.16M 27,113 +27,113 New
JWCA
18
J.W. Cole Advisors
Florida
$992K 23,101 -1,588 -6%
Osaic Holdings
19
Osaic Holdings
Arizona
$913K 23,918 -955 -4%
SN
20
Sittner & Nelson
Oregon
$869K 20,233
PFS
21
Prospera Financial Services
Texas
$865K 20,142 -1,263 -6%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$784K 18,265 +1,165 +7%
AW
23
Atlas Wealth
Ohio
$775K 17,898 -2,614 -13%
GWM
24
Geneos Wealth Management
Colorado
$724K 16,867 -16,333 -49%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$694K 16,174 +16,174 New