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Davis Select Financial ETF
DFNL

Overview Fund Activity

48 hedge funds and large institutions have $206M invested in Davis Select Financial ETF in 2025 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 23 reducing their positions, and 1 closing their positions.

Holders
48
Holders Change
+4
Holders Change %
+9.09%
% of All Funds
0.64%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
10
Reduced
23
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$2.15M
2
Bank of America
2
Bank of America
North Carolina
$8.25M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$694K
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$668K
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$3.43M

Top Sellers

1
Stifel Financial
1
Stifel Financial
Missouri
$1.39M
2
UBS Group
2
UBS Group
Switzerland
$4.12M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$2.21M
4
GWM
4
Geneos Wealth Management
Colorado
$724K
5
Morgan Stanley
5
Morgan Stanley
New York
$40.2M
Name Market Value Shares Shares
Change 		Shares
Change %
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$668K 15,564 +15,564 New
Rockefeller Capital Management
27
Rockefeller Capital Management
New York
$491K 11,430 -300 -3%
Citadel Advisors
28
Citadel Advisors
Florida
$481K 11,199 -12,322 -52%
MPW
29
Melone Private Wealth
Michigan
$446K 10,450 -230 -2%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$430K 10,017 -2,036 -17%
MWM
31
Modern Wealth Management
Kansas
$411K 9,560 -660 -6%
Mercer Global Advisors
32
Mercer Global Advisors
Colorado
$409K 9,526 -2,022 -18%
GS
33
GTS Securities
New York
$395K 9,190 +9,190 New
DC
34
Davenport & Co
Virginia
$393K 9,164 +143 +2%
CAPTRUST Financial Advisors
35
CAPTRUST Financial Advisors
North Carolina
$348K 8,100 -1,750 -18%
AAS
36
Ameritas Advisory Services
Nebraska
$341K 7,937 -226 -3%
FHA
37
Flagship Harbor Advisors
Massachusetts
$314K 7,319 – –
DI
38
Diligent Investors
California
$251K 5,839 -3,500 -37%
CA
39
Carson Advisory
Georgia
$236K 5,500 – –
MEG
40
Millstone Evans Group
Colorado
$142K 3,300 – –
KSWA
41
Kathleen S. Wright Associates
Pennsylvania
$134K 3,125 – –
KFI
42
Key Financial Inc
Pennsylvania
$107K 2,497 -208 -8%
Comerica Bank
43
Comerica Bank
Texas
$58.3K 1,358 – –
Carson Wealth (CWM LLC)
44
Carson Wealth (CWM LLC)
Nebraska
$56K 1,300 +800 +160%
SPIA
45
Steward Partners Investment Advisory
New York
$31K 723 – –
AF
46
Allworth Financial
California
$30.7K 715 – –
Wells Fargo
47
Wells Fargo
California
$21.5K 500 +500 New
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
$6.4K 149 -118 -44%
GS
49
GWN Securities
Florida
– – -13,783 Closed
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