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Davis Select Financial ETF

44 hedge funds and large institutions have $191M invested in Davis Select Financial ETF in 2025 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 14 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
44
Holders Change
-1
Holders Change %
-2.22%
% of All Funds
0.6%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
14
Reduced
12
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
DSA
1
Davis Selected Advisers
Arizona
$83.7M +$23.4K +595 +0%
Morgan Stanley
2
Morgan Stanley
New York
$37.4M +$3.76M +95,738 +11%
LPL Financial
3
LPL Financial
California
$12.8M +$808K +20,578 +7%
UBS Group
4
UBS Group
Switzerland
$6.49M +$3.16M +80,566 +95%
Bank of America
5
Bank of America
North Carolina
$6.36M +$563K +14,345 +10%
AFS
6
Axiom Financial Strategies
Indiana
$5.1M +$5.1M +129,844 New
HighTower Advisors
7
HighTower Advisors
Illinois
$4.98M -$86.3K -2,198 -2%
Stifel Financial
8
Stifel Financial
Missouri
$4.18M -$406K -10,346 -9%
NLP
9
Next Level Private
New York
$3.26M
DADC
10
D.A. Davidson & Co
Montana
$3.12M +$134K +3,400 +4%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$2.87M +$181K +4,596 +7%
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$2.63M +$2.51M +63,897 +2,064%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$2.23M -$18.5K -471 -0.8%
AFG
14
Arkansas Financial Group
Arkansas
$1.49M +$346K +9,727 +30%
Raymond James Financial
15
Raymond James Financial
Florida
$1.48M -$119K -3,029 -7%
GWM
16
Geneos Wealth Management
Colorado
$1.3M +$932K +23,717 +250%
Osaic Holdings
17
Osaic Holdings
Arizona
$977K +$52.2K +1,329 +6%
JWCA
18
J.W. Cole Advisors
Florida
$970K +$494K +12,570 +104%
Citadel Advisors
19
Citadel Advisors
Florida
$924K +$924K +23,521 New
PFS
20
Prospera Financial Services
Texas
$841K +$13K +330 +2%
AW
21
Atlas Wealth
Ohio
$806K
SN
22
Sittner & Nelson
Oregon
$795K
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$672K -$5.9K -150 -0.9%
GS
24
GWN Securities
Florida
$564K +$564K +13,783 New
Jane Street
25
Jane Street
New York
$545K -$615K -15,651 -53%