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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.

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

Top Sellers

1
Stifel Financial
Stifel Financial
Missouri
$1.39M
2
UBS Group
UBS Group
Switzerland
$4.12M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$2.21M
4
GWM
Geneos Wealth Management
Colorado
$724K
5
Morgan Stanley
Morgan Stanley
New York
$40.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
DSA
1
Davis Selected Advisers
Arizona
$91.5M – – –
Morgan Stanley
2
Morgan Stanley
New York
$40.2M -$608K -14,153 -1%
LPL Financial
3
LPL Financial
California
$14.3M +$343K +7,995 +2%
Bank of America
4
Bank of America
North Carolina
$8.25M +$1.3M +30,315 +19%
HighTower Advisors
5
HighTower Advisors
Illinois
$5.36M -$88K -2,049 -2%
AFS
6
Axiom Financial Strategies
Indiana
$5.36M -$219K -5,091 -4%
UBS Group
7
UBS Group
Switzerland
$4.12M -$2.98M -69,284 -42%
NLP
8
Next Level Private
New York
$3.57M – – –
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$3.43M +$558K +12,984 +19%
DADC
10
D.A. Davidson & Co
Montana
$3.39M -$22.4K -522 -0.7%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$2.46M +$20.7K +482 +0.8%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$2.21M -$920K -21,438 -29%
Raymond James Financial
13
Raymond James Financial
Florida
$2.16M +$533K +12,413 +33%
Jane Street
14
Jane Street
New York
$2.15M +$1.55M +36,136 +261%
AFG
15
Arkansas Financial Group
Arkansas
$1.97M +$154K +3,535 +8%
Stifel Financial
16
Stifel Financial
Missouri
$1.39M -$3.17M -73,871 -69%
SWGC
17
Summit Wealth Group (Colorado)
Colorado
$1.16M +$1.16M +27,113 New
JWCA
18
J.W. Cole Advisors
Florida
$992K -$68.2K -1,588 -6%
Osaic Holdings
19
Osaic Holdings
Arizona
$913K -$36.5K -955 -4%
SN
20
Sittner & Nelson
Oregon
$869K – – –
PFS
21
Prospera Financial Services
Texas
$865K -$54.2K -1,263 -6%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$784K +$50K +1,165 +7%
AW
23
Atlas Wealth
Ohio
$775K -$113K -2,614 -13%
GWM
24
Geneos Wealth Management
Colorado
$724K -$701K -16,333 -49%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$694K +$694K +16,174 New
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