DAVIS SELECT FINANCIAL ETF (DFNL) Top Institutional Shareholders
DAVIS SELECT FINANCIAL ETF (DFNL) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $248.55M in DFNL holdings during the latest filing period.
Davis Selected Advisers is currently the largest disclosed institutional shareholder of DFNL tracked by InsiderSet, reporting ownership valued at approximately $95.54M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $102.27M, representing an estimated gain of +7.05% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 79% of the total disclosed DFNL value among the investors covered in this analysis. Major shareholders include Davis Selected Advisers, Morgan Stanley, Lpl Financial Llc, and several other long-term asset managers with concentrated positions in DAVIS SELECT FINANCIAL ETF (DFNL).
This page ranks the largest institutional DFNL shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
61
Total Reported Value
$248.55M
Largest Holder
Davis Selected Advisers
Largest Position
$95.54M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
66
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Davis Selected Advisers | 0.44% | 2,130,666 | $95,539,059 | $102,271,968 | +$6,732,909 | +7.05% | |
| Morgan Stanley | 0.00% | 851,699 | $38,190,208 | $40,881,552 | +$2,691,344 | +7.05% | |
| Lpl Financial Llc | 0.00% | 415,571 | $18,634,204 | $19,947,408 | +$1,313,204 | +7.05% | |
| Bank Of America Corp | 0.00% | 209,529 | $9,395,280 | $10,057,392 | +$662,112 | +7.05% | |
| Envestnet Asset Management Inc | 0.00% | 141,855 | $6,360,788 | $6,809,040 | +$448,252 | +7.05% | |
| Truist Financial Corp | 0.01% | 138,949 | $6,230,473 | $6,669,552 | +$439,079 | +7.05% | |
| Northwestern Mutual Wealth Management Co | 0.00% | 130,860 | $5,867,754 | $6,281,280 | +$413,526 | +7.05% | |
| Royal Bank Of Canada | 0.00% | 126,975 | $5,694,000 | $6,094,800 | +$400,800 | +7.04% | |
| Hightower Advisors, Llc | 0.01% | 126,867 | $5,688,743 | $6,089,616 | +$400,873 | +7.05% | |
| Willow Financial Llc | 2.67% | 117,411 | $5,264,709 | $5,635,728 | +$371,019 | +7.05% | |
| Jane Street Group, Llc | 0.01% | 115,498 | $5,178,930 | $5,543,904 | +$364,974 | +7.05% | |
| Ubs Group Ag | 0.00% | 97,939 | $4,391,585 | $4,701,072 | +$309,487 | +7.05% | |
| Sanctuary Advisors, Llc | 0.02% | 89,380 | $4,007,799 | $4,290,240 | +$282,441 | +7.05% | |
| Raymond James Financial Inc | 0.00% | 82,948 | $3,719,362 | $3,981,504 | +$262,142 | +7.05% | |
| Next Level Private Llc | 0.83% | 81,723 | $3,664,461 | $3,922,704 | +$258,243 | +7.05% | |
| D.A. Davidson & Co. | 0.02% | 78,253 | $3,508,885 | $3,756,144 | +$247,259 | +7.05% | |
| Citadel Advisors Llc | 0.00% | 70,604 | $3,165,883 | $3,388,992 | +$223,109 | +7.05% | |
| Arkansas Financial Group, Inc. | 0.40% | 61,463 | $2,883,234 | $2,950,224 | +$66,990 | +2.32% | |
| Inspire Advisors, Llc | 0.23% | 61,666 | $2,765,103 | $2,959,968 | +$194,865 | +7.05% | |
| Kestra Advisory Services, Llc | 0.01% | 45,860 | $2,056,380 | $2,201,280 | +$144,900 | +7.05% | |
| Osaic Holdings, Inc. | 0.00% | 28,690 | $1,286,595 | $1,377,120 | +$90,525 | +7.04% | |
| Hilltop Holdings Inc. | 0.10% | 24,529 | $1,099,880 | $1,177,392 | +$77,512 | +7.05% | |
| Susquehanna International Group, Llp | 0.00% | 23,652 | $1,060,556 | $1,135,296 | +$74,740 | +7.05% | |
| Commonwealth Equity Services, Llc | 0.00% | 23,184 | $1,039,570 | $1,112,832 | +$73,262 | +7.05% | |
| Summit Wealth Group Llc / Co | 0.11% | 22,815 | $1,023,025 | $1,095,120 | +$72,095 | +7.05% | |
| J.W. Cole Advisors, Inc. | 0.03% | 21,104 | $946,315 | $1,012,992 | +$66,677 | +7.05% | |
| Geneos Wealth Management Inc. | 0.02% | 20,866 | $935,635 | $1,001,568 | +$65,933 | +7.05% | |
| Sittner & Nelson, Llc | 0.33% | 20,233 | $907,248 | $971,184 | +$63,936 | +7.05% | |
| Envestnet Portfolio Solutions, Inc. | 0.00% | 18,507 | $829,854 | $888,336 | +$58,482 | +7.05% | |
| Prospera Financial Services Inc | 0.01% | 17,765 | $796,576 | $852,720 | +$56,144 | +7.05% | |
| Stifel Financial Corp | 0.00% | 15,370 | $689,190 | $737,760 | +$48,570 | +7.05% | |
| Rockefeller Capital Management L.P. | 0.00% | 13,885 | $622,644 | $666,480 | +$43,836 | +7.04% | |
| Davenport & Co Llc | 0.00% | 12,308 | $551,884 | $590,784 | +$38,900 | +7.05% | |
| Melone Private Wealth, Llc | 0.21% | 11,525 | $516,792 | $553,200 | +$36,408 | +7.05% | |
| Kovack Advisors, Inc. | 0.02% | 9,435 | $423,037 | $452,880 | +$29,843 | +7.05% | |
| Strategic Wealth Investment Group, Llc | 0.05% | 9,419 | $422,348 | $452,112 | +$29,764 | +7.05% | |
| Captrust Financial Advisors | 0.00% | 8,075 | $362,083 | $387,600 | +$25,517 | +7.05% | |
| Mercer Global Advisors Inc | 0.00% | 7,717 | $346,030 | $370,416 | +$24,386 | +7.05% | |
| Modern Wealth Management, Llc | 0.01% | 7,308 | $329,956 | $350,784 | +$20,828 | +6.31% | |
| Flagship Harbor Advisors, Llc | 0.01% | 6,119 | $274,386 | $293,712 | +$19,326 | +7.04% | |
| Carson Advisory Inc. | 0.13% | 5,500 | $246,620 | $264,000 | +$17,380 | +7.05% | |
| Diligent Investors, Llc | 0.06% | 5,446 | $244,207 | $261,408 | +$17,201 | +7.04% | |
| Foresight Capital Management Advisors, Inc. | 0.13% | 5,075 | $227,563 | $243,600 | +$16,037 | +7.05% | |
| Private Advisor Group, Llc | 0.00% | 5,008 | $224,565 | $240,384 | +$15,819 | +7.04% | |
| &Partners | 0.00% | 4,813 | $215,815 | $231,024 | +$15,209 | +7.05% | |
| Millstone Evans Group, Llc | 0.09% | 3,300 | $147,972 | $158,400 | +$10,428 | +7.05% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.00% | 2,548 | $114,252 | $122,304 | +$8,052 | +7.05% | |
| Key Financial Inc | 0.02% | 2,497 | $111,965 | $119,856 | +$7,891 | +7.05% | |
| Cwm, Llc | 0.00% | 1,770 | $79,367 | $84,960 | +$5,593 | +7.05% | |
| Capital Investment Advisory Services, Llc | 0.01% | 1,577 | $70,713 | $75,696 | +$4,983 | +7.05% |
Frequently asked questions about DFNL
Who owns the most DFNL stock?
The largest holders of DFNL are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for DAVIS SELECT FINANCIAL ETF (DFNL).
Is DFNL widely held by superinvestors?
Many widely followed stocks like DFNL appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly DFNL is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.