Davis Select Financial ETF (DFNL)

CUSIP: 23908L108 | NYSE | 135 institutional holders

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

Institutional Holders — Q3 2026

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Truist Financial Corp135,831

0.0% of portfolio$6.5M

Next Level Private LLC80,971

0.7% of portfolio$3.9M

D.A. Davidson & Co.75,078

0.0% of portfolio$3.6M

Arkansas Financial Group, Inc.74,214

0.5% of portfolio$3.6M

Kestra Advisory Services, LLC49,400

0.0% of portfolio$2.4M

Davenport & Co LLC22,957

0.0% of portfolio$1.1M

Summit Wealth Group LLC / Co20,575

0.1% of portfolio$990.3K

Commonwealth Equity Services, LLC19,485

0.0% of portfolio$937.8K

Prospera Financial Services Inc17,424

0.0% of portfolio$868.1K

Melone Private Wealth, LLC11,225

0.2% of portfolio$540.3K

Flagship Harbor Advisors, LLC6,119

0.0% of portfolio$294.5K

Daymark Wealth Partners, LLC4,942

0.0% of portfolio$237.9K

Diligent Investors, LLC4,796

0.1% of portfolio$230.8K

Foresight Capital Management Advisors, Inc.4,729

0.1% of portfolio$227.6K

Key FInancial Inc2,497

0.0% of portfolio$120.2K

Capital Investment Advisory Services, LLC1,577

0.0% of portfolio$75.9K

IFP Advisors, Inc250

0.0% of portfolio$12.0K

Central Pacific Bank - Trust Division80

0.0% of portfolio$3.9K

				Style	Turnover	Location	Filed
Truist Financial Corp	135,831	$6.5M	0.0%	Core	Low	Charlotte, NC	2026-10-30
Next Level Private LLC	80,971	$3.9M	0.7%	Core	Very Low	Harrison, NY	2026-10-20
D.A. Davidson & Co.	75,078	$3.6M	0.0%	Core	Low	Great Falls, MT	2026-10-28
Arkansas Financial Group, Inc.	74,214	$3.6M	0.5%	ETF	Very Low	Little Rock, AR	2026-10-26
Kestra Advisory Services, LLC	49,400	$2.4M	0.0%	Core	Low	Austin, TX	2026-11-02
Davenport & Co LLC	22,957	$1.1M	0.0%	Core	Medium	Richmond, VA	2026-10-14
Summit Wealth Group LLC / Co	20,575	$990.3K	0.1%	ETF	High	Colorado Springs, CO	2026-10-29
Commonwealth Equity Services, LLC	19,485	$937.8K	0.0%	ETF	Low	Waltham, MA	2026-11-02
Prospera Financial Services Inc	17,424	$868.1K	0.0%	Core	Medium	Dallas, TX	2026-11-04
Melone Private Wealth, LLC	11,225	$540.3K	0.2%	ETF	Medium	Auburn Hills, MI	2026-10-16
Flagship Harbor Advisors, LLC	6,119	$294.5K	0.0%	ETF	Medium	Boston, MA	2026-10-26
Daymark Wealth Partners, LLC	4,942	$237.9K	0.0%	Core	Low	Cincinnati, OH	2026-11-04
Diligent Investors, LLC	4,796	$230.8K	0.1%	Core	Low	Redlands, CA	2026-10-21
Foresight Capital Management Advisors, Inc.	4,729	$227.6K	0.1%	Core	Medium	Saline, MI	2026-10-27
Key FInancial Inc	2,497	$120.2K	0.0%	ETF	Low	West Chester, PA	2026-11-02
Capital Investment Advisory Services, LLC	1,577	$75.9K	0.0%	Core	Medium	Raleigh, NC	2026-10-30
IFP Advisors, Inc	250	$12.0K	0.0%	Growth	Low	Tampa, FL	2026-10-16
Central Pacific Bank - Trust Division	80	$3.9K	0.0%	Core	Medium	Honolulu, HI	2026-10-06