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Public ownership evidence

Davis Select Financial ETF (DFNL) Ownership Disclosures

Read DFNL insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-11-07T14:03:26.246Z

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Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-204,664$230,238None
Modern Wealth Management, LLC2026-06-302026-08-157,308$360,759None
Ameritas Advisory Services, LLC2026-06-302026-08-156,380$314,937None
IFG Advisory, LLC2026-06-302026-08-15272$13,448None
OSAIC HOLDINGS, INC.2026-06-302026-08-153,907$192,866None
OSAIC HOLDINGS, INC.2026-06-302026-08-1523,858$1,178,014None
JANE STREET GROUP, LLC2026-06-302026-08-1547,313$2,335,606None
FLOW TRADERS U.S. LLC2026-06-302026-08-1532,314$1,595,000None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1520,234$998,851None
Thrivent Financial for Lutherans2026-06-302026-08-15551,236$27,212,000None
Thrivent Financial for Lutherans2026-06-302026-08-15188,556$9,308,000None
ROYAL BANK OF CANADA2026-06-302026-08-15129,929$6,414,000None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-159,395$463,785None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1528,699$1,416,714None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1513,853$683,847None
WELLS FARGO & COMPANY/MN2026-06-302026-08-151$46None
BANK OF AMERICA CORP /DE/2026-06-302026-08-1552,167$2,575,224None
BANK OF AMERICA CORP /DE/2026-06-302026-08-15320,566$15,824,741None
Sanctuary Advisors, LLC2026-06-302026-08-1487,892$4,338,789None
Rockefeller Capital Management L.P.2026-06-302026-08-1411,025$544,294None
Rockefeller Capital Management L.P.2026-06-302026-08-143,085$152,291None
Steward Partners Investment Advisory, LLC2026-06-302026-08-14623$30,754None
UBS Group AG2026-06-302026-08-14109,992$5,429,755None
Inspire Advisors, LLC2026-06-302026-08-1465,059$3,211,639None
Hilltop Holdings Inc.2026-06-302026-08-1431,482$1,554,109None
CAPTRUST FINANCIAL ADVISORS2026-06-302026-08-148,075$398,622None
MORGAN STANLEY2026-06-302026-08-141$55None
MORGAN STANLEY2026-06-302026-08-14831,586$41,051,269None
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC2026-06-302026-08-14969$47,835None
Regatta Research & Money Management2026-06-302026-08-13850$41,961None
Regatta Research & Money Management2026-06-302026-08-13800$39,492None
Regatta Research & Money Management2026-06-302026-08-13600$29,619None
Regatta Research & Money Management2026-06-302026-08-13400$19,746None
Regatta Research & Money Management2026-06-302026-08-13203$10,007None
Coston, McIsaac & Partners2026-06-302026-08-13448$22,000None
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO2026-06-302026-08-13133,317$6,581,185None
STIFEL FINANCIAL CORP2026-06-302026-08-1315,580$769,110None
Millstone Evans Group, LLC2026-06-302026-08-123,300$162,905None
Carson Advisory Inc.2026-06-302026-08-125,500$271,508None
Allworth Financial LP2026-06-302026-08-12715$35,296None
Davis Selected Advisers2026-06-302026-08-122,130,666$105,180,322None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-124,664$230,238None

90-day public filing window, up to 50 source positions.

MERCER GLOBAL ADVISORS INC /ADV ↗Modern Wealth Management, LLC ↗Ameritas Advisory Services, LLC ↗IFG Advisory, LLC ↗OSAIC HOLDINGS, INC. ↗OSAIC HOLDINGS, INC. ↗JANE STREET GROUP, LLC ↗FLOW TRADERS U.S. LLC ↗SUSQUEHANNA INTERNATIONAL GROUP, LLP ↗Thrivent Financial for Lutherans ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.