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 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

Davis Select Financial ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
MERCER GLOBAL ADVISORS INC /ADV
Report period
2026-06-30
Available
2026-08-20
Reported shares
4,664
Value (USD)
$230,238
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0000853758-26-000016
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read DFNL fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read DFNL fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

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

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No records are available for this view.

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

Recent institutional filing receipts

See the complete 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
Beacon Harbor Wealth Advisors, Inc.2026-06-302026-08-08292,783$15,016,840None
SITTNER & NELSON, LLC2026-06-302026-08-0822,233$1,097,533None
LPL Financial LLC2026-06-302026-08-08386,789$19,093,819None
PNC Financial Services Group, Inc.2026-06-302026-08-08349$17,228None
Geneos Wealth Management Inc.2026-06-302026-08-0720,865$1,030,080None
Janney Montgomery Scott LLC2026-06-302026-08-0621,549$1,064,000None
FIFTH THIRD BANCORP2026-06-302026-08-06866$42,750None
HighTower Advisors, LLC2026-06-302026-08-06125,084$6,174,794None

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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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

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.

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