DFNL DAVIS FUNDAMENTAL ETF TR

SELECT FINL

持有机构数642026Q2

26Q126Q2

机构合计持股（股）6,513,2102026Q2

26Q126Q2

历季机构持有情况

季度	持有机构	机构总持股	申报市值	新建仓	加仓	减仓	清仓	估算净买入
2026Q2	64	6,513,210	$3.22亿	7	18	22	3	-$1,772.01万
2026Q1	60	7,005,540	$3.14亿	12	22	11	4	$5,493.69万
付费方案可看全部 11 个季度 🔒

2026Q2 2026Q1 更早 9 个季度 🔒

2026Q1 买入最多

Thrivent Financial for Lutherans	加仓	$2,536.90万
ENVESTNET ASSET MANAGEMENT INC	新建仓	$636.08万
TRUIST FINANCIAL CORP	新建仓	$623.05万
Willow Financial LLC	新建仓	$526.47万
JANE STREET GROUP, LLC	新建仓	$517.89万
ROYAL BANK OF CANADA	加仓	$337.08万
Inspire Advisors, LLC	新建仓	$276.51万
CITADEL ADVISORS LLC	加仓	$241.16万
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	加仓	$178.88万
SUSQUEHANNA INTERNATIONAL GROUP, LLP	新建仓	$106.06万
LPL Financial LLC	加仓	$84.10万
Envestnet Portfolio Solutions, Inc.	新建仓	$82.99万
BANK OF AMERICA CORP /DE/	加仓	$46.13万
COMMONWEALTH EQUITY SERVICES, LLC	加仓	$44.82万
Strategic Wealth Investment Group, LLC	新建仓	$42.23万
UBS Group AG	加仓	$31.24万
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.	新建仓	$22.76万
&PARTNERS	新建仓	$21.58万
ARKANSAS FINANCIAL GROUP, INC.	加仓	$19.60万
Janney Montgomery Scott LLC	加仓	$17.85万

2026Q1 卖出最多

MORGAN STANLEY	减仓	-$656.73万
Axiom Financial Strategies, LLC	清仓	-$127.44万
Perigon Wealth Management, LLC	清仓	-$87.21万
STIFEL FINANCIAL CORP	减仓	-$33.23万
Hilltop Holdings Inc.	减仓	-$21.12万
RAYMOND JAMES FINANCIAL INC	减仓	-$11.51万
Modern Wealth Management, LLC	减仓	-$10.17万
J.W. COLE ADVISORS, INC.	减仓	-$9.92万
HighTower Advisors, LLC	减仓	-$8.91万
FLAGSHIP HARBOR ADVISORS, LLC	减仓	-$5.38万
MERCER GLOBAL ADVISORS INC /ADV	减仓	-$4.94万
D.A. DAVIDSON & CO.	减仓	-$2.06万
Prospera Financial Services Inc	减仓	-$1.99万
LRI Investments, LLC	清仓	-$8,216
Lodestone Wealth Management LLC	清仓	-$7,974

2026Q1 最大持有机构

导出全部持有机构 CSV 🔒

机构	持股	市值	占该机构组合	变动股数	操作
Davis Selected Advisers	2,130,666	$9,553.91万	0.44%	305	加仓
Thrivent Financial for Lutherans	1,424,747	$6,388.60万	0.12%	565,765	加仓
MORGAN STANLEY	851,699	$3,819.02万	0.00%	-146,461	减仓
LPL Financial LLC	415,571	$1,863.42万	0.00%	18,755	加仓
BANK OF AMERICA CORP /DE/	209,529	$939.53万	0.00%	10,288	加仓
ENVESTNET ASSET MANAGEMENT INC	141,855	$636.08万	0.00%	141,855	新建仓
TRUIST FINANCIAL CORP	138,949	$623.05万	0.01%	138,949	新建仓
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	130,860	$586.78万	0.00%	39,894	加仓
ROYAL BANK OF CANADA	126,975	$569.40万	0.00%	75,169	加仓
HighTower Advisors, LLC	126,867	$568.87万	0.01%	-1,986	减仓
Willow Financial LLC	117,411	$526.47万	5.33%	117,411	新建仓
JANE STREET GROUP, LLC	115,498	$517.89万	0.00%	115,498	新建仓
UBS Group AG	97,939	$439.16万	0.00%	6,967	加仓
Sanctuary Advisors, LLC	89,380	$400.78万	0.02%	3,905	加仓
RAYMOND JAMES FINANCIAL INC	82,948	$371.94万	0.00%	-2,566	减仓
Next Level Private LLC	81,723	$366.45万	0.83%	0	不变
D.A. DAVIDSON & CO.	78,253	$350.89万	0.02%	-459	减仓
CITADEL ADVISORS LLC	70,604	$316.59万	0.00%	53,783	加仓
ARKANSAS FINANCIAL GROUP, INC.	61,463	$288.32万	0.40%	4,179	加仓
Inspire Advisors, LLC	61,666	$276.51万	0.23%	61,666	新建仓
Kestra Advisory Services, LLC	45,860	$205.64万	0.01%	2,473	加仓
OSAIC HOLDINGS, INC.	28,690	$128.66万	0.00%	916	加仓
Janney Montgomery Scott LLC	24,972	$112.00万	0.00%	3,979	加仓
Hilltop Holdings Inc.	24,529	$109.99万	0.10%	-4,710	减仓
SUSQUEHANNA INTERNATIONAL GROUP, LLP	23,652	$106.06万	0.00%	23,652	新建仓
COMMONWEALTH EQUITY SERVICES, LLC	23,184	$103.96万	0.00%	9,995	加仓
SUMMIT WEALTH GROUP LLC / CO	22,815	$102.30万	0.11%	366	加仓
J.W. COLE ADVISORS, INC.	21,104	$94.63万	0.03%	-2,212	减仓
Geneos Wealth Management Inc.	20,866	$93.56万	0.02%	208	加仓
SITTNER & NELSON, LLC	20,233	$90.72万	0.33%	0	不变
Envestnet Portfolio Solutions, Inc.	18,507	$82.99万	0.00%	18,507	新建仓
Prospera Financial Services Inc	17,765	$79.66万	0.01%	-443	减仓
Atlas Wealth LLC	16,847	$75.54万	0.23%	0	不变
STIFEL FINANCIAL CORP	15,370	$68.92万	0.00%	-7,411	减仓
Rockefeller Capital Management L.P.	13,885	$62.26万	0.00%	3,805	加仓
DAVENPORT & Co LLC	12,308	$55.19万	0.00%	2,506	加仓
Melone Private Wealth, LLC	11,525	$51.68万	0.21%	0	不变
Kovack Advisors, Inc.	9,435	$42.30万	0.02%	1	加仓
Strategic Wealth Investment Group, LLC	9,419	$42.23万	0.05%	9,419	新建仓
CAPTRUST FINANCIAL ADVISORS	8,075	$36.21万	0.00%	0	不变
MERCER GLOBAL ADVISORS INC /ADV	7,717	$34.60万	0.00%	-1,101	减仓
Modern Wealth Management, LLC	7,308	$33.00万	0.01%	-2,252	减仓
FLAGSHIP HARBOR ADVISORS, LLC	6,119	$27.44万	0.01%	-1,200	减仓
Carson Advisory Inc.	5,500	$24.66万	0.13%	0	不变
Diligent Investors, LLC	5,446	$24.42万	0.06%	0	不变
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.	5,075	$22.76万	0.13%	5,075	新建仓
Private Advisor Group, LLC	5,008	$22.46万	0.00%	330	加仓
&PARTNERS	4,813	$21.58万	0.00%	4,813	新建仓
Millstone Evans Group, LLC	3,300	$14.80万	0.09%	0	不变
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	2,548	$11.43万	0.00%	2,548	新建仓

内部人交易（Form 4）

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