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HighTower Advisors, LLC

Position in DFNL — Davis Select Financial ETF

CIK 1462245 CHICAGO, IL

Position in DFNL

as of Mar 31, 2026 · filed May 5, 2026
Position Value
$5,688,716
-$538,749 QoQ
Shares Held
126,867
-1.5% QoQ
Ownership
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Jun 2023
12 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in DFNL Over Time

Shares Held

Position Value (USD)

All Filings in DFNL

Export CSV
12 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $5,688,716 126,867
2025-12-31 $6,227,465 128,853
2025-09-30 $5,781,331 127,849
2025-06-30 $5,360,543 124,838
2025-03-31 $4,984,121 126,887
2024-12-31 $4,916,847 129,085
2024-09-30 $4,288,758 115,950
2024-06-30 $2,225,103 67,001
2024-03-31 $2,207,650 66,258
2023-12-31 $1,850,948 61,152
2023-09-30 $490,672 18,334
2023-06-30 $497,144 18,334