Envestnet Portfolio Solutions, Inc.
Position in DFNL — Davis Select Financial ETF
CIK 1998033
BERWYN, PA
Position in DFNL
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$829,853
New position
Shares Held
18,507
first reported quarter
Ownership
—
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
All Filings in DFNL
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $829,853 | 18,507 | Shares | Sole | 2026-04-29 | |
| No filing history on record for this holder in this stock. | ||||||