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Davis Select U.S. Equity ETF (DUSA) Institutional Ownership

Davis Select U.S. Equity ETF logo
$55.50 +0.21 (+0.38%)
As of 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Davis Select U.S. Equity ETF (BATS:DUSA)

Number of
Institutional Buyers
(last 12 months)
49
Total
Institutional Inflows
(last 12 months)
$117.99M
Number of
Institutional Sellers
(last 12 months)
21
Total
Institutional Outflows
(last 12 months)
$6.53M
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Skip Chart & View Institutional Buying and Selling Data

DUSA Institutional Buying and Selling by Quarter

Davis Select U.S. Equity ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/5/2026D.A. Davidson & CO.140,058$7.11M0.0%-1.4%0.886%
5/5/2026Geneos Wealth Management Inc.106,702$5.41M0.1%-11.7%0.675%
5/5/2026Sanctuary Advisors LLC31,105$1.58M0.0%+31.5%0.197%
5/1/2026 Fifth Third Bancorp4,256$216K0.0%N/A0.027%
4/30/2026 Kestra Advisory Services LLC912,023$46.28M0.2%-1.1%5.772%
4/27/2026 Private Advisor Group LLC35,363$1.79M0.0%+0.7%0.224%
4/27/2026 Elevation Point Wealth Partners LLC10,226$519K0.0%N/A0.065%
4/23/2026 Next Level Private LLC435,158$22.08M5.0%+16.7%2.754%
4/20/2026 Kestra Private Wealth Services LLC169,536$8.60M0.1%+6.6%1.073%
4/17/2026 Signal Advisors Wealth LLC9,327$473K0.0%N/A0.059%
3/17/2026Rockefeller Capital Management L.P.53,308$2.73M0.0%+1.6%0.337%
2/19/2026Birchwood Financial Partners Inc.2,178$111K0.1%N/A0.014%
2/18/2026Mercer Global Advisors Inc. ADV21,215$1.09M0.0%-2.8%0.134%
2/17/2026Osaic Holdings Inc.19,598$1.00M0.0%+32.6%0.124%
2/17/2026Royal Bank of Canada68,176$3.49M0.0%+81.6%0.431%
2/13/2026 Kestra Advisory Services LLC921,862$47.14M0.2%+2.1%5.835%
2/13/2026Stifel Financial Corp133,462$6.82M0.0%+1.4%0.845%
2/13/2026Morgan Stanley4,312,238$220.49M0.0%+3.9%27.293%
2/13/2026Arkadios Wealth Advisors4,808$246K0.0%N/A0.030%
2/13/2026Integrated Wealth Concepts LLC10,764$550K0.0%+5.8%0.068%
2/13/2026Wells Fargo & Company MN427,654$21.87M0.0%+29.3%2.707%
2/12/2026Jane Street Group LLC39,569$2.02M0.0%+26.5%0.250%
2/12/2026 Commonwealth Equity Services LLC153,732$7.86M0.0%+2.3%0.973%
2/12/2026Steward Partners Investment Advisory LLC7,460$381K0.0%+4.2%0.047%
2/11/2026 Janney Montgomery Scott LLC8,674$444K0.0%+36.1%0.055%
2/11/2026LPL Financial LLC672,680$34.39M0.0%-2.3%4.257%
2/11/2026 J.W. Cole Advisors Inc.26,226$1.34M0.0%+1.8%0.166%
2/10/2026Northwestern Mutual Wealth Management Co.32,682$1.67M0.0%+6,436.4%0.207%
2/5/2026 Blume Capital Management Inc.12,825$656K0.1%-3.4%0.081%
2/5/2026Northwestern Mutual Wealth Management Co.32,682$1.67M0.0%+6,436.4%0.207%
2/5/2026 WJ Wealth Management LLC46,129$2.36M1.0%N/A0.292%
2/4/2026 Summit Wealth Group LLC Co.49,828$2.55M0.3%N/A0.315%
2/2/2026 Truist Financial Corp6,530$334K0.0%-7.2%0.041%
2/2/2026CapWealth Advisors LLC26,489$1.35M0.1%-7.8%0.168%
2/2/2026Davis Selected Advisers3,384,566$173.05M0.8%+0.0%21.421%
1/29/2026 Kestra Private Wealth Services LLC158,973$8.13M0.1%+5.7%1.006%
1/29/2026UBS Group AG564,410$28.86M0.0%+3.0%3.572%
1/29/2026Sanctuary Advisors LLC23,660$1.21M0.0%+3.8%0.150%
1/28/2026Geneos Wealth Management Inc.120,780$6.18M0.2%-0.6%0.764%
1/27/2026TD Waterhouse Canada Inc.811$41K0.0%N/A0.005%
1/26/2026 Great Point Wealth Advisors LLC7,022$359K0.1%+28.5%0.044%
1/26/2026CWM LLC929$47K0.0%-22.8%0.006%
1/23/2026Lunt Capital Management Inc.157,902$8.07M3.0%-0.8%0.999%
1/20/2026 Stratos Wealth Partners LTD.6,067$310K0.0%N/A0.038%
1/16/2026 Dorato Capital Management30,950$1.60M1.2%N/A0.196%
1/14/2026 Lantz Financial LLC27,192$1.39M0.3%+12.1%0.172%
1/12/2026 DAVENPORT & Co LLC18,583$950K0.0%+14.0%0.118%
1/12/2026 Focus Financial Network Inc.13,175$674K0.0%+19.4%0.083%
1/7/2026 Melone Private Wealth LLC294,343$15.05M6.4%+1,050.9%1.863%
1/7/2026 Next Level Private LLC372,940$19.07M5.0%+10.1%2.360%
11/18/2025Advisory Services Network LLC925$44K0.0%N/A0.006%
11/17/2025 Kestra Private Wealth Services LLC150,429$7.21M0.1%+20.0%0.952%
11/17/2025Susquehanna International Group LLP17,779$852K0.0%N/A0.113%
11/17/2025Mercer Global Advisors Inc. ADV21,834$1.05M0.0%-12.3%0.138%
11/17/2025Integrated Wealth Concepts LLC10,172$487K0.0%-34.5%0.064%
11/17/2025Bank of America Corp DE1,041,927$49.91M0.0%+66.5%6.594%
11/14/2025Raymond James Financial Inc.400,513$19.19M0.0%+22.9%2.535%
11/13/2025UBS Group AG547,889$26.24M0.0%+14.0%3.468%
11/13/2025 Private Advisor Group LLC40,090$1.92M0.0%+9.3%0.254%
11/12/2025Per Stirling Capital Management LLC.251,394$12.04M1.4%N/A1.591%
11/12/2025Lunt Capital Management Inc.159,113$7.62M2.9%-0.3%1.007%
11/12/2025Level Four Advisory Services LLC149,882$7.18M0.2%+1.8%0.949%
11/6/2025 Blume Capital Management Inc.13,275$636K0.1%-15.6%0.084%
11/6/2025 Lantz Financial LLC24,265$1.16M0.3%+2.6%0.154%
11/5/2025 J.W. Cole Advisors Inc.25,762$1.23M0.0%+3.8%0.163%
11/3/2025 Truist Financial Corp7,034$337K0.0%-7.0%0.045%
11/3/2025 Summit Investment Advisory Services LLC8,331$386K0.2%N/A0.053%
10/30/2025CapWealth Advisors LLC28,721$1.38M0.1%-5.2%0.182%
10/28/2025 Great Point Wealth Advisors LLC5,465$262K0.0%N/A0.035%
10/23/2025 Next Level Private LLC338,810$16.36M4.7%+6.5%2.144%
10/22/2025Gladstone Institutional Advisory LLC25,192$1.21M0.0%-2.3%0.159%
10/22/2025Geneos Wealth Management Inc.121,480$5.82M0.1%-2.4%0.769%
10/22/2025D.A. Davidson & CO.142,238$6.81M0.0%-0.8%0.900%
10/22/2025 Commonwealth Equity Services LLC150,218$7.20M0.0%+12.0%0.951%
10/21/2025CapWealth Advisors LLC28,721$1.38M0.1%-5.2%0.182%
10/17/2025 Melone Private Wealth LLC25,575$1.23M0.6%+76.2%0.162%
10/15/2025CWM LLC1,203$58K0.0%-41.1%0.008%
10/15/2025 DAVENPORT & Co LLC16,303$781K0.0%+196.7%0.103%
9/4/2025Osaic Holdings Inc.13,409$621K0.0%-17.0%0.085%
8/18/2025Geneos Wealth Management Inc.124,481$5.76M0.1%+41.3%0.788%
8/15/2025Bank of America Corp DE625,923$28.97M0.0%-4.8%3.962%
8/14/2025Jane Street Group LLC22,471$1.04M0.0%+59.4%0.142%
8/14/2025Raymond James Financial Inc.325,920$15.08M0.0%+21.5%2.063%
8/12/2025 J.W. Cole Advisors Inc.24,823$1.15M0.0%-5.3%0.157%
8/8/2025Rockefeller Capital Management L.P.50,423$2.33M0.0%+3.6%0.319%
7/30/2025D.A. Davidson & CO.143,401$6.64M0.0%+0.7%0.908%
7/30/2025 Blume Capital Management Inc.15,725$728K0.1%+167.7%0.100%
7/29/2025CapWealth Advisors LLC30,297$1.40M0.1%-8.7%0.192%
7/28/2025Lunt Capital Management Inc.159,615$7.39M2.8%-4.0%1.010%
7/25/2025Priebe Wealth Holdings LLC166,315$7.70M6.7%+34.1%1.053%
7/25/2025CWM LLC2,044$95K0.0%-80.3%0.013%
7/22/2025 DAVENPORT & Co LLC5,495$254K0.0%N/A0.035%
7/18/2025 Truist Financial Corp7,567$350K0.0%+12.6%0.048%
7/11/2025 Lantz Financial LLC23,646$1.09M0.3%+4.1%0.150%
7/10/2025 Focus Financial Network Inc.11,034$511K0.0%-2.9%0.070%
7/8/2025 Next Level Private LLC318,009$14.72M4.8%+8.2%2.013%
5/21/2025Geneos Wealth Management Inc.88,123$3.73M0.1%+1.2%0.560%
5/19/2025Jane Street Group LLC14,095$596K0.0%-5.2%0.090%
5/16/2025NewEdge Advisors LLC4,990$211K0.0%-19.9%0.032%
5/16/2025Integrated Wealth Concepts LLC13,956$591K0.0%+5.3%0.089%


DUSA Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DUSA shares?

During the previous two years, 80 institutional investors and hedge funds held shares of Davis Select U.S. Equity ETF. The most heavily invested institutionals were Morgan Stanley ($220.49M), Davis Selected Advisers ($173.05M), Bank of America Corp DE ($49.91M), Kestra Advisory Services LLC ($46.28M), LPL Financial LLC ($34.39M), UBS Group AG ($28.86M), and Next Level Private LLC ($22.08M).Learn more on Davis Select U.S. Equity ETF's institutional investors.

Which institutional investors have been buying Davis Select U.S. Equity ETF's stock?

Of the 66 institutional investors that purchased Davis Select U.S. Equity ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bank of America Corp DE ($577.70K), Raymond James Financial Inc. ($410.02K), Melone Private Wealth LLC ($279.83K), Next Level Private LLC ($278.71K), Per Stirling Capital Management LLC. ($251.39K), LPL Financial LLC ($185.27K), and Geneos Wealth Management Inc. ($177.82K).

How much institutional buying is happening at Davis Select U.S. Equity ETF?

Institutional investors have bought a total of 2,443,822 shares in the last 24 months. This purchase volume represents approximately $117.99M in transactions.

Which of Davis Select U.S. Equity ETF's major shareholders have been selling company stock?

Of the 20 institutional investors that sold Davis Select U.S. Equity ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Bank of America Corp DE ($31.43K), Geneos Wealth Management Inc. ($17.78K), LPL Financial LLC ($15.50K), Kestra Advisory Services LLC ($9.84K), Raymond James Financial Inc. ($9.50K), CWM LLC ($9.44K), and Lunt Capital Management Inc. ($8.41K).

How much institutional selling is happening at Davis Select U.S. Equity ETF?

Institutional investors have sold a total of 136,969 shares in the last 24 months. This volume of shares sold represents approximately $6.53M in transactions.


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This page (BATS:DUSA) was last updated on 5/5/2026 by MarketBeat.com Staff.
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