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

$55.57 -0.45 (-0.80%)

Closing price 09/23/2026 04:10 PM Eastern

Extended Trading

$55.56 -0.02 (-0.03%)

As of 09/23/2026 07:30 PM Eastern

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Number of Institutional Buyers (last 12 months): 46
Total Institutional Inflows (last 12 months): $106.05M

Number of Institutional Sellers (last 12 months): 14
Total Institutional Outflows (last 12 months): $4.60M

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DUSA Institutional Buying and Selling by Quarter

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

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
9/9/2026	Lunt Capital Management Inc.	156,160	$8.77M	3.2%	-0.3%	0.988%
9/9/2026	Integrated Wealth Concepts LLC	6,862	$386K	0.0%	-72.5%	0.043%
9/9/2026	NewEdge Advisors LLC	4,931	$277K	0.0%	-13.4%	0.031%
9/9/2026	IFP Advisors Inc	35,586	$2.00M	0.0%	+1,235.3%	0.225%
8/23/2026	Melone Private Wealth LLC	327,833	$18.42M	5.7%	+3.2%	2.075%
8/22/2026	Highland Investment Advisors LLC	7,250	$407K	0.2%	N/A	0.046%
7/9/2026	Next Level Private LLC	461,878	$25.95M	5.1%	+6.1%	2.923%
7/9/2026	Focus Financial Network Inc.	10,796	$607K	0.0%	-16.2%	0.068%
7/9/2026	Melone Private Wealth LLC	327,833	$18.42M	7.0%	+3.2%	2.075%
6/3/2026	NewEdge Advisors LLC	5,696	$289K	0.0%	N/A	0.036%
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5/19/2026	NewEdge Advisors LLC	5,696	$289K	0.0%	N/A	0.036%
5/19/2026	Bank of America Corp DE	1,631,655	$82.79M	0.0%	+6.1%	10.327%
5/18/2026	Royal Bank of Canada	79,291	$4.02M	0.0%	+16.3%	0.502%
5/14/2026	Sei Investments Co.	6,868	$348K	0.0%	N/A	0.043%
5/5/2026	D.A. Davidson & CO.	140,058	$7.11M	0.0%	-1.4%	0.886%
5/5/2026	Geneos Wealth Management Inc.	106,702	$5.41M	0.1%	-11.7%	0.675%
5/5/2026	Sanctuary Advisors LLC	31,105	$1.58M	0.0%	+31.5%	0.197%
5/1/2026	Fifth Third Bancorp	4,256	$216K	0.0%	N/A	0.027%
4/30/2026	Kestra Advisory Services LLC	912,023	$46.28M	0.2%	-1.1%	5.772%
4/27/2026	Private Advisor Group LLC	35,363	$1.79M	0.0%	+0.7%	0.224%
4/27/2026	Elevation Point Wealth Partners LLC	10,226	$519K	0.0%	N/A	0.065%
4/23/2026	Next Level Private LLC	435,158	$22.08M	5.0%	+16.7%	2.754%
4/20/2026	Kestra Private Wealth Services LLC	169,536	$8.60M	0.1%	+6.6%	1.073%
4/17/2026	Signal Advisors Wealth LLC	9,327	$473K	0.0%	N/A	0.059%
3/17/2026	Rockefeller Capital Management L.P.	53,308	$2.73M	0.0%	+1.6%	0.337%
2/19/2026	Birchwood Financial Partners Inc.	2,178	$111K	0.1%	N/A	0.014%
2/18/2026	Mercer Global Advisors Inc. ADV	21,215	$1.09M	0.0%	-2.8%	0.134%
2/17/2026	Osaic Holdings Inc.	19,598	$1.00M	0.0%	+32.6%	0.124%
2/17/2026	Royal Bank of Canada	68,176	$3.49M	0.0%	+81.6%	0.431%
2/13/2026	Kestra Advisory Services LLC	921,862	$47.14M	0.2%	+2.1%	5.835%
2/13/2026	Stifel Financial Corp	133,462	$6.82M	0.0%	+1.4%	0.845%
2/13/2026	Morgan Stanley	4,312,238	$220.49M	0.0%	+3.9%	27.293%
2/13/2026	Arkadios Wealth Advisors	4,808	$246K	0.0%	N/A	0.030%
2/13/2026	Integrated Wealth Concepts LLC	10,764	$550K	0.0%	+5.8%	0.068%
2/13/2026	Wells Fargo & Company MN	427,654	$21.87M	0.0%	+29.3%	2.707%
2/12/2026	Jane Street Group LLC	39,569	$2.02M	0.0%	+26.5%	0.250%
2/12/2026	Commonwealth Equity Services LLC	153,732	$7.86M	0.0%	+2.3%	0.973%
2/12/2026	Steward Partners Investment Advisory LLC	7,460	$381K	0.0%	+4.2%	0.047%
2/11/2026	Janney Montgomery Scott LLC	8,674	$444K	0.0%	+36.1%	0.055%
2/11/2026	LPL Financial LLC	672,680	$34.39M	0.0%	-2.3%	4.257%
Trump goes "all-in" on Grand Canyon energy breakthrough (Ad) A drilling crew near the Grand Canyon uncovered a clean energy well producing nearly eight times the output of Saudi Arabia's largest oil field, with potential to last two million years. While the One Big Beautiful Bill Act eliminated federal credits for solar, wind, and EVs, this energy source was reclassified alongside oil and nuclear power and given eight years of tax credits. Google signed a 15-year contract, and Bill Gates committed $100 million. One company controls the entire supply chain behind this discovery. See the ticker behind this Grand Canyon energy breakthrough now
2/11/2026	J.W. Cole Advisors Inc.	26,226	$1.34M	0.0%	+1.8%	0.166%
2/10/2026	Northwestern Mutual Wealth Management Co.	32,682	$1.67M	0.0%	+6,436.4%	0.207%
2/5/2026	Blume Capital Management Inc.	12,825	$656K	0.1%	-3.4%	0.081%
2/5/2026	Northwestern Mutual Wealth Management Co.	32,682	$1.67M	0.0%	+6,436.4%	0.207%
2/5/2026	WJ Wealth Management LLC	46,129	$2.36M	1.0%	N/A	0.292%
2/4/2026	Summit Wealth Group LLC Co.	49,828	$2.55M	0.3%	N/A	0.315%
2/2/2026	Truist Financial Corp	6,530	$334K	0.0%	-7.2%	0.041%
2/2/2026	CapWealth Advisors LLC	26,489	$1.35M	0.1%	-7.8%	0.168%
2/2/2026	Davis Selected Advisers	3,384,566	$173.05M	0.8%	+0.0%	21.421%
1/29/2026	Kestra Private Wealth Services LLC	158,973	$8.13M	0.1%	+5.7%	1.006%
1/29/2026	UBS Group AG	564,410	$28.86M	0.0%	+3.0%	3.572%
1/29/2026	Sanctuary Advisors LLC	23,660	$1.21M	0.0%	+3.8%	0.150%
1/28/2026	Geneos Wealth Management Inc.	120,780	$6.18M	0.2%	-0.6%	0.764%
1/27/2026	TD Waterhouse Canada Inc.	811	$41K	0.0%	N/A	0.005%
1/26/2026	Great Point Wealth Advisors LLC	7,022	$359K	0.1%	+28.5%	0.044%
1/26/2026	CWM LLC	929	$47K	0.0%	-22.8%	0.006%
1/23/2026	Lunt Capital Management Inc.	157,902	$8.07M	3.0%	-0.8%	0.999%
1/20/2026	Stratos Wealth Partners LTD.	6,067	$310K	0.0%	N/A	0.038%
1/16/2026	Dorato Capital Management	30,950	$1.60M	1.2%	N/A	0.196%
1/14/2026	Lantz Financial LLC	27,192	$1.39M	0.3%	+12.1%	0.172%
1/12/2026	DAVENPORT & Co LLC	18,583	$950K	0.0%	+14.0%	0.118%
1/12/2026	Focus Financial Network Inc.	13,175	$674K	0.0%	+19.4%	0.083%
1/7/2026	Melone Private Wealth LLC	294,343	$15.05M	6.4%	+1,050.9%	1.863%
1/7/2026	Next Level Private LLC	372,940	$19.07M	5.0%	+10.1%	2.360%
11/18/2025	Advisory Services Network LLC	925	$44K	0.0%	N/A	0.006%
11/17/2025	Kestra Private Wealth Services LLC	150,429	$7.21M	0.1%	+20.0%	0.952%
11/17/2025	Susquehanna International Group LLP	17,779	$852K	0.0%	N/A	0.113%
11/17/2025	Mercer Global Advisors Inc. ADV	21,834	$1.05M	0.0%	-12.3%	0.138%
11/17/2025	Integrated Wealth Concepts LLC	10,172	$487K	0.0%	-34.5%	0.064%
11/17/2025	Bank of America Corp DE	1,041,927	$49.91M	0.0%	+66.5%	6.594%
11/14/2025	Raymond James Financial Inc.	400,513	$19.19M	0.0%	+22.9%	2.535%
11/13/2025	UBS Group AG	547,889	$26.24M	0.0%	+14.0%	3.468%
11/13/2025	Private Advisor Group LLC	40,090	$1.92M	0.0%	+9.3%	0.254%
11/12/2025	Per Stirling Capital Management LLC.	251,394	$12.04M	1.4%	N/A	1.591%
11/12/2025	Lunt Capital Management Inc.	159,113	$7.62M	2.9%	-0.3%	1.007%
11/12/2025	Level Four Advisory Services LLC	149,882	$7.18M	0.2%	+1.8%	0.949%
11/6/2025	Blume Capital Management Inc.	13,275	$636K	0.1%	-15.6%	0.084%
11/6/2025	Lantz Financial LLC	24,265	$1.16M	0.3%	+2.6%	0.154%
11/5/2025	J.W. Cole Advisors Inc.	25,762	$1.23M	0.0%	+3.8%	0.163%
11/3/2025	Truist Financial Corp	7,034	$337K	0.0%	-7.0%	0.045%
11/3/2025	Summit Investment Advisory Services LLC	8,331	$386K	0.2%	N/A	0.053%
10/30/2025	CapWealth Advisors LLC	28,721	$1.38M	0.1%	-5.2%	0.182%
10/28/2025	Great Point Wealth Advisors LLC	5,465	$262K	0.0%	N/A	0.035%
10/23/2025	Next Level Private LLC	338,810	$16.36M	4.7%	+6.5%	2.144%
10/22/2025	Gladstone Institutional Advisory LLC	25,192	$1.21M	0.0%	-2.3%	0.159%
10/22/2025	Geneos Wealth Management Inc.	121,480	$5.82M	0.1%	-2.4%	0.769%
10/22/2025	D.A. Davidson & CO.	142,238	$6.81M	0.0%	-0.8%	0.900%
10/22/2025	Commonwealth Equity Services LLC	150,218	$7.20M	0.0%	+12.0%	0.951%
10/21/2025	CapWealth Advisors LLC	28,721	$1.38M	0.1%	-5.2%	0.182%
10/17/2025	Melone Private Wealth LLC	25,575	$1.23M	0.6%	+76.2%	0.162%
Trump goes "all-in" on Grand Canyon energy breakthrough (Ad) A drilling crew near the Grand Canyon uncovered a clean energy well producing nearly eight times the output of Saudi Arabia's largest oil field, with potential to last two million years. While the One Big Beautiful Bill Act eliminated federal credits for solar, wind, and EVs, this energy source was reclassified alongside oil and nuclear power and given eight years of tax credits. Google signed a 15-year contract, and Bill Gates committed $100 million. One company controls the entire supply chain behind this discovery. See the ticker behind this Grand Canyon energy breakthrough now
10/15/2025	CWM LLC	1,203	$58K	0.0%	-41.1%	0.008%
10/15/2025	DAVENPORT & Co LLC	16,303	$781K	0.0%	+196.7%	0.103%
9/4/2025	Osaic Holdings Inc.	13,409	$621K	0.0%	-17.0%	0.085%
8/18/2025	Geneos Wealth Management Inc.	124,481	$5.76M	0.1%	+41.3%	0.788%
8/15/2025	Bank of America Corp DE	625,923	$28.97M	0.0%	-4.8%	3.962%
8/14/2025	Jane Street Group LLC	22,471	$1.04M	0.0%	+59.4%	0.142%
8/14/2025	Raymond James Financial Inc.	325,920	$15.08M	0.0%	+21.5%	2.063%
8/12/2025	J.W. Cole Advisors Inc.	24,823	$1.15M	0.0%	-5.3%	0.157%
8/8/2025	Rockefeller Capital Management L.P.	50,423	$2.33M	0.0%	+3.6%	0.319%
7/30/2025	D.A. Davidson & CO.	143,401	$6.64M	0.0%	+0.7%	0.908%

DUSA Institutional Ownership - Frequently Asked Questions

During the previous two years, 79 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 ($82.79M), Kestra Advisory Services LLC ($46.28M), LPL Financial LLC ($34.39M), UBS Group AG ($28.86M), and Next Level Private LLC ($25.95M).Learn more on Davis Select U.S. Equity ETF's institutional investors.

Of the 67 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 ($671.83K), Raymond James Financial Inc. ($410.02K), Melone Private Wealth LLC ($300.33K), Next Level Private LLC ($272.13K), Per Stirling Capital Management LLC. ($251.39K), LPL Financial LLC ($185.27K), and Geneos Wealth Management Inc. ($173.02K).

Institutional investors have bought a total of 2,126,384 shares in the last 24 months. This purchase volume represents approximately $106.05M in transactions.

Of the 14 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: Integrated Wealth Concepts LLC ($23.40K), Geneos Wealth Management Inc. ($17.78K), LPL Financial LLC ($15.50K), Kestra Advisory Services LLC ($9.84K), CapWealth Advisors LLC ($5.38K), Mercer Global Advisors Inc. ADV ($3.69K), and D.A. Davidson & CO. ($3.18K).

Institutional investors have sold a total of 89,452 shares in the last 24 months. This volume of shares sold represents approximately $4.60M in transactions.

Related Companies

Institutional ownership data for BATS:DUSA is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/9/2026. New 13F filings are added each quarter as they're published.

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

DUSA Institutional Buying and Selling by Quarter

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

DUSA Institutional Ownership - Frequently Asked Questions

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

Institutional Ownership Changes (13F Filings) for Davis Select U.S. Equity ETF (BATS:DUSA)

DUSA Institutional Buying and Selling by Quarter

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

DUSA Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DUSA shares?

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

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

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

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

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