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

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Stock Analysis Chart Holdings Ownership Ratings

Number of Institutional Buyers (last 12 months): 38
Total Institutional Inflows (last 12 months): $26.00M

Number of Institutional Sellers (last 12 months): 35
Total Institutional Outflows (last 12 months): $16.15M

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DUSA Institutional Buying and Selling by Quarter

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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
4/11/2024	Sebold Capital Management Inc.	100,113	$4.04M	2.7%	-3.3%	0.882%
4/10/2024	Lantz Financial LLC	18,362	$741K	0.2%	+8.8%	0.162%
2/15/2024	Mercer Global Advisors Inc. ADV	43,831	$1.55M	0.0%	-27.5%	0.386%
2/14/2024	Kestra Advisory Services LLC	734,691	$25.91M	0.2%	+1.9%	6.473%
2/13/2024	Envestnet Asset Management Inc.	12,607	$445K	0.0%	-53.4%	0.111%
2/12/2024	Avestar Capital LLC	38,477	$1.36M	0.2%	N/A	0.339%
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2/12/2024	Focus Financial Network Inc. ADV	13,254	$478K	0.0%	N/A	0.117%
2/12/2024	Stifel Financial Corp	37,939	$1.34M	0.0%	+37.5%	0.334%
2/12/2024	Steward Partners Investment Advisory LLC	7,640	$269K	0.0%	-6.8%	0.067%
2/9/2024	Cambridge Investment Research Advisors Inc.	70,060	$2.47M	0.0%	N/A	0.617%
2/9/2024	Corient Private Wealth LLC	10,070	$355K	0.0%	-2.7%	0.089%
2/9/2024	D.A. Davidson & CO.	142,684	$5.03M	0.0%	-3.4%	1.257%
2/9/2024	Gladstone Institutional Advisory LLC	138,101	$4.87M	0.3%	-2.0%	1.217%
2/9/2024	UBS Group AG	383,440	$13.52M	0.0%	-0.1%	3.378%
2/8/2024	Level Four Advisory Services LLC	137,124	$4.84M	0.3%	+2.6%	1.208%
2/8/2024	Financial Advocates Investment Management	9,671	$341K	0.0%	-38.7%	0.085%
2/6/2024	Centric Wealth Management	11,296	$420K	0.1%	N/A	0.100%
2/5/2024	Beck Bode LLC	40,887	$1.44M	0.3%	-2.3%	0.360%
2/5/2024	Silver Oak Securities Incorporated	7,928	$280K	0.0%	N/A	0.070%
2/1/2024	Kathleen S. Wright Associates Inc.	22,548	$795K	0.4%	-3.7%	0.199%
1/31/2024	J.W. Cole Advisors Inc.	20,855	$735K	0.0%	+4.5%	0.184%
1/31/2024	CapWealth Advisors LLC	40,482	$1.43M	0.2%	-11.5%	0.357%
1/30/2024	Lunt Capital Management Inc.	57,317	$2.02M	1.0%	-37.9%	0.505%
1/26/2024	Geneos Wealth Management Inc.	65,312	$2.30M	0.1%	+716.4%	0.575%
1/24/2024	Stratos Wealth Partners LTD.	39,534	$1.39M	0.0%	+4.3%	0.348%
1/18/2024	Next Level Private LLC	124,594	$4.39M	2.5%	+76.2%	1.098%
1/18/2024	Sebold Capital Management Inc.	103,554	$3.65M	2.7%	+27.9%	0.912%
1/16/2024	Raymond James Financial Services Advisors Inc.	24,280	$856K	0.0%	+3.8%	0.214%
1/16/2024	Raymond James & Associates	192,281	$6.78M	0.0%	+261.2%	1.694%
1/12/2024	Lantz Financial LLC	16,878	$595K	0.2%	+7.3%	0.149%
1/11/2024	Diligent Investors LLC	6,985	$246K	0.1%	-5.7%	0.062%
11/21/2023	Comerica Bank	3,243	$102K	0.0%	N/A	0.029%
11/16/2023	Morgan Stanley	2,477,142	$78.23M	0.0%	-2.1%	21.825%
11/15/2023	Mercer Global Advisors Inc. ADV	60,477	$1.91M	0.0%	-62.7%	0.533%
11/15/2023	Toroso Investments LLC	28,752	$908K	0.0%	-43.2%	0.253%
11/15/2023	Royal Bank of Canada	22,267	$703K	0.0%	-9.4%	0.196%
11/13/2023	Stifel Financial Corp	27,597	$872K	0.0%	+29.1%	0.243%
11/13/2023	Mariner LLC	19,478	$615K	0.0%	-10.0%	0.172%
11/13/2023	LPL Financial LLC	174,327	$5.51M	0.0%	-0.8%	1.536%
11/13/2023	Envestnet Asset Management Inc.	27,066	$855K	0.0%	N/A	0.238%
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11/13/2023	Kestra Advisory Services LLC	720,643	$22.76M	0.2%	+1.9%	6.349%
11/8/2023	D.A. Davidson & CO.	147,754	$4.67M	0.1%	+2.3%	1.302%
11/8/2023	Spire Wealth Management	2,734	$86K	0.0%	N/A	0.024%
11/6/2023	Diligent Investors LLC	7,410	$234K	0.1%	-6.3%	0.065%
11/2/2023	Beck Bode LLC	41,867	$1.32M	0.3%	-2.1%	0.369%
11/1/2023	Orion Portfolio Solutions LLC	17,089	$540K	0.0%	-50.0%	0.151%
10/31/2023	Lunt Capital Management Inc.	92,368	$2.92M	1.5%	+8.0%	0.814%
10/24/2023	J.W. Cole Advisors Inc.	19,961	$630K	0.0%	+16.5%	0.176%
10/24/2023	Raymond James Financial Services Advisors Inc.	23,396	$739K	0.0%	-2.4%	0.206%
10/24/2023	Raymond James & Associates	53,229	$1.68M	0.0%	-2.6%	0.469%
10/23/2023	Sebold Capital Management Inc.	80,960	$2.56M	2.1%	+10.7%	0.713%
10/23/2023	Commonwealth Equity Services LLC	125,591	$3.97M	0.0%	-0.6%	1.107%
10/23/2023	Kathleen S. Wright Associates Inc.	23,417	$740K	0.4%	+4.6%	0.206%
10/20/2023	Lantz Financial LLC	15,724	$497K	0.2%	+13.8%	0.139%
10/10/2023	Summit Investment Advisory Services LLC	8,112	$256K	0.2%	+22.8%	0.071%
8/21/2023	Osaic Holdings Inc.	15,776	$506K	0.0%	-6.9%	0.139%
8/17/2023	Orion Portfolio Solutions LLC	34,178	$1.10M	0.0%	+100.0%	0.301%
8/15/2023	Wells Fargo & Company MN	9,466	$303K	0.0%	+180.9%	0.083%
8/15/2023	Captrust Financial Advisors	26,950	$864K	0.0%	-5.1%	0.237%
8/15/2023	Royal Bank of Canada	24,590	$788K	0.0%	+13.5%	0.217%
8/15/2023	Rockefeller Capital Management L.P.	36,378	$1.17M	0.0%	+249.1%	0.321%
8/15/2023	Stifel Financial Corp	21,378	$685K	0.0%	-32.8%	0.188%
8/15/2023	Citadel Advisors LLC	7,133	$229K	0.0%	-76.6%	0.063%
8/11/2023	Kestra Advisory Services LLC	706,992	$22.65M	0.2%	-1.0%	6.229%
8/11/2023	D.A. Davidson & CO.	144,404	$4.63M	0.0%	-0.3%	1.272%
8/10/2023	Osaic Holdings Inc.	15,776	$506K	0.0%	-6.9%	0.139%
8/10/2023	Beck Bode LLC	42,785	$1.37M	0.3%	+4.4%	0.377%
8/10/2023	Private Advisor Group LLC	36,206	$1.20M	0.0%	-2.1%	0.319%
7/31/2023	LPL Financial LLC	175,752	$5.63M	0.0%	-11.0%	1.542%
7/28/2023	Sebold Capital Management Inc.	73,129	$2.34M	1.9%	-8.7%	0.641%
7/27/2023	J.W. Cole Advisors Inc.	17,132	$549K	0.0%	-3.7%	0.150%
7/25/2023	Raymond James Financial Services Advisors Inc.	23,980	$768K	0.0%	-11.5%	0.210%
7/25/2023	Raymond James & Associates	54,640	$1.75M	0.0%	-2.7%	0.479%
7/18/2023	Stratos Wealth Partners LTD.	37,968	$1.22M	0.0%	+4.8%	0.333%
7/14/2023	Next Level Private LLC	69,481	$2.21M	1.4%	+2.9%	0.609%
7/12/2023	Lantz Financial LLC	13,823	$443K	0.2%	+29.2%	0.121%
7/10/2023	Level Four Advisory Services LLC	201,487	$6.46M	0.4%	-18.2%	1.767%
6/5/2023	Level Four Advisory Services LLC	246,458	$7.01M	0.5%	-12.0%	2.162%
5/23/2023	Toroso Investments LLC	79,373	$2.26M	0.1%	-2.9%	0.690%
5/16/2023	Susquehanna International Group LLP	14,672	$417K	0.0%	N/A	0.128%
5/16/2023	Jane Street Group LLC	85,408	$2.43M	0.0%	+17.6%	0.743%
5/16/2023	Steward Partners Investment Advisory LLC	8,888	$253K	0.0%	+38.1%	0.077%
5/15/2023	Gladstone Institutional Advisory LLC	168,092	$4.78M	0.3%	+4.0%	1.462%
5/12/2023	Stifel Financial Corp	31,816	$905K	0.0%	+64.7%	0.277%
5/12/2023	Bank of America Corp DE	21,397	$608K	0.0%	+2.1%	0.186%
5/12/2023	UBS Group AG	376,047	$10.69M	0.0%	-2.4%	3.270%
5/12/2023	NewEdge Advisors LLC	14,825	$421K	0.0%	-33.2%	0.129%
5/12/2023	Sebold Capital Management Inc.	80,079	$2.28M	1.8%	+9.4%	0.696%
5/12/2023	First Republic Investment Management Inc.	36,721	$1.04M	0.0%	-2.1%	0.319%
5/11/2023	Financial Advocates Investment Management	20,537	$584K	0.0%	-3.3%	0.179%
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5/11/2023	Commonwealth Equity Services LLC	126,186	$3.59M	0.0%	+14.5%	1.097%
5/10/2023	Private Advisor Group LLC	36,999	$1.05M	0.0%	N/A	0.322%
5/10/2023	LPL Financial LLC	197,391	$5.61M	0.0%	-3.0%	1.716%
5/8/2023	Davis Selected Advisers	3,332,430	$94.74M	0.6%	+0.1%	28.978%
5/5/2023	Andesa Financial Management Inc.	152,620	$2.79M	1.4%	+119.7%	1.327%
5/3/2023	Beck Bode LLC	40,996	$1.17M	0.3%	+3.4%	0.356%
5/3/2023	J.W. Cole Advisors Inc.	17,790	$506K	0.0%	+7.1%	0.155%
5/2/2023	CapWealth Advisors LLC	74,687	$2.12M	0.3%	-20.2%	0.649%
4/27/2023	Stratos Wealth Partners LTD.	36,243	$1.03M	0.0%	-4.1%	0.315%
4/25/2023	Geneos Wealth Management Inc.	8,000	$227K	0.0%	+166.7%	0.070%

(Data available from 1/1/2016 forward)

DUSA Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DUSA shares?: During the previous two years, 57 institutional investors and hedge funds held shares of Davis Select U.S. Equity ETF. The most heavily invested institutionals were Davis Selected Advisers ($94.74M), Morgan Stanley ($78.23M), Kestra Advisory Services LLC ($25.91M), UBS Group AG ($13.52M), Raymond James & Associates ($6.78M), LPL Financial LLC ($5.51M), and D.A. Davidson & CO. ($5.03M).Learn more on DUSA's institutional investors.
Which institutional investors have been buying Davis Select U.S. Equity ETF stock?: Of the 44 institutional investors that purchased Davis Select U.S. Equity ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Kestra Advisory Services LLC ($453.96K), Raymond James & Associates ($139.05K), OLD Mission Capital LLC ($113.12K), Gladstone Institutional Advisory LLC ($109.14K), Andesa Financial Management Inc. ($83.15K), Cambridge Investment Research Advisors Inc. ($70.06K), and Geneos Wealth Management Inc. ($62.31K).
How much institutional buying is happening at Davis Select U.S. Equity ETF?: Institutional investors have bought a total of 1,621,197 shares in the last 24 months. This purchase volume represents approximately $48.58M in transactions.

Which Davis Select U.S. Equity ETF major shareholders have been selling company stock?: Of the 37 institutional investors that sold Davis Select U.S. Equity ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Morgan Stanley ($725.13K), Captrust Financial Advisors ($126.97K), Mercer Global Advisors Inc. ADV ($118.16K), Level Four Advisory Services LLC ($78.47K), Lunt Capital Management Inc. ($35.05K), CapWealth Advisors LLC ($30.77K), and UBS Group AG ($29.82K).
How much institutional selling is happening at Davis Select U.S. Equity ETF?: Institutional investors have sold a total of 1,381,286 shares in the last 24 months. This volume of shares sold represents approximately $39.91M in transactions.

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This page (BATS:DUSA) was last updated on 4/17/2024 by MarketBeat.com Staff

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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