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

Davis Select U.S. Equity ETF logo
$57.68 +0.56 (+0.98%)
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)
45
Total
Institutional Inflows
(last 12 months)
$104.90M
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$5.10M
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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 DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/9/2026 Next Level Private LLC461,878$25.95M5.1%+6.1%2.923%
7/9/2026 Focus Financial Network Inc.10,796$607K0.0%-16.2%0.068%
7/9/2026 Melone Private Wealth LLC327,833$18.42M7.0%+3.2%2.075%
6/3/2026 NewEdge Advisors LLC5,696$289K0.0%N/A0.036%
5/19/2026 NewEdge Advisors LLC5,696$289K0.0%N/A0.036%
5/19/2026Bank of America Corp DE1,631,655$82.79M0.0%+6.1%10.327%
5/18/2026Royal Bank of Canada79,291$4.02M0.0%+16.3%0.502%
5/14/2026Sei Investments Co.6,868$348K0.0%N/A0.043%
5/5/2026 D.A. Davidson & CO.140,058$7.11M0.0%-1.4%0.886%
5/5/2026 Geneos Wealth Management Inc.106,702$5.41M0.1%-11.7%0.675%
5/5/2026 Sanctuary 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%
3/17/2026 Rockefeller Capital Management L.P.53,308$2.73M0.0%+1.6%0.337%
2/19/2026 Birchwood Financial Partners Inc.2,178$111K0.1%N/A0.014%
2/18/2026 Mercer 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%
2/13/2026 Stifel Financial Corp133,462$6.82M0.0%+1.4%0.845%
2/13/2026 Morgan Stanley4,312,238$220.49M0.0%+3.9%27.293%
2/13/2026 Arkadios Wealth Advisors4,808$246K0.0%N/A0.030%
2/13/2026 Integrated 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%
2/12/2026 Steward 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%
2/11/2026 LPL 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%
2/10/2026 Northwestern 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%
2/5/2026 Northwestern 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%
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2/2/2026 Truist Financial Corp6,530$334K0.0%-7.2%0.041%
2/2/2026 CapWealth Advisors LLC26,489$1.35M0.1%-7.8%0.168%
2/2/2026 Davis 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%
1/29/2026 UBS Group AG564,410$28.86M0.0%+3.0%3.572%
1/29/2026 Sanctuary Advisors LLC23,660$1.21M0.0%+3.8%0.150%
1/28/2026 Geneos Wealth Management Inc.120,780$6.18M0.2%-0.6%0.764%
1/27/2026 TD 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%
1/23/2026 Lunt 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%
11/18/2025 Advisory 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%
11/17/2025 Mercer Global Advisors Inc. ADV21,834$1.05M0.0%-12.3%0.138%
11/17/2025 Integrated 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%
11/13/2025 UBS 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%
11/12/2025 Lunt Capital Management Inc.159,113$7.62M2.9%-0.3%1.007%
11/12/2025 Level 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%
10/30/2025 CapWealth 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%
10/22/2025 Gladstone Institutional Advisory LLC25,192$1.21M0.0%-2.3%0.159%
10/22/2025 Geneos Wealth Management Inc.121,480$5.82M0.1%-2.4%0.769%
10/22/2025 D.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%
10/21/2025 CapWealth 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%
8/18/2025 Geneos 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%
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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%
8/8/2025 Rockefeller Capital Management L.P.50,423$2.33M0.0%+3.6%0.319%
7/30/2025 D.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%
7/29/2025 CapWealth Advisors LLC30,297$1.40M0.1%-8.7%0.192%
7/28/2025 Lunt 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%


DUSA Institutional Ownership - Frequently Asked Questions

During the previous two years, 78 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 65 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 ($290.08K), 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 2,112,321 shares in the last 24 months. This purchase volume represents approximately $104.90M in transactions.

Of the 15 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), CapWealth Advisors LLC ($5.38K), Integrated Wealth Concepts LLC ($5.35K), and Mercer Global Advisors Inc. ADV ($3.69K).

Institutional investors have sold a total of 104,341 shares in the last 24 months. This volume of shares sold represents approximately $5.10M 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 7/9/2026. New 13F filings are added each quarter as they're published.
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