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

Davis Select U.S. Equity ETF logo
$55.91 -0.24 (-0.43%)
As of 11:17 AM 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)
46
Total
Institutional Inflows
(last 12 months)
$106.05M
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$4.75M
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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
10/14/2026Focus Financial Network Inc.9,183$502K0.0%-14.9%0.058%
10/9/2026Dorato Capital Management30,560$1.69M1.1%-0.9%0.193%
10/5/2026CapWealth Advisors LLC17,170$939K0.1%-4.5%0.109%
9/9/2026Lunt Capital Management Inc.156,160$8.77M3.2%-0.3%0.988%
9/9/2026Integrated Wealth Concepts LLC6,862$386K0.0%-72.5%0.043%
9/9/2026NewEdge Advisors LLC4,931$277K0.0%-13.4%0.031%
9/9/2026IFP Advisors Inc35,586$2.00M0.0%+1,235.3%0.225%
8/23/2026Melone Private Wealth LLC327,833$18.42M5.7%+3.2%2.075%
8/22/2026Highland Investment Advisors LLC7,250$407K0.2%N/A0.046%
7/9/2026Next Level Private LLC461,878$25.95M5.1%+6.1%2.923%
7/9/2026Focus Financial Network Inc.10,796$607K0.0%-16.2%0.068%
7/9/2026Melone Private Wealth LLC327,833$18.42M7.0%+3.2%2.075%
6/3/2026NewEdge Advisors LLC5,696$289K0.0%N/A0.036%
5/19/2026NewEdge 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%
5/5/2026D.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%
5/1/2026Fifth Third Bancorp4,256$216K0.0%N/A0.027%
4/30/2026Kestra Advisory Services LLC912,023$46.28M0.2%-1.1%5.772%
4/27/2026Private Advisor Group LLC35,363$1.79M0.0%+0.7%0.224%
4/27/2026Elevation Point Wealth Partners LLC10,226$519K0.0%N/A0.065%
4/23/2026Next Level Private LLC435,158$22.08M5.0%+16.7%2.754%
4/20/2026Kestra Private Wealth Services LLC169,536$8.60M0.1%+6.6%1.073%
4/17/2026Signal 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%
2/13/2026Kestra 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%
2/12/2026Commonwealth Equity Services LLC153,732$7.86M0.0%+2.3%0.973%
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2/12/2026Steward Partners Investment Advisory LLC7,460$381K0.0%+4.2%0.047%
2/11/2026Janney Montgomery Scott LLC8,674$444K0.0%+36.1%0.055%
2/11/2026LPL Financial LLC672,680$34.39M0.0%-2.3%4.257%
2/11/2026J.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%
2/5/2026Blume 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%
2/5/2026WJ Wealth Management LLC46,129$2.36M1.0%N/A0.292%
2/4/2026Summit Wealth Group LLC Co.49,828$2.55M0.3%N/A0.315%
2/2/2026Truist 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%
1/29/2026Kestra 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%
1/26/2026Great 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%
1/20/2026Stratos Wealth Partners LTD.6,067$310K0.0%N/A0.038%
1/16/2026Dorato Capital Management30,950$1.60M1.2%N/A0.196%
1/14/2026Lantz Financial LLC27,192$1.39M0.3%+12.1%0.172%
1/12/2026DAVENPORT & Co LLC18,583$950K0.0%+14.0%0.118%
1/12/2026Focus Financial Network Inc.13,175$674K0.0%+19.4%0.083%
1/7/2026Melone Private Wealth LLC294,343$15.05M6.4%+1,050.9%1.863%
1/7/2026Next Level Private LLC372,940$19.07M5.0%+10.1%2.360%
11/18/2025Advisory Services Network LLC925$44K0.0%N/A0.006%
11/17/2025Kestra 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%
11/13/2025Private 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%
11/6/2025Blume Capital Management Inc.13,275$636K0.1%-15.6%0.084%
11/6/2025Lantz Financial LLC24,265$1.16M0.3%+2.6%0.154%
11/5/2025J.W. Cole Advisors Inc.25,762$1.23M0.0%+3.8%0.163%
11/3/2025Truist Financial Corp7,034$337K0.0%-7.0%0.045%
11/3/2025Summit Investment Advisory Services LLC8,331$386K0.2%N/A0.053%
10/30/2025CapWealth Advisors LLC28,721$1.38M0.1%-5.2%0.182%
10/28/2025Great Point Wealth Advisors LLC5,465$262K0.0%N/A0.035%
10/23/2025Next 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%
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10/22/2025Commonwealth Equity Services LLC150,218$7.20M0.0%+12.0%0.951%
10/21/2025CapWealth Advisors LLC28,721$1.38M0.1%-5.2%0.182%
10/17/2025Melone Private Wealth LLC25,575$1.23M0.6%+76.2%0.162%
10/15/2025CWM LLC1,203$58K0.0%-41.1%0.008%
10/15/2025DAVENPORT & 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%


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 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 ($671.83K), Raymond James Financial Inc. ($410.02K), Melone Private Wealth LLC ($300.33K), Per Stirling Capital Management LLC. ($251.39K), Next Level Private LLC ($239.23K), 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 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: 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 ($6.19K), Focus Financial Network Inc. ($3.69K), and Mercer Global Advisors Inc. ADV ($3.69K).

Institutional investors have sold a total of 92,149 shares in the last 24 months. This volume of shares sold represents approximately $4.75M 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 10/14/2026. New 13F filings are added each quarter as they're published.
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