Who Owns Davis Select U.S. Equity ETF (DUSA)?Hedge Fund & Institutional Holders

$50.22-0.20 (-0.39%)Financial ServicesBATS

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

—

QoQ Change in Holders

+10 / -5

Price History

$38.38$42.22$46.07$49.91$53.76Sep 24Jun 25Mar 26

DUSA — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
BANK OF AMERICA CORP /DE/Increased+496K+$77.0B
Next Level Private LLCNew Position+373K+$19.1B
Melone Private Wealth, LLCNew Position+294K+$15.0B
DAVIS SELECTED ADVISERSIncreased+1K+$11.0B
D.A. DAVIDSON & CO.New Position+142K+$7.3B
COMMONWEALTH EQUITY SERVICES, LLCNew Position+154K+$7.0B
Geneos Wealth Management Inc.New Position+121K+$6.2B
WELLS FARGO & COMPANY/MNIncreased+97K+$5.2B
RAYMOND JAMES FINANCIAL INCIncreased+35K+$2.8B
UBS Group AGIncreased+17K+$2.6B
SUMMIT WEALTH GROUP LLC / CONew Position+50K+$2.5B
WJ Wealth Management, LLCNew Position+46K+$2.4B
Lantz Financial LLCNew Position+27K+$1.4B
CapWealth Advisors, LLCNew Position+26K+$1.4B
J.W. COLE ADVISORS, INC.New Position+26K+$1.3B

DUSA — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
LPL Financial LLCDecreased-15K-$32.9B
Per Stirling Capital Management, LLC.Closed Position-251K-$12.0B
CAPTRUST FINANCIAL ADVISORSDecreased-183-$1.2B
Kathleen S. Wright Associates Inc.Closed Position-23K-$1.1B
Private Advisor Group, LLCDecreased-5K-$920.3M
SUSQUEHANNA INTERNATIONAL GROUP, LLPDecreased-8K-$851.6M
Waverly Advisors, LLCClosed Position-6K-$263.8M
MERCER GLOBAL ADVISORS INC /ADVDecreased-619-$45.9M
Advisory Services Network, LLCClosed Position-925-$44.3M
PRINCIPAL SECURITIES, INC.Closed Position-312-$14K
Blume Capital Management, Inc.Decreased-450-$-20K
Sigma Planning CorpDecreased-47-$-34.8M
Lunt Capital Management, Inc.Decreased-1K-$-451.4M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1DAVIS SELECTED ADVISERS3,384,566$173.1B0.78%Share
2BANK OF AMERICA CORP /DE/1,172,955$59.0B0.00%Share
3UBS Group AG564,014$28.8B0.00%Share
4Next Level Private LLC372,940$19.1B5.00%Share
5BANK OF AMERICA CORP /DE/362,386$18.0B0.00%Share
6WELLS FARGO & COMPANY/MN363,770$18.0B0.00%Share
7RAYMOND JAMES FINANCIAL INC335,253$17.0B0.01%Share
8Melone Private Wealth, LLC294,343$15.0B6.38%Share
9Lunt Capital Management, Inc.157,902$8.1B3.02%Share
10D.A. DAVIDSON & CO.142,073$7.3B0.04%Share
11LEVEL FOUR ADVISORY SERVICES, LLC151,321$7.0B0.23%Share
12COMMONWEALTH EQUITY SERVICES, LLC153,732$7.0B0.01%Share
13Geneos Wealth Management Inc.120,780$6.2B0.15%Share
14STIFEL FINANCIAL CORP133,462$6.0B0.01%Share
15RAYMOND JAMES FINANCIAL INC99,790$5.0B0.00%Share
16ROYAL BANK OF CANADA67,254$3.0B0.00%Share
17WELLS FARGO & COMPANY/MN63,884$3.0B0.00%Share
18SUMMIT WEALTH GROUP LLC / CO49,828$2.5B0.34%Share
19WJ Wealth Management, LLC46,129$2.4B1.03%Share
20Rockefeller Capital Management L.P.53,308$2.0B0.00%Share
21Lantz Financial LLC27,192$1.4B0.29%Share
22CapWealth Advisors, LLC26,489$1.4B0.09%Share
23J.W. COLE ADVISORS, INC.26,226$1.3B0.03%Share
24MERCER GLOBAL ADVISORS INC /ADV21,215$1.0B0.00%Share
25Gladstone Institutional Advisory LLC25,463$1.0B0.04%Share
26Private Advisor Group, LLC35,113$1.0B0.00%Share
27Sigma Planning Corp11,503$588.0M0.02%Share
28Summit Investment Advisory Services, LLC8,422$430.0M0.16%Share
29Great Point Wealth Advisors, LLC7,022$359.0M0.07%Share
30Stratos Wealth Partners, LTD.6,067$310.0M0.00%Share
31MORGAN STANLEY4,311,239$220.0M0.00%Share
32COMERICA BANK3,484$178.0M0.00%Share
33Spire Wealth Management2,672$136.0M0.00%Share
34Kestra Advisory Services, LLC921,862$47.0M0.19%Share
35COMERICA BANK901$46.0M0.00%Share
36Millstone Evans Group, LLC768$39.0M0.02%Share
37LPL Financial LLC672,680$34.0M0.01%Share
38UBS Group AG396$20.0M0.00%Share
39VSM Wealth Advisory, LLC388$19.0M0.01%Share
40Kozak & Associates, Inc.276$14.0M0.00%Share
41Capital Investment Advisory Services, LLC238$12.0M0.00%Share
42KESTRA PRIVATE WEALTH SERVICES, LLC158,973$8.1M0.10%Share
43Game Plan Financial Advisors, LLC169$8.0M0.00%Share
44JANE STREET GROUP, LLC39,569$2.0M0.00%Share
45Dorato Capital Management30,950$1.6M1.20%Share
46NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO32,682$1.5M0.00%Share
47Sanctuary Advisors, LLC23,660$1.2M0.01%Share
48Sanctuary Advisors, LLC22,786$1.1M0.01%Share
49CAPTRUST FINANCIAL ADVISORS23,945$1.0M0.00%Share
50Sanctuary Advisors, LLC23,333$987K0.01%Share

DUSA Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202568$417.0B+25
Q3 202543$305.6B-12
Q2 202555$346.6B-10
Q1 202565$466.1B+7
Q4 202458$735.7B+4
Q3 202454$15.3T+7
Q2 202447$12.2T+1
Q1 202446$1.7T—

Similar Stocks by Institutional Ownership

1306.T

NEXT FUNDS TOPIX Exchange Traded Fund

152100.KS

PLUS 200

102780.KS

Kodex Samsung Group

1591.T

NEXT FUNDS JPX-Nikkei Index 400 Exchange Traded Fund

VOO

Vanguard S&P 500 ETF

OAKI

Oakmark International Large Cap ETF

BCTK

Baron Technology ETF

JPM

JPMorgan Chase & Co.

As of Q4 2025, 50 institutional investors hold DUSA (Davis Select U.S. Equity ETF). The largest holder is DAVIS SELECTED ADVISERS with $173.1B in shares. This quarter, 10 institutions opened new positions and 5 closed their positions.

Frequently Asked Questions

How many hedge funds own DUSA?

As of Q4 2025, 50 institutional investors report holding DUSA (Davis Select U.S. Equity ETF) in their 13F filings.

Who is the largest institutional holder of DUSA?

The largest institutional holder of DUSA is DAVIS SELECTED ADVISERS with $173.1B in shares.

Is institutional ownership of DUSA increasing or decreasing?

This quarter, 10 institutions opened new positions in DUSA and 5 closed their positions.