DAVIS SELECT US EQUITY ETF DUSA
$56.87
+0.4% 52w: $44.12 – $56.87
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data44.1250.5056.87
Jun 20, 2025 Jul 2, 2026
Institutional holders
75
+7 QoQ
13F value
$832.2M
+10.8% QoQ
Smart-money holders
2
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns DUSA?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | Bank broker | 4.4M | $224.2M | 0.0% | +2.5% |
| Davis Selected Advisers ★2 | Fundamental diversified | 3.4M | $172.6M | 0.8% | +0.5% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 1.6M | $82.8M | 0.0% | +6.1% |
| Kestra Advisory Services, LLC | Wealth advisor | 912.0K | $46.3M | 0.2% | -1.1% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 888.1K | $45.1M | 0.0% | +104.1% |
| WELLS FARGO & COMPANY/MN | Bank broker | 772.5K | $39.2M | 0.0% | +80.6% |
| LPL Financial LLC | Bank broker | 658.9K | $33.4M | 0.0% | -2.0% |
| UBS Group AG | Bank broker | 590.8K | $30.0M | 0.0% | +4.7% |
| Next Level Private LLC | Wealth advisor | 435.2K | $22.1M | 5.0% | +16.7% |
| ODonnell Financial Services, LLC | Wealth advisor | 406.6K | $20.6M | 7.1% | New |
| Melone Private Wealth, LLC | Wealth advisor | 317.6K | $16.1M | 6.6% | +7.9% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | Diversified mechanical | 169.5K | $8.6M | 0.1% | +6.6% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 159.2K | $8.1M | 0.0% | +3.6% |
| Lunt Capital Management, Inc. | Wealth advisor | 156.6K | $7.9M | 3.1% | -0.8% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 149.2K | $7.6M | 0.0% | +11.8% |
| D.A. DAVIDSON & CO. | Wealth advisor | 140.1K | $7.1M | 0.0% | -1.4% |
| LEVEL FOUR ADVISORY SERVICES, LLC | Other | 137.1K | $7.0M | 0.2% | -9.4% |
| JANE STREET GROUP, LLC | Market maker | 122.3K | $6.2M | 0.0% | +209.1% |
| Geneos Wealth Management Inc. | Wealth advisor | 106.7K | $5.4M | 0.1% | -11.7% |
| ROYAL BANK OF CANADA | Bank broker | 79.3K | $4.0M | 0.0% | +16.3% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 53.9K | $2.7M | 0.0% | +1.1% |
| HighPoint Advisor Group LLC | Wealth advisor | 53.5K | $2.7M | 0.1% | +15.7% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 51.2K | $2.6M | 0.0% | +446.6% |
| SUMMIT WEALTH GROUP LLC / CO | Wealth advisor | 47.9K | $2.4M | 0.3% | -3.9% |
| Private Advisor Group, LLC | Wealth advisor | 35.4K | $1.8M | 0.0% | +0.7% |
| Dorato Capital Management | Other | 30.8K | $1.6M | 1.2% | -0.4% |
| Sanctuary Advisors, LLC | Wealth advisor | 31.1K | $1.6M | 0.0% | +31.5% |
| Mariner, LLC | Diversified mechanical | 30.1K | $1.5M | 0.0% | +346.6% |
| Lantz Financial LLC | Wealth advisor | 29.5K | $1.5M | 0.3% | +8.6% |
| Integrated Wealth Concepts LLC | Wealth advisor | 24.9K | $1.3M | 0.0% | +131.5% |
| J.W. COLE ADVISORS, INC. | Diversified mechanical | 24.7K | $1.3M | 0.0% | -5.9% |
| CAPTRUST FINANCIAL ADVISORS | Wealth advisor | 23.5K | $1.2M | 0.0% | -2.0% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 21.2K | $1.1M | 0.0% | +8.3% |
| CITADEL ADVISORS LLC | Multistrat pod | 20.4K | $1.0M | 0.0% | New |
| DAVENPORT & Co LLC | Diversified mechanical | 19.4K | $984K | 0.0% | +4.4% |
| MERCER GLOBAL ADVISORS INC /ADV | Wealth advisor | 19.2K | $972K | 0.0% | -9.7% |
| CapWealth Advisors, LLC ★2 | Fundamental diversified | 18.9K | $957K | 0.1% | -28.8% |
| Gladstone Institutional Advisory LLC | Wealth advisor | 16.9K | $860K | 0.0% | -33.5% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 14.1K | $715K | 0.0% | -4.3% |
| Focus Financial Network, Inc. | Wealth advisor | 12.9K | $653K | 0.0% | -2.3% |
| Blume Capital Management, Inc. | Other | 12.1K | $615K | 0.1% | -5.5% |
| Sigma Planning Corp | Wealth advisor | 11.5K | $582K | 0.0% | -0.3% |
| ELEVATION POINT WEALTH PARTNERS, LLC | Other | 10.2K | $519K | 0.0% | New |
| Vestmark Advisory Solutions, Inc. | Wealth advisor | 10.2K | $517K | 0.0% | New |
| Steward Partners Investment Advisory, LLC | Diversified mechanical | 9.5K | $484K | 0.0% | +27.9% |
| Signal Advisors Wealth, LLC | Wealth advisor | 9.3K | $473K | 0.0% | New |
| Janney Montgomery Scott LLC | Diversified mechanical | 8.6K | $436K | 0.0% | -1.0% |
| Summit Investment Advisory Services, LLC | Wealth advisor | 8.4K | $427K | 0.2% | Held |
| WJ Wealth Management, LLC | Wealth advisor | 8.1K | $411K | 0.2% | -82.4% |
| Great Point Wealth Advisors, LLC | Wealth advisor | 7.7K | $391K | 0.1% | +9.8% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.