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

Davis Select U.S. Equity ETF logo
$43.94 +1.11 (+2.59%)
Closing price 03/3/2025 03:57 PM Eastern
Extended Trading
$43.97 +0.03 (+0.07%)
As of 03/3/2025 06:21 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)
38
Total
Institutional Inflows
(last 12 months)
$48.15M
Number of
Institutional Sellers
(last 12 months)
25
Total
Institutional Outflows
(last 12 months)
$10.39M
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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
2/25/2025 B. Riley Wealth Advisors Inc.5,381$227K0.0%+6.1%0.043%
2/17/2025 Waverly Advisors LLC14,817$624K0.0%-4.0%0.118%
2/17/2025 Captrust Financial Advisors30,085$1.27M0.0%+6.7%0.239%
2/17/2025 Citadel Advisors LLC23,833$1.00M0.0%N/A0.189%
2/17/2025 Beck Bode LLC8,432$355K0.1%-54.7%0.067%
2/17/2025 Bank of America Corp DE300,198$12.64M0.0%+116.7%2.383%
2/14/2025 Mercer Global Advisors Inc. ADV27,140$1.14M0.0%-6.0%0.215%
2/14/2025 Jane Street Group LLC14,875$626K0.0%-61.9%0.118%
2/14/2025 Integrated Wealth Concepts LLC13,255$558K0.0%N/A0.105%
2/14/2025 Stifel Financial Corp88,230$3.72M0.0%+4.7%0.700%
2/14/2025 Commerce Bank6,885$290K0.0%N/A0.055%
2/13/2025 Rockefeller Capital Management L.P.49,506$2.09M0.0%+2.7%0.393%
2/13/2025 Envestnet Asset Management Inc.41,725$1.76M0.0%+44.1%0.331%
2/13/2025 Wells Fargo & Company MN9,082$382K0.0%N/A0.072%
2/12/2025 Level Four Advisory Services LLC144,383$6.08M0.2%-1.3%1.146%
2/11/2025 LPL Financial LLC214,976$9.05M0.0%+5.2%1.706%
2/11/2025 Millstone Evans Group LLC768$32K0.0%N/A0.006%
2/10/2025 Corient Private Wealth LLC5,536$233K0.0%-45.0%0.044%
2/10/2025 Kestra Advisory Services LLC845,682$35.61M0.2%+5.4%6.712%
2/10/2025 Commonwealth Equity Services LLC181,869$7.66M0.0%+34.1%1.443%
2/7/2025 Davis Selected Advisers3,386,897$142.62M0.8%+0.0%26.880%
2/6/2025 Raymond James Financial Inc.277,814$11.70M0.0%N/A2.205%
2/6/2025 Atria Investments Inc5,807$245K0.0%-31.0%0.046%
2/4/2025 IFP Advisors Inc2,665$112K0.0%-45.7%0.021%
2/3/2025 Private Advisor Group LLC37,011$1.56M0.0%+1.1%0.294%
1/31/2025 D.A. Davidson & CO.139,604$5.88M0.0%-0.7%1.108%
1/31/2025 Truist Financial Corp6,621$279K0.0%+18.9%0.053%
1/31/2025 Sanctuary Advisors LLC19,547$891K0.0%+6.2%0.155%
1/31/2025 J.W. Cole Advisors Inc.32,186$1.36M0.1%-5.6%0.255%
1/30/2025 CapWealth Advisors LLC35,466$1.49M0.2%-4.6%0.281%
1/29/2025 Gladstone Institutional Advisory LLC39,789$1.68M0.1%-16.0%0.316%
1/27/2025 Silver Oak Securities Incorporated35,407$1.49M0.1%+27.3%0.281%
1/27/2025 Kathleen S. Wright Associates Inc.23,225$978K0.4%-1.0%0.184%
1/24/2025 Lunt Capital Management Inc.158,409$6.67M2.6%+21.6%1.257%
1/22/2025 Next Level Private LLC264,170$11.12M4.5%+18.6%2.097%
1/21/2025 Lantz Financial LLC21,646$911K0.2%+5.0%0.172%
1/21/2025 Geneos Wealth Management Inc.87,043$3.67M0.1%+4.5%0.691%
1/16/2025 Priebe Wealth Holdings LLC6,675$281K0.2%N/A0.053%
1/14/2025 Sebold Capital Management Inc.89,931$3.79M2.5%-7.6%0.714%
1/14/2025 Melone Private Wealth LLC14,512$611K0.3%-5.9%0.115%
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12/26/2024 JPMorgan Chase & Co.730$30K0.0%-47.3%0.006%
12/13/2024 B. Riley Wealth Advisors Inc.5,073$211K0.0%-5.6%0.040%
11/25/2024 Sanctuary Advisors LLC18,401$816K0.0%N/A0.146%
11/15/2024 Jane Street Group LLC39,077$1.63M0.0%N/A0.310%
11/15/2024 Stifel Financial Corp84,271$3.51M0.0%+44.3%0.669%
11/15/2024 Quantinno Capital Management LP7,944$331K0.0%N/A0.063%
11/14/2024 Captrust Financial Advisors28,198$1.18M0.0%+4.6%0.224%
11/14/2024 Rockefeller Capital Management L.P.48,226$2.01M0.0%-0.6%0.383%
11/13/2024 Avestar Capital LLC15,549$648K0.1%N/A0.123%
11/13/2024 D.A. Davidson & CO.140,573$5.86M0.0%+0.4%1.116%
11/8/2024 Prospera Financial Services Inc70,923$2.96M0.1%-37.0%0.563%
11/1/2024 Atria Investments Inc8,415$351K0.0%N/A0.067%
10/28/2024 Gladstone Institutional Advisory LLC47,366$1.97M0.1%-65.0%0.376%
10/28/2024 Focus Financial Network Inc.11,684$487K0.0%-11.2%0.093%
10/25/2024 Financial Advocates Investment Management8,921$372K0.0%-7.8%0.071%
10/24/2024 Lunt Capital Management Inc.130,296$5.43M2.5%+22.8%1.034%
10/24/2024 J.W. Cole Advisors Inc.34,099$1.42M0.1%+9.1%0.271%
10/23/2024 Silver Oak Securities Incorporated27,811$1.16M0.1%+209.3%0.221%
10/22/2024 Private Advisor Group LLC36,610$1.53M0.0%-2.9%0.291%
10/22/2024 Sebold Capital Management Inc.97,302$4.06M2.7%-3.0%0.772%
10/18/2024Raymond James & Associates256,050$10.67M0.0%-2.0%2.032%
10/16/2024 Summit Investment Advisory Services LLC7,983$333K0.2%N/A0.063%
10/11/2024 Kathleen S. Wright Associates Inc.23,469$978K0.4%+4.1%0.186%
10/10/2024 Next Level Private LLC222,649$9.28M3.8%+17.3%1.767%
8/21/2024 Truist Financial Corp5,132$208K0.0%N/A0.041%
8/19/2024 B. Riley Wealth Advisors Inc.5,373$218K0.0%N/A0.043%
8/12/2024 Beck Bode LLC22,806$926K0.2%-9.4%0.181%
8/12/2024 Mercer Global Advisors Inc. ADV29,160$1.18M0.0%-24.1%0.231%
8/8/2024 J.W. Cole Advisors Inc.31,241$1.27M0.1%+27.0%0.248%
8/5/2024 Private Advisor Group LLC37,715$1.53M0.0%+4.4%0.299%
8/5/2024 CapWealth Advisors LLC38,938$1.58M0.2%-3.7%0.309%
8/2/2024 Next Level Private LLC189,753$7.71M3.5%+21.3%1.506%
8/1/2024 D.A. Davidson & CO.139,991$5.69M0.1%-1.0%1.111%
7/31/2024 Commonwealth Equity Services LLC136,897$5.56M0.0%+5.1%1.086%
7/23/2024 Geneos Wealth Management Inc.77,444$3.15M0.1%+6.6%0.615%
7/22/2024 Legacy Capital Group California Inc.7,259$295K0.1%+4.9%0.058%
7/19/2024Raymond James & Associates261,196$10.61M0.0%+12.9%2.073%
7/10/2024 Lantz Financial LLC18,609$756K0.2%+1.3%0.148%
5/22/2024 Beck Bode LLC25,163$1.02M0.2%-38.5%0.200%
5/17/2024 Comerica Bank3,572$144K0.0%+17.7%0.028%
5/17/2024 Tidal Investments LLC12,325$498K0.0%-24.1%0.098%
5/15/2024 Kestra Advisory Services LLC779,259$31.46M0.2%+6.1%6.185%
5/4/2024 Geneos Wealth Management Inc.72,645$2.93M0.1%+11.2%0.591%
4/30/2024 Private Advisor Group LLC36,124$1.46M0.0%-0.9%0.294%
4/30/2024 J.W. Cole Advisors Inc.24,592$993K0.1%+17.9%0.200%
4/29/2024 Commonwealth Equity Services LLC130,246$5.26M0.0%-0.6%1.059%
4/25/2024 Cambridge Investment Research Advisors Inc.71,734$2.90M0.0%+2.4%0.583%
4/24/2024Fulcrum Equity Management31,687$1.28M1.5%N/A0.258%
4/23/2024 Lunt Capital Management Inc.77,616$3.13M1.6%+35.4%0.631%
4/22/2024Raymond James & Associates231,394$9.34M0.0%+20.3%1.881%
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4/11/2024 Sebold Capital Management Inc.100,113$4.04M2.7%-3.3%0.882%
4/10/2024 Lantz Financial LLC18,362$741K0.2%+8.8%0.162%
2/12/2024 Avestar Capital LLC38,477$1.36M0.2%N/A0.339%
2/12/2024Focus Financial Network Inc. ADV13,254$478K0.0%N/A0.117%
2/12/2024 Steward Partners Investment Advisory LLC7,640$269K0.0%-6.8%0.067%
2/9/2024 Cambridge Investment Research Advisors Inc.70,060$2.47M0.0%N/A0.617%
2/9/2024 D.A. Davidson & CO.142,684$5.03M0.0%-3.4%1.257%
2/9/2024 Gladstone Institutional Advisory LLC138,101$4.87M0.3%-2.0%1.217%
2/9/2024 UBS Group AG383,440$13.52M0.0%-0.1%3.378%
2/8/2024 Level Four Advisory Services LLC137,124$4.84M0.3%+2.6%1.208%
(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, 66 institutional investors and hedge funds held shares of Davis Select U.S. Equity ETF. The most heavily invested institutionals were Davis Selected Advisers ($142.62M), Kestra Advisory Services LLC ($35.61M), UBS Group AG ($13.52M), Bank of America Corp DE ($12.64M), Raymond James Financial Inc. ($11.70M), Next Level Private LLC ($11.12M), and Raymond James & Associates ($10.67M).Learn more on DUSA's institutional investors.

Which institutional investors have been buying Davis Select U.S. Equity ETF stock?

Of the 50 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: Raymond James Financial Inc. ($277.81K), Raymond James & Associates ($207.97K), Next Level Private LLC ($169.45K), Bank of America Corp DE ($161.70K), OLD Mission Capital LLC ($113.12K), Kestra Advisory Services LLC ($101.58K), and Andesa Financial Management Inc. ($83.15K).

How much institutional buying is happening at Davis Select U.S. Equity ETF?

Institutional investors have bought a total of 1,917,810 shares in the last 24 months. This purchase volume represents approximately $72.73M in transactions.

Which Davis Select U.S. Equity ETF major shareholders have been selling company stock?

Of the 36 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: Gladstone Institutional Advisory LLC ($98.15K), Level Four Advisory Services LLC ($80.36K), Prospera Financial Services Inc ($41.71K), Lunt Capital Management Inc. ($35.05K), Beck Bode LLC ($30.16K), LPL Financial LLC ($29.17K), and CapWealth Advisors LLC ($27.28K).

How much institutional selling is happening at Davis Select U.S. Equity ETF?

Institutional investors have sold a total of 511,299 shares in the last 24 months. This volume of shares sold represents approximately $18.68M in transactions.


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This page (BATS:DUSA) was last updated on 3/4/2025 by MarketBeat.com Staff
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