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

Davis Select U.S. Equity ETF logo
$45.43 +2.60 (+6.07%)
Closing price 01/31/2025 03:58 PM Eastern
Extended Trading
$45.44 +0.01 (+0.02%)
As of 01/31/2025 05:30 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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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)
30
Total
Institutional Inflows
(last 12 months)
$27.34M
Number of
Institutional Sellers
(last 12 months)
21
Total
Institutional Outflows
(last 12 months)
$8.96M
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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
1/31/2025D.A. Davidson & CO.139,604$5.88M0.0%-0.7%1.108%
1/31/2025Truist Financial Corp6,621$279K0.0%+18.9%0.053%
1/31/2025Sanctuary Advisors LLC19,547$891K0.0%+6.2%0.155%
1/31/2025J.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%
12/26/2024JPMorgan Chase & Co.730$30K0.0%-47.3%0.006%
12/13/2024B. Riley Wealth Advisors Inc.5,073$211K0.0%-5.6%0.040%
11/25/2024Sanctuary Advisors LLC18,401$816K0.0%N/A0.146%
11/15/2024Jane Street Group LLC39,077$1.63M0.0%N/A0.310%
11/15/2024Stifel Financial Corp84,271$3.51M0.0%+44.3%0.669%
11/15/2024Quantinno Capital Management LP7,944$331K0.0%N/A0.063%
11/14/2024Captrust Financial Advisors28,198$1.18M0.0%+4.6%0.224%
11/14/2024Rockefeller 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%
11/13/2024D.A. Davidson & CO.140,573$5.86M0.0%+0.4%1.116%
11/8/2024Prospera Financial Services Inc70,923$2.96M0.1%-37.0%0.563%
11/1/2024Atria 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%
10/24/2024J.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%
10/22/2024Private 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%
8/21/2024Truist Financial Corp5,132$208K0.0%N/A0.041%
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8/19/2024B. Riley Wealth Advisors Inc.5,373$218K0.0%N/A0.043%
8/12/2024Beck Bode LLC22,806$926K0.2%-9.4%0.181%
8/12/2024Mercer Global Advisors Inc. ADV29,160$1.18M0.0%-24.1%0.231%
8/8/2024J.W. Cole Advisors Inc.31,241$1.27M0.1%+27.0%0.248%
8/5/2024Private 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%
8/1/2024D.A. Davidson & CO.139,991$5.69M0.1%-1.0%1.111%
7/31/2024Commonwealth 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%
7/22/2024Legacy 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%
5/22/2024Beck Bode LLC25,163$1.02M0.2%-38.5%0.200%
5/17/2024Comerica Bank3,572$144K0.0%+17.7%0.028%
5/17/2024Tidal Investments LLC12,325$498K0.0%-24.1%0.098%
5/15/2024Kestra 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%
4/30/2024Private Advisor Group LLC36,124$1.46M0.0%-0.9%0.294%
4/30/2024J.W. Cole Advisors Inc.24,592$993K0.1%+17.9%0.200%
4/29/2024Commonwealth Equity Services LLC130,246$5.26M0.0%-0.6%1.059%
4/25/2024Cambridge 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%
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%
2/12/2024Steward Partners Investment Advisory LLC7,640$269K0.0%-6.8%0.067%
2/9/2024Cambridge Investment Research Advisors Inc.70,060$2.47M0.0%N/A0.617%
2/9/2024D.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%
2/9/2024UBS Group AG383,440$13.52M0.0%-0.1%3.378%
2/8/2024Level Four Advisory Services LLC137,124$4.84M0.3%+2.6%1.208%
2/8/2024 Financial Advocates Investment Management9,671$341K0.0%-38.7%0.085%
2/6/2024Centric Wealth Management11,296$420K0.1%N/A0.100%
2/5/2024Beck Bode LLC40,887$1.44M0.3%-2.3%0.360%
2/5/2024 Silver Oak Securities Incorporated7,928$280K0.0%N/A0.070%
2/1/2024 Kathleen S. Wright Associates Inc.22,548$795K0.4%-3.7%0.199%
1/31/2024J.W. Cole Advisors Inc.20,855$735K0.0%+4.5%0.184%
1/31/2024 CapWealth Advisors LLC40,482$1.43M0.2%-11.5%0.357%
1/30/2024 Lunt Capital Management Inc.57,317$2.02M1.0%-37.9%0.505%
1/26/2024 Geneos Wealth Management Inc.65,312$2.30M0.1%+716.4%0.575%
1/24/2024 Stratos Wealth Partners LTD.39,534$1.39M0.0%+4.3%0.348%
1/18/2024 Next Level Private LLC124,594$4.39M2.5%+76.2%1.098%
1/18/2024 Sebold Capital Management Inc.103,554$3.65M2.7%+27.9%0.912%
1/16/2024Raymond James Financial Services Advisors Inc.24,280$856K0.0%+3.8%0.214%
1/16/2024Raymond James & Associates192,281$6.78M0.0%+261.2%1.694%
1/12/2024 Lantz Financial LLC16,878$595K0.2%+7.3%0.149%
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1/11/2024Diligent Investors LLC6,985$246K0.1%-5.7%0.062%
11/15/2023Toroso Investments LLC28,752$908K0.0%-43.2%0.253%
11/13/2023Mariner LLC19,478$615K0.0%-10.0%0.172%
11/13/2023LPL Financial LLC174,327$5.51M0.0%-0.8%1.536%
11/13/2023Kestra Advisory Services LLC720,643$22.76M0.2%+1.9%6.349%
11/8/2023D.A. Davidson & CO.147,754$4.67M0.1%+2.3%1.302%
11/8/2023 Spire Wealth Management2,734$86K0.0%N/A0.024%
11/6/2023Diligent Investors LLC7,410$234K0.1%-6.3%0.065%
11/2/2023Beck Bode LLC41,867$1.32M0.3%-2.1%0.369%
11/1/2023Orion Portfolio Solutions LLC17,089$540K0.0%-50.0%0.151%
(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, 57 institutional investors and hedge funds held shares of Davis Select U.S. Equity ETF. The most heavily invested institutionals were Davis Selected Advisers ($94.74M), Kestra Advisory Services LLC ($31.46M), UBS Group AG ($13.52M), Next Level Private LLC ($11.12M), Raymond James & Associates ($10.67M), Lunt Capital Management Inc. ($6.67M), and D.A. Davidson & CO. ($5.88M).Learn more on DUSA's institutional investors.

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

Of the 41 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 & Associates ($207.97K), Next Level Private LLC ($169.45K), OLD Mission Capital LLC ($113.12K), Gladstone Institutional Advisory LLC ($109.14K), Andesa Financial Management Inc. ($83.15K), Lunt Capital Management Inc. ($79.47K), and Geneos Wealth Management Inc. ($78.17K).

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

Institutional investors have bought a total of 1,472,424 shares in the last 24 months. This purchase volume represents approximately $51.44M in transactions.

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

Of the 33 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 ($78.47K), Prospera Financial Services Inc ($41.71K), Lunt Capital Management Inc. ($35.05K), CapWealth Advisors LLC ($33.96K), LPL Financial LLC ($29.17K), and Toroso Investments LLC ($24.20K).

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

Institutional investors have sold a total of 523,335 shares in the last 24 months. This volume of shares sold represents approximately $18.29M in transactions.


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This page (BATS:DUSA) was last updated on 2/1/2025 by MarketBeat.com Staff
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