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

Davis Select U.S. Equity ETF logo
$42.74 +0.38 (+0.90%)
(As of 12/23/2024 ET)
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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)
32
Total
Institutional Inflows
(last 12 months)
$33.29M
Number of
Institutional Sellers
(last 12 months)
20
Total
Institutional Outflows
(last 12 months)
$9.50M
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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
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%
7/31/2024Commonwealth 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%
7/22/2024 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%
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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%
4/29/2024Commonwealth 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%
4/24/2024 Fulcrum 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%
2/12/2024 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%
2/8/2024 Financial Advocates Investment Management9,671$341K0.0%-38.7%0.085%
2/6/2024 Centric Wealth Management11,296$420K0.1%N/A0.100%
2/5/2024 Beck 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%
1/31/2024 J.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%
1/24/2024Stratos 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%
1/11/2024 Diligent Investors LLC6,985$246K0.1%-5.7%0.062%
11/15/2023 Toroso Investments LLC28,752$908K0.0%-43.2%0.253%
11/13/2023 Mariner LLC19,478$615K0.0%-10.0%0.172%
11/13/2023 LPL Financial LLC174,327$5.51M0.0%-0.8%1.536%
11/13/2023 Kestra Advisory Services LLC720,643$22.76M0.2%+1.9%6.349%
11/8/2023 D.A. Davidson & CO.147,754$4.67M0.1%+2.3%1.302%
11/8/2023 Spire Wealth Management2,734$86K0.0%N/A0.024%
11/6/2023 Diligent Investors LLC7,410$234K0.1%-6.3%0.065%
11/2/2023 Beck Bode LLC41,867$1.32M0.3%-2.1%0.369%
11/1/2023 Orion Portfolio Solutions LLC17,089$540K0.0%-50.0%0.151%
10/31/2023 Lunt Capital Management Inc.92,368$2.92M1.5%+8.0%0.814%
10/24/2023 J.W. Cole Advisors Inc.19,961$630K0.0%+16.5%0.176%
10/24/2023Raymond James Financial Services Advisors Inc.23,396$739K0.0%-2.4%0.206%
10/24/2023Raymond James & Associates53,229$1.68M0.0%-2.6%0.469%
10/23/2023 Sebold Capital Management Inc.80,960$2.56M2.1%+10.7%0.713%
10/23/2023Commonwealth Equity Services LLC125,591$3.97M0.0%-0.6%1.107%
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10/23/2023 Kathleen S. Wright Associates Inc.23,417$740K0.4%+4.6%0.206%
10/20/2023 Lantz Financial LLC15,724$497K0.2%+13.8%0.139%
10/10/2023 Summit Investment Advisory Services LLC8,112$256K0.2%+22.8%0.071%
8/11/2023 Kestra Advisory Services LLC706,992$22.65M0.2%-1.0%6.229%
8/11/2023 D.A. Davidson & CO.144,404$4.63M0.0%-0.3%1.272%
8/10/2023 Beck Bode LLC42,785$1.37M0.3%+4.4%0.377%
8/10/2023 Private Advisor Group LLC36,206$1.20M0.0%-2.1%0.319%
7/31/2023 LPL Financial LLC175,752$5.63M0.0%-11.0%1.542%
7/28/2023 Sebold Capital Management Inc.73,129$2.34M1.9%-8.7%0.641%
7/27/2023 J.W. Cole Advisors Inc.17,132$549K0.0%-3.7%0.150%
(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, 55 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), Raymond James & Associates ($10.67M), Next Level Private LLC ($9.28M), D.A. Davidson & CO. ($5.86M), and Commonwealth Equity Services LLC ($5.56M).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: Kestra Advisory Services LLC ($484.48K), Raymond James & Associates ($207.97K), Next Level Private LLC ($127.93K), OLD Mission Capital LLC ($113.12K), Gladstone Institutional Advisory LLC ($109.14K), Andesa Financial Management Inc. ($83.15K), and Geneos Wealth Management Inc. ($74.44K).

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

Institutional investors have bought a total of 1,816,644 shares in the last 24 months. This purchase volume represents approximately $59.42M in transactions.

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

Of the 32 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 ($90.57K), Level Four Advisory Services LLC ($78.47K), Prospera Financial Services Inc ($41.71K), Lunt Capital Management Inc. ($35.05K), CapWealth Advisors LLC ($32.25K), 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 516,797 shares in the last 24 months. This volume of shares sold represents approximately $17.79M in transactions.


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This page (BATS:DUSA) was last updated on 12/24/2024 by MarketBeat.com Staff
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