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

Davis Select U.S. Equity ETF logo
$40.68 -2.15 (-5.02%)
Closing price 04/3/2025 03:58 PM Eastern
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$40.65 -0.03 (-0.07%)
As of 04/3/2025 04:05 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

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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
2/25/2025B. Riley Wealth Advisors Inc.5,381$227K0.0%+6.1%0.043%
2/17/2025Waverly Advisors LLC14,817$624K0.0%-4.0%0.118%
2/17/2025Captrust Financial Advisors30,085$1.27M0.0%+6.7%0.239%
2/17/2025Citadel Advisors LLC23,833$1.00M0.0%N/A0.189%
2/17/2025Beck Bode LLC8,432$355K0.1%-54.7%0.067%
2/17/2025Bank of America Corp DE300,198$12.64M0.0%+116.7%2.383%
2/14/2025Mercer Global Advisors Inc. ADV27,140$1.14M0.0%-6.0%0.215%
2/14/2025Jane Street Group LLC14,875$626K0.0%-61.9%0.118%
2/14/2025Integrated Wealth Concepts LLC13,255$558K0.0%N/A0.105%
2/14/2025Stifel Financial Corp88,230$3.72M0.0%+4.7%0.700%
2/14/2025Commerce Bank6,885$290K0.0%N/A0.055%
2/13/2025Rockefeller Capital Management L.P.49,506$2.09M0.0%+2.7%0.393%
2/13/2025Envestnet Asset Management Inc.41,725$1.76M0.0%+44.1%0.331%
2/13/2025Wells Fargo & Company MN9,082$382K0.0%N/A0.072%
2/12/2025Level Four Advisory Services LLC144,383$6.08M0.2%-1.3%1.146%
2/11/2025LPL Financial LLC214,976$9.05M0.0%+5.2%1.706%
2/11/2025Millstone Evans Group LLC768$32K0.0%N/A0.006%
2/10/2025Corient Private Wealth LLC5,536$233K0.0%-45.0%0.044%
2/10/2025Kestra Advisory Services LLC845,682$35.61M0.2%+5.4%6.712%
2/10/2025Commonwealth Equity Services LLC181,869$7.66M0.0%+34.1%1.443%
2/7/2025Davis Selected Advisers3,386,897$142.62M0.8%+0.0%26.880%
2/6/2025Raymond James Financial Inc.277,814$11.70M0.0%N/A2.205%
2/6/2025Atria Investments Inc5,807$245K0.0%-31.0%0.046%
2/4/2025IFP Advisors Inc2,665$112K0.0%-45.7%0.021%
2/3/2025Private Advisor Group LLC37,011$1.56M0.0%+1.1%0.294%
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%
1/30/2025CapWealth Advisors LLC35,466$1.49M0.2%-4.6%0.281%
1/29/2025Gladstone Institutional Advisory LLC39,789$1.68M0.1%-16.0%0.316%
1/27/2025Silver Oak Securities Incorporated35,407$1.49M0.1%+27.3%0.281%
1/27/2025Kathleen S. Wright Associates Inc.23,225$978K0.4%-1.0%0.184%
1/24/2025Lunt Capital Management Inc.158,409$6.67M2.6%+21.6%1.257%
1/22/2025Next Level Private LLC264,170$11.12M4.5%+18.6%2.097%
1/21/2025Lantz Financial LLC21,646$911K0.2%+5.0%0.172%
1/21/2025Geneos Wealth Management Inc.87,043$3.67M0.1%+4.5%0.691%
1/16/2025Priebe Wealth Holdings LLC6,675$281K0.2%N/A0.053%
1/14/2025Sebold Capital Management Inc.89,931$3.79M2.5%-7.6%0.714%
1/14/2025Melone Private Wealth LLC14,512$611K0.3%-5.9%0.115%
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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%
11/13/2024Avestar 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%
10/28/2024Gladstone Institutional Advisory LLC47,366$1.97M0.1%-65.0%0.376%
10/28/2024Focus Financial Network Inc.11,684$487K0.0%-11.2%0.093%
10/25/2024Financial Advocates Investment Management8,921$372K0.0%-7.8%0.071%
10/24/2024Lunt 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%
10/23/2024Silver 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%
10/22/2024Sebold 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%
10/16/2024Summit Investment Advisory Services LLC7,983$333K0.2%N/A0.063%
10/11/2024Kathleen S. Wright Associates Inc.23,469$978K0.4%+4.1%0.186%
10/10/2024Next Level Private LLC222,649$9.28M3.8%+17.3%1.767%
8/21/2024Truist Financial Corp5,132$208K0.0%N/A0.041%
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%
8/5/2024CapWealth Advisors LLC38,938$1.58M0.2%-3.7%0.309%
8/2/2024Next 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%
7/23/2024Geneos 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%
7/10/2024Lantz 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%
5/4/2024Geneos 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%
4/23/2024Lunt 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%
Now I look stupid. Real stupid... (Ad)

I thought what happened 25 years ago was a once- in-a-lifetime event… but how wrong I was. Because here we are, a quarter of a century later, almost to the exact day, and it’s happening again.

Here’s the full story for you.
4/11/2024Sebold Capital Management Inc.100,113$4.04M2.7%-3.3%0.882%
4/10/2024Lantz Financial LLC18,362$741K0.2%+8.8%0.162%
2/12/2024Avestar 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%
2/9/2024Gladstone 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%
(Data available from 1/1/2016 forward)

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DUSA Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DUSA shares?

During the previous two years, 65 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 49 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), Kestra Advisory Services LLC ($101.58K), Andesa Financial Management Inc. ($83.15K), and Lunt Capital Management Inc. ($79.47K).

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

Institutional investors have bought a total of 1,804,695 shares in the last 24 months. This purchase volume represents approximately $69.66M 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 4/4/2025 by MarketBeat.com Staff
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