Free Trial
→ From Social Security to Social Prosperity? (From Paradigm Press) (Ad) Buy DUSA Stock  Free DUSA Stock Alerts

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

Davis Select U.S. Equity ETF logo
$41.80 -1.03 (-2.40%)
Closing price 04/25/2025 03:55 PM Eastern
Extended Trading
$41.90 +0.10 (+0.23%)
As of 04/25/2025 04:05 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.
Compare

Institutional Ownership Changes (13F Filings) for Davis Select U.S. Equity ETF (BATS:DUSA)

Number of
Institutional Buyers
(last 12 months)
39
Total
Institutional Inflows
(last 12 months)
$50.91M
Number of
Institutional Sellers
(last 12 months)
26
Total
Institutional Outflows
(last 12 months)
$10.30M
Get DUSA Insider Trade Alerts

Want to know when executives and insiders are buying or selling Davis Select U.S. Equity ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

DUSA Institutional Buying and Selling by Quarter

Davis Select U.S. Equity ETF Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/22/2025 Cambridge Investment Research Advisors Inc.8,898$377K0.0%+7.3%0.059%
4/18/2025 CENTRAL TRUST Co777$33K0.0%N/A0.005%
4/17/2025 Janney Montgomery Scott LLC5,374$227K0.0%N/A0.036%
4/15/2025 Focus Financial Network Inc.11,368$481K0.0%-3.0%0.075%
4/14/2025 Priebe Wealth Holdings LLC123,990$5.25M3.3%+1,757.5%0.819%
4/11/2025 Next Level Private LLC293,917$12.44M4.6%+11.3%1.943%
4/10/2025 Diligent Investors LLC6,185$262K0.1%-10.2%0.041%
4/8/2025 Lantz Financial LLC22,709$961K0.3%+4.9%0.150%
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%
1/27/2025 Silver Oak Securities Incorporated35,407$1.49M0.1%+27.3%0.281%
The most powerful man in D.C. (Ad)

Is there anybody more powerful than Donald Trump right now? In a single tariff announcement, he wiped out nearly $5 trillion in wealth from the S&P 500 and $6.4 trillion from the Dow Jones… Not to mention the countless trillions of dollars lost in every market around the world… leaving the major political powers scrambling in fear of Trump’s next move.

Whether you take some of that wealth for yourself depends on if you watch this controversial exposé
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%
1/22/2025 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%
1/21/2025Geneos 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%
1/14/2025Sebold 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%
11/13/2024Avestar 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%
10/28/2024 Focus 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%
10/23/2024 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%
10/22/2024Sebold 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%
10/16/2024 Summit 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%
10/10/2024 Next 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%
8/2/2024 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%
7/23/2024Geneos 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%
7/10/2024 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%
The most powerful man in D.C. (Ad)

Is there anybody more powerful than Donald Trump right now? In a single tariff announcement, he wiped out nearly $5 trillion in wealth from the S&P 500 and $6.4 trillion from the Dow Jones… Not to mention the countless trillions of dollars lost in every market around the world… leaving the major political powers scrambling in fear of Trump’s next move.

Whether you take some of that wealth for yourself depends on if you watch this controversial exposé
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%
4/25/2024 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%
4/23/2024Lunt 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%
4/11/2024Sebold 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%
(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, 67 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), Next Level Private LLC ($12.44M), Raymond James Financial Inc. ($11.70M), 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 ($193.30K), Bank of America Corp DE ($161.70K), Priebe Wealth Holdings LLC ($123.99K), 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 1,937,433 shares in the last 24 months. This purchase volume represents approximately $75.59M in transactions.

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

Of the 35 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 503,838 shares in the last 24 months. This volume of shares sold represents approximately $18.48M in transactions.


Related Companies

This page (BATS:DUSA) was last updated on 4/28/2025 by MarketBeat.com Staff
From Our Partners
Collect $7k per month from Tesla’s SECRET dividend
Tesla doesn't pay a traditional dividend.... But I just discovered a secret backdoor to collect a secret 69...
Investors Alley | Sponsored
URGENT: This Altcoin Opportunity Won’t Wait – Act Now
The July 23rd Crypto Trigger Could Mark the Beginning of Bitcoin’s Next Big Move Bitcoin’s early 2024 ETF r...
Crypto Swap Profits | Sponsored
‘Wheels Are Falling Off’ the U.S. Stock Market
The last time the U.S. economy looked like this, stocks didn't move for 16 years... And many investors lost...
Stansberry Research | Sponsored
Gold Alert: The Truth About Fort Knox Is Coming
Owning physical gold isn’t the best way to profit. I’ve found a better way to invest in gold—one that’s alr...
Golden Portfolio | Sponsored
Warning: “DOGE Collapse” imminent
Elon Strikes Back You may already sense that the tide is turning against Elon Musk and DOGE. Just this week...
Altimetry | Sponsored
Trump’s betrayal exposed
Trump’s Final Reset Inside the shocking plot to re-engineer America’s financial system…and why you need to ...
Porter & Company | Sponsored
Altucher: Turn $900 into $108,000 in just 12 months?
We are entering the final Trump Bump of our lives. But the biggest returns will not be in the stock market.
Paradigm Press | Sponsored
It’s absolute chaos in Silicon Valley right now…
If you missed out on the big boom in Nvidia… Listen up, because according to Nvidia's own CEO… Elon Musk...
Brownstone Research | Sponsored