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Davis Select US Equity ETF

62 hedge funds and large institutions have $590M invested in Davis Select US Equity ETF in 2025 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 25 increasing their positions, 16 reducing their positions, and 6 closing their positions.

Holders
62
Holders Change
-4
Holders Change %
-6.06%
% of All Funds
0.83%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
2
Increased
25
Reduced
16
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$184M 3,967,448 +39,379 +1%
DSA
2
Davis Selected Advisers
Arizona
$157M 3,383,338
KAS
3
Kestra Advisory Services
Texas
$41.2M 889,292 +24,660 +3%
LPL Financial
4
LPL Financial
California
$29.4M 635,908 +246,274 +63%
Bank of America
5
Bank of America
North Carolina
$29M 625,923 -31,431 -5%
UBS Group
6
UBS Group
Switzerland
$22.2M 480,433 +84,153 +21%
Raymond James Financial
7
Raymond James Financial
Florida
$15.1M 325,920 +57,608 +21%
NLP
8
Next Level Private
New York
$14.7M 318,009 +24,092 +8%
Wells Fargo
9
Wells Fargo
California
$13.5M 290,959 +218,573 +302%
PWH
10
Priebe Wealth Holdings
Minnesota
$7.7M 166,315 +42,325 +34%
LCM
11
Lunt Capital Management
Utah
$7.39M 159,615 -6,700 -4%
LFAS
12
Level Four Advisory Services
Texas
$6.81M 147,168 +30 +0%
DADC
13
D.A. Davidson & Co
Montana
$6.64M 143,401 +981 +0.7%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$6.21M 134,134 -50,935 -28%
KPWS
15
Kestra Private Wealth Services
Texas
$5.8M 125,376 +58,262 +87%
GWM
16
Geneos Wealth Management
Colorado
$5.76M 124,481 -182,540 -59%
Stifel Financial
17
Stifel Financial
Missouri
$5.03M 108,785 +10,449 +11%
SCM
18
Sebold Capital Management
Illinois
$3.67M 79,348 +207 +0.3%
SWGC
19
Summit Wealth Group (Colorado)
Colorado
$2.74M 59,296 +59,296 New
Rockefeller Capital Management
20
Rockefeller Capital Management
New York
$2.33M 50,423 +1,752 +4%
SOS
21
Silver Oak Securities
Tennessee
$1.95M 42,230 -10 -0%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$1.87M 40,367 +31,469 +354%
PAG
23
Private Advisor Group
New Jersey
$1.7M 36,692 +574 +2%
CA
24
CapWealth Advisors
Tennessee
$1.4M 30,297 -2,887 -9%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$1.35M 29,109 +2,207 +8%