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Davis Select US Equity ETF

75 hedge funds and large institutions have $832M invested in Davis Select US Equity ETF in 2026 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 29 increasing their positions, 23 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 2

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

26% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 23

11% more capital invested

Capital invested by funds: $751M → $832M (+$81.3M)

10% more funds holding

Funds holding: 6875 (+7)

0.49% more ownership

Funds ownership: 79.71%80.2% (+0.49%)

Holders
75
Holders Change
+7
Holders Change %
+10.29%
% of All Funds
0.92%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
12
Increased
29
Reduced
23
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$224M +$5.51M +106,243 +2%
DSA
2
Davis Selected Advisers
Arizona
$173M +$839K +16,179 +0.5%
Bank of America
3
Bank of America
North Carolina
$82.8M +$4.88M +94,125 +6%
KAS
4
Kestra Advisory Services
Texas
$46.3M -$510K -9,839 -1%
Raymond James Financial
5
Raymond James Financial
Florida
$45.1M +$23.5M +453,063 +104%
Wells Fargo
6
Wells Fargo
California
$39.2M +$17.9M +344,824 +81%
LPL Financial
7
LPL Financial
California
$33.4M -$713K -13,762 -2%
UBS Group
8
UBS Group
Switzerland
$30M +$1.37M +26,364 +5%
NLP
9
Next Level Private
New York
$22.1M +$3.22M +62,218 +17%
ODFS
10
O'Donnell Financial Services
California
$20.6M +$21.1M +406,556 New
MPW
11
Melone Private Wealth
Michigan
$16.1M +$1.2M +23,240 +8%
KPWS
12
Kestra Private Wealth Services
Texas
$8.6M +$547K +10,563 +7%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$8.08M +$285K +5,497 +4%
LCM
14
Lunt Capital Management
Utah
$7.95M -$66.1K -1,276 -0.8%
Stifel Financial
15
Stifel Financial
Missouri
$7.57M +$816K +15,743 +12%
DADC
16
D.A. Davidson & Co
Montana
$7.11M -$104K -2,015 -1%
LFAS
17
Level Four Advisory Services
Texas
$6.95M -$739K -14,263 -9%
Jane Street
18
Jane Street
New York
$6.21M +$4.29M +82,740 +209%
GWM
19
Geneos Wealth Management
Colorado
$5.41M -$730K -14,078 -12%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$4.02M +$576K +11,115 +16%
Rockefeller Capital Management
21
Rockefeller Capital Management
New York
$2.73M +$29.2K +564 +1%
HAG
22
HighPoint Advisor Group
Illinois
$2.71M +$376K +7,251 +16%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$2.6M +$2.17M +41,827 +447%
SWGC
24
Summit Wealth Group (Colorado)
Colorado
$2.43M -$102K -1,959 -4%
PAG
25
Private Advisor Group
New Jersey
$1.79M +$13K +250 +0.7%

DUSA Hedge Fund Activity: Q1 2026 in Review

75 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Davis Select US Equity ETF (DUSA) for Q1 2026, worth a combined $832M — up 11% from $751M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new DUSA positions and 2 closed out — a net gain of 10 holders — while 29 added to existing stakes and 23 trimmed.

The largest buyer was Raymond James Financial, adding an estimated $23.5M. The largest seller was WJ Wealth Management, cutting an estimated $1.97M.

  • 75 institutional investors held Davis Select US Equity ETF (DUSA) as of Q1 2026, up from 68 in Q4 2025.
  • Funds reported $832M of Davis Select US Equity ETF stock for Q1 2026, up 11% quarter-over-quarter.
  • 12 funds opened new Davis Select US Equity ETF positions in Q1 2026 and 2 closed out, a net change of +10 holders.
  • The largest Davis Select US Equity ETF buyer in Q1 2026 was Raymond James Financial, an estimated $23.5M added.
  • The largest Davis Select US Equity ETF seller in Q1 2026 was WJ Wealth Management, an estimated $1.97M sold.

Based on aggregated 13F filings for Q1 2026.