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Davis Select US Equity ETF

61 hedge funds and large institutions have $651M invested in Davis Select US Equity ETF in 2025 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 24 increasing their positions, 14 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
61
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LF
26
Lantz Financial
Illinois
$1.16M
CAPTRUST Financial Advisors
27
CAPTRUST Financial Advisors
North Carolina
$1.16M
KSWA
28
Kathleen S. Wright Associates
Pennsylvania
$1.11M
Mercer Global Advisors
29
Mercer Global Advisors
Colorado
$1.05M
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$852K
DC
31
Davenport & Co
Virginia
$781K
Osaic Holdings
32
Osaic Holdings
Arizona
$713K
BCM
33
Blume Capital Management
California
$636K
SPC
34
Sigma Planning Corp
Michigan
$553K
FFN
35
Focus Financial Network
Minnesota
$529K
IWC
36
Integrated Wealth Concepts
Massachusetts
$487K
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$479K
SIAS
38
Summit Investment Advisory Services
Minnesota
$401K
SPIA
39
Steward Partners Investment Advisory
New York
$343K
Truist Financial
40
Truist Financial
North Carolina
$337K
Mariner
41
Mariner
Kansas
$322K
Janney Montgomery Scott
42
Janney Montgomery Scott
Pennsylvania
$305K
CB
43
Commerce Bank
Missouri
$280K
AI
44
Atria Investments
North Carolina
$276K
WA
45
Waverly Advisors
Alabama
$264K
GPWA
46
Great Point Wealth Advisors
Massachusetts
$262K
Baird Financial Group
47
Baird Financial Group
Wisconsin
$254K
Comerica Bank
48
Comerica Bank
Texas
$201K
SWM
49
Spire Wealth Management
Virginia
$130K
IA
50
IFP Advisors
Florida
$128K