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Davis Select US Equity ETF

68 hedge funds and large institutions have $751M invested in Davis Select US Equity ETF in 2025 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 33 increasing their positions, 15 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 5

120% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 15

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

15% more capital invested

Capital invested by funds: $652M → $751M (+$99.1M)

10% more funds holding

Funds holding: 6268 (+6)

0.68% less ownership

Funds ownership: 80.39%79.71% (-0.68%)

Holders
68
Holders Change
+6
Holders Change %
+9.68%
% of All Funds
0.83%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
12
Increased
33
Reduced
15
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LF
26
Lantz Financial
Illinois
$1.39M +$144K +2,927 +12%
CA
27
CapWealth Advisors
Tennessee
$1.35M -$110K -2,232 -8%
JWCA
28
J.W. Cole Advisors
Florida
$1.34M +$22.8K +464 +2%
GIA
29
Gladstone Institutional Advisory
Florida
$1.3M +$13.3K +271 +1%
CAPTRUST Financial Advisors
30
CAPTRUST Financial Advisors
North Carolina
$1.22M -$9K -183 -0.8%
SA
31
Sanctuary Advisors
Indiana
$1.21M +$43K +874 +4%
Mercer Global Advisors
32
Mercer Global Advisors
Colorado
$1.08M -$30.5K -619 -3%
Osaic Holdings
33
Osaic Holdings
Arizona
$1M +$237K +4,822 +33%
DC
34
Davenport & Co
Virginia
$950K +$112K +2,280 +14%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$753K +$233K +4,733 +47%
FFN
36
Focus Financial Network
Minnesota
$674K +$105K +2,141 +19%
BCM
37
Blume Capital Management
California
$656K -$22.1K -450 -3%
SPC
38
Sigma Planning Corp
Michigan
$588K -$2.31K -47 -0.4%
IWC
39
Integrated Wealth Concepts
Massachusetts
$550K +$29.1K +592 +6%
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$479K -$414K -8,414 -47%
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
$444K +$113K +2,300 +36%
SIAS
42
Summit Investment Advisory Services
Minnesota
$431K +$2.85K +58 +0.7%
SPIA
43
Steward Partners Investment Advisory
New York
$381K +$14.8K +300 +4%
GPWA
44
Great Point Wealth Advisors
Massachusetts
$359K +$76.6K +1,557 +28%
Mariner
45
Mariner
Kansas
$345K +$738 +15 +0.2%
Truist Financial
46
Truist Financial
North Carolina
$334K -$24.8K -504 -7%
SWP
47
Stratos Wealth Partners
Ohio
$310K +$298K +6,067 New
CB
48
Commerce Bank
Missouri
$299K
AI
49
Atria Investments
North Carolina
$295K +$1.13K +23 +0.4%
Baird Financial Group
50
Baird Financial Group
Wisconsin
$271K +$49 +1 +0%

DUSA Hedge Fund Activity: Q4 2025 in Review

68 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Davis Select US Equity ETF (DUSA) for Q4 2025, worth a combined $751M — up 15% from $652M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new DUSA positions and 5 closed out — a net gain of 7 holders — while 33 added to existing stakes and 15 trimmed.

The largest buyer was Bank of America, adding an estimated $24.4M. The largest seller was Per Stirling Capital Management, exiting entirely with an estimated $12M sold.

  • 68 institutional investors held Davis Select US Equity ETF (DUSA) as of Q4 2025, up from 62 in Q3 2025.
  • Funds reported $751M of Davis Select US Equity ETF stock for Q4 2025, up 15% quarter-over-quarter.
  • 12 funds opened new Davis Select US Equity ETF positions in Q4 2025 and 5 closed out, a net change of +7 holders.
  • The largest Davis Select US Equity ETF buyer in Q4 2025 was Bank of America, an estimated $24.4M added.
  • The largest Davis Select US Equity ETF seller in Q4 2025 was Per Stirling Capital Management, an estimated $12M sold.

Based on aggregated 13F filings for Q4 2025.