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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
SEI Investments
51
SEI Investments
Pennsylvania
$348K +$356K +6,868 New
SWP
52
Stratos Wealth Partners
Ohio
$336K +$28.7K +553 +9%
Truist Financial
53
Truist Financial
North Carolina
$330K -$1.87K -36 -0.6%
CB
54
Commerce Bank
Missouri
$297K
NA
55
NewEdge Advisors
Louisiana
$289K +$295K +5,696 New
AI
56
Atria Investments
North Carolina
$286K -$7.26K -140 -2%
CIAS
57
Capital Investment Advisory Services
North Carolina
$269K +$263K +5,073 +2,132%
Baird Financial Group
58
Baird Financial Group
Wisconsin
$269K -$52 -1 -0%
AWA
59
Arkadios Wealth Advisors
Georgia
$251K +$6.84K +132 +3%
TWC
60
TD Waterhouse Canada
Ontario, Canada
$237K +$200K +3,852 +475%
Fifth Third Bancorp
61
Fifth Third Bancorp
Ohio
$216K +$221K +4,256 New
IA
62
IFP Advisors
Florida
$135K
BFP
63
Birchwood Financial Partners
Minnesota
$111K
ASN
64
Advisory Services Network
Georgia
$67.2K +$68.7K +1,325 New
SWM
65
Spire Wealth Management
Virginia
$53.3K -$84.1K -1,622 -61%
AF
66
Allworth Financial
California
$50.5K
MEG
67
Millstone Evans Group
Colorado
$39K
JP Morgan Chase
68
JP Morgan Chase
New York
$36.4K
Northwestern Mutual Wealth Management
69
Northwestern Mutual Wealth Management
Wisconsin
$25.4K +$25.9K +500 New
VWA
70
VSM Wealth Advisory
Maryland
$19.7K
KA
71
Kozak & Associates
Colorado
$14.7K
CA
72
CoreCap Advisors
Michigan
$13.5K +$13.8K +267 New
HIA
73
Harbor Investment Advisory
Maryland
$12.7K
GPFA
74
Game Plan Financial Advisors
Ohio
$8.57K
CFD
75
Creative Financial Designs
Indiana
$3.5K +$3.58K +69 New

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.