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Davis Select US Equity ETF

50 hedge funds and large institutions have $255M invested in Davis Select US Equity ETF in 2023 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 23 increasing their positions, 16 reducing their positions, and 2 closing their positions.

Holders
50
Holders Change
+2
Holders Change %
+4.17%
% of All Funds
0.8%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
23
Reduced
16
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
DSA
1
Davis Selected Advisers
Arizona
$94.7M 3,332,430 +3,292 +0.1%
Morgan Stanley
2
Morgan Stanley
New York
$72.6M 2,554,795 -52,293 -2%
KAS
3
Kestra Advisory Services
Texas
$20.3M 714,329 +24,190 +4%
UBS Group
4
UBS Group
Switzerland
$10.7M 376,047 -9,092 -2%
LFAS
5
Level Four Advisory Services
Texas
$7.01M 246,458 -33,503 -12%
LPL Financial
6
LPL Financial
California
$5.61M 197,391 -6,108 -3%
GIA
7
Gladstone Institutional Advisory
Florida
$4.78M 168,092 +6,388 +4%
DADC
8
D.A. Davidson & Co
Montana
$4.12M 144,879 -1,745 -1%
OMC
9
Old Mission Capital
Illinois
$3.21M 112,888 -227 -0.2%
AFM
10
Andesa Financial Management
Pennsylvania
$2.79M 152,620 +83,152 +120%
Jane Street
11
Jane Street
New York
$2.43M 85,408 +12,772 +18%
SCM
12
Sebold Capital Management
Illinois
$2.28M 80,079 +6,888 +9%
TI
13
Tidal Investments
Wisconsin
$2.26M 79,373 -2,350 -3%
CA
14
CapWealth Advisors
Tennessee
$2.12M 74,687 -18,852 -20%
NLP
15
Next Level Private
New York
$1.92M 67,528 +5,895 +10%
RJA
16
Raymond James & Associates
Florida
$1.6M 56,141 -2,090 -4%
BBL
17
Beck Bode LLC
Massachusetts
$1.17M 40,996 +1,359 +3%
PAG
18
Private Advisor Group
New Jersey
$1.05M 36,999 -3,090 -8%
JPMPWA
19
J.P. Morgan Private Wealth Advisors
California
$1.04M 36,721 -800 -2%
SWP
20
Stratos Wealth Partners
Ohio
$1.03M 36,243 -1,550 -4%
Stifel Financial
21
Stifel Financial
Missouri
$905K 31,816 +12,503 +65%
Citadel Advisors
22
Citadel Advisors
Florida
$866K 30,477 +13,970 +85%
CAPTRUST Financial Advisors
23
CAPTRUST Financial Advisors
North Carolina
$808K 28,410 +42 +0.1%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$770K 27,090 +159 +0.6%
KSWA
25
Kathleen S. Wright Associates
Pennsylvania
$636K 22,388