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Davis Select US Equity ETF
DUSA

Overview Fund Activity

62 hedge funds and large institutions have $590M invested in Davis Select US Equity ETF in 2025 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 25 increasing their positions, 16 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
62
Holders Change
-4
Holders Change %
-6.06%
% of All Funds
0.83%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
2
Increased
25
Reduced
16
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$11.4M
2
Wells Fargo
Wells Fargo
California
+$10.1M
3
UBS Group
UBS Group
Switzerland
+$3.89M
4
KPWS
Kestra Private Wealth Services
Texas
+$2.7M
5
Raymond James Financial
Raymond James Financial
Florida
+$2.67M

Top Sellers

1
GWM
Geneos Wealth Management
Colorado
-$8.45M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$2.36M
3
Bank of America
Bank of America
North Carolina
-$1.45M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$387K
5
SIAS
Summit Investment Advisory Services
Minnesota
-$338K
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$184M +$1.82M +39,379 +1%
DSA
2
Davis Selected Advisers
Arizona
$157M – – –
KAS
3
Kestra Advisory Services
Texas
$41.2M +$1.14M +24,660 +3%
LPL Financial
4
LPL Financial
California
$29.4M +$11.4M +246,274 +63%
Bank of America
5
Bank of America
North Carolina
$29M -$1.45M -31,431 -5%
UBS Group
6
UBS Group
Switzerland
$22.2M +$3.89M +84,153 +21%
Raymond James Financial
7
Raymond James Financial
Florida
$15.1M +$2.67M +57,608 +21%
NLP
8
Next Level Private
New York
$14.7M +$1.11M +24,092 +8%
Wells Fargo
9
Wells Fargo
California
$13.5M +$10.1M +218,573 +302%
PWH
10
Priebe Wealth Holdings
Minnesota
$7.7M +$1.96M +42,325 +34%
LCM
11
Lunt Capital Management
Utah
$7.39M -$310K -6,700 -4%
LFAS
12
Level Four Advisory Services
Texas
$6.81M +$1.39K +30 +0%
DADC
13
D.A. Davidson & Co
Montana
$6.64M +$45.4K +981 +0.7%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$6.21M -$2.36M -50,935 -28%
KPWS
15
Kestra Private Wealth Services
Texas
$5.8M +$2.7M +58,262 +87%
GWM
16
Geneos Wealth Management
Colorado
$5.76M -$8.45M -182,540 -59%
Stifel Financial
17
Stifel Financial
Missouri
$5.03M +$484K +10,449 +11%
SCM
18
Sebold Capital Management
Illinois
$3.67M +$9.58K +207 +0.3%
SWGC
19
Summit Wealth Group (Colorado)
Colorado
$2.74M +$2.74M +59,296 New
Rockefeller Capital Management
20
Rockefeller Capital Management
New York
$2.33M +$81.1K +1,752 +4%
SOS
21
Silver Oak Securities
Tennessee
$1.95M -$463 -10 -0%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$1.87M +$1.46M +31,469 +354%
PAG
23
Private Advisor Group
New Jersey
$1.7M +$26.6K +574 +2%
CA
24
CapWealth Advisors
Tennessee
$1.4M -$134K -2,887 -9%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$1.35M +$102K +2,207 +8%
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