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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
Morgan Stanley
1
Morgan Stanley
New York
$220M +$8.06M +163,801 +4%
DSA
2
Davis Selected Advisers
Arizona
$173M +$60.4K +1,228 +0%
Bank of America
3
Bank of America
North Carolina
$78.6M +$24.4M +495,603 +48%
KAS
4
Kestra Advisory Services
Texas
$47.1M +$953K +19,364 +2%
LPL Financial
5
LPL Financial
California
$34.4M -$762K -15,499 -2%
UBS Group
6
UBS Group
Switzerland
$28.9M +$813K +16,521 +3%
Raymond James Financial
7
Raymond James Financial
Florida
$22.2M +$1.7M +34,530 +9%
Wells Fargo
8
Wells Fargo
California
$21.9M +$4.77M +96,943 +29%
NLP
9
Next Level Private
New York
$19.1M +$1.68M +34,130 +10%
MPW
10
Melone Private Wealth
Michigan
$15M +$13.2M +268,768 +1,051%
KPWS
11
Kestra Private Wealth Services
Texas
$8.13M +$420K +8,544 +6%
LCM
12
Lunt Capital Management
Utah
$8.07M -$59.6K -1,211 -0.8%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$7.86M +$173K +3,514 +2%
LFAS
14
Level Four Advisory Services
Texas
$7.74M +$70.8K +1,439 +1%
DADC
15
D.A. Davidson & Co
Montana
$7.26M -$8.12K -165 -0.1%
Stifel Financial
16
Stifel Financial
Missouri
$6.82M +$88.8K +1,806 +1%
GWM
17
Geneos Wealth Management
Colorado
$6.18M -$34.4K -700 -0.6%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$3.49M +$1.51M +30,636 +82%
Rockefeller Capital Management
19
Rockefeller Capital Management
New York
$2.73M +$41.2K +838 +2%
SWGC
20
Summit Wealth Group (Colorado)
Colorado
$2.55M +$2.45M +49,828 New
HAG
21
HighPoint Advisor Group
Illinois
$2.36M +$2.27M +46,240 New
WWM
22
WJ Wealth Management
Arizona
$2.36M +$2.27M +46,129 New
Jane Street
23
Jane Street
New York
$2.02M +$408K +8,297 +27%
PAG
24
Private Advisor Group
New Jersey
$1.8M -$245K -4,977 -12%
DCM
25
Dorato Capital Management
Colorado
$1.6M +$1.52M +30,950 New

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.