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Davis Select US Equity ETF
DUSA

Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$199M +$8.53M +180,989 +5%
DSA
2
Davis Selected Advisers
Arizona
$162M – – –
Bank of America
3
Bank of America
North Carolina
$49.9M +$19.6M +416,004 +66%
KAS
4
Kestra Advisory Services
Texas
$43.2M +$623K +13,206 +1%
LPL Financial
5
LPL Financial
California
$33M +$2.46M +52,271 +8%
UBS Group
6
UBS Group
Switzerland
$26.2M +$3.18M +67,456 +14%
Raymond James Financial
7
Raymond James Financial
Florida
$19.2M +$3.52M +74,593 +23%
NLP
8
Next Level Private
New York
$16.4M +$981K +20,801 +7%
Wells Fargo
9
Wells Fargo
California
$15.8M +$1.87M +39,752 +14%
PSCM
10
Per Stirling Capital Management
Texas
$12M +$11.9M +251,394 New
LCM
11
Lunt Capital Management
Utah
$7.62M -$23.7K -502 -0.3%
KPWS
12
Kestra Private Wealth Services
Texas
$7.21M +$1.18M +25,053 +20%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$7.2M +$758K +16,084 +12%
LFAS
14
Level Four Advisory Services
Texas
$7.18M +$128K +2,714 +2%
DADC
15
D.A. Davidson & Co
Montana
$6.81M -$54.8K -1,163 -0.8%
Stifel Financial
16
Stifel Financial
Missouri
$6.31M +$1.08M +22,871 +21%
GWM
17
Geneos Wealth Management
Colorado
$5.82M -$141K -3,001 -2%
Rockefeller Capital Management
18
Rockefeller Capital Management
New York
$2.51M +$96.5K +2,047 +4%
PAG
19
Private Advisor Group
New Jersey
$1.92M +$160K +3,398 +9%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$1.8M +$397K +8,431 +29%
Jane Street
21
Jane Street
New York
$1.5M +$415K +8,801 +39%
CA
22
CapWealth Advisors
Tennessee
$1.38M -$74.3K -1,576 -5%
JWCA
23
J.W. Cole Advisors
Florida
$1.23M +$44.3K +939 +4%
MPW
24
Melone Private Wealth
Michigan
$1.23M +$522K +11,063 +76%
GIA
25
Gladstone Institutional Advisory
Florida
$1.21M -$28.2K -599 -2%
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