DUSA Institutional Ownership & Shareholders
DAVIS SELECT US EQUITY ETF (DUSA) is currently held by 83 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $965.34M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Morgan Stanley is currently the largest disclosed institutional shareholder of DUSA tracked by InsiderSet, reporting ownership valued at approximately $259.28M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $257.16M, representing an estimated loss of -0.82% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 85% of the total disclosed DUSA value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Davis Selected Advisers, Bank Of America Corp, and several other long-term asset managers with concentrated positions in DAVIS SELECT US EQUITY ETF (DUSA).
This page ranks the largest institutional DUSA shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
83
Total Reported Value
$965.34M
Largest Holder
Morgan Stanley
Largest Position
$259.28M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
91
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.01% | 4,615,172 | $259,280,388 | $257,157,384 | -$2,123,004 | -0.82% | |
| Davis Selected Advisers | 0.82% | 3,400,745 | $191,053,853 | $189,489,511 | -$1,564,342 | -0.82% | |
| Bank Of America Corp | 0.01% | 1,675,821 | $94,147,624 | $93,376,746 | -$770,878 | -0.82% | |
| Raymond James Financial Inc | 0.01% | 925,842 | $52,013,813 | $51,587,916 | -$425,897 | -0.82% | |
| Kestra Advisory Services, Llc | 0.17% | 918,489 | $51,600,686 | $51,178,207 | -$422,479 | -0.82% | |
| Wells Fargo & Company/Mn | 0.01% | 789,324 | $44,344,243 | $43,981,133 | -$363,110 | -0.82% | |
| Lpl Financial Llc | 0.01% | 705,267 | $39,621,927 | $39,297,477 | -$324,450 | -0.82% | |
| Ubs Group Ag | 0.01% | 613,239 | $34,451,767 | $34,169,677 | -$282,090 | -0.82% | |
| Next Level Private Llc | 5.08% | 461,878 | $25,948,315 | $25,735,842 | -$212,473 | -0.82% | |
| Odonnell Financial Services, Llc | 7.59% | 459,277 | $25,802,182 | $25,590,914 | -$211,268 | -0.82% | |
| Melone Private Wealth, Llc | 7.01% | 327,833 | $18,417,680 | $18,266,855 | -$150,825 | -0.82% | |
| Osaic Holdings, Inc. | 0.02% | 275,196 | $15,460,516 | $15,333,921 | -$126,595 | -0.82% | |
| Kestra Private Wealth Services, Llc | 0.11% | 170,526 | $9,580,129 | $9,501,709 | -$78,420 | -0.82% | |
| Commonwealth Equity Services, Llc | 0.01% | 159,604 | $8,966,550 | $8,893,135 | -$73,415 | -0.82% | |
| Lunt Capital Management, Inc. | 3.22% | 156,160 | $8,773,069 | $8,701,235 | -$71,834 | -0.82% | |
| Stifel Financial Corp | 0.01% | 155,285 | $8,723,779 | $8,652,480 | -$71,299 | -0.82% | |
| Level Four Advisory Services, Llc | 0.22% | 138,769 | $7,796,119 | $7,732,209 | -$63,910 | -0.82% | |
| D.A. Davidson & Co. | 0.04% | 138,110 | $7,759,020 | $7,695,489 | -$63,531 | -0.82% | |
| Geneos Wealth Management Inc. | 0.12% | 104,955 | $5,896,378 | $5,848,093 | -$48,285 | -0.82% | |
| Royal Bank Of Canada | 0.00% | 91,151 | $5,121,000 | $5,078,934 | -$42,066 | -0.82% | |
| Highpoint Advisor Group Llc | 0.12% | 60,104 | $3,376,643 | $3,348,995 | -$27,648 | -0.82% | |
| Atria Investments, Inc | 0.03% | 56,158 | $3,154,956 | $3,129,124 | -$25,832 | -0.82% | |
| Rockefeller Capital Management L.P. | 0.00% | 53,406 | $3,000,395 | $2,975,782 | -$24,613 | -0.82% | |
| Transcend Capital Advisors, Llc | 0.19% | 49,940 | $2,805,629 | $2,782,657 | -$22,972 | -0.82% | |
| Summit Wealth Group Llc / Co | 0.22% | 47,770 | $2,683,719 | $2,661,744 | -$21,975 | -0.82% | |
| Two Sigma Investments, Lp | 0.00% | 47,300 | $2,657,314 | $2,635,556 | -$21,758 | -0.82% | |
| Private Advisor Group, Llc | 0.01% | 37,345 | $2,098,017 | $2,080,863 | -$17,154 | -0.82% | |
| Jane Street Group, Llc | 0.00% | 35,624 | $2,001,356 | $1,984,969 | -$16,387 | -0.82% | |
| Ifp Advisors, Inc | 0.04% | 35,586 | $1,999,221 | $1,982,852 | -$16,369 | -0.82% | |
| Lantz Financial Llc | 0.33% | 32,443 | $1,822,651 | $1,807,724 | -$14,927 | -0.82% | |
| Sanctuary Advisors, Llc | 0.01% | 31,391 | $1,763,548 | $1,749,107 | -$14,441 | -0.82% | |
| Dorato Capital Management | 1.12% | 30,560 | $1,687,829 | $1,702,803 | +$14,974 | +0.89% | |
| Citadel Advisors Llc | 0.00% | 28,495 | $1,600,849 | $1,587,741 | -$13,108 | -0.82% | |
| Mariner, Llc | 0.00% | 24,090 | $1,353,376 | $1,342,295 | -$11,081 | -0.82% | |
| J.W. Cole Advisors, Inc. | 0.02% | 23,563 | $1,323,744 | $1,312,930 | -$10,814 | -0.82% | |
| Captrust Financial Advisors | 0.00% | 23,002 | $1,292,250 | $1,281,671 | -$10,579 | -0.82% | |
| Davenport & Co Llc | 0.01% | 21,017 | $1,180,735 | $1,171,067 | -$9,668 | -0.82% | |
| Mercer Global Advisors Inc | 0.00% | 18,566 | $1,043,038 | $1,034,498 | -$8,540 | -0.82% | |
| Capwealth Advisors, Llc | 0.07% | 17,170 | $938,856 | $956,712 | +$17,856 | +1.90% | |
| Gladstone Institutional Advisory Llc | 0.03% | 14,749 | $828,599 | $821,814 | -$6,785 | -0.82% | |
| Vestmark Advisory Solutions, Inc. | 0.01% | 14,330 | $805,059 | $798,468 | -$6,591 | -0.82% | |
| Elevation Point Wealth Partners, Llc | 0.01% | 14,317 | $804,329 | $797,743 | -$6,586 | -0.82% | |
| Blume Capital Management, Inc. | 0.09% | 11,125 | $625,003 | $619,885 | -$5,118 | -0.82% | |
| Focus Financial Network, Inc. | 0.02% | 10,796 | $606,539 | $601,553 | -$4,986 | -0.82% | |
| Janney Montgomery Scott Llc | 0.00% | 10,578 | $594,000 | $589,406 | -$4,594 | -0.77% | |
| Sigma Planning Corp | 0.01% | 10,168 | $571,230 | $566,561 | -$4,669 | -0.82% | |
| Cetera Investment Advisers | 0.00% | 9,824 | $551,900 | $547,393 | -$4,507 | -0.82% | |
| Capital Investment Advisory Services, Llc | 0.03% | 9,386 | $527,305 | $522,988 | -$4,317 | -0.82% | |
| Summit Investment Advisory Services, Llc | 0.12% | 8,422 | $473,175 | $469,274 | -$3,901 | -0.82% | |
| Great Point Wealth Advisors, Llc | 0.07% | 7,518 | $422,370 | $418,903 | -$3,467 | -0.82% |
Frequently asked questions about DUSA
Who are the largest institutional holders of DUSA?
The largest institutional holders of DUSA reported in the latest SEC Form 13F filings include Morgan Stanley, Davis Selected Advisers, Bank Of America Corp, Raymond James Financial Inc, and Kestra Advisory Services, Llc. InsiderSet ranks institutional holders by their latest reported DUSA position.
What is DUSA institutional ownership?
This page tracks DUSA positions reported by institutional investment managers through SEC Form 13F. DAVIS SELECT US EQUITY ETF (DUSA) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own DUSA?
InsiderSet currently tracks 83 institutional managers reporting DUSA holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of DUSA shareholders.
How much DUSA stock do institutions own?
Institutional investment managers disclosed approximately $965.34M in DUSA holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was DUSA institutional ownership last updated?
The latest DUSA institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional DUSA holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its DUSA position after the reporting date.
Are institutions buying or selling DUSA?
Institutional buying and selling can be analyzed by comparing DUSA positions across consecutive 13F reporting periods. InsiderSet's DUSA Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View DUSA ownership changes.
How has DUSA institutional ownership changed over time?
InsiderSet tracks DUSA institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.