DAVIS SELECT US EQUITY ETF (DUSA) Institutional Shareholders
DAVIS SELECT US EQUITY ETF (DUSA) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $964.70M in DUSA holdings during the latest filing period.
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 $264.17M, representing an estimated gain of +1.89% 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
82
Total Reported Value
$964.70M
Largest Holder
Morgan Stanley
Largest Position
$259.28M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
90
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 | $264,172,445 | +$4,892,057 | +1.89% | |
| Davis Selected Advisers | 0.82% | 3,400,745 | $191,053,853 | $194,658,644 | +$3,604,791 | +1.89% | |
| Bank Of America Corp | 0.01% | 1,675,821 | $94,147,624 | $95,923,994 | +$1,776,370 | +1.89% | |
| Raymond James Financial Inc | 0.01% | 925,842 | $52,013,813 | $52,995,196 | +$981,383 | +1.89% | |
| Kestra Advisory Services, Llc | 0.17% | 918,489 | $51,600,686 | $52,574,310 | +$973,624 | +1.89% | |
| Wells Fargo & Company/Mn | 0.01% | 789,324 | $44,344,243 | $45,180,906 | +$836,663 | +1.89% | |
| Lpl Financial Llc | 0.01% | 705,267 | $39,621,927 | $40,369,483 | +$747,556 | +1.89% | |
| Ubs Group Ag | 0.01% | 613,239 | $34,451,767 | $35,101,800 | +$650,033 | +1.89% | |
| Next Level Private Llc | 5.08% | 461,878 | $25,948,315 | $26,437,897 | +$489,582 | +1.89% | |
| Odonnell Financial Services, Llc | 7.59% | 459,277 | $25,802,182 | $26,289,015 | +$486,833 | +1.89% | |
| Melone Private Wealth, Llc | 7.01% | 327,833 | $18,417,680 | $18,765,161 | +$347,481 | +1.89% | |
| Osaic Holdings, Inc. | 0.02% | 275,196 | $15,460,516 | $15,752,219 | +$291,703 | +1.89% | |
| Kestra Private Wealth Services, Llc | 0.11% | 170,526 | $9,580,129 | $9,760,908 | +$180,779 | +1.89% | |
| Commonwealth Equity Services, Llc | 0.01% | 159,604 | $8,966,550 | $9,135,733 | +$169,183 | +1.89% | |
| Lunt Capital Management, Inc. | 3.22% | 156,160 | $8,773,069 | $8,938,598 | +$165,529 | +1.89% | |
| Stifel Financial Corp | 0.01% | 155,285 | $8,723,779 | $8,888,513 | +$164,734 | +1.89% | |
| Level Four Advisory Services, Llc | 0.22% | 138,769 | $7,796,119 | $7,943,138 | +$147,019 | +1.89% | |
| D.A. Davidson & Co. | 0.04% | 138,110 | $7,759,020 | $7,905,416 | +$146,396 | +1.89% | |
| Geneos Wealth Management Inc. | 0.12% | 104,955 | $5,896,378 | $6,007,624 | +$111,246 | +1.89% | |
| Royal Bank Of Canada | 0.00% | 91,151 | $5,121,000 | $5,217,483 | +$96,483 | +1.88% | |
| Highpoint Advisor Group Llc | 0.12% | 60,104 | $3,376,643 | $3,440,353 | +$63,710 | +1.89% | |
| Atria Investments, Inc | 0.03% | 56,158 | $3,154,956 | $3,214,484 | +$59,528 | +1.89% | |
| Rockefeller Capital Management L.P. | 0.00% | 53,406 | $3,000,395 | $3,056,959 | +$56,564 | +1.89% | |
| Transcend Capital Advisors, Llc | 0.19% | 49,940 | $2,805,629 | $2,858,566 | +$52,937 | +1.89% | |
| Summit Wealth Group Llc / Co | 0.22% | 47,770 | $2,683,719 | $2,734,355 | +$50,636 | +1.89% | |
| Two Sigma Investments, Lp | 0.00% | 47,300 | $2,657,314 | $2,707,452 | +$50,138 | +1.89% | |
| Private Advisor Group, Llc | 0.01% | 37,345 | $2,098,017 | $2,137,628 | +$39,611 | +1.89% | |
| Jane Street Group, Llc | 0.00% | 35,624 | $2,001,356 | $2,039,118 | +$37,762 | +1.89% | |
| Ifp Advisors, Inc | 0.04% | 35,586 | $1,999,221 | $2,036,943 | +$37,722 | +1.89% | |
| Lantz Financial Llc | 0.33% | 32,443 | $1,822,651 | $1,857,037 | +$34,386 | +1.89% | |
| Dorato Capital Management | 1.20% | 30,837 | $1,770,661 | $1,765,110 | -$5,551 | -0.31% | |
| Sanctuary Advisors, Llc | 0.01% | 31,391 | $1,763,548 | $1,796,821 | +$33,273 | +1.89% | |
| Citadel Advisors Llc | 0.00% | 28,495 | $1,600,849 | $1,631,054 | +$30,205 | +1.89% | |
| Mariner, Llc | 0.00% | 24,090 | $1,353,376 | $1,378,912 | +$25,536 | +1.89% | |
| J.W. Cole Advisors, Inc. | 0.02% | 23,563 | $1,323,744 | $1,348,746 | +$25,002 | +1.89% | |
| Captrust Financial Advisors | 0.00% | 23,002 | $1,292,250 | $1,316,634 | +$24,384 | +1.89% | |
| Davenport & Co Llc | 0.01% | 21,017 | $1,180,735 | $1,203,013 | +$22,278 | +1.89% | |
| Mercer Global Advisors Inc | 0.00% | 18,566 | $1,043,038 | $1,062,718 | +$19,680 | +1.89% | |
| Capwealth Advisors, Llc | 0.07% | 17,977 | $1,009,948 | $1,029,003 | +$19,055 | +1.89% | |
| Gladstone Institutional Advisory Llc | 0.03% | 14,749 | $828,599 | $844,233 | +$15,634 | +1.89% | |
| Vestmark Advisory Solutions, Inc. | 0.01% | 14,330 | $805,059 | $820,249 | +$15,190 | +1.89% | |
| Elevation Point Wealth Partners, Llc | 0.01% | 14,317 | $804,329 | $819,505 | +$15,176 | +1.89% | |
| Blume Capital Management, Inc. | 0.09% | 11,125 | $625,003 | $636,795 | +$11,792 | +1.89% | |
| Focus Financial Network, Inc. | 0.02% | 10,796 | $606,539 | $617,963 | +$11,424 | +1.88% | |
| Sigma Planning Corp | 0.01% | 10,168 | $571,230 | $582,016 | +$10,786 | +1.89% | |
| Cetera Investment Advisers | 0.00% | 9,824 | $551,900 | $562,326 | +$10,426 | +1.89% | |
| Capital Investment Advisory Services, Llc | 0.03% | 9,386 | $527,305 | $537,255 | +$9,950 | +1.89% | |
| Summit Investment Advisory Services, Llc | 0.12% | 8,422 | $473,175 | $482,075 | +$8,900 | +1.88% | |
| Great Point Wealth Advisors, Llc | 0.07% | 7,518 | $422,370 | $430,330 | +$7,960 | +1.88% | |
| Stratos Wealth Partners, Ltd. | 0.00% | 7,227 | $406,066 | $413,673 | +$7,607 | +1.87% |
Frequently asked questions about DUSA
Who owns the most DUSA stock?
The largest holders of DUSA are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for DAVIS SELECT US EQUITY ETF (DUSA).
Is DUSA widely held by superinvestors?
Many widely followed stocks like DUSA appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly DUSA is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.