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Davis Select U.S. Equity ETF (DUSA) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for Davis Select U.S. Equity ETF (BATS:DUSA)

Number of
Institutional Buyers
(last 12 months)
24
Total
Institutional Inflows
(last 12 months)
$21.55M
Number of
Institutional Sellers
(last 12 months)
22
Total
Institutional Outflows
(last 12 months)
$7.52M
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DUSA Institutional Buying and Selling by Quarter

Davis Select U.S. Equity ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/4/2024 Geneos Wealth Management Inc.72,645$2.93M0.1%+11.2%0.591%
4/30/2024 Private Advisor Group LLC36,124$1.46M0.0%-0.9%0.294%
4/30/2024 J.W. Cole Advisors Inc.24,592$993K0.1%+17.9%0.200%
4/29/2024Commonwealth Equity Services LLC130,246$5.26M0.0%-0.6%1.059%
4/25/2024 Cambridge Investment Research Advisors Inc.71,734$2.90M0.0%+2.4%0.583%
4/24/2024 Fulcrum Equity Management31,687$1.28M1.5%N/A0.258%
4/23/2024 Lunt Capital Management Inc.77,616$3.13M1.6%+35.4%0.631%
4/22/2024 Raymond James & Associates231,394$9.34M0.0%+20.3%1.881%
4/11/2024 Sebold Capital Management Inc.100,113$4.04M2.7%-3.3%0.882%
4/10/2024 Lantz Financial LLC18,362$741K0.2%+8.8%0.162%
2/12/2024Avestar Capital LLC38,477$1.36M0.2%N/A0.339%
2/12/2024Focus Financial Network Inc. ADV13,254$478K0.0%N/A0.117%
2/12/2024Steward Partners Investment Advisory LLC7,640$269K0.0%-6.8%0.067%
2/9/2024 Cambridge Investment Research Advisors Inc.70,060$2.47M0.0%N/A0.617%
2/9/2024D.A. Davidson & CO.142,684$5.03M0.0%-3.4%1.257%
2/9/2024Gladstone Institutional Advisory LLC138,101$4.87M0.3%-2.0%1.217%
2/9/2024UBS Group AG383,440$13.52M0.0%-0.1%3.378%
2/8/2024Level Four Advisory Services LLC137,124$4.84M0.3%+2.6%1.208%
2/8/2024 Financial Advocates Investment Management9,671$341K0.0%-38.7%0.085%
2/6/2024 Centric Wealth Management11,296$420K0.1%N/A0.100%
2/5/2024Beck Bode LLC40,887$1.44M0.3%-2.3%0.360%
2/5/2024Silver Oak Securities Incorporated7,928$280K0.0%N/A0.070%
2/1/2024 Kathleen S. Wright Associates Inc.22,548$795K0.4%-3.7%0.199%
1/31/2024 J.W. Cole Advisors Inc.20,855$735K0.0%+4.5%0.184%
1/31/2024 CapWealth Advisors LLC40,482$1.43M0.2%-11.5%0.357%
1/30/2024 Lunt Capital Management Inc.57,317$2.02M1.0%-37.9%0.505%
1/26/2024 Geneos Wealth Management Inc.65,312$2.30M0.1%+716.4%0.575%
1/24/2024 Stratos Wealth Partners LTD.39,534$1.39M0.0%+4.3%0.348%
1/18/2024 Next Level Private LLC124,594$4.39M2.5%+76.2%1.098%
1/18/2024 Sebold Capital Management Inc.103,554$3.65M2.7%+27.9%0.912%
1/16/2024 Raymond James Financial Services Advisors Inc.24,280$856K0.0%+3.8%0.214%
1/16/2024 Raymond James & Associates192,281$6.78M0.0%+261.2%1.694%
1/12/2024 Lantz Financial LLC16,878$595K0.2%+7.3%0.149%
1/11/2024 Diligent Investors LLC6,985$246K0.1%-5.7%0.062%
11/15/2023Toroso Investments LLC28,752$908K0.0%-43.2%0.253%
11/13/2023Mariner LLC19,478$615K0.0%-10.0%0.172%
11/13/2023LPL Financial LLC174,327$5.51M0.0%-0.8%1.536%
11/13/2023Kestra Advisory Services LLC720,643$22.76M0.2%+1.9%6.349%
11/8/2023D.A. Davidson & CO.147,754$4.67M0.1%+2.3%1.302%
11/8/2023 Spire Wealth Management2,734$86K0.0%N/A0.024%
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11/6/2023 Diligent Investors LLC7,410$234K0.1%-6.3%0.065%
11/2/2023Beck Bode LLC41,867$1.32M0.3%-2.1%0.369%
11/1/2023 Orion Portfolio Solutions LLC17,089$540K0.0%-50.0%0.151%
10/31/2023 Lunt Capital Management Inc.92,368$2.92M1.5%+8.0%0.814%
10/24/2023 J.W. Cole Advisors Inc.19,961$630K0.0%+16.5%0.176%
10/24/2023 Raymond James Financial Services Advisors Inc.23,396$739K0.0%-2.4%0.206%
10/24/2023 Raymond James & Associates53,229$1.68M0.0%-2.6%0.469%
10/23/2023 Sebold Capital Management Inc.80,960$2.56M2.1%+10.7%0.713%
10/23/2023Commonwealth Equity Services LLC125,591$3.97M0.0%-0.6%1.107%
10/23/2023 Kathleen S. Wright Associates Inc.23,417$740K0.4%+4.6%0.206%
10/20/2023 Lantz Financial LLC15,724$497K0.2%+13.8%0.139%
10/10/2023 Summit Investment Advisory Services LLC8,112$256K0.2%+22.8%0.071%
8/11/2023Kestra Advisory Services LLC706,992$22.65M0.2%-1.0%6.229%
8/11/2023D.A. Davidson & CO.144,404$4.63M0.0%-0.3%1.272%
8/10/2023Beck Bode LLC42,785$1.37M0.3%+4.4%0.377%
8/10/2023 Private Advisor Group LLC36,206$1.20M0.0%-2.1%0.319%
7/31/2023LPL Financial LLC175,752$5.63M0.0%-11.0%1.542%
7/28/2023 Sebold Capital Management Inc.73,129$2.34M1.9%-8.7%0.641%
7/27/2023 J.W. Cole Advisors Inc.17,132$549K0.0%-3.7%0.150%
7/25/2023 Raymond James Financial Services Advisors Inc.23,980$768K0.0%-11.5%0.210%
7/25/2023 Raymond James & Associates54,640$1.75M0.0%-2.7%0.479%
7/18/2023 Stratos Wealth Partners LTD.37,968$1.22M0.0%+4.8%0.333%
7/14/2023 Next Level Private LLC69,481$2.21M1.4%+2.9%0.609%
7/12/2023 Lantz Financial LLC13,823$443K0.2%+29.2%0.121%
7/10/2023Level Four Advisory Services LLC201,487$6.46M0.4%-18.2%1.767%
6/5/2023Level Four Advisory Services LLC246,458$7.01M0.5%-12.0%2.162%
5/23/2023Toroso Investments LLC79,373$2.26M0.1%-2.9%0.690%
5/15/2023Gladstone Institutional Advisory LLC168,092$4.78M0.3%+4.0%1.462%
5/12/2023 Sebold Capital Management Inc.80,079$2.28M1.8%+9.4%0.696%
5/11/2023 Financial Advocates Investment Management20,537$584K0.0%-3.3%0.179%
5/11/2023Commonwealth Equity Services LLC126,186$3.59M0.0%+14.5%1.097%
5/10/2023 Private Advisor Group LLC36,999$1.05M0.0%N/A0.322%
5/10/2023LPL Financial LLC197,391$5.61M0.0%-3.0%1.716%
5/8/2023Davis Selected Advisers3,332,430$94.74M0.6%+0.1%28.978%
5/5/2023Andesa Financial Management Inc.152,620$2.79M1.4%+119.7%1.327%
5/3/2023Beck Bode LLC40,996$1.17M0.3%+3.4%0.356%
5/3/2023 J.W. Cole Advisors Inc.17,790$506K0.0%+7.1%0.155%
5/2/2023 CapWealth Advisors LLC74,687$2.12M0.3%-20.2%0.649%
4/27/2023 Stratos Wealth Partners LTD.36,243$1.03M0.0%-4.1%0.315%
4/25/2023 Geneos Wealth Management Inc.8,000$227K0.0%+166.7%0.070%
4/25/2023D.A. Davidson & CO.144,879$4.12M0.0%-1.2%1.260%
4/20/2023 Melone Private Wealth LLC15,175$431K0.3%+3.8%0.132%
4/18/2023IFP Advisors Inc5,516$133K0.0%-36.2%0.048%
4/14/2023 Raymond James & Associates56,141$1.60M0.0%-3.6%0.488%
4/10/2023 Lantz Financial LLC10,701$304K0.1%N/A0.093%
4/10/2023 Next Level Private LLC67,528$1.92M1.5%+9.6%0.587%
3/6/2023OLD Mission Capital LLC113,115$3.07M0.1%N/A0.984%
2/10/2023Davis Selected Advisers3,329,138$90.45M0.6%+0.6%0.000%
2/8/2023 Raymond James Financial Services Advisors Inc.26,931$732K0.0%-6.5%0.000%
2/8/2023 Raymond James & Associates58,231$1.58M0.0%-3.1%0.000%
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2/8/2023UBS Group AG385,139$10.46M0.0%-5.0%0.000%
2/8/2023Beck Bode LLC39,637$1.08M0.2%N/A0.000%
2/7/2023Commonwealth Equity Services LLC110,188$2.99M0.0%-9.0%0.000%
2/7/2023LPL Financial LLC203,499$5.53M0.0%+0.2%0.000%
2/7/2023IFP Advisors Inc8,643$209K0.0%-67.1%0.000%
2/6/2023Brinker Capital Investments LLC10,256$279K0.0%-7.9%0.000%
2/3/2023D.A. Davidson & CO.146,624$3.98M0.0%+4.5%0.000%
2/1/2023Gladstone Institutional Advisory LLC161,704$4.39M0.3%+174.3%0.000%
2/1/2023 CapWealth Advisors LLC93,539$2.54M0.3%-6.7%0.000%
1/31/2023Kestra Advisory Services LLC690,139$18.75M0.2%+161.5%0.000%
(Data available from 1/1/2016 forward)

DUSA Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DUSA shares?

During the previous two years, 40 institutional investors and hedge funds held shares of Davis Select U.S. Equity ETF. The most heavily invested institutionals were Davis Selected Advisers ($94.74M), Kestra Advisory Services LLC ($22.76M), UBS Group AG ($13.52M), Raymond James & Associates ($9.34M), LPL Financial LLC ($5.51M), Commonwealth Equity Services LLC ($5.26M), and D.A. Davidson & CO. ($5.03M).Learn more on DUSA's institutional investors.

Which institutional investors have been buying Davis Select U.S. Equity ETF stock?

Of the 31 institutional investors that purchased Davis Select U.S. Equity ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Kestra Advisory Services LLC ($439.91K), Raymond James & Associates ($178.17K), OLD Mission Capital LLC ($113.12K), Gladstone Institutional Advisory LLC ($109.14K), Andesa Financial Management Inc. ($83.15K), Cambridge Investment Research Advisors Inc. ($71.73K), and Geneos Wealth Management Inc. ($69.65K).

How much institutional buying is happening at Davis Select U.S. Equity ETF?

Institutional investors have bought a total of 1,472,890 shares in the last 24 months. This purchase volume represents approximately $45.26M in transactions.

Which Davis Select U.S. Equity ETF major shareholders have been selling company stock?

Of the 26 institutional investors that sold Davis Select U.S. Equity ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Level Four Advisory Services LLC ($78.47K), Lunt Capital Management Inc. ($35.05K), CapWealth Advisors LLC ($30.77K), LPL Financial LLC ($29.17K), Toroso Investments LLC ($24.20K), UBS Group AG ($20.72K), and IFP Advisors Inc ($20.72K).

How much institutional selling is happening at Davis Select U.S. Equity ETF?

Institutional investors have sold a total of 341,034 shares in the last 24 months. This volume of shares sold represents approximately $10.51M in transactions.


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This page (BATS:DUSA) was last updated on 5/11/2024 by MarketBeat.com Staff

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