Who Owns DUSA?
Davis Select U.S. Equity ETF — Institutional Ownership & 13F Holdings
$55.39
+0.49 (+0.89%)
Market Cap
$1.1B
Shares Outstanding
19,311,243
Institutional Holders
65
Total Inst. Value
$465.4M
% of Float Held
—
QoQ Holder Change
+19
Institutional data as of Q1 2025
New Positions
15
Closed Positions
8
Increased
19
Decreased
20
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | MORGAN STANLEY | $166.2M | 3,928,069 |
| 2 | DAVIS SELECTED ADVISERS | $143.2M | 3,383,338 |
| 3 | BANK OF AMERICA CORP /DE/ | $27.8M | 657,354 |
| 4 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $21.2M | 500 |
| 5 | UBS Group AG | $16.8M | 396,280 |
| 6 | Next Level Private LLCNew | $12.4M | 293,917 |
| 7 | RAYMOND JAMES FINANCIAL INC | $11.4M | 268,312 |
| 8 | Geneos Wealth Management Inc. | $9.3M | 218,898 |
| 9 | Lunt Capital Management, Inc.New | $7.0M | 166,315 |
| 10 | LEVEL FOUR ADVISORY SERVICES, LLC | $6.2M | 147,138 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| MORGAN STANLEY | +344K | $166.2M |
| BANK OF AMERICA CORP /DE/ | +357K | $27.8M |
| UBS Group AG | +14K | $16.8M |
| Next Level Private LLCNew | +294K | $12.4M |
| Geneos Wealth Management Inc. | +132K | $9.3M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | -17K | $1K |
| Gladstone Institutional Advisory LLC | -12K | $1.2M |
| RAYMOND JAMES FINANCIAL INC | -10K | $11.4M |
| CAPTRUST FINANCIAL ADVISORS | -6K | $1K |
| J.W. COLE ADVISORS, INC. | -6K | $1.1M |
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Frequently Asked Questions
How many institutional investors hold DUSA?
As of Q1 2025, 65 institutional investors report holding DUSA (Davis Select U.S. Equity ETF) in their 13F filings.
Which hedge fund owns the most DUSA?
The largest institutional holder of DUSA is MORGAN STANLEY with $166.2M in shares.
Are institutions buying or selling DUSA?
This quarter, 15 institutions opened new positions in DUSA and 8 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.