DUSA

Davis Select US Equity ETFETF
UnclassifiedUSCUSIP 23908L207◍ Confluence graph
Tracked 13F Holders
79
-21 QoQ
13F Value (tracked)
$688.6M
13F Moves · latest Q
21 added
8 trimmed
Recent Filings
15

Who owns DUSA?

79 tracked 13F filers

79 tracked 13F filers disclose a position in DUSA as of the latest SEC 13F filings, a combined $688.6M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundPosition valueSharesLast moveAs ofHistory
1MORGAN STANLEY
$224.2M
4.4M
+2.5%
Added · +106K sh
Q1 2026
2BANK OF AMERICA CORP /DE/
$82.8M
1.6M
+6.1%
Added · +94K sh
Q1 2026
3Kestra Advisory Services, LLC
$51.6M
918K
+0.7%
Added · +6K sh
Q2 2026
4RAYMOND JAMES FINANCIAL INC
$45.1M
888K
+104%
Added · +453K sh
Q1 2026
5WELLS FARGO & COMPANY/MN
$39.2M
772K
+81%
Added · +345K sh
Q1 2026
6LPL Financial LLC
$33.4M
659K
−2.0%
Reduced · −14K sh
Q1 2026
7UBS Group AG
$30.0M
591K
+4.7%
Added · +26K sh
Q1 2026
8Next Level Private LLC
$25.9M
462K
+6.1%
Added · +27K sh
Q2 2026
9ODonnell Financial Services, LLC
$25.8M
459K
+13%
Added · +53K sh
Q2 2026
10Melone Private Wealth, LLC
$18.4M
328K
+3.2%
Added · +10K sh
Q2 2026
11KESTRA PRIVATE WEALTH SERVICES, LLC
$9.6M
171K
+0.6%
Added · +990 sh
Q2 2026
12COMMONWEALTH EQUITY SERVICES, LLC
$8.1M
159K
+3.6%
Added · +5K sh
Q1 2026
13Lunt Capital Management, Inc.
$8.8M
156K
−0.3%
Reduced · −466 sh
Q2 2026
14STIFEL FINANCIAL CORP
$7.6M
149K
+12%
Added · +16K sh
Q1 2026
15LEVEL FOUR ADVISORY SERVICES, LLC
$7.8M
139K
+1.2%
Added · +2K sh
Q2 2026
16D.A. DAVIDSON & CO.
$7.8M
138K
−1.4%
Reduced · −2K sh
Q2 2026
17JANE STREET GROUP, LLC
$6.2M
122K
+209%
Added · +83K sh
Q1 2026
18Geneos Wealth Management Inc.
$5.9M
105K
−1.6%
Reduced · −2K sh
Q2 2026
19ROYAL BANK OF CANADA
$4.0M
79K
+16%
Added · +11K sh
Q1 2026
20HighPoint Advisor Group LLC
$3.4M
60K
+12%
Added · +7K sh
Q2 2026
21Atria Investments, Inc
$3.2M
56K
+896%
Added · +51K sh
Q2 2026
22Rockefeller Capital Management L.P.
$2.7M
54K
+1.1%
Added · +564 sh
Q1 2026
23SUSQUEHANNA INTERNATIONAL GROUP, LLP
$2.6M
51K
+447%
Added · +42K sh
Q1 2026
24TRANSCEND CAPITAL ADVISORS, LLC
$2.8M
50K
New
+50K sh
Q2 2026
25SUMMIT WEALTH GROUP LLC / CO
$2.7M
48K
−0.2%
Reduced · −99 sh
Q2 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is DUSA being bought or sold by institutions?

Last quarter, 12 funds opened a new position in DUSA and 9 added to an existing one, while 8 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
12
funds
Added
9
funds
Reduced
8
funds
Exited
0
funds

Funds that own DUSA also own

CompanyCo-held byCombined value
APPLE INCAAPL36 funds$7.1B
NVIDIA CORPNVDA35 funds$9.4B
AMAZON.COM INCAMZN35 funds$5.4B
MICROSOFT CORPMSFT35 funds$5.2B
ALPHABET INC-CL CGOOG35 funds$3.3B
META PLATFORMS INC-CLASS AMETA35 funds$2.7B
TESLA INCTSLA35 funds$1.8B
BERKSHIRE HATHAWAY INC-CL BBRK/B35 funds$1.6B
SS SPDR S&P 500 ETF TRUST-USSPY35 funds$1.5B
JPMORGAN CHASE & COJPM34 funds$1.8B
JOHNSON & JOHNSONJNJ34 funds$1.5B
ELI LILLY & COLLY34 funds$1.5B

Ranked by how many of DUSA's institutional holders also hold each name, a cross-fund conviction signal.

Institutional ownership over time

48 funds-3 since Q3 2024
03569Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $169.6M

Share classes

Class13F holdersValue held
DUSAthis pagemc79 funds$688.6M
DFNLUIT EXCHANGE TRADED58 funds$165.9M
DWLDSELECT WRLD WI55 funds$274.3M
DINTSELCT INTL ETF41 funds$101.8M

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Recent filings

15 shown

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Connected entities for DUSA

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Ask your agent what changed in DUSA

This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/DUSA/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for DUSA.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for DUSA. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.