Davis Select U.S. Equity ETF(DUSA)

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Davis Select U.S. Equity ETF(DUSA)

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$56.18—

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DUSA(DUSA)

DUSA

Overview Notebook Intelligence Chart History Fundmntls TTM Earnings Analysts News Financials Segments Insiders Institl.DCF Peers

Institutional Ownership

Top 92 Institutional Holders

Holder	Shares	Date	Change	% Held
MORGAN STANLEY	4.42M	Mar 31, 26	+106.24K	20.92%
DAVIS SELECTED ADVISERS	3.40M	Mar 31, 26	+16.18K	16.10%
BANK OF AMERICA CORP /DE/	1.63M	Mar 31, 26	+94.13K	7.73%
Kestra Advisory Services, LLC	912.02K	Mar 31, 26	-9.84K	4.32%
RAYMOND JAMES FINANCIAL INC	888.11K	Mar 31, 26	+453.06K	4.20%
WELLS FARGO & COMPANY/MN	772.48K	Mar 31, 26	+344.82K	3.66%
LPL Financial LLC	658.92K	Mar 31, 26	-13.76K	3.12%
UBS Group AG	590.77K	Mar 31, 26	+26.36K	2.80%
Next Level Private LLC	435.16K	Mar 31, 26	+62.22K	2.06%
ODonnell Financial Services, LLC	406.56K	Mar 31, 26	+406.56K	1.92%
Melone Private Wealth, LLC	317.58K	Mar 31, 26	+23.24K	1.50%
KESTRA PRIVATE WEALTH SERVICES, LLC	169.54K	Mar 31, 26	+10.56K	0.80%
COMMONWEALTH EQUITY SERVICES, LLC	159.23K	Mar 31, 26	+5.50K	0.75%
Lunt Capital Management, Inc.	156.63K	Mar 31, 26	-1.28K	0.74%
STIFEL FINANCIAL CORP	149.21K	Mar 31, 26	+15.74K	0.71%
D.A. DAVIDSON & CO.	140.06K	Mar 31, 26	-2.02K	0.66%
LEVEL FOUR ADVISORY SERVICES, LLC	137.06K	Mar 31, 26	-14.26K	0.65%
JANE STREET GROUP, LLC	122.31K	Mar 31, 26	+82.74K	0.58%
Geneos Wealth Management Inc.	106.70K	Mar 31, 26	-14.08K	0.51%
ROYAL BANK OF CANADA	79.29K	Mar 31, 26	+11.12K	0.38%
Rockefeller Capital Management L.P.	53.87K	Mar 31, 26	+564	0.26%
HighPoint Advisor Group LLC	53.49K	Mar 31, 26	+7.25K	0.25%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	51.19K	Mar 31, 26	+41.83K	0.24%
SUMMIT WEALTH GROUP LLC / CO	47.87K	Mar 31, 26	-1.96K	0.23%
Private Advisor Group, LLC	35.36K	Mar 31, 26	+250	0.17%
Sanctuary Advisors, LLC	31.11K	Mar 31, 26	+7.45K	0.15%
Mariner, LLC	30.10K	Mar 31, 26	+23.36K	0.14%
Lantz Financial LLC	29.54K	Mar 31, 26	+2.35K	0.14%
Integrated Wealth Concepts LLC	24.92K	Mar 31, 26	+14.15K	0.12%
J.W. COLE ADVISORS, INC.	24.68K	Mar 31, 26	-1.54K	0.12%
CAPTRUST FINANCIAL ADVISORS	23.45K	Mar 31, 26	-490	0.11%
ADVISOR GROUP HOLDINGS, INC.	21.22K	Mar 31, 26	+1.62K	0.10%
CITADEL ADVISORS LLC	20.35K	Mar 31, 26	+20.35K	0.10%
DAVENPORT & Co LLC	19.39K	Mar 31, 26	+809	0.09%
MERCER GLOBAL ADVISORS INC /ADV	19.17K	Mar 31, 26	-2.05K	0.09%
CapWealth Advisors, LLC	18.86K	Mar 31, 26	-7.63K	0.09%
Gladstone Institutional Advisory LLC	16.94K	Mar 31, 26	-8.52K	0.08%
Cambridge Investment Research Advisors, Inc.	14.10K	Mar 31, 26	-631	0.07%
Focus Financial Network, Inc.	12.88K	Mar 31, 26	-298	0.06%
Blume Capital Management, Inc.	12.13K	Mar 31, 26	-700	0.06%
Sigma Planning Corp	11.47K	Mar 31, 26	-35	0.05%
Mount Yale Investment Advisors, LLC	10.23K	Mar 31, 26	+10.23K	0.05%
Vestmark Advisory Solutions, Inc.	10.19K	Mar 31, 26	+10.19K	0.05%
Steward Partners Investment Advisory, LLC	9.54K	Mar 31, 26	+2.08K	0.05%
Signal Advisors Wealth, LLC	9.33K	Mar 31, 26	+9.33K	0.04%
Janney Montgomery Scott LLC	8.58K	Mar 31, 26	-91	0.04%
Summit Investment Advisory Services, LLC	8.42K	Mar 31, 26	--	0.04%
WJ Wealth Management, LLC	8.10K	Mar 31, 26	-38.03K	0.04%
Great Point Wealth Advisors, LLC	7.71K	Mar 31, 26	+689	0.04%
SEI INVESTMENTS CO	6.87K	Mar 31, 26	+6.87K	0.03%
Stratos Wealth Partners, LTD.	6.62K	Mar 31, 26	+553	0.03%
TRUIST FINANCIAL CORP	6.49K	Mar 31, 26	-36	0.03%
COMMERCE BANK	5.84K	Mar 31, 26	--	0.03%
NewEdge Advisors, LLC	5.70K	Mar 31, 26	+5.70K	0.03%
Atria Investments, Inc	5.64K	Mar 31, 26	-140	0.03%
Capital Investment Advisory Services, LLC	5.31K	Mar 31, 26	+5.07K	0.03%
Baird Financial Group, Inc.	5.30K	Mar 31, 26	-1	0.03%
Arkadios Wealth Advisors	4.94K	Mar 31, 26	+132	0.02%
TD Waterhouse Canada Inc.	4.66K	Mar 31, 26	+3.85K	0.02%
FIFTH THIRD BANCORP	4.26K	Mar 31, 26	+4.26K	0.02%
IFP Advisors, Inc	2.67K	Mar 31, 26	--	0.01%
Advisory Services Network, LLC	1.32K	Mar 31, 26	+1.32K	0.01%
Spire Wealth Management	1.05K	Mar 31, 26	-1.62K	0.00%
Allworth Financial LP	995	Mar 31, 26	--	0.00%
Millstone Evans Group, LLC	768	Mar 31, 26	--	0.00%
JPMORGAN CHASE & CO	730	Mar 31, 26	--	0.00%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	500	Mar 31, 26	-32.18K	0.00%
VSM Wealth Advisory, LLC	388	Mar 31, 26	--	0.00%
Kozak & Associates, Inc.	276	Mar 31, 26	--	0.00%
CoreCap Advisors, LLC	267	Mar 31, 26	+267	0.00%
HARBOR INVESTMENT ADVISORY, LLC	250	Mar 31, 26	--	0.00%
Game Plan Financial Advisors, LLC	169	Mar 31, 26	--	0.00%
CREATIVE FINANCIAL DESIGNS INC /ADV	69	Mar 31, 26	+69	0.00%
CWM, LLC	--	Mar 31, 26	-929	--
Federation des caisses Desjardins du Quebec	--	Mar 31, 26	-242	--
COMERICA BANK	4.38K	Dec 31, 25	+181	0.02%
TUCKER ASSET MANAGEMENT LLC	205	Dec 31, 25	+205	0.00%
SageView Advisory Group, LLC	100	Dec 31, 25	+100	0.00%
Kathleen S. Wright Associates Inc.	23.23K	Sep 30, 25	--	0.11%
Priebe Wealth Holdings LLC	166.31K	Jun 30, 25	+42.33K	0.79%
Sebold Capital Management, Inc.	79.35K	Jun 30, 25	+207	0.38%
First Horizon Advisors, Inc.	--	Jun 30, 25	-580	--
RAYMOND JAMES & ASSOCIATES	256.05K	Sep 30, 24	-5.15K	1.21%
Raymond James Financial Services Advisors, Inc.	68.28K	Sep 30, 24	+5.24K	0.32%
BENJAMIN F. EDWARDS & COMPANY, INC.	640	Jun 30, 24	--	0.00%
FOCUS FINANCIAL NETWORK INC /ADV	13.25K	Dec 31, 23	+13.25K	0.06%
Andesa Financial Management Inc.	152.62K	Mar 31, 23	+83.15K	0.72%
MARINER INDEPENDENT ADVISOR NETWORK, LLC	21.77K	Sep 30, 22	+488	0.10%
BRR OpCo, LLC	12.05K	Sep 30, 22	--	0.06%
Frontier Wealth Management LLC	152.99K	Jun 30, 22	-17.25K	0.72%
Advisor Group, Inc.	9.00K	Dec 31, 19	--	0.04%
Virtu KCG Holdings LLC	17.53K	Jun 30, 17	+17.53K	0.08%

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Holder

Date

Change

% Held

MORGAN STANLEY

4.42M

Mar 31, 26

+106.24K

20.92%

DAVIS SELECTED ADVISERS

3.40M

Mar 31, 26

+16.18K

16.10%

BANK OF AMERICA CORP /DE/

1.63M

Mar 31, 26

+94.13K

7.73%

Kestra Advisory Services, LLC

912.02K

Mar 31, 26

-9.84K

4.32%

RAYMOND JAMES FINANCIAL INC

888.11K

Mar 31, 26

+453.06K

4.20%

WELLS FARGO & COMPANY/MN

772.48K

Mar 31, 26

+344.82K

3.66%

LPL Financial LLC

658.92K

Mar 31, 26

-13.76K

3.12%

UBS Group AG

590.77K

Mar 31, 26

+26.36K

2.80%

Next Level Private LLC

435.16K

Mar 31, 26

+62.22K

2.06%

ODonnell Financial Services, LLC

406.56K

Mar 31, 26

+406.56K

1.92%

Melone Private Wealth, LLC

317.58K

Mar 31, 26

+23.24K

1.50%

KESTRA PRIVATE WEALTH SERVICES, LLC

169.54K

Mar 31, 26

+10.56K

0.80%

COMMONWEALTH EQUITY SERVICES, LLC

159.23K

Mar 31, 26

+5.50K

0.75%

Lunt Capital Management, Inc.

156.63K

Mar 31, 26

-1.28K

0.74%

STIFEL FINANCIAL CORP

149.21K

Mar 31, 26

+15.74K

0.71%

D.A. DAVIDSON & CO.

140.06K

Mar 31, 26

-2.02K

0.66%

LEVEL FOUR ADVISORY SERVICES, LLC

137.06K

Mar 31, 26

-14.26K

0.65%

JANE STREET GROUP, LLC

122.31K

Mar 31, 26

+82.74K

0.58%

Geneos Wealth Management Inc.

106.70K

Mar 31, 26

-14.08K

0.51%

ROYAL BANK OF CANADA

79.29K

Mar 31, 26

+11.12K

0.38%

Rockefeller Capital Management L.P.

53.87K

Mar 31, 26

+564

0.26%

HighPoint Advisor Group LLC

53.49K

Mar 31, 26

+7.25K

0.25%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

51.19K

Mar 31, 26

+41.83K

0.24%

SUMMIT WEALTH GROUP LLC / CO

47.87K

Mar 31, 26

-1.96K

0.23%

Private Advisor Group, LLC

35.36K

Mar 31, 26

+250

0.17%

Sanctuary Advisors, LLC

31.11K

Mar 31, 26

+7.45K

0.15%

Mariner, LLC

30.10K

Mar 31, 26

+23.36K

0.14%

Lantz Financial LLC

29.54K

Mar 31, 26

+2.35K

0.14%

Integrated Wealth Concepts LLC

24.92K

Mar 31, 26

+14.15K

0.12%

J.W. COLE ADVISORS, INC.

24.68K

Mar 31, 26

-1.54K

0.12%

CAPTRUST FINANCIAL ADVISORS

23.45K

Mar 31, 26

-490

0.11%

ADVISOR GROUP HOLDINGS, INC.

21.22K

Mar 31, 26

+1.62K

0.10%

CITADEL ADVISORS LLC

20.35K

Mar 31, 26

+20.35K

0.10%

DAVENPORT & Co LLC

19.39K

Mar 31, 26

+809

0.09%

MERCER GLOBAL ADVISORS INC /ADV

19.17K

Mar 31, 26

-2.05K

0.09%

CapWealth Advisors, LLC

18.86K

Mar 31, 26

-7.63K

0.09%

Gladstone Institutional Advisory LLC

16.94K

Mar 31, 26

-8.52K

0.08%

Cambridge Investment Research Advisors, Inc.

14.10K

Mar 31, 26

-631

0.07%

Focus Financial Network, Inc.

12.88K

Mar 31, 26

-298

0.06%

Blume Capital Management, Inc.

12.13K

Mar 31, 26

-700

0.06%

Sigma Planning Corp

11.47K

Mar 31, 26

-35

0.05%

Mount Yale Investment Advisors, LLC

10.23K

Mar 31, 26

+10.23K

0.05%

Vestmark Advisory Solutions, Inc.

10.19K

Mar 31, 26

+10.19K

0.05%

Steward Partners Investment Advisory, LLC

9.54K

Mar 31, 26

+2.08K

0.05%

Signal Advisors Wealth, LLC

9.33K

Mar 31, 26

+9.33K

0.04%

Janney Montgomery Scott LLC

8.58K

Mar 31, 26

-91

0.04%

Summit Investment Advisory Services, LLC

8.42K

Mar 31, 26

0.04%

WJ Wealth Management, LLC

8.10K

Mar 31, 26

-38.03K

0.04%

Great Point Wealth Advisors, LLC

7.71K

Mar 31, 26

+689

0.04%

SEI INVESTMENTS CO

6.87K

Mar 31, 26

+6.87K

0.03%

Stratos Wealth Partners, LTD.

6.62K

Mar 31, 26

+553

0.03%

TRUIST FINANCIAL CORP

6.49K

Mar 31, 26

-36

0.03%

COMMERCE BANK

5.84K

Mar 31, 26

0.03%

NewEdge Advisors, LLC

5.70K

Mar 31, 26

+5.70K

0.03%

Atria Investments, Inc

5.64K

Mar 31, 26

-140

0.03%

Capital Investment Advisory Services, LLC

5.31K

Mar 31, 26

+5.07K

0.03%

Baird Financial Group, Inc.

5.30K

Mar 31, 26

-1

0.03%

Arkadios Wealth Advisors

4.94K

Mar 31, 26

+132

0.02%

TD Waterhouse Canada Inc.

4.66K

Mar 31, 26

+3.85K

0.02%

FIFTH THIRD BANCORP

4.26K

Mar 31, 26

+4.26K

0.02%

IFP Advisors, Inc

2.67K

Mar 31, 26

0.01%

Advisory Services Network, LLC

1.32K

Mar 31, 26

+1.32K

0.01%

Spire Wealth Management

1.05K

Mar 31, 26

-1.62K

0.00%

Allworth Financial LP

995

Mar 31, 26

0.00%

Millstone Evans Group, LLC

768

Mar 31, 26

0.00%

JPMORGAN CHASE & CO

730

Mar 31, 26

0.00%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

500

Mar 31, 26

-32.18K

0.00%

VSM Wealth Advisory, LLC

388

Mar 31, 26

0.00%

Kozak & Associates, Inc.

276

Mar 31, 26

0.00%

CoreCap Advisors, LLC

267

Mar 31, 26

+267

0.00%

HARBOR INVESTMENT ADVISORY, LLC

250

Mar 31, 26

0.00%

Game Plan Financial Advisors, LLC

169

Mar 31, 26

0.00%

CREATIVE FINANCIAL DESIGNS INC /ADV

Mar 31, 26

+69

0.00%

CWM, LLC

Mar 31, 26

-929

Federation des caisses Desjardins du Quebec

Mar 31, 26

-242

COMERICA BANK

4.38K

Dec 31, 25

+181

0.02%

TUCKER ASSET MANAGEMENT LLC

205

Dec 31, 25

+205

0.00%

SageView Advisory Group, LLC

100

Dec 31, 25

+100

0.00%

Kathleen S. Wright Associates Inc.

23.23K

Sep 30, 25

0.11%

Priebe Wealth Holdings LLC

166.31K

Jun 30, 25

+42.33K

0.79%

Sebold Capital Management, Inc.

79.35K

Jun 30, 25

+207

0.38%

First Horizon Advisors, Inc.

Jun 30, 25

-580

RAYMOND JAMES & ASSOCIATES

256.05K

Sep 30, 24

-5.15K

1.21%

Raymond James Financial Services Advisors, Inc.

68.28K

Sep 30, 24

+5.24K

0.32%

BENJAMIN F. EDWARDS & COMPANY, INC.

640

Jun 30, 24

0.00%

FOCUS FINANCIAL NETWORK INC /ADV

13.25K

Dec 31, 23

+13.25K

0.06%

Andesa Financial Management Inc.

152.62K

Mar 31, 23

+83.15K

0.72%

MARINER INDEPENDENT ADVISOR NETWORK, LLC

21.77K

Sep 30, 22

+488

0.10%

BRR OpCo, LLC

12.05K

Sep 30, 22

0.06%

Frontier Wealth Management LLC

152.99K

Jun 30, 22

-17.25K

0.72%

Advisor Group, Inc.

9.00K

Dec 31, 19

0.04%

Virtu KCG Holdings LLC

17.53K

Jun 30, 17

+17.53K

0.08%