Davis Select US Equity ETF (DUSA)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Kestra Advisory Services, LLC

INCREASED

Shares1,125,741 from 918,489

Change+207,252 (+23%)

Value$61.6M (+$10.0M)

Filed 2026-11-02

Next Level Private LLC

INCREASED

Shares484,723 from 461,878

Change+22,845 (+5%)

Value$26.5M (+$556.4K)

Filed 2026-10-20

Melone Private Wealth, LLC

INCREASED

Shares331,364 from 327,833

Change+3,531 (+1%)

Value$18.1M (-$298.7K)

Filed 2026-10-16

Kestra Private Wealth Services, LLC

DECREASED

Shares168,833 from 170,526

Change-1,693 (-1%)

Value$9.2M (-$348.3K)

Filed 2026-10-30

Lunt Capital Management, Inc.

INCREASED

Shares157,346 from 156,160

Change+1,186 (+1%)

Value$8.6M (-$169.4K)

Filed 2026-10-30

Commonwealth Equity Services, LLC

DECREASED

Shares152,456 from 159,604

Change-7,148 (-4%)

Value$8.3M (-$630.3K)

Filed 2026-11-02

D.A. Davidson & Co.

INCREASED

Shares138,152 from 138,110

Change+42 (+0%)

Value$7.6M (-$204.9K)

Filed 2026-10-28

IFP Advisors, Inc

INCREASED

Shares64,626 from 35,586

Change+29,040 (+82%)

Value$3.5M (+$1.5M)

Filed 2026-10-16

Summit Wealth Group LLC / Co

DECREASED

Shares46,826 from 47,770

Change-944 (-2%)

Value$2.6M (-$123.3K)

Filed 2026-10-29

Atria Investments, Inc

DECREASED

Shares38,388 from 56,158

Change-17,770 (-32%)

Value$2.1M (-$1.1M)

Filed 2026-10-15

Lantz Financial LLC

INCREASED

Shares33,297 from 32,443

Change+854 (+3%)

Value$1.8M (-$2.0K)

Filed 2026-10-15

Dorato Capital Management

DECREASED

Shares30,560 from 30,837

Change-277 (-1%)

Value$1.7M (-$82.8K)

Filed 2026-10-08

Cambridge Investment Research Advisors, Inc.

INCREASED

Shares21,525 from 18,704

Change+2,821 (+15%)

Value$1.2M (+$126.0K)

Filed 2026-11-02

Davenport & Co LLC

INCREASED

Shares21,118 from 21,017

Change+101 (+0%)

Value$1.2M (-$26.0K)

Filed 2026-10-14

Elevation Point Wealth Partners, LLC

INCREASED

Shares19,485 from 14,317

Change+5,168 (+36%)

Value$1.1M (+$261.1K)

Filed 2026-11-05

CapWealth Advisors, LLC

DECREASED

Shares17,170 from 17,977

Change-807 (-4%)

Value$938.9K (-$71.1K)

Filed 2026-10-05

Capital Investment Advisory Services, LLC

INCREASED

Shares12,392 from 9,386

Change+3,006 (+32%)

Value$677.6K (+$150.3K)

Filed 2026-10-30

Sigma Planning Corp

INCREASED

Shares10,368 from 10,168

Change+200 (+2%)

Value$566.9K (-$4.3K)

Filed 2026-10-23

Focus Financial Network, Inc.

DECREASED

Shares9,183 from 10,796

Change-1,613 (-15%)

Value$502.1K (-$104.4K)

Filed 2026-10-14

Summit Investment Advisory Services, LLC

UNCHANGED

Shares8,422 from 8,422

Change0 (0%)

Value$460.5K (-$12.6K)

Filed 2026-11-03

Great Point Wealth Advisors, LLC

UNCHANGED

Shares7,518 from 7,518

Change0 (0%)

Value$411.1K (-$11.3K)

Filed 2026-10-15

Blume Capital Management, Inc.

DECREASED

Shares7,325 from 11,125

Change-3,800 (-34%)

Value$400.5K (-$224.5K)

Filed 2026-10-26

WJ Wealth Management, LLC

DECREASED

Shares6,340 from 6,915

Change-575 (-8%)

Value$346.7K (-$41.8K)

Filed 2026-11-03

Truist Financial Corp

DECREASED

Shares5,816 from 6,494

Change-678 (-10%)

Value$318.0K (-$46.8K)

Filed 2026-10-30

Marathon Capital Management

DECREASED

Shares5,740 from 5,896

Change-156 (-3%)

Value$313.9K (-$17.4K)

Filed 2026-10-23

Heritage Wealth Management, Inc.

NEW

Shares5,215

Change+5,215

Value$285.2K

Filed 2026-10-28

Prospera Financial Services Inc

NEW

Shares4,933

Change+4,933

Value$278.2K

Filed 2026-11-04

Oppenheimer & Co Inc

INCREASED

Shares4,567 from 4,480

Change+87 (+2%)

Value$249.7K (-$2.0K)

Filed 2026-10-26

Diligent Investors, LLC

UNCHANGED

Shares3,660 from 3,660

Change0 (0%)

Value$200.1K (-$5.5K)

Filed 2026-10-21

Mather Group, Llc.

NEW

Shares2,228

Change+2,228

Value$121.8K

Filed 2026-10-14

Birchwood Financial Partners, Inc.

UNCHANGED

Shares2,178 from 2,178

Change0 (0%)

Value$119.1K (-$3.3K)

Filed 2026-11-02

Ascentis Independent Advisors

NEW

Shares1,210

Change+1,210

Value$66.2K

Filed 2026-11-03

Spire Wealth Management

UNCHANGED

Shares1,050 from 1,050

Change0 (0%)

Value$57.4K (-$1.6K)

Filed 2026-10-30

NorthAvenue LLC

UNCHANGED

Shares388 from 388

Change0 (0%)

Value$21.2K (-$582)

Filed 2026-10-29

CoreCap Advisors, LLC

UNCHANGED

Shares267 from 267

Change0 (0%)

Value$14.6K (-$400)

Filed 2026-10-08

Harbor Investment Advisory, LLC

UNCHANGED

Shares250 from 250

Change0 (0%)

Value$13.7K (-$375)

Filed 2026-10-13

Creative Financial Designs Inc

UNCHANGED

Shares69 from 69

Change0 (0%)

Value$3.8K (-$103)

Filed 2026-11-04

Buck Wealth Strategies, LLC

UNCHANGED

Shares16 from 16

Change0 (0%)

Value$875 (-$24)

Filed 2026-10-28

Citigroup Inc

DECREASED

Shares1 from 14

Change-13 (-93%)

Value$55 (-$732)

Filed 2026-11-04

TD Waterhouse Canada Inc.

CLOSED

Shares0 from 4,663

Change-4,663 (-100%)

Value$0 (-$262.0K)

Filed 2026-10-16

Decker Retirement Planning Inc.

CLOSED

Shares0 from 326

Change-326 (-100%)

Value$0 (-$18.3K)

Filed 2026-10-19

Kozak & Associates, Inc.

CLOSED

Shares0 from 276

Change-276 (-100%)

Value$0 (-$15.6K)

Filed 2026-10-29

Morgan Stanley

N/A

Shares— from 4,615,172

Change-4,615,172 (-100%)

Value—

Davis Selected Advisers

N/A

Shares— from 3,400,745

Change-3,400,745 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 1,675,821

Change-1,675,821 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 925,842

Change-925,842 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 789,324

Change-789,324 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 705,267

Change-705,267 (-100%)

Value—

UBS Group AG

N/A

Shares— from 613,239

Change-613,239 (-100%)

Value—

ODonnell Financial Services, LLC

N/A

Shares— from 459,277

Change-459,277 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 275,196

Change-275,196 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 155,285

Change-155,285 (-100%)

Value—

Level Four Advisory Services, LLC

N/A

Shares— from 138,769

Change-138,769 (-100%)

Value—

Geneos Wealth Management Inc.

N/A

Shares— from 104,955

Change-104,955 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 91,151

Change-91,151 (-100%)

Value—

HighPoint Advisor Group LLC

N/A

Shares— from 60,104

Change-60,104 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 53,406

Change-53,406 (-100%)

Value—

Transcend Capital Advisors, LLC

N/A

Shares— from 49,940

Change-49,940 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 47,300

Change-47,300 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 37,345

Change-37,345 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 35,624

Change-35,624 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 31,391

Change-31,391 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 28,495

Change-28,495 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 24,090

Change-24,090 (-100%)

Value—

J.W. Cole Advisors, Inc.

N/A

Shares— from 23,563

Change-23,563 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 23,002

Change-23,002 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 18,566

Change-18,566 (-100%)

Value—

Gladstone Institutional Advisory LLC

N/A

Shares— from 14,749

Change-14,749 (-100%)

Value—

Vestmark Advisory Solutions, Inc.

N/A

Shares— from 14,330

Change-14,330 (-100%)

Value—

Regatta Research & Money Management

N/A

Shares— from 11,576

Change-11,576 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 10,578

Change-10,578 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 9,824

Change-9,824 (-100%)

Value—

Highland Investment Advisors LLC

N/A

Shares— from 7,250

Change-7,250 (-100%)

Value—

Stratos Wealth Partners, Ltd.

N/A

Shares— from 7,227

Change-7,227 (-100%)

Value—

Southeast Asset Advisors, LLC

N/A

Shares— from 7,140

Change-7,140 (-100%)

Value—

Integrated Wealth Concepts LLC

N/A

Shares— from 6,862

Change-6,862 (-100%)

Value—

Summit Financial, LLC

N/A

Shares— from 6,837

Change-6,837 (-100%)

Value—

SEI Investments Co

N/A

Shares— from 6,769

Change-6,769 (-100%)

Value—

Commerce Bank

N/A

Shares— from 5,845

Change-5,845 (-100%)

Value—

Baird Financial Group, Inc.

N/A

Shares— from 5,304

Change-5,304 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 4,931

Change-4,931 (-100%)

Value—

Arkadios Wealth Advisors

N/A

Shares— from 4,904

Change-4,904 (-100%)

Value—

Fifth Third Bancorp

N/A

Shares— from 4,048

Change-4,048 (-100%)

Value—

Fiduciary Financial Advisors

N/A

Shares— from 4,000

Change-4,000 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 2,183

Change-2,183 (-100%)

Value—

Allworth Financial LP

N/A

Shares— from 995

Change-995 (-100%)

Value—

Millstone Evans Group, LLC

N/A

Shares— from 768

Change-768 (-100%)

Value—

Game Plan Financial Advisors, LLC

N/A

Shares— from 169

Change-169 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 50

Change-50 (-100%)

Value—

	Status
Kestra Advisory Services, LLC	INCREASED	1,125,741	918,489	+207,252	+23%	$51.6M	$61.6M	+$10.0M	2026-11-02
Next Level Private LLC	INCREASED	484,723	461,878	+22,845	+5%	$25.9M	$26.5M	+$556.4K	2026-10-20
Melone Private Wealth, LLC	INCREASED	331,364	327,833	+3,531	+1%	$18.4M	$18.1M	-$298.7K	2026-10-16
Kestra Private Wealth Services, LLC	DECREASED	168,833	170,526	-1,693	-1%	$9.6M	$9.2M	-$348.3K	2026-10-30
Lunt Capital Management, Inc.	INCREASED	157,346	156,160	+1,186	+1%	$8.8M	$8.6M	-$169.4K	2026-10-30
Commonwealth Equity Services, LLC	DECREASED	152,456	159,604	-7,148	-4%	$9.0M	$8.3M	-$630.3K	2026-11-02
D.A. Davidson & Co.	INCREASED	138,152	138,110	+42	+0%	$7.8M	$7.6M	-$204.9K	2026-10-28
IFP Advisors, Inc	INCREASED	64,626	35,586	+29,040	+82%	$2.0M	$3.5M	+$1.5M	2026-10-16
Summit Wealth Group LLC / Co	DECREASED	46,826	47,770	-944	-2%	$2.7M	$2.6M	-$123.3K	2026-10-29
Atria Investments, Inc	DECREASED	38,388	56,158	-17,770	-32%	$3.2M	$2.1M	-$1.1M	2026-10-15
Lantz Financial LLC	INCREASED	33,297	32,443	+854	+3%	$1.8M	$1.8M	-$2.0K	2026-10-15
Dorato Capital Management	DECREASED	30,560	30,837	-277	-1%	$1.8M	$1.7M	-$82.8K	2026-10-08
Cambridge Investment Research Advisors, Inc.	INCREASED	21,525	18,704	+2,821	+15%	$1.1M	$1.2M	+$126.0K	2026-11-02
Davenport & Co LLC	INCREASED	21,118	21,017	+101	+0%	$1.2M	$1.2M	-$26.0K	2026-10-14
Elevation Point Wealth Partners, LLC	INCREASED	19,485	14,317	+5,168	+36%	$804.3K	$1.1M	+$261.1K	2026-11-05
CapWealth Advisors, LLC	DECREASED	17,170	17,977	-807	-4%	$1.0M	$938.9K	-$71.1K	2026-10-05
Capital Investment Advisory Services, LLC	INCREASED	12,392	9,386	+3,006	+32%	$527.3K	$677.6K	+$150.3K	2026-10-30
Sigma Planning Corp	INCREASED	10,368	10,168	+200	+2%	$571.2K	$566.9K	-$4.3K	2026-10-23
Focus Financial Network, Inc.	DECREASED	9,183	10,796	-1,613	-15%	$606.5K	$502.1K	-$104.4K	2026-10-14
Summit Investment Advisory Services, LLC	UNCHANGED	8,422	8,422	0	0%	$473.2K	$460.5K	-$12.6K	2026-11-03
Great Point Wealth Advisors, LLC	UNCHANGED	7,518	7,518	0	0%	$422.4K	$411.1K	-$11.3K	2026-10-15
Blume Capital Management, Inc.	DECREASED	7,325	11,125	-3,800	-34%	$625.0K	$400.5K	-$224.5K	2026-10-26
WJ Wealth Management, LLC	DECREASED	6,340	6,915	-575	-8%	$388.5K	$346.7K	-$41.8K	2026-11-03
Truist Financial Corp	DECREASED	5,816	6,494	-678	-10%	$364.8K	$318.0K	-$46.8K	2026-10-30
Marathon Capital Management	DECREASED	5,740	5,896	-156	-3%	$331.2K	$313.9K	-$17.4K	2026-10-23
Heritage Wealth Management, Inc.	NEW	5,215	—	+5,215	—	—	$285.2K	—	2026-10-28
Prospera Financial Services Inc	NEW	4,933	—	+4,933	—	—	$278.2K	—	2026-11-04
Oppenheimer & Co Inc	INCREASED	4,567	4,480	+87	+2%	$251.7K	$249.7K	-$2.0K	2026-10-26
Diligent Investors, LLC	UNCHANGED	3,660	3,660	0	0%	$205.6K	$200.1K	-$5.5K	2026-10-21
Mather Group, Llc.	NEW	2,228	—	+2,228	—	—	$121.8K	—	2026-10-14
Birchwood Financial Partners, Inc.	UNCHANGED	2,178	2,178	0	0%	$122.4K	$119.1K	-$3.3K	2026-11-02
Ascentis Independent Advisors	NEW	1,210	—	+1,210	—	—	$66.2K	—	2026-11-03
Spire Wealth Management	UNCHANGED	1,050	1,050	0	0%	$59.0K	$57.4K	-$1.6K	2026-10-30
NorthAvenue LLC	UNCHANGED	388	388	0	0%	$21.8K	$21.2K	-$582	2026-10-29
CoreCap Advisors, LLC	UNCHANGED	267	267	0	0%	$15.0K	$14.6K	-$400	2026-10-08
Harbor Investment Advisory, LLC	UNCHANGED	250	250	0	0%	$14.0K	$13.7K	-$375	2026-10-13
Creative Financial Designs Inc	UNCHANGED	69	69	0	0%	$3.9K	$3.8K	-$103	2026-11-04
Buck Wealth Strategies, LLC	UNCHANGED	16	16	0	0%	$899	$875	-$24	2026-10-28
Citigroup Inc	DECREASED	1	14	-13	-93%	$787	$55	-$732	2026-11-04
TD Waterhouse Canada Inc.	CLOSED	0	4,663	-4,663	-100%	$262.0K	$0	-$262.0K	2026-10-16
Decker Retirement Planning Inc.	CLOSED	0	326	-326	-100%	$18.3K	$0	-$18.3K	2026-10-19
Kozak & Associates, Inc.	CLOSED	0	276	-276	-100%	$15.6K	$0	-$15.6K	2026-10-29
Morgan Stanley	N/A	—	4,615,172	-4,615,172	-100%	$259.3M	—	—	—
Davis Selected Advisers	N/A	—	3,400,745	-3,400,745	-100%	$191.1M	—	—	—
Bank of America Corp	N/A	—	1,675,821	-1,675,821	-100%	$94.1M	—	—	—
Raymond James Financial Inc	N/A	—	925,842	-925,842	-100%	$52.0M	—	—	—
Wells Fargo & Company	N/A	—	789,324	-789,324	-100%	$44.3M	—	—	—
LPL Financial LLC	N/A	—	705,267	-705,267	-100%	$39.6M	—	—	—
UBS Group AG	N/A	—	613,239	-613,239	-100%	$34.5M	—	—	—
ODonnell Financial Services, LLC	N/A	—	459,277	-459,277	-100%	$25.8M	—	—	—
Osaic Holdings, Inc.	N/A	—	275,196	-275,196	-100%	$15.5M	—	—	—
Stifel Financial Corp	N/A	—	155,285	-155,285	-100%	$8.7M	—	—	—
Level Four Advisory Services, LLC	N/A	—	138,769	-138,769	-100%	$7.8M	—	—	—
Geneos Wealth Management Inc.	N/A	—	104,955	-104,955	-100%	$5.9M	—	—	—
Royal Bank of Canada	N/A	—	91,151	-91,151	-100%	$5.1M	—	—	—
HighPoint Advisor Group LLC	N/A	—	60,104	-60,104	-100%	$3.4M	—	—	—
Rockefeller Capital Management L.P.	N/A	—	53,406	-53,406	-100%	$3.0M	—	—	—
Transcend Capital Advisors, LLC	N/A	—	49,940	-49,940	-100%	$2.8M	—	—	—
Two Sigma Investments, LP	N/A	—	47,300	-47,300	-100%	$2.7M	—	—	—
Private Advisor Group, LLC	N/A	—	37,345	-37,345	-100%	$2.1M	—	—	—
Jane Street Group, LLC	N/A	—	35,624	-35,624	-100%	$2.0M	—	—	—
Sanctuary Advisors, LLC	N/A	—	31,391	-31,391	-100%	$1.8M	—	—	—
Citadel Advisors LLC	N/A	—	28,495	-28,495	-100%	$1.6M	—	—	—
Mariner, LLC	N/A	—	24,090	-24,090	-100%	$1.4M	—	—	—
J.W. Cole Advisors, Inc.	N/A	—	23,563	-23,563	-100%	$1.3M	—	—	—
Captrust Financial Advisors	N/A	—	23,002	-23,002	-100%	$1.3M	—	—	—
Mercer Global Advisors Inc	N/A	—	18,566	-18,566	-100%	$1.0M	—	—	—
Gladstone Institutional Advisory LLC	N/A	—	14,749	-14,749	-100%	$828.6K	—	—	—
Vestmark Advisory Solutions, Inc.	N/A	—	14,330	-14,330	-100%	$805.1K	—	—	—
Regatta Research & Money Management	N/A	—	11,576	-11,576	-100%	$650.3K	—	—	—
Janney Montgomery Scott LLC	N/A	—	10,578	-10,578	-100%	$594.0K	—	—	—
Cetera Investment Advisers	N/A	—	9,824	-9,824	-100%	$551.9K	—	—	—
Highland Investment Advisors LLC	N/A	—	7,250	-7,250	-100%	$407.3K	—	—	—
Stratos Wealth Partners, Ltd.	N/A	—	7,227	-7,227	-100%	$406.1K	—	—	—
Southeast Asset Advisors, LLC	N/A	—	7,140	-7,140	-100%	$401.1K	—	—	—
Integrated Wealth Concepts LLC	N/A	—	6,862	-6,862	-100%	$385.5K	—	—	—
Summit Financial, LLC	N/A	—	6,837	-6,837	-100%	$384.1K	—	—	—
SEI Investments Co	N/A	—	6,769	-6,769	-100%	$380.3K	—	—	—
Commerce Bank	N/A	—	5,845	-5,845	-100%	$328.4K	—	—	—
Baird Financial Group, Inc.	N/A	—	5,304	-5,304	-100%	$298.0K	—	—	—
NewEdge Advisors, LLC	N/A	—	4,931	-4,931	-100%	$277.0K	—	—	—
Arkadios Wealth Advisors	N/A	—	4,904	-4,904	-100%	$275.5K	—	—	—
Fifth Third Bancorp	N/A	—	4,048	-4,048	-100%	$227.4K	—	—	—
Fiduciary Financial Advisors	N/A	—	4,000	-4,000	-100%	$224.7K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	2,183	-2,183	-100%	$122.6K	—	—	—
Allworth Financial LP	N/A	—	995	-995	-100%	$55.9K	—	—	—
Millstone Evans Group, LLC	N/A	—	768	-768	-100%	$43.1K	—	—	—
Game Plan Financial Advisors, LLC	N/A	—	169	-169	-100%	$9.5K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	50	-50	-100%	$2.8K	—	—	—

Showing 89 of 89 institutions