Who owns DUSA?
Davis Select U.S. Equity ETF · Davis
85 institutions reported holding DUSA, worth $968.6M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of DUSA
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Morgan Stanley | New York, NY | $259.3M | 4,615,172 | +196,691 shares |
| Davis Selected Advisers | Tucson, AZ | $191.1M | 3,400,745 | No change |
| Bank of America Corp. | Charlotte, NC | $94.1M | 1,675,821 | +44,166 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $52.0M | 925,842 | +37,736 shares |
| Kestra Advisory Services, LLC | Austin, TX | $51.6M | 918,489 | +6,466 shares |
| Wells Fargo & Company | San Francisco, CA | $44.3M | 789,324 | +16,846 shares |
| LPL Financial LLC | Fort Mill, SC | $39.6M | 705,267 | +46,349 shares |
| UBS Group AG | Zurich, Switzerland | $34.5M | 613,239 | +22,465 shares |
| Next Level Private LLC | Harrison, NY | $25.9M | 461,878 | +26,720 shares |
| ODonnell Financial Services, LLC | San Rafael, CA | $25.8M | 459,277 | +52,721 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns DUSA?
85 institutional managers reported holding DUSA in Form 13F filings for June 30, 2026, worth $968.6M in total. The largest reported position was held by Morgan Stanley, at $259.3M.
Did institutions buy or sell DUSA last quarter?
Reported 13F value rose 16.4% from March 31, 2026, which includes price moves as well as buying and selling. 15 firms reported a new position and 5 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is DUSA ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.