DAVIS FUNDAMENTAL ETF TR (DUSA) is held by 36 institutional investors that disclose positions via SEC 13F filings. The largest disclosed holder is MORGAN STANLEY as of Q2 2026.

Are institutions buying or selling DUSA?

In Q2 2026, 18 institutions opened or increased positions in DAVIS FUNDAMENTAL ETF TR while 14 reduced or exited — a net buying quarter.

What is the Smart Money Verdict on DUSA?

HoldingsIntel scores DAVIS FUNDAMENTAL ETF TR across four independent sources (institutional 13F activity, insider trades, activist filings, and congressional trades) — with 1 of the 4 carrying data for DUSA. In Q2 2026, the institutional leg showed net inflows: 18 buying versus 14 selling.

How many hedge funds hold DUSA?

36 institutional investors report holding DAVIS FUNDAMENTAL ETF TR (DUSA) as of Q2 2026, based on SEC 13F filings.

Is institutional money flowing into DUSA?

As of Q2 2026, tracked institutions in DAVIS FUNDAMENTAL ETF TR show 18 buyers versus 14 sellers — net inflows.

DAVIS FUNDAMENTAL ETF TR

DUSA·23908L207·US·ETF

Holders

(4 Elite)

$833.8M

Total Value

56% (32)

Consensus

18 buying - 14 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

View all

Held by 36 funds

4 elite

Who's Trading

Source dates: Price Oct 12, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for DUSA.

Checking access…

	Action
MORGAN STANLEY	Increased	4.6M(+4.5%)	$259.3M	0.0%	+33.07%	32
DAVIS SELECTED ADVISERS	Unchanged	3.4M	$191.1M	0.8%	+133.68%	0
BANK OF AMERICA CORP /DE/	Increased	1.7M(+2.7%)	$94.1M	0.0%	+20.62%	31
RAYMOND JAMES FINANCIAL INC	Increased	925,842(+4.3%)	$52M	0.0%	+17.08%	31
Kestra Advisory Services, LLC	Increased	918,489(+0.7%)	$51.6M	0.2%	+86.62%	35
WELLS FARGO & COMPANY/MN	Increased	789,324(+2.2%)	$44.3M	0.0%	+15.20%	30
LPL Financial LLC	Increased	705,267(+7.0%)	$39.6M	0.0%	+37.38%	31
UBS Group AG	Increased	613,239(+3.8%)	$34.5M	0.0%	+65.78%	30
OSAIC HOLDINGS, INC.	Increased	275,196(+1197.0%)	$15.5M	0.0%	+2.05%	45
COMMONWEALTH EQUITY SERVICES, LLC	Increased	159,604(+0.2%)	$9M	0.0%	+62.69%	28
STIFEL FINANCIAL CORP	Increased	155,285(+4.1%)	$8.7M	0.0%	+35.54%	29
D.A. DAVIDSON & CO.	Decreased	138,110(-1.4%)	$7.8M	0.0%	+147.09%	0
ROYAL BANK OF CANADA	Increased	91,151(+15.0%)	$5.1M	0.0%	+22.72%	31
Rockefeller Capital Management L.P.	Decreased	53,406(-0.9%)	$3M	0.0%	+75.26%	0
TWO SIGMA INVESTMENTS, LP	New	47,300	$2.7M	0.0%	-0.41%	36
Private Advisor Group, LLC	Increased	37,345(+5.6%)	$2.1M	0.0%	+89.65%	27
JANE STREET GROUP, LLC	Decreased	35,624(-70.9%)	$2M	0.0%	+14.04%	0
Sanctuary Advisors, LLC	Increased	31,391(+0.9%)	$1.8M	0.0%	+27.65%	26
CITADEL ADVISORS LLC	Increased	28,495(+40.0%)	$1.6M	0.0%	+6.99%	34
Mariner, LLC	Decreased	24,090(-20.0%)	$1.4M	0.0%	+19.14%	0

Showing 1-20 of 38

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DUSADAVIS FUNDAMENTAL ETF TR

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Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer

DAVIS FUNDAMENTAL ETF TR

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