DAVIS FUNDAMENTAL ETF TR (DUSA) is held by 35 institutional investors that disclose positions via SEC 13F filings. The largest disclosed holder is MORGAN STANLEY as of Q1 2026.

Are institutions buying or selling DUSA?

In Q1 2026, 25 institutions opened or increased positions in DAVIS FUNDAMENTAL ETF TR while 8 reduced or exited — a net buying quarter.

What is the Smart Money Verdict on DUSA?

The Smart Money Verdict combines four independent sources (institutional 13F activity, insider trades, activist filings, and congressional trades) into a single assessment for DAVIS FUNDAMENTAL ETF TR.

How many hedge funds hold DUSA?

35 institutional investors report holding DAVIS FUNDAMENTAL ETF TR (DUSA) as of Q1 2026, based on SEC 13F filings.

Is institutional money flowing into DUSA?

As of Q1 2026, tracked institutions in DAVIS FUNDAMENTAL ETF TR show 25 buyers versus 8 sellers — net inflows.

DAVIS FUNDAMENTAL ETF TR

DUSA·23908L207·US·ETF·Unknown - Unknown

Holders

Avg rating(11 Elite)

$725.8M

Total Value

76% (36)

Fund Consensus

25 buying - 8 selling

No verdict yet — fewer than 2 funds hold DUSA.

13F: Mar 31, 2026Insider & Congress: Updated regularly

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
MORGAN STANLEY	Increased	4.4M(+2.5%)	$224.2M	0.0%	+38.55%	31
DAVIS SELECTED ADVISERS	Increased	3.4M(+0.5%)	$172.6M	0.8%	+140.23%	43
BANK OF AMERICA CORP /DE/	Increased	1.6M(+6.1%)	$82.8M	0.0%	+22.64%	32
Kestra Advisory Services, LLC	Decreased	912,023(-1.1%)	$46.3M	0.2%	+92.14%	0
RAYMOND JAMES FINANCIAL INC	Increased	888,106(+104.1%)	$45.1M	0.0%	+19.58%	47
WELLS FARGO & COMPANY/MN	Increased	772,478(+80.6%)	$39.2M	0.0%	+17.43%	45
LPL Financial LLC	Decreased	658,918(-2.0%)	$33.4M	0.0%	+45.06%	0
UBS Group AG	Increased	590,774(+4.7%)	$30M	0.0%	+74.31%	30
COMMONWEALTH EQUITY SERVICES, LLC	Increased	159,229(+3.6%)	$8.1M	0.0%	+66.40%	28
STIFEL FINANCIAL CORP	Increased	149,205(+11.8%)	$7.6M	0.0%	+40.52%	31
D.A. DAVIDSON & CO.	Decreased	140,058(-1.4%)	$7.1M	0.0%	+153.47%	0
JANE STREET GROUP, LLC	Increased	122,309(+209.1%)	$6.2M	0.0%	+15.24%	44
ROYAL BANK OF CANADA	Increased	79,291(+16.3%)	$4M	0.0%	+20.45%	31
Rockefeller Capital Management L.P.	Increased	53,872(+1.1%)	$2.7M	0.0%	+80.32%	26
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Increased	51,192(+446.6%)	$2.6M	0.0%	+12.40%	42
Private Advisor Group, LLC	Increased	35,363(+0.7%)	$1.8M	0.0%	+104.66%	26
Sanctuary Advisors, LLC	Increased	31,105(+31.5%)	$1.6M	0.0%	+30.74%	33
Mariner, LLC	Increased	30,103(+346.6%)	$1.5M	0.0%	+20.16%	41
IWIntegrated Wealth Concepts LLC	Increased	24,916(+131.5%)	$1.3M	0.0%	+20.04%	41
CAPTRUST FINANCIAL ADVISORS	Decreased	23,455(-2.0%)	$1.2M	0.0%	+121.01%	0