DAVIS FUNDAMENTAL ETF TR

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

DUSA (DAVIS FUNDAMENTAL ETF TR) is held by 36 institutional investors as of Q2 2026. Largest holders: MORGAN STANLEY ($259.3M), DAVIS SELECTED ADVISERS ($191.1M), BANK OF AMERICA CORP /DE/ ($94.1M). Net institutional sentiment: Mixed.

36

Holders

(5 Elite)

$833.8M

Total Value

56% (32)

Consensus

18 buying - 14 selling

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

Smart Money Verdict

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Institutional (13F)53

Insider (Form 4)49

Activist (13D/13G)27

Congressional (STOCK Act)39

Holder Quality

74

★★★★★

Elite

20

★★★★

Strong

82

★★★

Solid

40

★★

Below

69

★

Weak

Held by 36 funds

5 elite

Who's Trading

Source dates: Price Aug 27, 2026 · Insiders none · Activists none · Congress none

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

Top Holders

Top Holders (36)History

AllNewIncreasedHeldDecreasedExited

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
MORGAN STANLEY	Increased	4.6M(+4.5%)	$259.3M	0.0%	+35.72%	32
DAVIS SELECTED ADVISERS	Unchanged	3.4M	$191.1M	0.8%	+138.89%	0
BANK OF AMERICA CORP /DE/	Increased	1.7M(+2.7%)	$94.1M	0.0%	+21.31%	31
RAYMOND JAMES FINANCIAL INC	Increased	925,842(+4.3%)	$52M	0.0%	+18.10%	31
Kestra Advisory Services, LLC	Increased	918,489(+0.7%)	$51.6M	0.2%	+89.89%	35
WELLS FARGO & COMPANY/MN	Increased	789,324(+2.2%)	$44.3M	0.0%	+16.41%	30
LPL Financial LLC	Increased	705,267(+7.0%)	$39.6M	0.0%	+40.39%	31
UBS Group AG	Increased	613,239(+3.8%)	$34.5M	0.0%	+68.97%	30
OSAIC HOLDINGS, INC.	Increased	275,196(+1197.0%)	$15.5M	0.0%	+4.11%	45
COMMONWEALTH EQUITY SERVICES, LLC	Increased	159,604(+0.2%)	$9M	0.0%	+65.23%	28
STIFEL FINANCIAL CORP	Increased	155,285(+4.1%)	$8.7M	0.0%	+37.72%	29
D.A. DAVIDSON & CO.	Decreased	138,110(-1.4%)	$7.8M	0.0%	+152.06%	0
ROYAL BANK OF CANADA	Increased	91,151(+15.0%)	$5.1M	0.0%	+16.51%	31
Rockefeller Capital Management L.P.	Decreased	53,406(-0.9%)	$3M	0.0%	+48.14%	0
TWO SIGMA INVESTMENTS, LP	New	47,300	$2.7M	0.0%	+1.64%	36
Private Advisor Group, LLC	Increased	37,345(+5.6%)	$2.1M	0.0%	+92.77%	27
JANE STREET GROUP, LLC	Decreased	35,624(-70.9%)	$2M	0.0%	+14.59%	0
Sanctuary Advisors, LLC	Increased	31,391(+0.9%)	$1.8M	0.0%	+23.20%	26
CITADEL ADVISORS LLC	Increased	28,495(+40.0%)	$1.6M	0.0%	+7.63%	34
Mariner, LLC	Decreased	24,090(-20.0%)	$1.4M	0.0%	+19.49%	0

Showing 1-20 of 38

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DUSADAVIS FUNDAMENTAL ETF TR

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

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