DAVIS FUNDAMENTAL ETF TR (DUSA) is held by institutional investors who disclose positions via SEC 13F filings. View the full list of institutional holders on HoldingsIntel.

Are institutions buying or selling DUSA?

HoldingsIntel tracks quarter-over-quarter changes in institutional positions for DAVIS FUNDAMENTAL ETF TR, showing new buyers, position increases, decreases, and exits with conviction-weighted sentiment.

What is the Smart Money Verdict on DUSA?

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

Is institutional money flowing into DUSA?

32 institutional investors hold DAVIS FUNDAMENTAL ETF TR (DUSA). View detailed buyer/seller breakdown on HoldingsIntel.

What do hedge funds think about DUSA?

Track institutional sentiment and conviction scores for DAVIS FUNDAMENTAL ETF TR (DUSA) including Smart Money Verdict and position changes on HoldingsIntel.

DAVIS FUNDAMENTAL ETF TR

DUSA·23908L207·US·etf·Unknown - Unknown

SELECT US EQTY

DUSA (DAVIS FUNDAMENTAL ETF TR) is held by 32 institutional investors as of Q4 2025. Largest holders: MORGAN STANLEY ($220.5M), DAVIS SELECTED ADVISERS ($173.1M), BANK OF AMERICA CORP /DE/ ($78.6M). Net institutional sentiment: Bullish.

Holders

Avg rating(6 Elite)

$667.1M

Total Value

70% (34)

Fund Consensus

19 buying - 9 selling

Smart Money Verdict- Q4 2025View all

61Mixed MomentumSingle Source

Held by 32 funds

6 elite

No recent insider, activist, or congressional trades found for this stock

13F: Dec 31, 2025Insider & Congress: Updated regularly

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
MORGAN STANLEY	Increased	4.3M(+4.0%)	$220.5M	0.0%	+25.76%	32
DAVIS SELECTED ADVISERS	Increased	3.4M(+0.0%)	$173.1M	0.8%	+117.93%	43
BANK OF AMERICA CORP /DE/	Increased	1.5M(+47.6%)	$78.6M	0.0%	+11.36%	41
Kestra Advisory Services, LLC	Increased	921,862(+2.1%)	$47.1M	0.2%	+73.33%	36
LPL Financial LLC	Decreased	672,680(-2.3%)	$34.4M	0.0%	+30.87%	0
UBS Group AG	Increased	564,410(+3.0%)	$28.9M	0.0%	+61.57%	30
RAYMOND JAMES FINANCIAL INC	Increased	435,043(+8.6%)	$22.2M	0.0%	+17.52%	31
WELLS FARGO & COMPANY/MN	Increased	427,654(+29.3%)	$21.9M	0.0%	+11.26%	36
COMMONWEALTH EQUITY SERVICES, LLC	Increased	153,732(+2.3%)	$7.9M	0.0%	+52.85%	28
D.A. DAVIDSON & CO.	Decreased	142,073(-0.1%)	$7.3M	0.0%	+128.67%	0
STIFEL FINANCIAL CORP	Increased	133,462(+1.4%)	$6.8M	0.0%	+30.90%	28
ROYAL BANK OF CANADA	Increased	68,176(+81.6%)	$3.5M	0.0%	+10.21%	41
Rockefeller Capital Management L.P.	Increased	53,308(+1.6%)	$2.7M	0.0%	+63.76%	27
JANE STREET GROUP, LLC	Increased	39,569(+26.5%)	$2M	0.0%	+13.33%	32
Private Advisor Group, LLC	Decreased	35,113(-12.4%)	$1.8M	0.0%	+85.75%	0
CAPTRUST FINANCIAL ADVISORS	Decreased	23,945(-0.8%)	$1.2M	0.0%	+99.38%	0
Sanctuary Advisors, LLC	Increased	23,660(+3.8%)	$1.2M	0.0%	+25.00%	26
MERCER GLOBAL ADVISORS INC /ADV	Decreased	21,215(-2.8%)	$1.1M	0.0%	+72.15%	0
OSAIC HOLDINGS, INC.	Increased	19,598(+32.6%)	$1M	0.0%	+36.98%	32
DAVENPORT & Co LLC	Increased	18,583(+14.0%)	$950,148	0.0%	+8.59%	28
Integrated Wealth Concepts LLC	Increased	10,764(+5.8%)	$550,386	0.0%	+21.53%	26
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Decreased	9,365(-47.3%)	$478,832	0.0%	+8.16%	0
Steward Partners Investment Advisory, LLC	Increased	7,460(+4.2%)	$381,430	0.0%	+107.93%	25
Mariner, LLC	Increased	6,740(+0.2%)	$344,591	0.0%	+52.93%	24
TRUIST FINANCIAL CORP	Decreased	6,530(-7.2%)	$333,879	0.0%	+26.69%	0
COMMERCE BANK	Unchanged	5,845	$298,854	0.0%	+24.22%	0
Baird Financial Group, Inc.	Increased	5,305(+0.0%)	$271,252	0.0%	+30.60%	23
COMERICA BANK	Increased	4,385(+4.3%)	$224,165	0.0%	+43.25%	24
Allworth Financial LP	Unchanged	995	$50,875	0.0%	+30.61%	0
TD Waterhouse Canada Inc.	New	811	$41,466	0.0%	+0.56%	28
JPMORGAN CHASE & CO	Unchanged	730	$37,325	0.0%	+24.22%	0
Federation des caisses Desjardins du Quebec	Unchanged	242	$12,373	0.0%	+8.16%	0
Waverly Advisors, LLC	Exited	0(-100.0%)	$263,798	0.0%	+29.01%	0
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Exited	0(-100.0%)	$23,950	0.0%	+25.94%	0

DAVIS FUNDAMENTAL ETF TR

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