Who Owns DAVIS FUNDAMENTAL ETF TR (DUSA)? -- Institutional Holders (2026-06-30)

42 institutions reported holding $158.9M of DAVIS FUNDAMENTAL ETF TR (DUSA) in SEC 13F filings for 2026-06-30. Largest institutional holders: Kestra Advisory Services, LLC ($51.6M), Next Level Private LLC ($25.9M), Melone Private Wealth, LLC ($18.4M), KESTRA PRIVATE WEALTH SERVICES, LLC ($9.6M), COMMONWEALTH EQUITY SERVICES, LLC ($9.0M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Kestra Advisory Services, LLC$51.6M918,489Added
2Next Level Private LLC$25.9M461,878Added
3Melone Private Wealth, LLC$18.4M327,833Added
4KESTRA PRIVATE WEALTH SERVICES, LLC$9.6M170,526Added
5COMMONWEALTH EQUITY SERVICES, LLC$9.0M159,604Added
6Lunt Capital Management, Inc.$8.8M156,160Trimmed
7D.A. DAVIDSON & CO.$7.8M138,110Trimmed
8Atria Investments, Inc$3.2M56,158Added
9TRANSCEND CAPITAL ADVISORS, LLC$2.8M49,940New
10SUMMIT WEALTH GROUP LLC / CO$2.7M47,770Trimmed
11Cambridge Investment Research Advisors, Inc.$2.1M37,408Added
12Private Advisor Group, LLC$2.1M37,345Added
13IFP Advisors, Inc$2.0M35,586Added
14Lantz Financial LLC$1.8M32,443Added
15Dorato Capital Management$1.8M30,837Hold
16J.W. COLE ADVISORS, INC.$1.3M23,563Trimmed
17DAVENPORT & Co LLC$1.2M21,017Added
18CapWealth Advisors, LLC$1.0M17,977Trimmed
19Gladstone Institutional Advisory LLC$828,59914,749Trimmed
20Blume Capital Management, Inc.$625,00311,125Trimmed
21Focus Financial Network, Inc.$606,53910,796Trimmed
22Capital Investment Advisory Services, LLC$527,3059,386Added
23Belvedere Trading LLC$511,2389,100New
24Summit Investment Advisory Services, LLC$473,1758,422Hold
25Great Point Wealth Advisors, LLC$422,3707,518Trimmed

Source: SEC Form 13F filings · as of 2026-06-30