Explore more topics
Public ownership evidence

Davis Select U.S. Equity ETF (DUSA) Ownership Disclosures

Read DUSA insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-14T23:32:50.005Z

Jump to a section

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

Show the table · 0 rows, 6 columns

Scroll sideways to compare all columns. Select a heading to sort.

No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

Show the table · 50 rows, 6 columns

Scroll sideways to compare all columns. Select a heading to sort.

B. Riley Wealth Advisors, Inc.2025-03-312026-08-294,881$206,545None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-2018,566$1,043,038None
SEI INVESTMENTS CO2026-06-302026-08-156,769$380,280None
OSAIC HOLDINGS, INC.2026-06-302026-08-15395$22,191None
OSAIC HOLDINGS, INC.2026-06-302026-08-15274,801$15,438,325None
JANE STREET GROUP, LLC2026-06-302026-08-1535,624$2,001,356None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-152,000$112,360None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-152,000$112,360None
Vestmark Advisory Solutions, Inc.2026-06-302026-08-1514,330$805,059None
ROYAL BANK OF CANADA2026-06-302026-08-15922$52,000None
ROYAL BANK OF CANADA2026-06-302026-08-1590,229$5,069,000None
CITADEL ADVISORS LLC2026-06-302026-08-1528,495$1,600,849None
Southeast Asset Advisors, LLC2026-06-302026-08-157,140$401,125None
TWO SIGMA INVESTMENTS, LP2026-06-302026-08-1547,300$2,657,314None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-156,926$389,103None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-15531,555$29,862,763None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-15387,361$21,761,947None
WELLS FARGO & COMPANY/MN2026-06-302026-08-15341,574$19,189,648None
WELLS FARGO & COMPANY/MN2026-06-302026-08-15447,750$25,154,595None
BANK OF AMERICA CORP /DE/2026-06-302026-08-15460,611$25,877,126None
BANK OF AMERICA CORP /DE/2026-06-302026-08-151,215,210$68,270,498None
Highland Investment Advisors LLC2026-06-302026-08-147,250$407,305None
Sanctuary Advisors, LLC2026-06-302026-08-1431,391$1,763,548None
Rockefeller Capital Management L.P.2026-06-302026-08-1453,406$3,000,395None
Steward Partners Investment Advisory, LLC2026-06-302026-08-142,183$122,641None
UBS Group AG2026-06-302026-08-14613,239$34,451,767None
Mariner, LLC2026-06-302026-08-1424,090$1,353,376None
CAPTRUST FINANCIAL ADVISORS2026-06-302026-08-1423,002$1,292,250None
MORGAN STANLEY2026-06-302026-08-142,710$152,248None
MORGAN STANLEY2026-06-302026-08-144,612,461$259,128,083None
MORGAN STANLEY2026-06-302026-08-141$57None
Regatta Research & Money Management2026-06-302026-08-131,988$111,686None
Regatta Research & Money Management2026-06-302026-08-131,100$61,798None
Regatta Research & Money Management2026-06-302026-08-13850$47,753None
Regatta Research & Money Management2026-06-302026-08-13733$41,180None
Regatta Research & Money Management2026-06-302026-08-13709$39,814None
Regatta Research & Money Management2026-06-302026-08-13699$39,270None
Regatta Research & Money Management2026-06-302026-08-13550$30,899None
Regatta Research & Money Management2026-06-302026-08-13512$28,765None
Regatta Research & Money Management2026-06-302026-08-13510$28,652None
Regatta Research & Money Management2026-06-302026-08-13505$28,358None
Regatta Research & Money Management2026-06-302026-08-13424$23,821None
Regatta Research & Money Management2026-06-302026-08-13412$23,147None
Regatta Research & Money Management2026-06-302026-08-13405$22,753None
Regatta Research & Money Management2026-06-302026-08-13350$19,663None
Regatta Research & Money Management2026-06-302026-08-13280$15,710None
Regatta Research & Money Management2026-06-302026-08-13266$14,944None
Regatta Research & Money Management2026-06-302026-08-13250$14,045None
Regatta Research & Money Management2026-06-302026-08-13225$12,641None
Regatta Research & Money Management2026-06-302026-08-13225$12,641None

90-day public filing window, up to 50 source positions.

B. Riley Wealth Advisors, Inc. ↗MERCER GLOBAL ADVISORS INC /ADV ↗SEI INVESTMENTS CO ↗OSAIC HOLDINGS, INC. ↗OSAIC HOLDINGS, INC. ↗JANE STREET GROUP, LLC ↗FIDUCIARY FINANCIAL ADVISORS ↗FIDUCIARY FINANCIAL ADVISORS ↗Vestmark Advisory Solutions, Inc. ↗ROYAL BANK OF CANADA ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

Show the table · 0 rows, 5 columns

Scroll sideways to compare all columns. Select a heading to sort.

No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.