DUSA DAVIS FUNDAMENTAL ETF TR
FollowSELECT US EQTY (fund)
Filings received so far for Q3 2026: 5 13F filers report a position in DUSA shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.
13D and 13G filers
No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.
Insider trades
No Form 4 transaction on this security in the data.
13F holders, Q3 2026
Filers in the available 13F reports with a share position at 2026-09-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Dorato Capital Management | 30,560 | $1.69M | 1.12% | -277 | 13F-HRTimeline |
| CapWealth Advisors, LLC | 17,170 | $939K | 0.07% | -807 | 13F-HRTimeline |
| Focus Financial Network, Inc. | 9,183 | $502K | 0.02% | -1,613 | 13F-HRTimeline |
| CoreCap Advisors, LLC | 267 | $14.6K | <0.01% | 0 | 13F-HRTimeline |
| HARBOR INVESTMENT ADVISORY, LLC | 250 | $13.7K | <0.01% | 0 | 13F-HRTimeline |