Who owns DUSA
Which tracked institutional funds hold DUSA, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See DUSA company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-18). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
21 tracked funds added or opened DUSA while 9 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
DUSA’s largest tracked holder by dollar value, MORGAN STANLEY, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in DUSA divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 75 tracked filers holding DUSA, 40 increased or opened the position and 29 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in DUSA between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 4
- ODonnell Financial Services, LLC$21M
- CITADEL ADVISORS LLC$1M
- ELEVATION POINT WEALTH PARTNERS, LLC$519K
- Vestmark Advisory Solutions, Inc.$517K
Largest adds
- RAYMOND JAMES FINANCIAL INC$23M
- WELLS FARGO & COMPANY/MN$17M
- JANE STREET GROUP, LLC$4M
- BANK OF AMERICA CORP /DE/$4M
- MORGAN STANLEY$4M
- Next Level Private LLC$3M
Largest trims
- WJ Wealth Management, LLC$2M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$1M
- LPL Financial LLC$961K
- Kestra Advisory Services, LLC$859K
- LEVEL FOUR ADVISORY SERVICES, LLC$783K
- Geneos Wealth Management Inc.$761K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| MORGAN STANLEY added | 4,418,481 | $224M | 26.0% | 2026-Q1 |
| DAVIS SELECTED ADVISERS added | 3,400,745 | $173M | 20.0% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 1,631,655 | $83M | 9.6% | 2026-Q1 |
| Kestra Advisory Services, LLC trimmed | 912,023 | $46M | 5.4% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 888,106 | $45M | 5.2% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 772,478 | $39M | 4.6% | 2026-Q1 |
| LPL Financial LLC trimmed | 658,918 | $33M | 3.9% | 2026-Q1 |
| UBS Group AG added | 590,774 | $30M | 3.5% | 2026-Q1 |
| Next Level Private LLC added | 435,158 | $22M | 2.6% | 2026-Q1 |
| ODonnell Financial Services, LLC new | 406,556 | $21M | 2.4% | 2026-Q1 |
| Melone Private Wealth, LLC added | 317,583 | $16M | 1.9% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 169,536 | $9M | 1.0% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 159,229 | $8M | 0.9% | 2026-Q1 |
| Lunt Capital Management, Inc. trimmed | 156,626 | $8M | 0.9% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 149,205 | $8M | 0.9% | 2026-Q1 |
| D.A. DAVIDSON & CO. trimmed | 140,058 | $7M | 0.8% | 2026-Q1 |
| LEVEL FOUR ADVISORY SERVICES, LLC trimmed | 137,058 | $7M | 0.8% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 122,309 | $6M | 0.7% | 2026-Q1 |
| Geneos Wealth Management Inc. trimmed | 106,702 | $5M | 0.6% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 79,291 | $4M | 0.5% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 53,872 | $3M | 0.3% | 2026-Q1 |
| HighPoint Advisor Group LLC added | 53,491 | $3M | 0.3% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 51,192 | $3M | 0.3% | 2026-Q1 |
| SUMMIT WEALTH GROUP LLC / CO trimmed | 47,869 | $2M | 0.3% | 2026-Q1 |
| Private Advisor Group, LLC added | 35,363 | $2M | 0.2% | 2026-Q1 |
| Dorato Capital Management trimmed | 30,837 | $2M | 0.2% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 31,105 | $2M | 0.2% | 2026-Q1 |
| Mariner, LLC added | 30,103 | $2M | 0.2% | 2026-Q1 |
| Lantz Financial LLC added | 29,543 | $1M | 0.2% | 2026-Q1 |
| Integrated Wealth Concepts LLC added | 24,916 | $1M | 0.1% | 2026-Q1 |
| J.W. COLE ADVISORS, INC. trimmed | 24,682 | $1M | 0.1% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 23,455 | $1M | 0.1% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 21,218 | $1M | 0.1% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 20,354 | $1M | 0.1% | 2026-Q1 |
| DAVENPORT & Co LLC added | 19,392 | $984K | 0.1% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 19,166 | $972K | 0.1% | 2026-Q1 |
| CapWealth Advisors, LLC trimmed | 18,856 | $957K | 0.1% | 2026-Q1 |
| Gladstone Institutional Advisory LLC trimmed | 16,943 | $860K | 0.1% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 14,100 | $715K | 0.1% | 2026-Q1 |
| Focus Financial Network, Inc. trimmed | 12,877 | $653K | 0.1% | 2026-Q1 |
| Blume Capital Management, Inc. trimmed | 12,125 | $615K | 0.1% | 2026-Q1 |
| Sigma Planning Corp trimmed | 11,468 | $582K | 0.1% | 2026-Q1 |
| ELEVATION POINT WEALTH PARTNERS, LLC new | 10,226 | $519K | 0.1% | 2026-Q1 |
| Vestmark Advisory Solutions, Inc. new | 10,190 | $517K | 0.1% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 9,543 | $484K | 0.1% | 2026-Q1 |
| Signal Advisors Wealth, LLC new | 9,327 | $473K | 0.1% | 2026-Q1 |
| Janney Montgomery Scott LLC trimmed | 8,583 | $436K | 0.1% | 2026-Q1 |
| Summit Investment Advisory Services, LLC | 8,422 | $427K | 0.0% | 2026-Q1 |
| WJ Wealth Management, LLC trimmed | 8,100 | $411K | 0.0% | 2026-Q1 |
| Great Point Wealth Advisors, LLC added | 7,711 | $391K | 0.0% | 2026-Q1 |
| SEI INVESTMENTS CO new | 6,868 | $348K | 0.0% | 2026-Q1 |
| Stratos Wealth Partners, LTD. added | 6,620 | $336K | 0.0% | 2026-Q1 |
| TRUIST FINANCIAL CORP trimmed | 6,494 | $330K | 0.0% | 2026-Q1 |
| COMMERCE BANK | 5,845 | $297K | 0.0% | 2026-Q1 |
| Atria Investments, Inc trimmed | 5,639 | $286K | 0.0% | 2026-Q1 |
| Capital Investment Advisory Services, LLC added | 5,311 | $269K | 0.0% | 2026-Q1 |
| Baird Financial Group, Inc. trimmed | 5,304 | $269K | 0.0% | 2026-Q1 |
| Arkadios Wealth Advisors added | 4,940 | $251K | 0.0% | 2026-Q1 |
| TD Waterhouse Canada Inc. added | 4,663 | $237K | 0.0% | 2026-Q1 |
| FIFTH THIRD BANCORP new | 4,256 | $216K | 0.0% | 2026-Q1 |
| IFP Advisors, Inc | 2,665 | $135K | 0.0% | 2026-Q1 |
| Birchwood Financial Partners, Inc. | 2,178 | $111K | 0.0% | 2026-Q1 |
| Advisory Services Network, LLC added | 1,325 | $67K | 0.0% | 2026-Q1 |
| Spire Wealth Management trimmed | 1,050 | $53K | 0.0% | 2026-Q1 |
| Allworth Financial LP | 995 | $50K | 0.0% | 2026-Q1 |
| Millstone Evans Group, LLC | 768 | $39K | 0.0% | 2026-Q1 |
| JPMORGAN CHASE & CO | 730 | $36K | 0.0% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 500 | $25K | 0.0% | 2026-Q1 |
| VSM Wealth Advisory, LLC | 388 | $20K | 0.0% | 2026-Q1 |
| Kozak & Associates, Inc. | 276 | $15K | 0.0% | 2026-Q1 |
| CoreCap Advisors, LLC new | 267 | $14K | 0.0% | 2026-Q1 |
| HARBOR INVESTMENT ADVISORY, LLC | 250 | $13K | 0.0% | 2026-Q1 |
| Game Plan Financial Advisors, LLC | 169 | $9K | 0.0% | 2026-Q1 |
| NewEdge Advisors, LLC added | 5,696 | $6K | 0.0% | 2026-Q1 |
| CREATIVE FINANCIAL DESIGNS INC /ADV new | 69 | $4K | 0.0% | 2026-Q1 |
| Per Stirling Capital Management, LLC. new | 251,394 | $12M | 1.4% | 2025-Q3 stale |
| Priebe Wealth Holdings LLC added | 166,315 | $8M | 0.9% | 2025-Q2 stale |
| Sebold Capital Management, Inc. added | 79,348 | $4M | 0.4% | 2025-Q2 stale |
| SILVER OAK SECURITIES, INCORPORATED trimmed | 42,230 | $2M | 0.2% | 2025-Q2 stale |
| ENVESTNET ASSET MANAGEMENT INC added | 24,925 | $1M | 0.1% | 2025-Q2 stale |
| Kathleen S. Wright Associates Inc. | 23,225 | $1M | 0.1% | 2025-Q3 stale |
| WEDBUSH SECURITIES INC | 7,624 | $353K | 0.0% | 2025-Q2 stale |
| Waverly Advisors, LLC trimmed | 5,507 | $264K | 0.0% | 2025-Q3 stale |
| Diligent Investors, LLC trimmed | 6,185 | $262K | 0.0% | 2025-Q1 stale |
| Corient Private Wealth LLC | 5,536 | $256K | 0.0% | 2025-Q2 stale |
| COMERICA BANK added | 4,385 | $224K | 0.0% | 2025-Q4 stale |
| Quantinno Capital Management LP trimmed | 4,520 | $209K | 0.0% | 2025-Q2 stale |
| CWM, LLC trimmed | 929 | $47K | 0.0% | 2025-Q4 stale |
| CENTRAL TRUST Co new | 777 | $33K | 0.0% | 2025-Q1 stale |
| First Horizon Advisors, Inc. | 580 | $25K | 0.0% | 2025-Q1 stale |
| PRINCIPAL SECURITIES, INC. | 312 | $15K | 0.0% | 2025-Q3 stale |
| Kiker Wealth Management, LLC new | 302 | $13K | 0.0% | 2025-Q1 stale |
| Federation des caisses Desjardins du Quebec | 242 | $12K | 0.0% | 2025-Q4 stale |
| TUCKER ASSET MANAGEMENT LLC new | 205 | $10K | 0.0% | 2025-Q4 stale |
| SageView Advisory Group, LLC new | 100 | $5K | 0.0% | 2025-Q4 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.