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-Q2 13F filings (latest filed 2026-08-19). 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
The tracked-fund tape on DUSA is one-sided between 2026-Q1 and 2026-Q2: 36 added or opened and 5 trimmed or exited — on balance accumulating.
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 2026-Q1 and 2026-Q2, across 83 tracked filers holding DUSA, 44 increased or opened the position and 30 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 2026-Q1 and 2026-Q2 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
- TRANSCEND CAPITAL ADVISORS, LLC$3M
- TWO SIGMA INVESTMENTS, LP$3M
- Regatta Research & Money Management$650K
- Cetera Investment Advisers$552K
Full exits 2
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$3M
- Cambridge Investment Research Advisors, Inc.$715K
Largest adds
- MORGAN STANLEY$35M
- DAVIS SELECTED ADVISERS$19M
- OSAIC HOLDINGS, INC.$14M
- BANK OF AMERICA CORP /DE/$11M
- RAYMOND JAMES FINANCIAL INC$7M
- LPL Financial LLC$6M
Largest trims
- JANE STREET GROUP, LLC$4M
- Integrated Wealth Concepts LLC$879K
- Steward Partners Investment Advisory, LLC$362K
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 | 4,615,172 | $259M | 26.0% | 2026-Q2 |
| DAVIS SELECTED ADVISERS | 3,400,745 | $191M | 19.1% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 1,675,821 | $94M | 9.4% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 925,842 | $52M | 5.2% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 918,489 | $52M | 5.2% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 789,324 | $44M | 4.4% | 2026-Q2 |
| LPL Financial LLC added | 705,267 | $40M | 4.0% | 2026-Q2 |
| UBS Group AG added | 613,239 | $34M | 3.4% | 2026-Q2 |
| Next Level Private LLC added | 461,878 | $26M | 2.6% | 2026-Q2 |
| ODonnell Financial Services, LLC added | 459,277 | $26M | 2.6% | 2026-Q2 |
| Melone Private Wealth, LLC added | 327,833 | $18M | 1.8% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 275,196 | $15M | 1.5% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 170,526 | $10M | 1.0% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 159,604 | $9M | 0.9% | 2026-Q2 |
| Lunt Capital Management, Inc. trimmed | 156,160 | $9M | 0.9% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 155,285 | $9M | 0.9% | 2026-Q2 |
| LEVEL FOUR ADVISORY SERVICES, LLC added | 138,769 | $8M | 0.8% | 2026-Q2 |
| D.A. DAVIDSON & CO. trimmed | 138,110 | $8M | 0.8% | 2026-Q2 |
| Geneos Wealth Management Inc. trimmed | 104,955 | $6M | 0.6% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 91,151 | $5M | 0.5% | 2026-Q2 |
| HighPoint Advisor Group LLC added | 60,104 | $3M | 0.3% | 2026-Q2 |
| Atria Investments, Inc added | 56,158 | $3M | 0.3% | 2026-Q2 |
| Rockefeller Capital Management L.P. trimmed | 53,406 | $3M | 0.3% | 2026-Q2 |
| TRANSCEND CAPITAL ADVISORS, LLC new | 49,940 | $3M | 0.3% | 2026-Q2 |
| SUMMIT WEALTH GROUP LLC / CO trimmed | 47,770 | $3M | 0.3% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP new | 47,300 | $3M | 0.3% | 2026-Q2 |
| Private Advisor Group, LLC added | 37,345 | $2M | 0.2% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 35,624 | $2M | 0.2% | 2026-Q2 |
| IFP Advisors, Inc added | 35,586 | $2M | 0.2% | 2026-Q2 |
| Lantz Financial LLC added | 32,443 | $2M | 0.2% | 2026-Q2 |
| Dorato Capital Management | 30,837 | $2M | 0.2% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 31,391 | $2M | 0.2% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 28,495 | $2M | 0.2% | 2026-Q2 |
| Mariner, LLC trimmed | 24,090 | $1M | 0.1% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. trimmed | 23,563 | $1M | 0.1% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 23,002 | $1M | 0.1% | 2026-Q2 |
| DAVENPORT & Co LLC added | 21,017 | $1M | 0.1% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 18,566 | $1M | 0.1% | 2026-Q2 |
| CapWealth Advisors, LLC trimmed | 17,977 | $1M | 0.1% | 2026-Q2 |
| Gladstone Institutional Advisory LLC trimmed | 14,749 | $829K | 0.1% | 2026-Q2 |
| Vestmark Advisory Solutions, Inc. added | 14,330 | $805K | 0.1% | 2026-Q2 |
| ELEVATION POINT WEALTH PARTNERS, LLC added | 14,317 | $804K | 0.1% | 2026-Q2 |
| Regatta Research & Money Management new | 11,576 | $650K | 0.1% | 2026-Q2 |
| Blume Capital Management, Inc. trimmed | 11,125 | $625K | 0.1% | 2026-Q2 |
| Focus Financial Network, Inc. trimmed | 10,796 | $607K | 0.1% | 2026-Q2 |
| Sigma Planning Corp trimmed | 10,168 | $571K | 0.1% | 2026-Q2 |
| Cetera Investment Advisers new | 9,824 | $552K | 0.1% | 2026-Q2 |
| Capital Investment Advisory Services, LLC added | 9,386 | $527K | 0.1% | 2026-Q2 |
| Summit Investment Advisory Services, LLC | 8,422 | $473K | 0.0% | 2026-Q2 |
| Great Point Wealth Advisors, LLC trimmed | 7,518 | $422K | 0.0% | 2026-Q2 |
| Highland Investment Advisors LLC new | 7,250 | $407K | 0.0% | 2026-Q2 |
| Stratos Wealth Partners, LTD. added | 7,227 | $406K | 0.0% | 2026-Q2 |
| Southeast Asset Advisors, LLC new | 7,140 | $401K | 0.0% | 2026-Q2 |
| WJ Wealth Management, LLC trimmed | 6,915 | $388K | 0.0% | 2026-Q2 |
| Integrated Wealth Concepts LLC trimmed | 6,861 | $386K | 0.0% | 2026-Q2 |
| Summit Financial, LLC new | 6,837 | $384K | 0.0% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 6,769 | $380K | 0.0% | 2026-Q2 |
| TRUIST FINANCIAL CORP | 6,494 | $365K | 0.0% | 2026-Q2 |
| MARATHON CAPITAL MANAGEMENT new | 5,896 | $331K | 0.0% | 2026-Q2 |
| COMMERCE BANK | 5,845 | $328K | 0.0% | 2026-Q2 |
| Baird Financial Group, Inc. | 5,304 | $298K | 0.0% | 2026-Q2 |
| NewEdge Advisors, LLC trimmed | 4,931 | $277K | 0.0% | 2026-Q2 |
| Arkadios Wealth Advisors trimmed | 4,904 | $276K | 0.0% | 2026-Q2 |
| TD Waterhouse Canada Inc. | 4,663 | $262K | 0.0% | 2026-Q2 |
| OPPENHEIMER & CO INC new | 4,480 | $252K | 0.0% | 2026-Q2 |
| FIFTH THIRD BANCORP trimmed | 4,048 | $227K | 0.0% | 2026-Q2 |
| FIDUCIARY FINANCIAL ADVISORS new | 4,000 | $225K | 0.0% | 2026-Q2 |
| Diligent Investors, LLC trimmed | 3,660 | $206K | 0.0% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC trimmed | 2,183 | $123K | 0.0% | 2026-Q2 |
| Birchwood Financial Partners, Inc. | 2,178 | $122K | 0.0% | 2026-Q2 |
| Spire Wealth Management | 1,050 | $59K | 0.0% | 2026-Q2 |
| Allworth Financial LP | 995 | $56K | 0.0% | 2026-Q2 |
| Millstone Evans Group, LLC | 768 | $43K | 0.0% | 2026-Q2 |
| NorthAvenue LLC new | 388 | $22K | 0.0% | 2026-Q2 |
| Decker Retirement Planning Inc. new | 326 | $18K | 0.0% | 2026-Q2 |
| Kozak & Associates, Inc. | 276 | $16K | 0.0% | 2026-Q2 |
| CoreCap Advisors, LLC | 267 | $15K | 0.0% | 2026-Q2 |
| HARBOR INVESTMENT ADVISORY, LLC | 250 | $14K | 0.0% | 2026-Q2 |
| Game Plan Financial Advisors, LLC | 169 | $9K | 0.0% | 2026-Q2 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 69 | $4K | 0.0% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 50 | $3K | 0.0% | 2026-Q2 |
| Buck Wealth Strategies, LLC new | 16 | $899 | 0.0% | 2026-Q2 |
| CITIGROUP INC new | 14 | $787 | 0.0% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 51,192 | $3M | 0.3% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. trimmed | 14,100 | $715K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Signal Advisors Wealth, LLC new | 9,327 | $473K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Janney Montgomery Scott LLC trimmed | 8,583 | $436K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Advisory Services Network, LLC added | 1,325 | $67K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| COMERICA BANK added | 4,385 | $224K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| CWM, LLC trimmed | 929 | $47K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Per Stirling Capital Management, LLC. new | 251,394 | $12M | 1.2% | 2025-Q3 stale (3 quarters behind) |
| Kathleen S. Wright Associates Inc. | 23,225 | $1M | 0.1% | 2025-Q3 stale (3 quarters behind) |
| Waverly Advisors, LLC trimmed | 5,507 | $264K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Priebe Wealth Holdings LLC added | 166,315 | $8M | 0.8% | 2025-Q2 stale (4 quarters behind) |
| Sebold Capital Management, Inc. added | 79,348 | $4M | 0.4% | 2025-Q2 stale (4 quarters behind) |
| SILVER OAK SECURITIES, INCORPORATED trimmed | 42,230 | $2M | 0.2% | 2025-Q2 stale (4 quarters behind) |
| ENVESTNET ASSET MANAGEMENT INC added | 24,925 | $1M | 0.1% | 2025-Q2 stale (4 quarters behind) |
| WEDBUSH SECURITIES INC | 7,624 | $353K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| Corient Private Wealth LLC | 5,536 | $256K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| Quantinno Capital Management LP trimmed | 4,520 | $209K | 0.0% | 2025-Q2 stale (4 quarters behind) |
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.