AI Holders Summary · Q1 2026

84 institutions reported DUSA in Q1 2026. MORGAN STANLEY leads at 27.9% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

Hide index funds / market makers / custodians(1 on this page)

#HolderValueShares% port.Quarter

MORGAN STANLEY

CIK 0000895421

$224M4.4M0.01%Q1 2026 02

DAVIS SELECTED ADVISERS

CIK 0001036325

$173M3.4M0.79%Q1 2026 03

BANK OF AMERICA CORP /DE/

CIK 0000070858

$83M1.6M0.01%Q1 2026 04

Kestra Advisory Services, LLC

CIK 0001830819

$46M912K0.18%Q1 2026 05

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$45M888K0.01%Q1 2026 06

WELLS FARGO & COMPANY/MN

CIK 0000072971

$39M772K0.01%Q1 2026 07

LPL Financial LLC

CIK 0001403438

$33M659K0.01%Q1 2026 08

UBS Group AG

CIK 0001610520

$30M591K0.00%Q1 2026 09

Next Level Private LLC

CIK 0001910366

$26M462K5.08%Q2 2026 10

ODonnell Financial Services, LLC

CIK 0001730962

$21M407K7.10%Q1 2026 11

Melone Private Wealth, LLC

CIK 0001905765

$18M328K7.01%Q2 2026 12

KESTRA PRIVATE WEALTH SERVICES, LLC

CIK 0001649451

$9M170K0.11%Q1 2026 13

COMMONWEALTH EQUITY SERVICES, LLC

CIK 0000312272

$8M159K0.01%Q1 2026 14

Lunt Capital Management, Inc.

CIK 0001608034

$8M157K3.05%Q1 2026 15

D.A. DAVIDSON & CO.

CIK 0001080107

$8M138K0.04%Q2 2026 16

Priebe Wealth Holdings LLC

CIK 0002009646

$8M166K6.66%Q2 2025 17

STIFEL FINANCIAL CORP

CIK 0000720672

$8M149K0.01%Q1 2026 18

LEVEL FOUR ADVISORY SERVICES, LLC

CIK 0001696715

$7M137K0.23%Q1 2026 19

JANE STREET GROUP, LLC

CIK 0001595888· Market maker

$6M122K0.00%Q1 2026 20

Geneos Wealth Management Inc.

CIK 0001764754

$5M107K0.13%Q1 2026

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