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Davis Select Worldwide ETF (DWLD) Institutional Ownership

$37.47 +1.58 (+4.40%)
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Institutional Ownership Changes (13F Filings) for Davis Select Worldwide ETF (BATS:DWLD)

Number of
Institutional Buyers
(last 12 months)
28
Total
Institutional Inflows
(last 12 months)
$32.61M
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$4.27M
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DWLD Institutional Buying and Selling by Quarter

Davis Select Worldwide ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/29/2025 Envestnet Asset Management Inc.48,633$1.83M0.0%-6.3%0.480%
4/28/2025 D.A. Davidson & CO.33,341$1.26M0.0%-3.3%0.329%
4/28/2025 DAVENPORT & Co LLC35,360$1.33M0.0%-24.6%0.349%
4/23/2025 Creative Financial Designs Inc. ADV1,126$42K0.0%-52.4%0.012%
4/22/2025 Cambridge Investment Research Advisors Inc.8,419$317K0.0%+4.7%0.087%
4/22/2025 Advisor Resource Council7,520$283K0.0%N/A0.078%
4/21/2025 Silver Oak Securities Incorporated116,819$4.40M0.4%+654.4%1.213%
4/11/2025 Fjell Capital LLC255,538$9.63M9.8%-2.3%2.654%
4/10/2025 Diligent Investors LLC8,220$310K0.1%-6.8%0.085%
2/17/2025Royal Bank of Canada468,597$17.02M0.0%-0.3%5.066%
2/17/2025 Diligent Investors LLC8,820$320K0.1%-3.3%0.095%
2/17/2025Cetera Investment Advisers41,777$1.52M0.0%+29.2%0.452%
2/17/2025Captrust Financial Advisors36,007$1.31M0.0%-8.1%0.389%
2/17/2025Baird Financial Group Inc.27,535$1M0.0%N/A0.298%
2/17/2025Bank of America Corp DE76,667$2.78M0.0%+26.5%0.829%
2/17/2025Benjamin Edwards Inc.33,745$1.23M0.0%+2.8%0.365%
2/14/2025Integrated Wealth Concepts LLC8,434$306K0.0%N/A0.091%
2/14/2025Stifel Financial Corp251,543$9.13M0.0%+2.6%2.719%
2/13/2025Integrity Wealth Advisors Inc.62,896$2.28M1.7%N/A0.680%
2/13/2025Rockefeller Capital Management L.P.56,996$2.07M0.0%+0.5%0.616%
2/13/2025Raymond James Financial Inc.112,183$4.07M0.0%N/A1.213%
2/13/2025Southeast Asset Advisors LLC42,680$1.55M0.2%-54.6%0.461%
2/13/2025 Envestnet Asset Management Inc.51,901$1.89M0.0%+1.6%0.561%
2/11/2025Modern Wealth Management LLC14,180$545K0.0%N/A0.153%
2/11/2025LPL Financial LLC151,916$5.52M0.0%+13.0%1.642%
2/10/2025Commonwealth Equity Services LLC116,766$4.24M0.0%+22.2%1.262%
2/7/2025Davis Selected Advisers1,917,980$69.64M0.4%+0.1%20.735%
2/6/2025Raymond James Financial Inc.112,183$4.07M0.0%N/A1.213%
2/5/2025 Heritage Wealth Management Inc.21,420$778K0.3%+4.1%0.232%
2/5/2025 Fjell Capital LLC261,602$9.50M9.8%N/A2.828%
2/3/2025Private Advisor Group LLC12,681$460K0.0%+7.8%0.137%
1/31/2025 D.A. Davidson & CO.34,489$1.25M0.0%+2.5%0.373%
1/31/2025 Truist Financial Corp15,355$558K0.0%-5.0%0.166%
1/29/2025MGB Wealth Management LLC6,438$234K0.1%N/A0.070%
1/24/2025 DAVENPORT & Co LLC46,870$1.70M0.0%-4.9%0.507%
1/17/2025 Janney Montgomery Scott LLC5,700$207K0.0%N/A0.062%
12/26/2024JPMorgan Chase & Co.1,559$59K0.0%+139.5%0.017%
11/15/2024Jane Street Group LLC33,749$1.28M0.0%-16.6%0.365%
11/15/2024Stifel Financial Corp245,268$9.30M0.0%+3.5%2.652%
11/15/2024Benjamin Edwards Inc.32,815$1.24M0.0%N/A0.355%
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11/14/2024Captrust Financial Advisors39,176$1.49M0.0%-2.4%0.424%
11/14/2024Rockefeller Capital Management L.P.56,714$2.15M0.0%-0.6%0.613%
11/13/2024 D.A. Davidson & CO.33,640$1.28M0.0%-6.3%0.364%
11/8/2024 First Horizon Advisors Inc.3,397$129K0.0%N/A0.037%
11/1/2024 Heritage Wealth Management Inc.20,570$780K0.3%+4.6%0.222%
10/29/2024 Confluence Wealth Services Inc.6,154$233K0.0%-54.1%0.067%
10/28/2024 Creative Financial Designs Inc. ADV2,509$95K0.0%-42.7%0.027%
10/23/2024 Silver Oak Securities Incorporated15,484$590K0.1%N/A0.167%
10/22/2024Private Advisor Group LLC11,766$446K0.0%-20.3%0.127%
9/9/2024 Heritage Wealth Management Inc.19,670$667K0.2%N/A0.213%
8/22/2024Cetera Investment Advisers34,204$1.14M0.0%+19.5%0.370%
8/21/2024 Truist Financial Corp15,847$528K0.0%-14.1%0.171%
8/16/2024Northwestern Mutual Wealth Management Co.58,663$1.96M0.0%-0.7%0.634%
8/8/2024 Envestnet Asset Management Inc.51,022$1.70M0.0%-10.8%0.552%
8/5/2024Private Advisor Group LLC14,766$492K0.0%-9.9%0.160%
7/31/2024 Confluence Wealth Services Inc.13,420$448K0.0%+76.6%0.145%
7/23/2024 Macroview Investment Management LLC1,915$64K0.1%N/A0.021%
7/19/2024Raymond James & Associates53,584$1.79M0.0%+4.0%0.579%
4/29/2024Commonwealth Equity Services LLC96,038$3.12M0.0%+5.9%1.055%
4/29/2024Benjamin F. Edwards & Company Inc.32,170$1.05M0.0%+5.0%0.354%
4/23/2024Lunt Capital Management Inc.37,718$1.23M0.6%-37.0%0.414%
4/23/2024 Wealth Advisory Solutions LLC7,169$233K0.1%N/A0.079%
4/23/2024Raymond James Financial Services Advisors Inc.56,190$1.83M0.0%-1.2%0.617%
4/22/2024 Confluence Wealth Services Inc.7,598$247K0.0%N/A0.083%
2/12/2024Stifel Financial Corp224,542$6.65M0.0%+15.9%2.427%
2/9/2024 D.A. Davidson & CO.41,440$1.23M0.0%-6.1%0.448%
2/6/2024Private Advisor Group LLC16,627$492K0.0%+15.9%0.180%
2/6/2024Benjamin F. Edwards & Company Inc.30,637$907K0.0%+1.6%0.331%
2/1/2024CWM LLC1,356$40K0.0%+273.6%0.015%
1/30/2024Scissortail Wealth Management LLC18,120$538K0.2%N/A0.196%
1/30/2024Lunt Capital Management Inc.59,902$1.77M0.9%+169.0%0.648%
1/24/2024 Stratos Wealth Partners LTD.30,928$916K0.0%-3.4%0.334%
1/23/2024 DAVENPORT & Co LLC43,208$1.28M0.0%+10.1%0.467%
1/16/2024Raymond James Financial Services Advisors Inc.56,896$1.69M0.0%-5.8%0.615%
1/16/2024Raymond James & Associates16,394$486K0.0%-6.8%0.177%
1/12/2024 Advisor Resource Council7,457$221K0.0%N/A0.081%
1/11/2024 Diligent Investors LLC9,502$281K0.1%-4.0%0.103%
1/10/2024 Creative Financial Designs Inc. ADV15,243$451K0.0%-3.8%0.165%
11/13/2023Stifel Financial Corp193,781$5.33M0.0%+11.2%2.095%
11/9/2023UBS Group AG147,017$4.04M0.0%-6.1%1.589%
11/8/2023 Spire Wealth Management3,730$103K0.0%N/A0.040%
11/6/2023 Diligent Investors LLC9,902$272K0.1%-6.6%0.107%
11/1/2023Orion Portfolio Solutions LLC9,827$270K0.0%-51.6%0.106%
10/31/2023Lunt Capital Management Inc.22,272$612K0.3%-4.2%0.241%
10/26/2023 Joule Financial LLC9,549$262K0.1%N/A0.103%
10/24/2023 Stratos Wealth Partners LTD.32,018$880K0.0%-3.4%0.346%
10/24/2023Raymond James Financial Services Advisors Inc.60,405$1.66M0.0%+1.0%0.653%
10/24/2023Raymond James & Associates17,595$484K0.0%-3.4%0.190%
10/23/2023Commonwealth Equity Services LLC90,475$2.49M0.0%+1.5%0.978%
10/17/2023 DAVENPORT & Co LLC39,253$1.08M0.0%+19.3%0.424%
The Man I Turn to In Times Like This (Ad)

A storm is brewing in the markets: new tariffs, recession warnings, and panic in the headlines. That’s when publisher Brett Aitken turns to Whitney Tilson—a man CNBC once dubbed “The Prophet.” Tilson just released a new prediction that runs counter to what mainstream finance is telling you.

Market chaos? Hear Tilson’s take now
8/11/2023 D.A. Davidson & CO.44,369$1.28M0.0%-2.8%0.480%
8/10/2023Commonwealth Equity Services LLC89,111$2.57M0.0%+0.5%0.963%
8/10/2023Southeast Asset Advisors Inc.102,030$2.94M0.4%-1.8%1.103%
8/1/2023 Truist Financial Corp18,525$534K0.0%-16.3%0.200%
7/31/2023LPL Financial LLC122,076$3.52M0.0%-6.5%1.320%
7/25/2023Raymond James Financial Services Advisors Inc.59,808$1.72M0.0%-3.3%0.647%
7/25/2023Raymond James & Associates18,210$524K0.0%-27.3%0.197%
7/24/2023 Diligent Investors LLC10,602$305K0.1%-3.6%0.115%
7/20/2023 DAVENPORT & Co LLC32,906$948K0.0%+37.0%0.356%
7/18/2023 Stratos Wealth Partners LTD.33,148$955K0.0%+6.7%0.358%
(Data available from 1/1/2016 forward)

DWLD Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DWLD shares?

During the previous two years, 50 institutional investors and hedge funds held shares of Davis Select Worldwide ETF. The most heavily invested institutionals were Davis Selected Advisers ($69.64M), Royal Bank of Canada ($17.02M), Fjell Capital LLC ($9.63M), Stifel Financial Corp ($9.13M), LPL Financial LLC ($5.52M), Silver Oak Securities Incorporated ($4.40M), and Commonwealth Equity Services LLC ($4.24M).Learn more on DWLD's institutional investors.

Which institutional investors have been buying Davis Select Worldwide ETF stock?

Of the 39 institutional investors that purchased Davis Select Worldwide ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Fjell Capital LLC ($261.60K), Raymond James Financial Inc. ($224.37K), Silver Oak Securities Incorporated ($132.30K), Stifel Financial Corp ($64.74K), Integrity Wealth Advisors Inc. ($62.90K), Lunt Capital Management Inc. ($37.63K), and Benjamin Edwards Inc. ($33.75K).

How much institutional buying is happening at Davis Select Worldwide ETF?

Institutional investors have bought a total of 1,108,973 shares in the last 24 months. This purchase volume represents approximately $38.82M in transactions.

Which Davis Select Worldwide ETF major shareholders have been selling company stock?

Of the 23 institutional investors that sold Davis Select Worldwide ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Southeast Asset Advisors LLC ($51.43K), Lunt Capital Management Inc. ($23.16K), LPL Financial LLC ($18.91K), DAVENPORT & Co LLC ($13.91K), Orion Portfolio Solutions LLC ($10.48K), UBS Group AG ($9.59K), and Envestnet Asset Management Inc. ($9.43K).

How much institutional selling is happening at Davis Select Worldwide ETF?

Institutional investors have sold a total of 211,372 shares in the last 24 months. This volume of shares sold represents approximately $7.03M in transactions.


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This page (BATS:DWLD) was last updated on 5/1/2025 by MarketBeat.com Staff
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