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Davis Select Worldwide ETF (DWLD) Institutional Ownership

$46.01 +0.67 (+1.48%)
As of 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for Davis Select Worldwide ETF (BATS:DWLD)

Number of
Institutional Buyers
(last 12 months)
34
Total
Institutional Inflows
(last 12 months)
$50.85M
Number of
Institutional Sellers
(last 12 months)
16
Total
Institutional Outflows
(last 12 months)
$16.49M
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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
10/7/2026Rhodes Investment Advisors Inc. ADV39,049$1.74M1.2%-1.3%0.374%
9/9/2026Integrated Wealth Concepts LLC5,610$259K0.0%-16.2%0.054%
9/9/2026Baird Financial Group Inc.181,175$8.38M0.0%+1.4%1.737%
8/23/2026Melone Private Wealth LLC120,958$5.59M1.7%-1.0%1.160%
7/9/2026Melone Private Wealth LLC120,958$5.59M2.1%-1.0%1.160%
5/19/2026Bank of America Corp DE430,193$18.85M0.0%+300.6%4.125%
5/18/2026Royal Bank of Canada388,003$17.00M0.0%+21.0%3.720%
5/14/2026Modern Wealth Management LLC7,600$335K0.0%-15.9%0.073%
5/13/2026Cetera Investment Advisers780,871$34.21M0.0%+7.1%7.487%
5/5/2026D.A. Davidson & CO.31,881$1.40M0.0%-1.3%0.306%
5/5/2026Geneos Wealth Management Inc.13,216$579K0.0%+1.7%0.127%
5/4/2026NBZ Investment Advisors LLC4,575$200K0.1%N/A0.044%
5/1/2026Fifth Third Bancorp2,203$97K0.0%N/A0.021%
4/30/2026Kestra Advisory Services LLC82,085$3.60M0.0%+4.9%0.787%
4/27/2026Private Advisor Group LLC20,073$879K0.0%+5.8%0.192%
4/20/2026Heritage Wealth Management Inc.32,272$1.41M0.7%+2.0%0.309%
3/17/2026Rockefeller Capital Management L.P.90,708$4.23M0.0%+65.0%0.870%
2/19/2026Birchwood Financial Partners Inc.985$46K0.0%N/A0.009%
2/18/2026Integrity Wealth Advisors Inc.45,649$2.13M1.5%-61.6%0.438%
2/17/2026Cetera Investment Advisers728,797$33.99M0.0%+6.5%6.988%
2/17/2026Osaic Holdings Inc.14,945$697K0.0%+10.7%0.143%
2/17/2026Captrust Financial Advisors30,600$1.43M0.0%-3.6%0.293%
2/17/2026Royal Bank of Canada320,639$14.96M0.0%+2.6%3.074%
2/13/2026Kestra Advisory Services LLC78,284$3.65M0.0%+16.1%0.751%
2/13/2026Stifel Financial Corp336,128$15.68M0.0%+3.3%3.223%
2/13/2026Morgan Stanley1,680,607$78.38M0.0%+7.1%16.113%
2/13/2026Integrated Wealth Concepts LLC6,697$312K0.0%-3.7%0.064%
2/12/2026Jane Street Group LLC15,180$708K0.0%-3.0%0.146%
2/11/2026LPL Financial LLC388,586$18.12M0.0%+64.0%3.726%
2/10/2026Northwestern Mutual Wealth Management Co.77,079$3.60M0.0%-6.2%0.739%
2/6/2026HighTower Advisors LLC5,010$234K0.0%-45.9%0.048%
2/4/2026Summit Wealth Group LLC Co.7,525$351K0.0%N/A0.072%
2/2/2026Truist Financial Corp13,267$619K0.0%-2.8%0.127%
2/2/2026Benjamin Edwards Inc.41,470$1.93M0.0%+4.6%0.398%
2/2/2026Davis Selected Advisers1,917,460$89.43M0.4%+0.1%18.384%
1/30/2026Strategic Blueprint LLC10,049$469K0.0%N/A0.096%
1/29/2026D.A. Davidson & CO.32,304$1.51M0.0%-1.2%0.310%
1/29/2026UBS Group AG166,169$7.75M0.0%-0.6%1.593%
1/26/2026Heritage Wealth Management Inc.31,649$1.48M0.4%+18.4%0.303%
1/23/2026Diligent Investors LLC5,020$234K0.1%-9.1%0.048%
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1/21/2026Capital Investment Advisory Services LLC7,847$366K0.0%+76.5%0.075%
1/12/2026Fjell Capital LLC255,535$11.92M9.1%+5.1%2.450%
1/12/2026DAVENPORT & Co LLC95,922$4.47M0.0%+6.7%0.920%
1/7/2026Melone Private Wealth LLC105,005$4.90M2.1%N/A1.007%
11/17/2025NewEdge Advisors LLC7,200$326K0.0%N/A0.069%
11/17/2025Northwestern Mutual Wealth Management Co.82,141$3.72M0.0%-74.8%0.788%
11/17/2025Mariner LLC6,590$298K0.0%+10.8%0.063%
11/17/2025Integrated Wealth Concepts LLC6,955$315K0.0%-67.4%0.067%
11/17/2025Citadel Advisors LLC16,928$766K0.0%N/A0.162%
11/17/2025Bank of America Corp DE108,426$4.90M0.0%-6.6%1.040%
11/14/2025Integrity Wealth Advisors Inc.118,770$5.14M1.8%+88.4%1.139%
11/14/2025Raymond James Financial Inc.207,930$9.41M0.0%+6.3%1.994%
11/13/2025UBS Group AG167,136$7.56M0.0%+6.7%1.602%
11/13/2025Private Advisor Group LLC18,106$819K0.0%+21.9%0.174%
11/12/2025MGB Wealth Management LLC13,354$604K0.2%+27.8%0.128%
11/7/2025Southeast Asset Advisors LLC40,810$1.85M0.2%-3.4%0.391%
11/5/2025Capital Investment Advisory Services LLC4,445$201K0.0%N/A0.043%
11/5/2025J.W. Cole Advisors Inc.4,546$206K0.0%N/A0.044%
11/5/2025Envestnet Asset Management Inc.56,846$2.57M0.0%+17.3%0.545%
11/4/2025Heritage Wealth Management Inc.26,720$1.21M0.4%+9.9%0.256%
11/3/2025Truist Financial Corp13,650$617K0.0%-1.7%0.131%
10/24/2025Fjell Capital LLC243,195$11M9.7%-0.9%2.332%
10/23/2025Benjamin Edwards Inc.39,635$1.79M0.0%+1.6%0.380%
10/22/2025Geneos Wealth Management Inc.13,000$588K0.0%+62.5%0.125%
10/22/2025D.A. Davidson & CO.32,711$1.48M0.0%+5.7%0.314%
10/15/2025DAVENPORT & Co LLC89,925$4.07M0.0%+4.5%0.862%
9/4/2025Osaic Holdings Inc.13,578$563K0.0%+9.4%0.130%
8/18/2025Geneos Wealth Management Inc.8,000$332K0.0%+100.0%0.077%
8/15/2025Captrust Financial Advisors29,170$1.21M0.0%+2.9%0.280%
8/15/2025Modern Wealth Management LLC9,041$375K0.0%-5.8%0.087%
8/15/2025Benjamin Edwards Inc.39,022$1.62M0.0%+1.1%0.374%
8/15/2025Bank of America Corp DE116,060$4.81M0.0%+6.0%1.113%
8/14/2025MGB Wealth Management LLC10,449$433K0.1%+57.9%0.100%
8/14/2025Jane Street Group LLC10,220$424K0.0%-33.4%0.098%
8/14/2025Raymond James Financial Inc.195,670$8.11M0.0%+12.8%1.876%
8/14/2025Heritage Wealth Management Inc.24,320$1.01M0.3%+13.5%0.233%
8/13/2025Baird Financial Group Inc.167,983$6.96M0.0%+1.3%1.611%
8/13/2025Northwestern Mutual Wealth Management Co.325,484$13.49M0.0%+7.3%3.121%
8/8/2025Rockefeller Capital Management L.P.57,129$2.37M0.0%+2.6%0.548%
8/8/2025Cetera Investment Advisers621,542$25.76M0.0%+794.8%5.959%
8/4/2025Atria Investments Inc51,446$2.13M0.0%+184.7%0.493%
7/30/2025D.A. Davidson & CO.30,961$1.28M0.0%-7.1%0.297%
7/22/2025DAVENPORT & Co LLC86,055$3.57M0.0%+143.4%0.825%
7/22/2025Diligent Investors LLC5,620$233K0.1%-31.6%0.054%
7/18/2025Truist Financial Corp13,882$575K0.0%-3.1%0.133%
7/14/2025Wealth Advisory Solutions LLC5,131$213K0.1%N/A0.049%
7/9/2025Fjell Capital LLC245,413$10.17M9.4%-4.0%2.353%
6/2/2025Integrity Wealth Advisors Inc.59,141$2.23M1.6%-6.0%0.569%
6/2/2025Modern Wealth Management LLC9,600$362K0.0%-32.3%0.092%
5/19/2025Jane Street Group LLC15,356$579K0.0%N/A0.148%
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5/16/2025Integrated Wealth Concepts LLC19,203$724K0.0%+127.7%0.190%
5/15/2025Royal Bank of Canada414,760$15.63M0.0%-11.5%4.094%
5/15/2025Baird Financial Group Inc.165,875$6.25M0.0%+502.4%1.637%
5/14/2025Southeast Asset Advisors LLC42,230$1.59M0.2%-1.1%0.417%
5/14/2025Northwestern Mutual Wealth Management Co.303,250$11.43M0.0%+371.1%2.994%
5/13/2025Raymond James Financial Inc.173,471$6.54M0.0%+54.6%1.712%
5/12/2025Benjamin Edwards Inc.38,607$1.46M0.0%+14.4%0.381%
5/12/2025Davis Selected Advisers1,916,287$72.23M0.4%-0.1%18.917%
5/7/2025LPL Financial LLC158,053$5.96M0.0%+4.0%1.560%
5/6/2025Cetera Investment Advisers69,459$2.62M0.0%+66.3%0.686%


DWLD Institutional Ownership - Frequently Asked Questions

During the previous two years, 56 institutional investors and hedge funds held shares of Davis Select Worldwide ETF. The most heavily invested institutionals were Davis Selected Advisers ($89.43M), Morgan Stanley ($78.38M), Cetera Investment Advisers ($34.21M), Bank of America Corp DE ($18.85M), LPL Financial LLC ($18.12M), Royal Bank of Canada ($17.00M), and Stifel Financial Corp ($15.68M).Learn more on Davis Select Worldwide ETF's institutional investors.

Of the 49 institutional investors that purchased Davis Select Worldwide ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Cetera Investment Advisers ($685.91K), Bank of America Corp DE ($345.41K), Raymond James Financial Inc. ($320.11K), Fjell Capital LLC ($273.94K), Northwestern Mutual Wealth Management Co. ($261.12K), LPL Financial LLC ($175.22K), and Baird Financial Group Inc. ($170.44K).

Institutional investors have bought a total of 1,121,728 shares in the last 24 months. This purchase volume represents approximately $50.85M in transactions.

Of the 16 institutional investors that sold Davis Select Worldwide ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Northwestern Mutual Wealth Management Co. ($248.41K), Integrity Wealth Advisors Inc. ($73.12K), Integrated Wealth Concepts LLC ($15.75K), Bank of America Corp DE ($7.63K), HighTower Advisors LLC ($4.25K), Melone Private Wealth LLC ($2.54K), and Fjell Capital LLC ($2.22K).

Institutional investors have sold a total of 361,819 shares in the last 24 months. This volume of shares sold represents approximately $16.49M in transactions.


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Institutional ownership data for BATS:DWLD is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/7/2026. New 13F filings are added each quarter as they're published.
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