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Davis Select Worldwide ETF (DWLD) Institutional Ownership

$47.77 -0.10 (-0.21%)
As of 05/29/2026 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
38
Total
Institutional Inflows
(last 12 months)
$80.28M
Number of
Institutional Sellers
(last 12 months)
14
Total
Institutional Outflows
(last 12 months)
$17.49M
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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
5/19/2026 Bank of America Corp DE430,193$18.85M0.0%+300.6%4.125%
5/18/2026 Royal Bank of Canada388,003$17.00M0.0%+21.0%3.720%
5/14/2026 Modern Wealth Management LLC7,600$335K0.0%-15.9%0.073%
5/13/2026 Cetera Investment Advisers780,871$34.21M0.0%+7.1%7.487%
5/5/2026 D.A. Davidson & CO.31,881$1.40M0.0%-1.3%0.306%
5/5/2026 Geneos Wealth Management Inc.13,216$579K0.0%+1.7%0.127%
5/4/2026 NBZ Investment Advisors LLC4,575$200K0.1%N/A0.044%
5/1/2026 Fifth Third Bancorp2,203$97K0.0%N/A0.021%
4/30/2026 Kestra Advisory Services LLC82,085$3.60M0.0%+4.9%0.787%
4/27/2026 Private Advisor Group LLC20,073$879K0.0%+5.8%0.192%
4/20/2026 Heritage Wealth Management Inc.32,272$1.41M0.7%+2.0%0.309%
3/17/2026 Rockefeller Capital Management L.P.90,708$4.23M0.0%+65.0%0.870%
2/19/2026 Birchwood Financial Partners Inc.985$46K0.0%N/A0.009%
2/18/2026 Integrity Wealth Advisors Inc.45,649$2.13M1.5%-61.6%0.438%
2/17/2026 Cetera Investment Advisers728,797$33.99M0.0%+6.5%6.988%
2/17/2026 Osaic Holdings Inc.14,945$697K0.0%+10.7%0.143%
2/17/2026 Captrust Financial Advisors30,600$1.43M0.0%-3.6%0.293%
2/17/2026 Royal Bank of Canada320,639$14.96M0.0%+2.6%3.074%
2/13/2026 Kestra Advisory Services LLC78,284$3.65M0.0%+16.1%0.751%
2/13/2026 Stifel Financial Corp336,128$15.68M0.0%+3.3%3.223%
2/13/2026 Morgan Stanley1,680,607$78.38M0.0%+7.1%16.113%
2/13/2026 Integrated Wealth Concepts LLC6,697$312K0.0%-3.7%0.064%
2/12/2026 Jane Street Group LLC15,180$708K0.0%-3.0%0.146%
2/11/2026 LPL Financial LLC388,586$18.12M0.0%+64.0%3.726%
2/10/2026 Northwestern Mutual Wealth Management Co.77,079$3.60M0.0%-6.2%0.739%
2/6/2026 HighTower Advisors LLC5,010$234K0.0%-45.9%0.048%
2/4/2026 Summit Wealth Group LLC Co.7,525$351K0.0%N/A0.072%
2/2/2026 Truist Financial Corp13,267$619K0.0%-2.8%0.127%
2/2/2026 Benjamin Edwards Inc.41,470$1.93M0.0%+4.6%0.398%
2/2/2026 Davis Selected Advisers1,917,460$89.43M0.4%+0.1%18.384%
1/30/2026 Strategic Blueprint LLC10,049$469K0.0%N/A0.096%
1/29/2026 D.A. Davidson & CO.32,304$1.51M0.0%-1.2%0.310%
1/29/2026 UBS Group AG166,169$7.75M0.0%-0.6%1.593%
1/26/2026 Heritage Wealth Management Inc.31,649$1.48M0.4%+18.4%0.303%
1/23/2026 Diligent Investors LLC5,020$234K0.1%-9.1%0.048%
1/21/2026 Capital Investment Advisory Services LLC7,847$366K0.0%+76.5%0.075%
1/12/2026 Fjell Capital LLC255,535$11.92M9.1%+5.1%2.450%
1/12/2026 DAVENPORT & Co LLC95,922$4.47M0.0%+6.7%0.920%
1/7/2026 Melone Private Wealth LLC105,005$4.90M2.1%N/A1.007%
11/17/2025 NewEdge Advisors LLC7,200$326K0.0%N/A0.069%
Trump's New Dollar (Ad)

Porter Stansberry says President Trump has signed an executive order initiating what he calls a full U.S. dollar reset - and most Americans don't know it's happening. The last time America underwent a monetary shift like this, under Nixon in the 1970s, it minted an average of 1,300 new millionaires a day for over half a century. Stansberry has released a new documentary naming the assets he believes are positioned to surge as a result.tc pixel

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11/17/2025 Northwestern Mutual Wealth Management Co.82,141$3.72M0.0%-74.8%0.788%
11/17/2025 Mariner LLC6,590$298K0.0%+10.8%0.063%
11/17/2025 Integrated Wealth Concepts LLC6,955$315K0.0%-67.4%0.067%
11/17/2025 Citadel Advisors LLC16,928$766K0.0%N/A0.162%
11/17/2025 Bank of America Corp DE108,426$4.90M0.0%-6.6%1.040%
11/14/2025 Integrity Wealth Advisors Inc.118,770$5.14M1.8%+88.4%1.139%
11/14/2025 Raymond James Financial Inc.207,930$9.41M0.0%+6.3%1.994%
11/13/2025 UBS Group AG167,136$7.56M0.0%+6.7%1.602%
11/13/2025 Private Advisor Group LLC18,106$819K0.0%+21.9%0.174%
11/12/2025MGB Wealth Management LLC13,354$604K0.2%+27.8%0.128%
11/7/2025 Southeast Asset Advisors LLC40,810$1.85M0.2%-3.4%0.391%
11/5/2025 Capital Investment Advisory Services LLC4,445$201K0.0%N/A0.043%
11/5/2025 J.W. Cole Advisors Inc.4,546$206K0.0%N/A0.044%
11/5/2025 Envestnet Asset Management Inc.56,846$2.57M0.0%+17.3%0.545%
11/4/2025 Heritage Wealth Management Inc.26,720$1.21M0.4%+9.9%0.256%
11/3/2025 Truist Financial Corp13,650$617K0.0%-1.7%0.131%
10/24/2025 Fjell Capital LLC243,195$11M9.7%-0.9%2.332%
10/23/2025 Benjamin Edwards Inc.39,635$1.79M0.0%+1.6%0.380%
10/22/2025 Geneos Wealth Management Inc.13,000$588K0.0%+62.5%0.125%
10/22/2025 D.A. Davidson & CO.32,711$1.48M0.0%+5.7%0.314%
10/15/2025 DAVENPORT & Co LLC89,925$4.07M0.0%+4.5%0.862%
9/4/2025 Osaic Holdings Inc.13,578$563K0.0%+9.4%0.130%
8/18/2025 Geneos Wealth Management Inc.8,000$332K0.0%+100.0%0.077%
8/15/2025 Captrust Financial Advisors29,170$1.21M0.0%+2.9%0.280%
8/15/2025 Modern Wealth Management LLC9,041$375K0.0%-5.8%0.087%
8/15/2025 Benjamin Edwards Inc.39,022$1.62M0.0%+1.1%0.374%
8/15/2025 Bank 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%
8/14/2025 Jane Street Group LLC10,220$424K0.0%-33.4%0.098%
8/14/2025 Raymond James Financial Inc.195,670$8.11M0.0%+12.8%1.876%
8/14/2025 Heritage Wealth Management Inc.24,320$1.01M0.3%+13.5%0.233%
8/13/2025 Baird Financial Group Inc.167,983$6.96M0.0%+1.3%1.611%
8/13/2025 Northwestern Mutual Wealth Management Co.325,484$13.49M0.0%+7.3%3.121%
8/8/2025 Rockefeller Capital Management L.P.57,129$2.37M0.0%+2.6%0.548%
8/8/2025 Cetera Investment Advisers621,542$25.76M0.0%+794.8%5.959%
8/4/2025 Atria Investments Inc51,446$2.13M0.0%+184.7%0.493%
7/30/2025 D.A. Davidson & CO.30,961$1.28M0.0%-7.1%0.297%
7/22/2025 DAVENPORT & Co LLC86,055$3.57M0.0%+143.4%0.825%
7/22/2025 Diligent Investors LLC5,620$233K0.1%-31.6%0.054%
7/18/2025 Truist Financial Corp13,882$575K0.0%-3.1%0.133%
7/14/2025 Wealth Advisory Solutions LLC5,131$213K0.1%N/A0.049%
7/9/2025 Fjell Capital LLC245,413$10.17M9.4%-4.0%2.353%
6/2/2025 Integrity Wealth Advisors Inc.59,141$2.23M1.6%-6.0%0.569%
6/2/2025 Modern Wealth Management LLC9,600$362K0.0%-32.3%0.092%
5/19/2025Jane Street Group LLC15,356$579K0.0%N/A0.148%
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%
Trump's New Dollar (Ad)

Porter Stansberry says President Trump has signed an executive order initiating what he calls a full U.S. dollar reset - and most Americans don't know it's happening. The last time America underwent a monetary shift like this, under Nixon in the 1970s, it minted an average of 1,300 new millionaires a day for over half a century. Stansberry has released a new documentary naming the assets he believes are positioned to surge as a result.tc pixel

Watch the free briefing and see the three steps to prepare today
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%
5/5/2025OneAscent Financial Services LLC18,069$681K0.0%N/A0.178%
4/29/2025Envestnet Asset Management Inc.48,633$1.83M0.0%-6.3%0.480%
4/28/2025D.A. Davidson & CO.33,341$1.26M0.0%-3.3%0.329%
4/28/2025DAVENPORT & Co LLC35,360$1.33M0.0%-24.6%0.349%
4/23/2025Creative Financial Designs Inc. ADV1,126$42K0.0%-52.4%0.012%


DWLD Institutional Ownership - Frequently Asked Questions

During the previous two years, 57 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 52 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 ($691.50K), 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. ($167.98K).

Institutional investors have bought a total of 1,832,093 shares in the last 24 months. This purchase volume represents approximately $80.28M in transactions.

Of the 14 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. ($76.88K), Integrated Wealth Concepts LLC ($14.67K), Fjell Capital LLC ($12.34K), Bank of America Corp DE ($7.63K), Modern Wealth Management LLC ($6.58K), and Jane Street Group LLC ($5.60K).

Institutional investors have sold a total of 387,263 shares in the last 24 months. This volume of shares sold represents approximately $17.49M in transactions.


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This page (BATS:DWLD) was last updated on 5/30/2026 by MarketBeat.com Staff.
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