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Davis Select Worldwide ETF (DWLD) Institutional Ownership

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

Number of
Institutional Buyers
(last 12 months)
18
Total
Institutional Inflows
(last 12 months)
$6.09M
Number of
Institutional Sellers
(last 12 months)
13
Total
Institutional Outflows
(last 12 months)
$2.85M
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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
4/23/2024 Lunt 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%
4/23/2024 Raymond 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%
2/9/2024D.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%
2/1/2024 CWM LLC1,356$40K0.0%+273.6%0.015%
1/30/2024Scissortail Wealth Management LLC18,120$538K0.2%N/A0.196%
1/30/2024 Lunt 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%
1/23/2024DAVENPORT & Co LLC43,208$1.28M0.0%+10.1%0.467%
1/16/2024 Raymond James Financial Services Advisors Inc.56,896$1.69M0.0%-5.8%0.615%
1/16/2024 Raymond James & Associates16,394$486K0.0%-6.8%0.177%
1/12/2024 Advisor Resource Council7,457$221K0.0%N/A0.081%
1/11/2024Diligent Investors LLC9,502$281K0.1%-4.0%0.103%
1/10/2024Creative 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%
11/6/2023Diligent Investors LLC9,902$272K0.1%-6.6%0.107%
11/1/2023Orion Portfolio Solutions LLC9,827$270K0.0%-51.6%0.106%
10/31/2023 Lunt Capital Management Inc.22,272$612K0.3%-4.2%0.241%
10/26/2023Joule Financial LLC9,549$262K0.1%N/A0.103%
10/24/2023 Stratos Wealth Partners LTD.32,018$880K0.0%-3.4%0.346%
10/24/2023 Raymond James Financial Services Advisors Inc.60,405$1.66M0.0%+1.0%0.653%
10/24/2023 Raymond James & Associates17,595$484K0.0%-3.4%0.190%
10/23/2023Commonwealth Equity Services LLC90,475$2.49M0.0%+1.5%0.978%
10/17/2023DAVENPORT & Co LLC39,253$1.08M0.0%+19.3%0.424%
8/11/2023D.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%
8/1/2023Truist Financial Corp18,525$534K0.0%-16.3%0.200%
7/31/2023LPL Financial LLC122,076$3.52M0.0%-6.5%1.320%
7/25/2023 Raymond James Financial Services Advisors Inc.59,808$1.72M0.0%-3.3%0.647%
7/25/2023 Raymond James & Associates18,210$524K0.0%-27.3%0.197%
7/24/2023Diligent Investors LLC10,602$305K0.1%-3.6%0.115%
7/20/2023DAVENPORT & Co LLC32,906$948K0.0%+37.0%0.356%
7/18/2023 Stratos Wealth Partners LTD.33,148$955K0.0%+6.7%0.358%
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7/14/2023 AdvisorNet Financial Inc1,439$41K0.0%+57.6%0.016%
5/12/2023Southeast Asset Advisors Inc.103,885$2.75M0.4%-3.4%1.129%
5/11/2023Diligent Investors LLC11,002$291K0.1%-3.5%0.120%
5/10/2023Private Advisor Group LLC14,408$381K0.0%N/A0.157%
5/10/2023LPL Financial LLC130,606$3.45M0.0%-7.4%1.420%
5/8/2023Davis Selected Advisers1,941,227$51.33M0.3%+0.4%21.100%
5/5/2023Silver Oak Securities Incorporated15,484$409K0.1%N/A0.168%
4/27/2023 Stratos Wealth Partners LTD.31,059$821K0.0%-6.6%0.338%
4/27/2023Benjamin F. Edwards & Company Inc.27,969$740K0.0%-3.4%0.304%
4/27/2023DAVENPORT & Co LLC24,011$635K0.0%+21.3%0.261%
4/25/2023D.A. Davidson & CO.45,644$1.21M0.0%-1.1%0.496%
4/14/2023 Raymond James Financial Services Advisors Inc.61,851$1.64M0.0%-4.8%0.672%
4/14/2023 Raymond James & Associates25,050$662K0.0%-42.5%0.272%
3/6/2023Rockefeller Capital Management L.P.14,837$368K0.0%-55.4%0.161%
3/6/2023OLD Mission Capital LLC53,030$1.32M0.0%-60.3%0.576%
2/10/2023Davis Selected Advisers1,932,578$48.04M0.3%+0.4%0.000%
2/9/2023Southeast Asset Advisors Inc.107,585$2.68M0.4%-7.4%0.000%
2/8/2023 Raymond James Financial Services Advisors Inc.64,989$1.62M0.0%-5.7%0.000%
2/8/2023 Raymond James & Associates43,569$1.08M0.0%-9.0%0.000%
2/8/2023UBS Group AG178,012$4.43M0.0%+3.7%0.000%
2/8/2023Orion Portfolio Solutions LLC15,484$385K0.0%-13.8%0.000%
2/8/2023 Cambridge Investment Research Advisors Inc.8,611$214K0.0%N/A0.000%
2/7/2023Commonwealth Equity Services LLC88,894$2.21M0.0%-8.8%0.000%
2/7/2023Benjamin F. Edwards & Company Inc.28,962$720K0.0%-3.1%0.000%
2/7/2023LPL Financial LLC140,989$3.51M0.0%-25.8%0.000%
2/7/2023Envestnet Asset Management Inc.81,487$2.03M0.0%-38.4%0.000%
2/6/2023Brinker Capital Investments LLC26,262$653K0.0%-13.8%0.000%
2/3/2023D.A. Davidson & CO.46,144$1.15M0.0%-19.8%0.000%
2/1/2023Creative Financial Designs Inc. ADV16,649$414K0.1%-4.9%0.000%
1/20/2023DAVENPORT & Co LLC19,795$492K0.0%-13.1%0.000%
1/20/2023Diligent Investors LLC11,401$283K0.1%-5.0%0.000%
1/18/2023Private Advisor Group LLC14,900$370K0.0%+23.5%0.000%
1/1/2023Toroso Investments LLC15,867$348K0.0%-11.6%0.000%
(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, 33 institutional investors and hedge funds held shares of Davis Select Worldwide ETF. The most heavily invested institutionals were Davis Selected Advisers ($51.33M), Stifel Financial Corp ($6.65M), UBS Group AG ($4.04M), LPL Financial LLC ($3.52M), Southeast Asset Advisors Inc. ($2.94M), Commonwealth Equity Services LLC ($2.49M), and Envestnet Asset Management Inc. ($2.03M).Learn more on DWLD's institutional investors.

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

Of the 20 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: Stifel Financial Corp ($50.21K), Lunt Capital Management Inc. ($37.63K), DAVENPORT & Co LLC ($23.41K), Private Advisor Group LLC ($19.52K), Scissortail Wealth Management LLC ($18.12K), Davis Selected Advisers ($15.83K), and Silver Oak Securities Incorporated ($15.48K).

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

Institutional investors have bought a total of 237,093 shares in the last 24 months. This purchase volume represents approximately $6.71M in transactions.

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

Of the 20 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: OLD Mission Capital LLC ($80.52K), LPL Financial LLC ($67.82K), Envestnet Asset Management Inc. ($50.73K), Raymond James & Associates ($31.49K), Lunt Capital Management Inc. ($23.16K), Rockefeller Capital Management L.P. ($18.40K), and D.A. Davidson & CO. ($15.89K).

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

Institutional investors have sold a total of 369,748 shares in the last 24 months. This volume of shares sold represents approximately $9.63M in transactions.


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This page (BATS:DWLD) was last updated on 4/26/2024 by MarketBeat.com Staff

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