Go Pro
→ 1 Stock to Own by July 31st (From Chaikin Analytics) (Ad)tc pixel Free DWLD Stock Alerts

Davis Select Worldwide ETF (DWLD) Institutional Ownership

$48.90 -0.01 (-0.02%)
As of 08/3/2026 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
37
Total
Institutional Inflows
(last 12 months)
$76.59M
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$16.59M
Get DWLD Insider Trade Alerts

Want to know when executives and insiders are buying or selling Davis Select Worldwide ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

DWLD Institutional Buying and Selling by Quarter

Davis Select Worldwide ETF Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/9/2026 Melone 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%
5/5/2026 D.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%
4/30/2026 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%
3/17/2026Rockefeller 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%
2/13/2026 Kestra 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%
2/4/2026 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%
2/2/2026Davis 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%
1/29/2026UBS 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%
DOJ Admits It In Court—Your Cash Can Be Seized Without Warning (Ad)

The Department of Justice recently argued in court that cash may not be legally your property - raising concerns about government authority to freeze or seize private accounts. Greece raided pensions. Cyprus drained bank accounts. Poland seized retirement funds. Priority Gold has put together a free Wealth Defense Guide for Americans looking to move assets beyond potential government reach.tc pixel

Download your free Wealth Defense Guide and review your options today
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%
11/13/2025 Private Advisor Group LLC18,106$819K0.0%+21.9%0.174%
11/12/2025MGB Wealth Management LLC13,354$604K0.2%+27.8%0.128%
11/7/2025Southeast 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%
11/5/2025Envestnet 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%
10/22/2025Geneos 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%
9/4/2025Osaic 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%
8/15/2025 Benjamin 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%
8/14/2025 Heritage 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%
8/4/2025 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%
6/2/2025Integrity 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%
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%
Here’s the stock symbol I’ve promised (Ad)

Whitney Tilson of Stansberry Research has long recommended Berkshire Hathaway as a core retirement holding - but now he believes he's found something better. This under-the-radar company sits at the intersection of America's two most important industries, including AI, pays massive dividends, and attracted a famous money manager who put 60% of his multi-billion-dollar fund into it. Tilson is revealing the name and ticker symbol completely free - no credit card or email required.tc pixel

Get the stock name and ticker symbol free of charge today
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%
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%


DWLD Institutional Ownership - Frequently Asked Questions

During the previous two years, 55 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 ($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 1,742,890 shares in the last 24 months. This purchase volume represents approximately $76.59M in transactions.

Of the 15 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 ($14.67K), Bank of America Corp DE ($7.63K), Jane Street Group LLC ($5.60K), HighTower Advisors LLC ($4.25K), and Fjell Capital LLC ($2.22K).

Institutional investors have sold a total of 364,644 shares in the last 24 months. This volume of shares sold represents approximately $16.59M in transactions.


Related Companies

This page (BATS:DWLD) was last updated on 8/4/2026 by MarketBeat.com Staff.
From Our Partners
Executive order could send gold to 6,000 per ounce
Executive Order 14330 will allow Americans to hold precious metals inside 401(k)s for the first time ever - an...
Cedar Gold Group | Sponsoredtc pixel
"Second Wave” Hitting Iran Soon? Wall Street Issues Warning
Analysts at Goldman Sachs and Morgan Stanley are warning that a quiet domestic threat - unrelated to overseas ...
TradeSmith | Sponsoredtc pixel
Pass by August 7… or wait until 2027?
Right now, the Clarity Act is working through Washington. And if it passes, banks, asset managers, and payment...
Crypto 101 Media | Sponsoredtc pixel
7 Bankers Met in Secret (Now We Pay for It)
A little-known meeting in 1910 cost the average American family their entire financial freedom. They met in se...
Decentralized Masters | Sponsoredtc pixel
Trump's gold order: the announcement they won't put on the front page
On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no deb...
Reagan Gold Group | Sponsoredtc pixel
[URGENT] Mode Mobile terms changing Aug 14
Mode Mobile has secured its Nasdaq ticker, $MODE, while still in the pre-IPO stage. More than 60,000 investors...
Mode Mobile | Sponsoredtc pixel
1 Stock to Own by July 31st
A scheduled announcement on July 31st could reshuffle the stock market's winners and losers - and one lesser-k...
Chaikin Analytics | Sponsoredtc pixel
They Crashed the Dollar 40% Before. It's Happening Again.
In 1985, world powers deliberately drove the dollar lower in a coordinated deal that drained everyday savers. ...
Priority Gold | Sponsoredtc pixel