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Davis Select Worldwide ETF (DWLD) Institutional Ownership

$47.06 +0.37 (+0.79%)
As of 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Davis Select Worldwide ETF (BATS:DWLD)

Number of
Institutional Buyers
(last 12 months)
41
Total
Institutional Inflows
(last 12 months)
$79.90M
Number of
Institutional Sellers
(last 12 months)
16
Total
Institutional Outflows
(last 12 months)
$19.54M
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Skip Chart & View Institutional Buying and Selling Data

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
5/5/2026D.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%
5/4/2026 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%
3/17/2026Rockefeller 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%
2/2/2026Benjamin 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%
1/30/2026 Strategic 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%
1/26/2026 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%
1/21/2026Capital 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%
11/17/2025NewEdge 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%
11/5/2025Capital 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%
10/23/2025Benjamin 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%
10/15/2025 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%
8/15/2025Benjamin 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%
8/14/2025 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%
8/4/2025Atria 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%
7/22/2025 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%
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%
4/23/2025Creative Financial Designs Inc. ADV1,126$42K0.0%-52.4%0.012%
4/22/2025Cambridge Investment Research Advisors Inc.8,419$317K0.0%+4.7%0.087%
4/22/2025Advisor Resource Council7,520$283K0.0%N/A0.078%
4/21/2025Silver Oak Securities Incorporated116,819$4.40M0.4%+654.4%1.213%
4/11/2025Fjell Capital LLC255,538$9.63M9.8%-2.3%2.654%


DWLD Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DWLD shares?

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 ($33.99M), LPL Financial LLC ($18.12M), Stifel Financial Corp ($15.68M), Royal Bank of Canada ($14.96M), and Fjell Capital LLC ($11.92M).Learn more on Davis Select Worldwide ETF's institutional investors.

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

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 ($639.43K), Raymond James Financial Inc. ($320.11K), Fjell Capital LLC ($273.94K), Northwestern Mutual Wealth Management Co. ($261.12K), LPL Financial LLC ($175.22K), Baird Financial Group Inc. ($167.98K), and Integrity Wealth Advisors Inc. ($118.64K).

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

Institutional investors have bought a total of 1,893,165 shares in the last 24 months. This purchase volume represents approximately $79.90M in transactions.

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

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. ($76.88K), Royal Bank of Canada ($53.84K), Integrated Wealth Concepts LLC ($14.67K), Fjell Capital LLC ($12.34K), Bank of America Corp DE ($7.63K), and Jane Street Group LLC ($5.60K).

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

Institutional investors have sold a total of 441,802 shares in the last 24 months. This volume of shares sold represents approximately $19.54M in transactions.


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