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Davis Select Worldwide ETF (DWLD) Institutional Ownership

$37.87 +1.98 (+5.52%)
As of 02/4/2025 04:00 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)
18
Total
Institutional Inflows
(last 12 months)
$15.21M
Number of
Institutional Sellers
(last 12 months)
13
Total
Institutional Outflows
(last 12 months)
$2.15M
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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
2/5/2025Fjell Capital LLC261,602$9.50M9.8%N/A2.828%
2/3/2025 Private Advisor Group LLC12,681$460K0.0%+7.8%0.137%
1/31/2025 D.A. Davidson & CO.34,489$1.25M0.0%+2.5%0.373%
1/31/2025 Truist Financial Corp15,355$558K0.0%-5.0%0.166%
1/29/2025 MGB Wealth Management LLC6,438$234K0.1%N/A0.070%
1/24/2025 DAVENPORT & Co LLC46,870$1.70M0.0%-4.9%0.507%
1/17/2025 Janney Montgomery Scott LLC5,700$207K0.0%N/A0.062%
12/26/2024JPMorgan Chase & Co.1,559$59K0.0%+139.5%0.017%
11/15/2024Jane Street Group LLC33,749$1.28M0.0%-16.6%0.365%
11/15/2024Stifel Financial Corp245,268$9.30M0.0%+3.5%2.652%
11/15/2024Benjamin Edwards Inc.32,815$1.24M0.0%N/A0.355%
11/14/2024Captrust Financial Advisors39,176$1.49M0.0%-2.4%0.424%
11/14/2024Rockefeller Capital Management L.P.56,714$2.15M0.0%-0.6%0.613%
11/13/2024 D.A. Davidson & CO.33,640$1.28M0.0%-6.3%0.364%
11/8/2024 First Horizon Advisors Inc.3,397$129K0.0%N/A0.037%
11/1/2024Heritage Wealth Management Inc.20,570$780K0.3%+4.6%0.222%
10/29/2024 Confluence Wealth Services Inc.6,154$233K0.0%-54.1%0.067%
10/28/2024Creative Financial Designs Inc. ADV2,509$95K0.0%-42.7%0.027%
10/23/2024 Silver Oak Securities Incorporated15,484$590K0.1%N/A0.167%
10/22/2024 Private Advisor Group LLC11,766$446K0.0%-20.3%0.127%
9/9/2024Heritage Wealth Management Inc.19,670$667K0.2%N/A0.213%
8/22/2024Cetera Investment Advisers34,204$1.14M0.0%+19.5%0.370%
8/21/2024 Truist Financial Corp15,847$528K0.0%-14.1%0.171%
8/16/2024Northwestern Mutual Wealth Management Co.58,663$1.96M0.0%-0.7%0.634%
8/8/2024Envestnet Asset Management Inc.51,022$1.70M0.0%-10.8%0.552%
8/5/2024 Private Advisor Group LLC14,766$492K0.0%-9.9%0.160%
7/31/2024 Confluence Wealth Services Inc.13,420$448K0.0%+76.6%0.145%
7/23/2024 Macroview Investment Management LLC1,915$64K0.1%N/A0.021%
7/19/2024Raymond James & Associates53,584$1.79M0.0%+4.0%0.579%
4/29/2024Commonwealth Equity Services LLC96,038$3.12M0.0%+5.9%1.055%
4/29/2024Benjamin F. Edwards & Company Inc.32,170$1.05M0.0%+5.0%0.354%
4/23/2024 Lunt Capital Management Inc.37,718$1.23M0.6%-37.0%0.414%
4/23/2024Wealth Advisory Solutions LLC7,169$233K0.1%N/A0.079%
4/23/2024Raymond 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%
2/9/2024 D.A. Davidson & CO.41,440$1.23M0.0%-6.1%0.448%
2/6/2024 Private 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%
2/1/2024CWM LLC1,356$40K0.0%+273.6%0.015%
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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%
1/23/2024 DAVENPORT & Co LLC43,208$1.28M0.0%+10.1%0.467%
1/16/2024Raymond James Financial Services Advisors Inc.56,896$1.69M0.0%-5.8%0.615%
1/16/2024Raymond James & Associates16,394$486K0.0%-6.8%0.177%
1/12/2024Advisor 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%
10/26/2023 Joule Financial LLC9,549$262K0.1%N/A0.103%
10/24/2023 Stratos Wealth Partners LTD.32,018$880K0.0%-3.4%0.346%
10/24/2023Raymond James Financial Services Advisors Inc.60,405$1.66M0.0%+1.0%0.653%
10/24/2023Raymond James & Associates17,595$484K0.0%-3.4%0.190%
10/23/2023Commonwealth Equity Services LLC90,475$2.49M0.0%+1.5%0.978%
10/17/2023 DAVENPORT & Co LLC39,253$1.08M0.0%+19.3%0.424%
8/11/2023 D.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%
8/1/2023 Truist Financial Corp18,525$534K0.0%-16.3%0.200%
7/31/2023LPL Financial LLC122,076$3.52M0.0%-6.5%1.320%
7/25/2023Raymond James Financial Services Advisors Inc.59,808$1.72M0.0%-3.3%0.647%
7/25/2023Raymond James & Associates18,210$524K0.0%-27.3%0.197%
7/24/2023Diligent Investors LLC10,602$305K0.1%-3.6%0.115%
7/20/2023 DAVENPORT & Co LLC32,906$948K0.0%+37.0%0.356%
7/18/2023 Stratos Wealth Partners LTD.33,148$955K0.0%+6.7%0.358%
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%
5/10/2023 Private 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%
5/5/2023 Silver 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%
4/27/2023 DAVENPORT & Co LLC24,011$635K0.0%+21.3%0.261%
4/25/2023 D.A. Davidson & CO.45,644$1.21M0.0%-1.1%0.496%
4/14/2023Raymond James Financial Services Advisors Inc.61,851$1.64M0.0%-4.8%0.672%
4/14/2023Raymond 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%
2/8/2023Raymond James Financial Services Advisors Inc.64,989$1.62M0.0%-5.7%0.000%
2/8/2023Raymond James & Associates43,569$1.08M0.0%-9.0%0.000%
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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%
2/8/2023Cambridge 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%
2/3/2023 D.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%
(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, 44 institutional investors and hedge funds held shares of Davis Select Worldwide ETF. The most heavily invested institutionals were Davis Selected Advisers ($51.33M), Fjell Capital LLC ($9.50M), Stifel Financial Corp ($9.30M), UBS Group AG ($4.04M), LPL Financial LLC ($3.52M), Commonwealth Equity Services LLC ($3.12M), and Southeast Asset Advisors Inc. ($2.94M).Learn more on DWLD's institutional investors.

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

Of the 31 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: Fjell Capital LLC ($261.60K), Stifel Financial Corp ($58.47K), Lunt Capital Management Inc. ($37.63K), Benjamin Edwards Inc. ($32.82K), Silver Oak Securities Incorporated ($30.97K), DAVENPORT & Co LLC ($23.41K), and Heritage Wealth Management Inc. ($20.57K).

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

Institutional investors have bought a total of 613,451 shares in the last 24 months. This purchase volume represents approximately $20.38M in transactions.

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

Of the 24 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. ($56.88K), Raymond James & Associates ($31.49K), Lunt Capital Management Inc. ($23.16K), Rockefeller Capital Management L.P. ($18.75K), and Southeast Asset Advisors Inc. ($14.10K).

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

Institutional investors have sold a total of 388,229 shares in the last 24 months. This volume of shares sold represents approximately $10.51M in transactions.


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This page (BATS:DWLD) was last updated on 2/5/2025 by MarketBeat.com Staff
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