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Davis Select Worldwide ETF (DWLD) Institutional Ownership

$36.44 +0.43 (+1.19%)
As of 01/3/2025
Compare

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

Number of
Institutional Buyers
(last 12 months)
19
Total
Institutional Inflows
(last 12 months)
$7.22M
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$2.23M
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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
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%
11/13/2024D.A. Davidson & CO.33,640$1.28M0.0%-6.3%0.364%
11/8/2024First Horizon Advisors Inc.3,397$129K0.0%N/A0.037%
11/1/2024Heritage Wealth Management Inc.20,570$780K0.3%+4.6%0.222%
10/29/2024Confluence 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%
10/23/2024Silver Oak Securities Incorporated15,484$590K0.1%N/A0.167%
10/22/2024Private 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%
8/21/2024Truist 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%
8/5/2024Private Advisor Group LLC14,766$492K0.0%-9.9%0.160%
7/31/2024Confluence Wealth Services Inc.13,420$448K0.0%+76.6%0.145%
7/23/2024Macroview 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%
4/23/2024Lunt 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%
4/22/2024Confluence 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%
2/1/2024CWM LLC1,356$40K0.0%+273.6%0.015%
1/30/2024Scissortail Wealth Management LLC18,120$538K0.2%N/A0.196%
1/30/2024Lunt Capital Management Inc.59,902$1.77M0.9%+169.0%0.648%
1/24/2024Stratos Wealth Partners LTD.30,928$916K0.0%-3.4%0.334%
1/23/2024DAVENPORT & Co LLC43,208$1.28M0.0%+10.1%0.467%
1/16/2024Raymond 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%
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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%
11/8/2023Spire 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%
10/31/2023Lunt Capital Management Inc.22,272$612K0.3%-4.2%0.241%
10/26/2023Joule Financial LLC9,549$262K0.1%N/A0.103%
10/24/2023Stratos 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%
10/17/2023DAVENPORT & 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%
7/25/2023Raymond 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%
7/20/2023DAVENPORT & Co LLC32,906$948K0.0%+37.0%0.356%
7/18/2023Stratos Wealth Partners LTD.33,148$955K0.0%+6.7%0.358%
7/14/2023AdvisorNet 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%
4/27/2023Stratos 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%
4/14/2023Raymond 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%
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%
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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, 41 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 ($9.30M), UBS Group AG ($4.04M), LPL Financial LLC ($3.52M), Commonwealth Equity Services LLC ($3.12M), Southeast Asset Advisors Inc. ($2.94M), and Rockefeller Capital Management L.P. ($2.15M).Learn more on DWLD's institutional investors.

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

Of the 27 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 ($58.47K), Lunt Capital Management Inc. ($37.63K), Benjamin Edwards Inc. ($32.82K), Silver Oak Securities Incorporated ($30.97K), DAVENPORT & Co LLC ($23.41K), Heritage Wealth Management Inc. ($20.57K), and Private Advisor Group LLC ($19.52K).

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

Institutional investors have bought a total of 340,778 shares in the last 24 months. This purchase volume represents approximately $10.45M 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 D.A. Davidson & CO. ($18.17K).

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

Institutional investors have sold a total of 400,869 shares in the last 24 months. This volume of shares sold represents approximately $10.79M in transactions.


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This page (BATS:DWLD) was last updated on 1/4/2025 by MarketBeat.com Staff
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