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Davis Select Worldwide ETF (DWLD) Institutional Ownership

$38.97 +3.08 (+8.58%)
Closing price 03/7/2025 03:54 PM Eastern
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$40.32 +1.35 (+3.47%)
As of 03/7/2025 04:19 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)
28
Total
Institutional Inflows
(last 12 months)
$29.19M
Number of
Institutional Sellers
(last 12 months)
16
Total
Institutional Outflows
(last 12 months)
$4.11M
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DWLD Institutional Buying and Selling by Quarter

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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
2/17/2025 Royal Bank of Canada468,597$17.02M0.0%-0.3%5.066%
2/17/2025 Diligent Investors LLC8,820$320K0.1%-3.3%0.095%
2/17/2025 Cetera Investment Advisers41,777$1.52M0.0%+29.2%0.452%
2/17/2025 Captrust Financial Advisors36,007$1.31M0.0%-8.1%0.389%
2/17/2025 Baird Financial Group Inc.27,535$1M0.0%N/A0.298%
2/17/2025 Bank of America Corp DE76,667$2.78M0.0%+26.5%0.829%
2/17/2025 Benjamin Edwards Inc.33,745$1.23M0.0%+2.8%0.365%
2/14/2025 Integrated Wealth Concepts LLC8,434$306K0.0%N/A0.091%
2/14/2025 Stifel Financial Corp251,543$9.13M0.0%+2.6%2.719%
2/13/2025 Integrity Wealth Advisors Inc.62,896$2.28M1.7%N/A0.680%
2/13/2025 Rockefeller Capital Management L.P.56,996$2.07M0.0%+0.5%0.616%
2/13/2025 Raymond James Financial Inc.112,183$4.07M0.0%N/A1.213%
2/13/2025 Southeast Asset Advisors LLC42,680$1.55M0.2%-54.6%0.461%
2/13/2025 Envestnet Asset Management Inc.51,901$1.89M0.0%+1.6%0.561%
2/11/2025 Modern Wealth Management LLC14,180$545K0.0%N/A0.153%
2/11/2025 LPL Financial LLC151,916$5.52M0.0%+13.0%1.642%
2/10/2025 Commonwealth Equity Services LLC116,766$4.24M0.0%+22.2%1.262%
2/7/2025 Davis Selected Advisers1,917,980$69.64M0.4%+0.1%20.735%
2/6/2025 Raymond James Financial Inc.112,183$4.07M0.0%N/A1.213%
2/5/2025 Heritage Wealth Management Inc.21,420$778K0.3%+4.1%0.232%
2/5/2025 Fjell 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%
12/26/2024 JPMorgan Chase & Co.1,559$59K0.0%+139.5%0.017%
11/15/2024 Jane Street Group LLC33,749$1.28M0.0%-16.6%0.365%
11/15/2024 Stifel Financial Corp245,268$9.30M0.0%+3.5%2.652%
11/15/2024 Benjamin Edwards Inc.32,815$1.24M0.0%N/A0.355%
11/14/2024 Captrust Financial Advisors39,176$1.49M0.0%-2.4%0.424%
11/14/2024 Rockefeller 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%
11/1/2024 Heritage 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%
10/28/2024 Creative 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%
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9/9/2024 Heritage Wealth Management Inc.19,670$667K0.2%N/A0.213%
8/22/2024 Cetera Investment Advisers34,204$1.14M0.0%+19.5%0.370%
8/21/2024 Truist Financial Corp15,847$528K0.0%-14.1%0.171%
8/16/2024 Northwestern Mutual Wealth Management Co.58,663$1.96M0.0%-0.7%0.634%
8/8/2024 Envestnet 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%
4/29/2024 Commonwealth 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%
4/23/2024 Wealth 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%
2/12/2024 Stifel 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%
2/1/2024 CWM LLC1,356$40K0.0%+273.6%0.015%
1/30/2024 Scissortail 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%
1/12/2024 Advisor Resource Council7,457$221K0.0%N/A0.081%
1/11/2024 Diligent Investors LLC9,502$281K0.1%-4.0%0.103%
1/10/2024 Creative Financial Designs Inc. ADV15,243$451K0.0%-3.8%0.165%
11/13/2023 Stifel Financial Corp193,781$5.33M0.0%+11.2%2.095%
11/9/2023 UBS Group AG147,017$4.04M0.0%-6.1%1.589%
11/8/2023 Spire Wealth Management3,730$103K0.0%N/A0.040%
11/6/2023 Diligent Investors LLC9,902$272K0.1%-6.6%0.107%
11/1/2023 Orion 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%
10/23/2023 Commonwealth 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%
8/10/2023 Commonwealth Equity Services LLC89,111$2.57M0.0%+0.5%0.963%
8/10/2023 Southeast 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%
7/31/2023 LPL 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%
7/24/2023 Diligent Investors LLC10,602$305K0.1%-3.6%0.115%
7/20/2023 DAVENPORT & Co LLC32,906$948K0.0%+37.0%0.356%
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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%
5/12/2023 Southeast Asset Advisors Inc.103,885$2.75M0.4%-3.4%1.129%
5/11/2023 Diligent Investors LLC11,002$291K0.1%-3.5%0.120%
5/10/2023 Private Advisor Group LLC14,408$381K0.0%N/A0.157%
5/10/2023 LPL Financial LLC130,606$3.45M0.0%-7.4%1.420%
5/8/2023 Davis 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%
(Data available from 1/1/2016 forward)

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DWLD Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DWLD shares?

During the previous two years, 49 institutional investors and hedge funds held shares of Davis Select Worldwide ETF. The most heavily invested institutionals were Davis Selected Advisers ($69.64M), Royal Bank of Canada ($17.02M), Fjell Capital LLC ($9.50M), Stifel Financial Corp ($9.13M), LPL Financial LLC ($5.52M), Commonwealth Equity Services LLC ($4.24M), and Raymond James Financial Inc. ($4.07M).Learn more on DWLD's institutional investors.

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

Of the 38 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), Raymond James Financial Inc. ($224.37K), Stifel Financial Corp ($64.74K), Integrity Wealth Advisors Inc. ($62.90K), Lunt Capital Management Inc. ($37.63K), Benjamin Edwards Inc. ($33.75K), and Silver Oak Securities Incorporated ($30.97K).

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

Institutional investors have bought a total of 1,003,954 shares in the last 24 months. This purchase volume represents approximately $34.81M in transactions.

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

Of the 23 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: Southeast Asset Advisors LLC ($51.43K), Raymond James & Associates ($27.18K), Lunt Capital Management Inc. ($23.16K), LPL Financial LLC ($18.91K), Orion Portfolio Solutions LLC ($10.48K), UBS Group AG ($9.59K), and Raymond James Financial Services Advisors Inc. ($9.40K).

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

Institutional investors have sold a total of 212,890 shares in the last 24 months. This volume of shares sold represents approximately $6.80M in transactions.


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This page (BATS:DWLD) was last updated on 3/10/2025 by MarketBeat.com Staff
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