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Davis Select Worldwide ETF (DWLD) Institutional Ownership

$41.66 +2.09 (+5.28%)
As of 07/3/2025 01:04 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)
31
Total
Institutional Inflows
(last 12 months)
$52.29M
Number of
Institutional Sellers
(last 12 months)
18
Total
Institutional Outflows
(last 12 months)
$6.69M
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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
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%
4/10/2025Diligent Investors LLC8,220$310K0.1%-6.8%0.085%
2/17/2025Royal Bank of Canada468,597$17.02M0.0%-0.3%5.066%
2/17/2025Diligent Investors LLC8,820$320K0.1%-3.3%0.095%
2/17/2025Cetera Investment Advisers41,777$1.52M0.0%+29.2%0.452%
2/17/2025Captrust Financial Advisors36,007$1.31M0.0%-8.1%0.389%
2/17/2025Baird Financial Group Inc.27,535$1M0.0%N/A0.298%
2/17/2025Bank of America Corp DE76,667$2.78M0.0%+26.5%0.829%
2/17/2025Benjamin Edwards Inc.33,745$1.23M0.0%+2.8%0.365%
2/14/2025Integrated Wealth Concepts LLC8,434$306K0.0%N/A0.091%
2/14/2025Stifel Financial Corp251,543$9.13M0.0%+2.6%2.719%
2/13/2025Integrity Wealth Advisors Inc.62,896$2.28M1.7%N/A0.680%
2/13/2025Rockefeller Capital Management L.P.56,996$2.07M0.0%+0.5%0.616%
2/13/2025Raymond James Financial Inc.112,183$4.07M0.0%N/A1.213%
2/13/2025Southeast Asset Advisors LLC42,680$1.55M0.2%-54.6%0.461%
2/13/2025Envestnet Asset Management Inc.51,901$1.89M0.0%+1.6%0.561%
2/11/2025Modern Wealth Management LLC14,180$545K0.0%N/A0.153%
2/11/2025LPL Financial LLC151,916$5.52M0.0%+13.0%1.642%
2/10/2025Commonwealth Equity Services LLC116,766$4.24M0.0%+22.2%1.262%
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2/7/2025Davis Selected Advisers1,917,980$69.64M0.4%+0.1%20.735%
2/6/2025Raymond James Financial Inc.112,183$4.07M0.0%N/A1.213%
2/5/2025Heritage Wealth Management Inc.21,420$778K0.3%+4.1%0.232%
2/5/2025Fjell Capital LLC261,602$9.50M9.8%N/A2.828%
2/3/2025Private Advisor Group LLC12,681$460K0.0%+7.8%0.137%
1/31/2025D.A. Davidson & CO.34,489$1.25M0.0%+2.5%0.373%
1/31/2025Truist Financial Corp15,355$558K0.0%-5.0%0.166%
1/29/2025MGB Wealth Management LLC6,438$234K0.1%N/A0.070%
1/24/2025DAVENPORT & Co LLC46,870$1.70M0.0%-4.9%0.507%
1/17/2025Janney 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%
11/13/2024D.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%
(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, 51 institutional investors and hedge funds held shares of Davis Select Worldwide ETF. The most heavily invested institutionals were Davis Selected Advisers ($72.23M), Royal Bank of Canada ($15.63M), Northwestern Mutual Wealth Management Co. ($11.43M), Fjell Capital LLC ($9.63M), Stifel Financial Corp ($9.13M), Raymond James Financial Inc. ($6.54M), and Baird Financial Group Inc. ($6.25M).Learn more on Davis Select Worldwide ETF's institutional investors.

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

Of the 42 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: Raymond James Financial Inc. ($285.65K), Fjell Capital LLC ($261.60K), Northwestern Mutual Wealth Management Co. ($238.89K), Baird Financial Group Inc. ($165.88K), Silver Oak Securities Incorporated ($116.82K), Stifel Financial Corp ($64.74K), and Integrity Wealth Advisors Inc. ($62.90K).

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

Institutional investors have bought a total of 1,415,530 shares in the last 24 months. This purchase volume represents approximately $52.29M in transactions.

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

Of the 18 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: Royal Bank of Canada ($55.14K), Southeast Asset Advisors LLC ($51.88K), DAVENPORT & Co LLC ($13.91K), Envestnet Asset Management Inc. ($9.43K), Confluence Wealth Services Inc. ($7.27K), Jane Street Group LLC ($6.71K), and Fjell Capital LLC ($6.06K).

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

Institutional investors have sold a total of 180,766 shares in the last 24 months. This volume of shares sold represents approximately $6.69M in transactions.


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This page (BATS:DWLD) was last updated on 7/6/2025 by MarketBeat.com Staff
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