Free Trial
Tada emoji MarketBeat All Access — Now Just $5.00 for 5 Weeks

Davis Select Worldwide ETF (DWLD) Institutional Ownership

$42.76 +3.19 (+8.07%)
As of 02:53 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.
Compare

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)
$79.72M
Number of
Institutional Sellers
(last 12 months)
18
Total
Institutional Outflows
(last 12 months)
$7.08M
Get DWLD Insider Trade Alerts

Want to know when executives and insiders are buying or selling Davis Select Worldwide ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

DWLD Institutional Buying and Selling by Quarter

Davis Select Worldwide ETF Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/14/2025Heritage 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%
8/8/2025 Rockefeller Capital Management L.P.57,129$2.37M0.0%+2.6%0.548%
8/8/2025 Cetera Investment Advisers621,542$25.76M0.0%+794.8%5.959%
8/4/2025 Atria Investments Inc51,446$2.13M0.0%+184.7%0.493%
7/30/2025 D.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%
5/14/2025 Southeast 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%
5/12/2025 Davis Selected Advisers1,916,287$72.23M0.4%-0.1%18.917%
5/7/2025 LPL Financial LLC158,053$5.96M0.0%+4.0%1.560%
5/6/2025 Cetera Investment Advisers69,459$2.62M0.0%+66.3%0.686%
5/5/2025 OneAscent Financial Services LLC18,069$681K0.0%N/A0.178%
4/29/2025 Envestnet Asset Management Inc.48,633$1.83M0.0%-6.3%0.480%
4/28/2025 D.A. Davidson & CO.33,341$1.26M0.0%-3.3%0.329%
4/28/2025 DAVENPORT & Co LLC35,360$1.33M0.0%-24.6%0.349%
4/23/2025 Creative Financial Designs Inc. ADV1,126$42K0.0%-52.4%0.012%
4/22/2025 Cambridge Investment Research Advisors Inc.8,419$317K0.0%+4.7%0.087%
4/22/2025 Advisor Resource Council7,520$283K0.0%N/A0.078%
4/21/2025 Silver Oak Securities Incorporated116,819$4.40M0.4%+654.4%1.213%
4/11/2025 Fjell Capital LLC255,538$9.63M9.8%-2.3%2.654%
4/10/2025 Diligent Investors LLC8,220$310K0.1%-6.8%0.085%
2/17/2025Royal Bank of Canada468,597$17.02M0.0%-0.3%5.066%
2/17/2025 Diligent Investors LLC8,820$320K0.1%-3.3%0.095%
2/17/2025 Cetera Investment Advisers41,777$1.52M0.0%+29.2%0.452%
2/17/2025Captrust Financial Advisors36,007$1.31M0.0%-8.1%0.389%
2/17/2025Baird Financial Group Inc.27,535$1M0.0%N/A0.298%
Is Elon's empire crumbling? (Ad)

The Tesla Shock Nobody Sees Coming While headlines scream "Tesla is doomed"... Jeff Brown has uncovered a revolutionary AI breakthrough buried inside Tesla's labs. One that is helping AI escape from our computer screens and manifest itself here in the real world all while creating a 25,000% growth market explosion starting as early as October 23rd.

Click here to see the Tesla shock that could blindside everyone.
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%
2/13/2025 Rockefeller 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%
2/13/2025 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%
2/11/2025Modern 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%
2/6/2025Raymond 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%
2/5/2025 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%
1/29/2025MGB 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%
11/15/2024Jane 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%
11/14/2024 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%
11/1/2024Heritage 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%
10/28/2024 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%
9/9/2024Heritage 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%
8/16/2024Northwestern 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%
Is Elon's empire crumbling? (Ad)

The Tesla Shock Nobody Sees Coming While headlines scream "Tesla is doomed"... Jeff Brown has uncovered a revolutionary AI breakthrough buried inside Tesla's labs. One that is helping AI escape from our computer screens and manifest itself here in the real world all while creating a 25,000% growth market explosion starting as early as October 23rd.

Click here to see the Tesla shock that could blindside everyone.
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%
2/1/2024 CWM LLC1,356$40K0.0%+273.6%0.015%
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%
(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, 50 institutional investors and hedge funds held shares of Davis Select Worldwide ETF. The most heavily invested institutionals were Davis Selected Advisers ($72.23M), Cetera Investment Advisers ($25.76M), Royal Bank of Canada ($15.63M), Northwestern Mutual Wealth Management Co. ($13.49M), Fjell Capital LLC ($10.17M), Stifel Financial Corp ($9.13M), and Baird Financial Group Inc. ($6.96M).Learn more on Davis Select Worldwide ETF's institutional investors.

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

Of the 41 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 ($594.79K), Raymond James Financial Inc. ($285.65K), Fjell Capital LLC ($261.60K), Northwestern Mutual Wealth Management Co. ($261.12K), Baird Financial Group Inc. ($167.98K), Silver Oak Securities Incorporated ($116.82K), and Stifel Financial Corp ($64.74K).

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

Institutional investors have bought a total of 2,075,738 shares in the last 24 months. This purchase volume represents approximately $79.72M 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), Fjell Capital LLC ($16.19K), DAVENPORT & Co LLC ($13.91K), Confluence Wealth Services Inc. ($7.27K), Jane Street Group LLC ($6.71K), and D.A. Davidson & CO. ($5.80K).

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

Institutional investors have sold a total of 188,533 shares in the last 24 months. This volume of shares sold represents approximately $7.08M in transactions.


Related Companies

This page (BATS:DWLD) was last updated on 8/14/2025 by MarketBeat.com Staff
From Our Partners
Generate up to $5,000/month with 10X less money?
The secret to retiring without a million-dollar nest egg. I'm talking about generating enough monthly inco...
Investors Alley | Sponsored
When the levee breaks
The U.S. Treasury just confirmed it plans to borrow $1.01 trillion this quarter—nearly double what was project...
Porter & Company | Sponsored
Elon’s Secret Social Security Bombshell
To All Americans Born Before April 16th, 1963: Did Trump Just Give The Green Light To Radically RE-DO Social S...
Banyan Hill Publishing | Sponsored
The Trump Dump is starting; Get out of stocks now?
The first 365 days of the Trump presidency… Will be the best time to get rich in American history.
Paradigm Press | Sponsored
National 'Stock Market Reset' Coming September 30 (New WH Order)
Crash Coming Sept 30? Analysts Warn of New Crisis A new problem on the U.S. power grid is putting millions ...
Altimetry | Sponsored
INVESTOR ALERT: Tiny “$3 AI Wonder Stock” on the Verge of Blasting Off
Right now, we’re witnessing a monumental shift in the world.
Traders Agency | Sponsored
Musk’s Project Colossus could mint millionaires
I predict this single breakthrough could make Elon the world’s first trillionaire — and mint more new milliona...
Brownstone Research | Sponsored
BONUS GUIDE - Ben Stein Prepares For the Next Financial Crisis
With inflation high, debt soaring, and global tensions rising, a financial storm may be brewing. Economist ...
Goldco Precious Metals | Sponsored