Who Owns Davis Select Worldwide ETF (DWLD)?Hedge Fund & Institutional Holders

$44.17-0.25 (-0.55%)Financial ServicesBATS

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$8.943000014999999e+234T

% of Float Held

—

QoQ Change in Holders

+10 / -2

Price History

$33.22$36.93$40.63$44.34$48.05Sep 24Jun 25Mar 26

DWLD — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Melone Private Wealth, LLCNew Position+105K+$4.9B
DAVIS SELECTED ADVISERSIncreased+1K+$2.8B
Rockefeller Capital Management L.P.Increased+36K+$1.5B
D.A. DAVIDSON & CO.New Position+32K+$1.5B
Heritage Wealth Management, Inc.New Position+32K+$1.5B
COMMONWEALTH EQUITY SERVICES, LLCNew Position+41K+$1.0B
Geneos Wealth Management Inc.New Position+13K+$606.0M
Strategic Blueprint, LLCNew Position+10K+$468.0M
Baird Financial Group, Inc.Increased+7K+$453.1M
Capital Investment Advisory Services, LLCNew Position+8K+$365.0M
SUMMIT WEALTH GROUP LLC / CONew Position+8K+$350.0M
Confluence Wealth Services, Inc.New Position+6K+$288.0M
STIFEL FINANCIAL CORPIncreased+11K+$278.5M
J.W. COLE ADVISORS, INC.New Position+5K+$214.0M
MGB Wealth Management, LLCIncreased+1K+$68.0M

DWLD — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CODecreased-79K-$3.7B
INTEGRITY WEALTH ADVISORS, INC.Decreased-73K-$3.0B
CAPTRUST FINANCIAL ADVISORSDecreased-1K-$1.4B
CITADEL ADVISORS LLCClosed Position-17K-$765.7M
JANE STREET GROUP, LLCDecreased-462-$707.5M
HighTower Advisors, LLCDecreased-4K-$419.0M
Integrated Wealth Concepts LLCDecreased-258-$314.6M
WELLS FARGO & COMPANY/MNDecreased-2K-$97.6M
Kestra Investment Management, LLCClosed Position-5K-$232K
Diligent Investors, LLCDecreased-500-$15K
Southeast Asset Advisors, LLCDecreased-15-$-57K
CREATIVE FINANCIAL DESIGNS INC /ADVDecreased-9-$-1.1M
UBS Group AGDecreased-967-$-190.4M
BANK OF AMERICA CORP /DE/Decreased-1K-$-4.0B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1DAVIS SELECTED ADVISERS1,917,460$89.4B0.40%Share
2STIFEL FINANCIAL CORP336,128$15.0B0.01%Share
3ROYAL BANK OF CANADA320,639$14.0B0.00%Share
4Baird Financial Group, Inc.173,774$8.0B0.01%Share
5UBS Group AG166,169$7.8B0.00%Share
6RAYMOND JAMES FINANCIAL INC166,774$7.0B0.00%Share
7Melone Private Wealth, LLC105,005$4.9B2.08%Share
8BANK OF AMERICA CORP /DE/96,525$4.0B0.00%Share
9Rockefeller Capital Management L.P.90,708$4.0B0.01%Share
10INTEGRITY WEALTH ADVISORS, INC.45,649$2.1B1.45%Share
11RAYMOND JAMES FINANCIAL INC55,057$2.0B0.00%Share
12Lunt Capital Management, Inc.37,437$1.7B0.65%Share
13D.A. DAVIDSON & CO.32,304$1.5B0.01%Share
14Heritage Wealth Management, Inc.31,649$1.5B0.41%Share
15COMMONWEALTH EQUITY SERVICES, LLC40,772$1.0B0.00%Share
16MGB Wealth Management, LLC14,423$672.0M0.19%Share
17Geneos Wealth Management Inc.13,000$606.0M0.01%Share
18Strategic Blueprint, LLC10,049$468.0M0.03%Share
19Modern Wealth Management, LLC9,041$421.0M0.01%Share
20Capital Investment Advisory Services, LLC7,847$365.0M0.03%Share
21SUMMIT WEALTH GROUP LLC / CO7,525$350.0M0.05%Share
22Confluence Wealth Services, Inc.6,191$288.0M0.01%Share
23J.W. COLE ADVISORS, INC.4,593$214.0M0.01%Share
24AdvisorNet Financial, Inc1,753$81.0M0.00%Share
25MORGAN STANLEY1,680,607$78.0M0.00%Share
26CREATIVE FINANCIAL DESIGNS INC /ADV1,117$52.0M0.00%Share
27Cetera Investment Advisers728,797$33.0M0.04%Share
28PRIVATE TRUST CO NA600$27.0M0.00%Share
29LPL Financial LLC388,586$18.0M0.00%Share
30City State Bank358$16.0M0.00%Share
31Fjell Capital, LLC255,535$11.9M9.14%Share
32ALERUS FINANCIAL NA159$7.0M0.00%Share
33DAVENPORT & Co LLC95,922$4.5M0.02%Share
34Kestra Advisory Services, LLC78,284$3.0M0.01%Share
35ENVESTNET ASSET MANAGEMENT INC49,547$2.0M0.00%Share
36BENJAMIN EDWARDS INC41,470$1.9M0.02%Share
37Southeast Asset Advisors, LLC40,795$1.9M0.18%Share
38CAPTRUST FINANCIAL ADVISORS30,600$1.0M0.00%Share
39TRUIST FINANCIAL CORP13,267$618K0.00%Share
40Diligent Investors, LLC5,020$234K0.06%Share
41NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO2,799$213K0.00%Share
42CWM, LLC1,505$70K0.00%Share
43Birchwood Financial Partners, Inc.985$45K0.04%Share
44HARBOUR INVESTMENTS, INC.125$5K0.00%Share
45Integrated Wealth Concepts LLC6,697$00.00%Share
46Private Advisor Group, LLC18,975$00.00%Share
47WELLS FARGO & COMPANY/MN2$00.00%Share
48Mariner, LLC6,599$00.00%Share
49SITTNER & NELSON, LLC1$00.00%Share
50JANE STREET GROUP, LLC15,180$00.00%Share

DWLD Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202557$167.7B+20
Q3 202537$202.1B-10
Q2 202547$198.3B-1
Q1 202548$235.1B+5
Q4 202443$144.1B+4
Q3 202439$9.7T+2
Q2 202437$3.2T+4
Q1 202433$439.9T—

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As of Q4 2025, 50 institutional investors hold DWLD (Davis Select Worldwide ETF). The largest holder is DAVIS SELECTED ADVISERS with $89.4B in shares. This quarter, 10 institutions opened new positions and 2 closed their positions.

Frequently Asked Questions

How many hedge funds own DWLD?

As of Q4 2025, 50 institutional investors report holding DWLD (Davis Select Worldwide ETF) in their 13F filings.

Who is the largest institutional holder of DWLD?

The largest institutional holder of DWLD is DAVIS SELECTED ADVISERS with $89.4B in shares.

Is institutional ownership of DWLD increasing or decreasing?

This quarter, 10 institutions opened new positions in DWLD and 2 closed their positions.