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Davis Select Worldwide ETF

50 hedge funds and large institutions have $290M invested in Davis Select Worldwide ETF in 2025 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 22 increasing their positions, 10 reducing their positions, and 3 closing their positions.

Holders
50
Holders Change
+2
Holders Change %
+4.17%
% of All Funds
0.67%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
5
Increased
22
Reduced
10
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
DSA
1
Davis Selected Advisers
Arizona
$79.4M 1,916,287
Morgan Stanley
2
Morgan Stanley
New York
$65.4M 1,578,022 +11,248 +0.7%
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$25.8M 621,542 +552,083 +795%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$13.7M 330,417 -84,343 -20%
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$13.5M 325,484 +22,234 +7%
Stifel Financial
6
Stifel Financial
Missouri
$12.7M 307,562 +46,173 +18%
FC
7
Fjell Capital
North Dakota
$10.2M 245,413 -10,125 -4%
LPL Financial
8
LPL Financial
California
$8.4M 202,615 +44,562 +28%
Raymond James Financial
9
Raymond James Financial
Florida
$8.11M 195,670 +22,199 +13%
Baird Financial Group
10
Baird Financial Group
Wisconsin
$6.96M 167,983 +2,108 +1%
UBS Group
11
UBS Group
Switzerland
$6.49M 156,677 +2,358 +2%
Bank of America
12
Bank of America
North Carolina
$4.81M 116,060 +6,536 +6%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$4.59M 110,841 +67 +0.1%
DC
14
Davenport & Co
Virginia
$3.57M 86,055 +50,695 +143%
IWA
15
Integrity Wealth Advisors
California
$2.61M 63,031 +3,890 +7%
Rockefeller Capital Management
16
Rockefeller Capital Management
New York
$2.37M 57,129 +1,456 +3%
OFS
17
OneAscent Financial Services
Alabama
$2.13M 51,446 +33,377 +185%
AI
18
Atria Investments
North Carolina
$2.13M 51,446 +33,377 +185%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$2.01M 48,448 -185 -0.4%
SAA
20
Southeast Asset Advisors
Georgia
$1.75M 42,230
BEI
21
Benjamin Edwards Inc
Missouri
$1.62M 39,022 +415 +1%
LCM
22
Lunt Capital Management
Utah
$1.55M 37,437
DADC
23
D.A. Davidson & Co
Montana
$1.28M 30,961 -2,380 -7%
CAPTRUST Financial Advisors
24
CAPTRUST Financial Advisors
North Carolina
$1.21M 29,170 +812 +3%
HWMO
25
Heritage Wealth Management (Ohio)
Ohio
$1.01M 24,320 +2,900 +14%