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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 %
IWC
26
Integrated Wealth Concepts
Massachusetts
$885K 21,363 +2,160 +11%
SOS
27
Silver Oak Securities
Tennessee
$642K 15,484
PAG
28
Private Advisor Group
New Jersey
$616K 14,856 +2,175 +17%
Truist Financial
29
Truist Financial
North Carolina
$575K 13,882 -450 -3%
MWM
30
MGB Wealth Management
Texas
$433K 10,449 +3,831 +58%
Jane Street
31
Jane Street
New York
$424K 10,220 -5,136 -33%
MWM
32
Modern Wealth Management
Kansas
$375K 9,041 -559 -6%
Creative Planning
33
Creative Planning
Kansas
$372K 8,981
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$349K 8,419
GWM
35
Geneos Wealth Management
Colorado
$332K 8,000 -8,000 -50%
SWGC
36
Summit Wealth Group (Colorado)
Colorado
$327K 7,881 +7,881 New
CWS
37
Confluence Wealth Services
Pennsylvania
$252K 6,079
Mariner
38
Mariner
Kansas
$247K 5,950 +5,950 New
DI
39
Diligent Investors
California
$233K 5,620 -2,600 -32%
Osaic Holdings
40
Osaic Holdings
Arizona
$214K 5,884 -6,523 -53%
WAS
41
Wealth Advisory Solutions
Indiana
$213K 5,131 +5,131 New
HighTower Advisors
42
HighTower Advisors
Illinois
$200K 4,832 +4,832 New
Comerica Bank
43
Comerica Bank
Texas
$87.9K 2,122
AF
44
Advisornet Financial
Minnesota
$71.4K 1,723
Carson Wealth (CWM LLC)
45
Carson Wealth (CWM LLC)
Nebraska
$62K 1,485 +200 +16%
CFD
46
Creative Financial Designs
Indiana
$46.7K 1,126
PTC
47
Private Trust Company
Ohio
$24.9K 600
AF
48
Alerus Financial
North Dakota
$6.59K 159 +159 New
SN
49
Sittner & Nelson
Oregon
$41 1
Wells Fargo
50
Wells Fargo
California
$39 1