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Davis Select Worldwide ETF

57 hedge funds and large institutions have $341M invested in Davis Select Worldwide ETF in 2025 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 25 increasing their positions, 16 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
57
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
26
Private Advisor Group
New Jersey
$885K
Jane Street
27
Jane Street
New York
$708K
Osaic Holdings
28
Osaic Holdings
Arizona
$697K
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$679K
MWM
30
MGB Wealth Management
Texas
$673K
Truist Financial
31
Truist Financial
North Carolina
$619K
GWM
32
Geneos Wealth Management
Colorado
$606K
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$507K
SB
34
Strategic Blueprint
Georgia
$469K
MWM
35
Modern Wealth Management
Kansas
$422K
CIAS
36
Capital Investment Advisory Services
North Carolina
$366K
SWGC
37
Summit Wealth Group (Colorado)
Colorado
$351K
AQR Capital Management
38
AQR Capital Management
Connecticut
$345K
NA
39
NewEdge Advisors
Louisiana
$336K
IWC
40
Integrated Wealth Concepts
Massachusetts
$312K
Mariner
41
Mariner
Kansas
$308K
CWS
42
Confluence Wealth Services
Pennsylvania
$289K
DI
43
Diligent Investors
California
$234K
HighTower Advisors
44
HighTower Advisors
Illinois
$234K
JWCA
45
J.W. Cole Advisors
Florida
$214K
Janney Montgomery Scott
46
Janney Montgomery Scott
Pennsylvania
$214K
AF
47
Advisornet Financial
Minnesota
$81.8K
Carson Wealth (CWM LLC)
48
Carson Wealth (CWM LLC)
Nebraska
$70K
CFD
49
Creative Financial Designs
Indiana
$52.1K
BFP
50
Birchwood Financial Partners
Minnesota
$45.9K