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Davis Select Worldwide ETF

51 hedge funds and large institutions have $291M invested in Davis Select Worldwide ETF in 2025 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 22 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
51
Holders Change
+3
Holders Change %
+6.25%
% of All Funds
0.68%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
6
Increased
22
Reduced
10
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
IWC
26
Integrated Wealth Concepts
Massachusetts
$885K +$89.5K +2,160 +11%
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$743K +$743K +17,941 New
SOS
28
Silver Oak Securities
Tennessee
$642K
PAG
29
Private Advisor Group
New Jersey
$616K +$90.1K +2,175 +17%
Truist Financial
30
Truist Financial
North Carolina
$575K -$18.6K -450 -3%
MWM
31
MGB Wealth Management
Texas
$433K +$159K +3,831 +58%
Jane Street
32
Jane Street
New York
$424K -$213K -5,136 -33%
MWM
33
Modern Wealth Management
Kansas
$375K -$23.2K -559 -6%
Creative Planning
34
Creative Planning
Kansas
$372K
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$349K
GWM
36
Geneos Wealth Management
Colorado
$332K -$332K -8,000 -50%
SWGC
37
Summit Wealth Group (Colorado)
Colorado
$327K +$327K +7,881 New
CWS
38
Confluence Wealth Services
Pennsylvania
$252K
Mariner
39
Mariner
Kansas
$247K +$247K +5,950 New
DI
40
Diligent Investors
California
$233K -$108K -2,600 -32%
Osaic Holdings
41
Osaic Holdings
Arizona
$214K -$237K -6,523 -53%
WAS
42
Wealth Advisory Solutions
Indiana
$213K +$213K +5,131 New
HighTower Advisors
43
HighTower Advisors
Illinois
$200K +$200K +4,832 New
Comerica Bank
44
Comerica Bank
Texas
$87.9K
AF
45
Advisornet Financial
Minnesota
$71.4K
Carson Wealth (CWM LLC)
46
Carson Wealth (CWM LLC)
Nebraska
$62K +$8.35K +200 +16%
CFD
47
Creative Financial Designs
Indiana
$46.7K
PTC
48
Private Trust Company
Ohio
$24.9K
AF
49
Alerus Financial
North Dakota
$6.59K +$6.59K +159 New
SN
50
Sittner & Nelson
Oregon
$41