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Davis Select Worldwide ETF

58 hedge funds and large institutions have $343M invested in Davis Select Worldwide ETF in 2025 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 25 increasing their positions, 16 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
58
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
CAPTRUST Financial Advisors
26
CAPTRUST Financial Advisors
North Carolina
$1.43M
PAG
27
Private Advisor Group
New Jersey
$885K
Jane Street
28
Jane Street
New York
$708K
Osaic Holdings
29
Osaic Holdings
Arizona
$697K
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$679K
MWM
31
MGB Wealth Management
Texas
$673K
Truist Financial
32
Truist Financial
North Carolina
$619K
GWM
33
Geneos Wealth Management
Colorado
$606K
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$507K
SB
35
Strategic Blueprint
Georgia
$469K
MWM
36
Modern Wealth Management
Kansas
$422K
CIAS
37
Capital Investment Advisory Services
North Carolina
$366K
SWGC
38
Summit Wealth Group (Colorado)
Colorado
$351K
AQR Capital Management
39
AQR Capital Management
Connecticut
$345K
NA
40
NewEdge Advisors
Louisiana
$336K
IWC
41
Integrated Wealth Concepts
Massachusetts
$312K
Mariner
42
Mariner
Kansas
$308K
CWS
43
Confluence Wealth Services
Pennsylvania
$289K
DI
44
Diligent Investors
California
$234K
HighTower Advisors
45
HighTower Advisors
Illinois
$234K
JWCA
46
J.W. Cole Advisors
Florida
$214K
Janney Montgomery Scott
47
Janney Montgomery Scott
Pennsylvania
$214K
AF
48
Advisornet Financial
Minnesota
$81.8K
Carson Wealth (CWM LLC)
49
Carson Wealth (CWM LLC)
Nebraska
$70K
CFD
50
Creative Financial Designs
Indiana
$52.1K