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Davis Select Worldwide ETF
DWLD

Overview Fund Activity

48 hedge funds and large institutions have $236M invested in Davis Select Worldwide ETF in 2025 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 18 reducing their positions, and 3 closing their positions.

Holders
48
Holders Change
+3
Holders Change %
+6.67%
% of All Funds
0.65%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
6
Increased
13
Reduced
18
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$11.4M
2
Baird Financial Group
2
Baird Financial Group
Wisconsin
$6.25M
3
Raymond James Financial
3
Raymond James Financial
Florida
$6.54M
4
Bank of America
4
Bank of America
North Carolina
$4.13M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$2.62M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$15.6M
2
Morgan Stanley
2
Morgan Stanley
New York
$59.1M
3
DC
3
Davenport & Co
Virginia
$1.33M
4
SC
4
Scotia Capital
Ontario, Canada
$0
5
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$1.07M
Name Market Value Shares Shares
Change 		Shares
Change %
DSA
1
Davis Selected Advisers
Arizona
$72.2M 1,916,287 -1,693 -0.1%
Morgan Stanley
2
Morgan Stanley
New York
$59.1M 1,566,774 -18,471 -1%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$15.6M 414,760 -53,837 -11%
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$11.4M 303,250 +238,886 +371%
Stifel Financial
5
Stifel Financial
Missouri
$9.85M 261,389 +9,846 +4%
FC
6
Fjell Capital
North Dakota
$9.63M 255,538 -6,064 -2%
Raymond James Financial
7
Raymond James Financial
Florida
$6.54M 173,471 +61,288 +55%
Baird Financial Group
8
Baird Financial Group
Wisconsin
$6.25M 165,875 +138,340 +502%
LPL Financial
9
LPL Financial
California
$5.96M 158,053 +6,137 +4%
UBS Group
10
UBS Group
Switzerland
$5.82M 154,319 -296 -0.2%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$4.18M 110,774 -5,992 -5%
Bank of America
12
Bank of America
North Carolina
$4.13M 109,524 +32,857 +43%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$2.62M 69,459 +27,682 +66%
IWA
14
Integrity Wealth Advisors
California
$2.23M 59,141 -3,755 -6%
Rockefeller Capital Management
15
Rockefeller Capital Management
New York
$2.1M 55,673 -1,323 -2%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$1.83M 48,633 -3,268 -6%
SAA
17
Southeast Asset Advisors
Georgia
$1.59M 42,230 -450 -1%
BEI
18
Benjamin Edwards Inc
Missouri
$1.46M 38,607 +4,862 +14%
LCM
19
Lunt Capital Management
Utah
$1.41M 37,437 – –
DC
20
Davenport & Co
Virginia
$1.33M 35,360 -11,510 -25%
DADC
21
D.A. Davidson & Co
Montana
$1.26M 33,341 -1,148 -3%
CAPTRUST Financial Advisors
22
CAPTRUST Financial Advisors
North Carolina
$1.07M 28,358 -7,649 -21%
HWMO
23
Heritage Wealth Management (Ohio)
Ohio
$807K 21,420 – –
IWC
24
Integrated Wealth Concepts
Massachusetts
$724K 19,203 +10,769 +128%
AI
25
Atria Investments
North Carolina
$681K 18,069 +18,069 New
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