DAVIS SELECT WORLDWIDE ETF DWLD
$46.85
+0.1% 52w: $39.28 – $48.82
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data39.2844.0548.82
Jun 20, 2025 Jul 2, 2026
Institutional holders
62
+3 QoQ
13F value
$359.9M
+4.9% QoQ
Smart-money holders
2
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns DWLD?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Davis Selected Advisers ★2 | Fundamental diversified | 1.9M | $84.8M | 0.4% | +0.9% |
| MORGAN STANLEY | Bank broker | 1.8M | $78.9M | 0.0% | +7.1% |
| Cetera Investment Advisers | Wealth advisor | 780.9K | $34.2M | 0.0% | +7.1% |
| LPL Financial LLC | Bank broker | 548.1K | $24.0M | 0.0% | +41.1% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 430.2K | $18.8M | 0.0% | +300.6% |
| ROYAL BANK OF CANADA | Bank broker | 388.0K | $17.0M | 0.0% | +21.0% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 347.4K | $15.2M | 0.0% | +3.4% |
| Fjell Capital, LLC | Other | 268.9K | $11.8M | 9.1% | +5.2% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 258.3K | $11.3M | 0.0% | +16.4% |
| UBS Group AG | Bank broker | 178.8K | $7.8M | 0.0% | +7.6% |
| Baird Financial Group, Inc. | Diversified mechanical | 178.7K | $7.8M | 0.0% | +2.8% |
| Melone Private Wealth, LLC | Wealth advisor | 122.2K | $5.4M | 2.2% | +16.4% |
| DAVENPORT & Co LLC | Diversified mechanical | 105.9K | $4.6M | 0.0% | +10.4% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 89.4K | $3.9M | 0.0% | -1.4% |
| Kestra Advisory Services, LLC | Wealth advisor | 82.1K | $3.6M | 0.0% | +4.9% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 69.5K | $3.0M | 0.0% | -9.8% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 47.2K | $2.1M | 0.0% | -4.8% |
| INTEGRITY WEALTH ADVISORS, INC. | Wealth advisor | 46.1K | $2.0M | 1.2% | +1.0% |
| BENJAMIN EDWARDS INC | Diversified mechanical | 42.4K | $1.9M | 0.0% | +2.3% |
| RHODES INVESTMENT ADVISORS INC /ADV | Other | 41.4K | $1.8M | 1.6% | +3.2% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 40.1K | $1.8M | 0.0% | -1.7% |
| Southeast Asset Advisors, LLC ★2 | Fundamental diversified | 37.6K | $1.6M | 0.2% | -7.8% |
| Lunt Capital Management, Inc. | Wealth advisor | 37.4K | $1.6M | 0.6% | Held |
| CAPTRUST FINANCIAL ADVISORS | Wealth advisor | 33.4K | $1.5M | 0.0% | +9.2% |
| Heritage Wealth Management, Inc. | Other | 32.3K | $1.4M | 0.7% | +2.0% |
| D.A. DAVIDSON & CO. | Wealth advisor | 31.9K | $1.4M | 0.0% | -1.3% |
| Strategic Blueprint, LLC | Wealth advisor | 25.9K | $1.1M | 0.1% | +157.3% |
| Private Advisor Group, LLC | Wealth advisor | 20.1K | $879K | 0.0% | +5.8% |
| CITADEL ADVISORS LLC | Multistrat pod | 16.2K | $711K | 0.0% | New |
| JANE STREET GROUP, LLC | Market maker | 13.5K | $591K | 0.0% | -11.2% |
| Geneos Wealth Management Inc. | Wealth advisor | 13.2K | $579K | 0.0% | +1.7% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 13.2K | $577K | 0.0% | -0.7% |
| HighPoint Advisor Group LLC | Wealth advisor | 12.5K | $549K | 0.0% | +25.0% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 11.2K | $492K | 0.0% | -24.9% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 10.9K | $477K | 0.0% | Held |
| Capital Investment Advisory Services, LLC | Wealth advisor | 8.9K | $391K | 0.0% | +13.6% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 8.7K | $381K | 0.0% | -40.3% |
| HighTower Advisors, LLC | Diversified mechanical | 8.1K | $356K | 0.0% | +62.4% |
| Modern Wealth Management, LLC | Wealth advisor | 7.6K | $335K | 0.0% | -15.9% |
| AQR CAPITAL MANAGEMENT LLC | Quant stat arb | 7.4K | $324K | 0.0% | Held |
| SUMMIT WEALTH GROUP LLC / CO | Wealth advisor | 7.3K | $321K | 0.0% | -2.8% |
| NewEdge Advisors, LLC | Diversified mechanical | 7.2K | $315K | 0.0% | Held |
| Integrated Wealth Concepts LLC | Wealth advisor | 6.7K | $293K | 0.0% | -0.1% |
| Mariner, LLC | Diversified mechanical | 6.6K | $288K | 0.0% | -0.3% |
| Confluence Wealth Services, Inc. | Wealth advisor | 6.2K | $271K | 0.0% | Held |
| Diligent Investors, LLC | Other | 5.0K | $220K | 0.1% | Held |
| KINGSWOOD WEALTH ADVISORS, LLC | Wealth advisor | 5.0K | $219K | 0.0% | New |
| Janney Montgomery Scott LLC | Diversified mechanical | 4.6K | $201K | 0.0% | Held |
| NBZ Investment Advisors LLC | Wealth advisor | 4.6K | $200K | 0.1% | New |
| FIFTH THIRD BANCORP | Diversified mechanical | 2.2K | $97K | 0.0% | New |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.