DWLD Institutional Ownership & Shareholders
DAVIS SELECT WORLDWIDE ETF (DWLD) is currently held by 57 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $399.96M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Davis Selected Advisers is currently the largest disclosed institutional shareholder of DWLD tracked by InsiderSet, reporting ownership valued at approximately $89.50M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $85.75M, representing an estimated loss of -4.20% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 85% of the total disclosed DWLD value among the investors covered in this analysis. Major shareholders include Davis Selected Advisers, Morgan Stanley, Cetera Investment Advisers, and several other long-term asset managers with concentrated positions in DAVIS SELECT WORLDWIDE ETF (DWLD).
This page ranks the largest institutional DWLD shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
57
Total Reported Value
$399.96M
Largest Holder
Davis Selected Advisers
Largest Position
$89.50M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
67
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Davis Selected Advisers | 0.38% | 1,935,585 | $89,501,467 | $85,746,416 | -$3,755,052 | -4.20% | |
| Morgan Stanley | 0.00% | 1,783,161 | $82,453,404 | $78,994,032 | -$3,459,372 | -4.20% | |
| Cetera Investment Advisers | 0.04% | 840,007 | $38,841,944 | $37,212,310 | -$1,629,634 | -4.20% | |
| Lpl Financial Llc | 0.01% | 621,896 | $28,756,476 | $27,549,993 | -$1,206,483 | -4.20% | |
| Royal Bank Of Canada | 0.00% | 481,526 | $22,266,000 | $21,331,602 | -$934,398 | -4.20% | |
| Bank Of America Corp | 0.00% | 429,661 | $19,867,524 | $19,033,982 | -$833,542 | -4.20% | |
| Stifel Financial Corp | 0.01% | 348,169 | $16,099,331 | $15,423,887 | -$675,444 | -4.20% | |
| Kestra Advisory Services, Llc | 0.04% | 339,579 | $15,158,809 | $15,043,350 | -$115,459 | -0.76% | |
| Fjell Capital, Llc | 7.19% | 287,197 | $12,820,455 | $12,722,827 | -$97,628 | -0.76% | |
| Raymond James Financial Inc | 0.00% | 266,970 | $12,344,710 | $11,826,771 | -$517,939 | -4.20% | |
| Baird Financial Group, Inc. | 0.01% | 181,175 | $8,377,532 | $8,026,052 | -$351,480 | -4.20% | |
| Ubs Group Ag | 0.00% | 177,080 | $8,188,179 | $7,844,644 | -$343,535 | -4.20% | |
| Melone Private Wealth, Llc | 2.34% | 133,356 | $5,953,026 | $5,907,671 | -$45,355 | -0.76% | |
| Davenport & Co Llc | 0.03% | 109,620 | $4,893,438 | $4,856,166 | -$37,272 | -0.76% | |
| Rockefeller Capital Management L.P. | 0.01% | 89,181 | $4,123,753 | $3,950,718 | -$173,035 | -4.20% | |
| Private Advisor Group, Llc | 0.01% | 50,476 | $2,334,034 | $2,236,087 | -$97,947 | -4.20% | |
| Envestnet Asset Management Inc | 0.00% | 47,421 | $2,192,742 | $2,100,750 | -$91,992 | -4.20% | |
| Strategic Blueprint, Llc | 0.11% | 48,041 | $2,144,552 | $2,128,216 | -$16,336 | -0.76% | |
| Benjamin Edwards Inc | 0.02% | 42,125 | $1,947,851 | $1,866,137 | -$81,714 | -4.20% | |
| Heritage Wealth Management, Inc. | 0.47% | 42,226 | $1,884,969 | $1,870,612 | -$14,357 | -0.76% | |
| Integrity Wealth Advisors, Inc. | 0.95% | 41,027 | $1,831,445 | $1,817,496 | -$13,949 | -0.76% | |
| Rhodes Investment Advisors Inc | 1.24% | 39,049 | $1,743,147 | $1,729,871 | -$13,276 | -0.76% | |
| Southeast Asset Advisors, Llc | 0.18% | 37,620 | $1,739,549 | $1,666,566 | -$72,983 | -4.20% | |
| Lunt Capital Management, Inc. | 0.64% | 37,437 | $1,671,188 | $1,658,459 | -$12,729 | -0.76% | |
| Captrust Financial Advisors | 0.00% | 33,060 | $1,528,694 | $1,464,558 | -$64,136 | -4.20% | |
| D.A. Davidson & Co. | 0.01% | 31,719 | $1,415,936 | $1,405,152 | -$10,784 | -0.76% | |
| Commonwealth Equity Services, Llc | 0.00% | 30,320 | $1,353,500 | $1,343,176 | -$10,324 | -0.76% | |
| Osaic Holdings, Inc. | 0.00% | 24,943 | $1,153,517 | $1,104,975 | -$48,542 | -4.21% | |
| Susquehanna International Group, Llp | 0.00% | 19,787 | $914,951 | $876,564 | -$38,387 | -4.20% | |
| Beacon Pointe Advisors, Llc | 0.00% | 14,552 | $672,903 | $644,654 | -$28,249 | -4.20% | |
| Highpoint Advisor Group Llc | 0.02% | 13,370 | $618,230 | $592,291 | -$25,939 | -4.20% | |
| Truist Financial Corp | 0.00% | 13,776 | $614,961 | $610,277 | -$4,684 | -0.76% | |
| Geneos Wealth Management Inc. | 0.01% | 13,216 | $611,108 | $585,469 | -$25,639 | -4.20% | |
| Capital Investment Advisory Services, Llc | 0.04% | 13,415 | $598,846 | $594,285 | -$4,562 | -0.76% | |
| Modern Wealth Management, Llc | 0.00% | 7,600 | $351,424 | $336,680 | -$14,744 | -4.20% | |
| Aqr Capital Management Llc | 0.00% | 7,400 | $342,176 | $327,820 | -$14,356 | -4.20% | |
| Newedge Advisors, Llc | 0.00% | 7,200 | $332,928 | $318,960 | -$13,968 | -4.20% | |
| Summit Wealth Group Llc / Co | 0.02% | 7,316 | $326,586 | $324,099 | -$2,487 | -0.76% | |
| Confluence Wealth Services, Inc. | 0.01% | 6,191 | $286,272 | $274,261 | -$12,011 | -4.20% | |
| Integrated Wealth Concepts Llc | 0.00% | 5,610 | $259,414 | $248,523 | -$10,891 | -4.20% | |
| Diligent Investors, Llc | 0.05% | 5,020 | $224,093 | $222,386 | -$1,707 | -0.76% | |
| Kingswood Wealth Advisors, Llc | 0.01% | 4,991 | $222,798 | $221,101 | -$1,697 | -0.76% | |
| Janney Montgomery Scott Llc | 0.00% | 4,587 | $212,000 | $203,204 | -$8,796 | -4.15% | |
| Nbz Investment Advisors Llc | 0.08% | 4,575 | $204,228 | $202,673 | -$1,556 | -0.76% | |
| Wells Fargo & Company/Mn | 0.00% | 3,201 | $148,007 | $141,804 | -$6,203 | -4.19% | |
| Fifth Third Bancorp | 0.00% | 2,484 | $114,860 | $110,041 | -$4,819 | -4.20% | |
| Cwm, Llc | 0.00% | 1,505 | $65,933 | $66,672 | +$739 | +1.12% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.00% | 1,496 | $65,540 | $66,273 | +$733 | +1.12% | |
| Creative Financial Designs Inc | 0.00% | 965 | $44,622 | $42,750 | -$1,873 | -4.20% | |
| Birchwood Financial Partners, Inc. | 0.03% | 985 | $43,970 | $43,636 | -$335 | -0.76% |
Frequently asked questions about DWLD
Who are the largest institutional holders of DWLD?
The largest institutional holders of DWLD reported in the latest SEC Form 13F filings include Davis Selected Advisers, Morgan Stanley, Cetera Investment Advisers, Lpl Financial Llc, and Royal Bank Of Canada. InsiderSet ranks institutional holders by their latest reported DWLD position.
What is DWLD institutional ownership?
This page tracks DWLD positions reported by institutional investment managers through SEC Form 13F. DAVIS SELECT WORLDWIDE ETF (DWLD) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own DWLD?
InsiderSet currently tracks 57 institutional managers reporting DWLD holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of DWLD shareholders.
How much DWLD stock do institutions own?
Institutional investment managers disclosed approximately $399.96M in DWLD holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was DWLD institutional ownership last updated?
The latest DWLD institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional DWLD holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its DWLD position after the reporting date.
Are institutions buying or selling DWLD?
Institutional buying and selling can be analyzed by comparing DWLD positions across consecutive 13F reporting periods. InsiderSet's DWLD Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View DWLD ownership changes.
How has DWLD institutional ownership changed over time?
InsiderSet tracks DWLD institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.