DAVIS SELECT WORLDWIDE ETF (DWLD) Institutional Shareholders
DAVIS SELECT WORLDWIDE ETF (DWLD) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $388.39M in DWLD holdings during the latest filing period.
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 $88.48M, representing an estimated loss of -1.15% 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
$388.39M
Largest Holder
Davis Selected Advisers
Largest Position
$89.50M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
66
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 | $88,475,590 | -$1,025,877 | -1.15% | |
| Morgan Stanley | 0.00% | 1,783,161 | $82,453,404 | $81,508,289 | -$945,115 | -1.15% | |
| Cetera Investment Advisers | 0.04% | 840,007 | $38,841,944 | $38,396,720 | -$445,224 | -1.15% | |
| Lpl Financial Llc | 0.01% | 621,896 | $28,756,476 | $28,426,866 | -$329,610 | -1.15% | |
| Royal Bank Of Canada | 0.00% | 481,526 | $22,266,000 | $22,010,553 | -$255,447 | -1.15% | |
| Bank Of America Corp | 0.00% | 429,661 | $19,867,524 | $19,639,804 | -$227,720 | -1.15% | |
| Stifel Financial Corp | 0.01% | 348,169 | $16,099,331 | $15,914,805 | -$184,526 | -1.15% | |
| Fjell Capital, Llc | 8.66% | 274,721 | $12,703,079 | $12,557,497 | -$145,582 | -1.15% | |
| Raymond James Financial Inc | 0.00% | 266,970 | $12,344,710 | $12,203,199 | -$141,511 | -1.15% | |
| Baird Financial Group, Inc. | 0.01% | 181,175 | $8,377,532 | $8,281,509 | -$96,023 | -1.15% | |
| Ubs Group Ag | 0.00% | 177,080 | $8,188,179 | $8,094,327 | -$93,852 | -1.15% | |
| Melone Private Wealth, Llc | 2.13% | 120,958 | $5,593,074 | $5,528,990 | -$64,084 | -1.15% | |
| Davenport & Co Llc | 0.03% | 107,927 | $4,990,545 | $4,933,343 | -$57,202 | -1.15% | |
| Rockefeller Capital Management L.P. | 0.01% | 89,181 | $4,123,753 | $4,076,464 | -$47,289 | -1.15% | |
| Kestra Advisory Services, Llc | 0.01% | 82,529 | $3,816,119 | $3,772,401 | -$43,718 | -1.15% | |
| Private Advisor Group, Llc | 0.01% | 50,476 | $2,334,034 | $2,307,258 | -$26,776 | -1.15% | |
| Envestnet Asset Management Inc | 0.00% | 47,421 | $2,192,742 | $2,167,614 | -$25,128 | -1.15% | |
| Integrity Wealth Advisors, Inc. | 1.21% | 46,088 | $2,019,115 | $2,106,682 | +$87,567 | +4.34% | |
| Benjamin Edwards Inc | 0.02% | 42,125 | $1,947,851 | $1,925,534 | -$22,317 | -1.15% | |
| Strategic Blueprint, Llc | 0.09% | 39,750 | $1,838,062 | $1,816,973 | -$21,090 | -1.15% | |
| Rhodes Investment Advisors Inc | 1.35% | 39,567 | $1,829,578 | $1,808,608 | -$20,970 | -1.15% | |
| Southeast Asset Advisors, Llc | 0.18% | 37,620 | $1,739,549 | $1,719,610 | -$19,939 | -1.15% | |
| Lunt Capital Management, Inc. | 0.63% | 37,437 | $1,731,087 | $1,711,245 | -$19,842 | -1.15% | |
| Commonwealth Equity Services, Llc | 0.00% | 37,274 | $1,723,560 | $1,703,795 | -$19,765 | -1.15% | |
| Heritage Wealth Management, Inc. | 0.39% | 33,853 | $1,565,363 | $1,547,421 | -$17,942 | -1.15% | |
| Captrust Financial Advisors | 0.00% | 33,060 | $1,528,694 | $1,511,173 | -$17,521 | -1.15% | |
| D.A. Davidson & Co. | 0.01% | 31,776 | $1,469,322 | $1,452,481 | -$16,841 | -1.15% | |
| Osaic Holdings, Inc. | 0.00% | 24,943 | $1,153,517 | $1,140,145 | -$13,372 | -1.16% | |
| Susquehanna International Group, Llp | 0.00% | 19,787 | $914,951 | $904,464 | -$10,487 | -1.15% | |
| Beacon Pointe Advisors, Llc | 0.00% | 14,552 | $672,903 | $665,172 | -$7,731 | -1.15% | |
| Truist Financial Corp | 0.00% | 13,434 | $621,188 | $614,068 | -$7,120 | -1.15% | |
| Highpoint Advisor Group Llc | 0.02% | 13,370 | $618,230 | $611,143 | -$7,087 | -1.15% | |
| Geneos Wealth Management Inc. | 0.01% | 13,216 | $611,108 | $604,103 | -$7,005 | -1.15% | |
| Capital Investment Advisory Services, Llc | 0.03% | 12,051 | $557,238 | $550,851 | -$6,387 | -1.15% | |
| Modern Wealth Management, Llc | 0.00% | 7,600 | $351,424 | $347,396 | -$4,028 | -1.15% | |
| Aqr Capital Management Llc | 0.00% | 7,400 | $342,176 | $338,254 | -$3,922 | -1.15% | |
| Summit Wealth Group Llc / Co | 0.03% | 7,316 | $338,292 | $334,414 | -$3,878 | -1.15% | |
| Newedge Advisors, Llc | 0.00% | 7,200 | $332,928 | $329,112 | -$3,816 | -1.15% | |
| Confluence Wealth Services, Inc. | 0.01% | 6,191 | $286,272 | $282,991 | -$3,281 | -1.15% | |
| Integrated Wealth Concepts Llc | 0.00% | 5,610 | $259,414 | $256,433 | -$2,981 | -1.15% | |
| Diligent Investors, Llc | 0.05% | 5,020 | $232,125 | $229,464 | -$2,661 | -1.15% | |
| Kingswood Wealth Advisors, Llc | 0.01% | 4,991 | $230,784 | $228,139 | -$2,645 | -1.15% | |
| Janney Montgomery Scott Llc | 0.00% | 4,587 | $212,000 | $209,672 | -$2,328 | -1.10% | |
| Nbz Investment Advisors Llc | 0.08% | 4,575 | $211,548 | $209,123 | -$2,425 | -1.15% | |
| Wells Fargo & Company/Mn | 0.00% | 3,201 | $148,007 | $146,318 | -$1,689 | -1.14% | |
| Fifth Third Bancorp | 0.00% | 2,484 | $114,860 | $113,544 | -$1,316 | -1.15% | |
| Cwm, Llc | 0.00% | 1,505 | $65,933 | $68,794 | +$2,861 | +4.34% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.00% | 1,496 | $65,540 | $68,382 | +$2,842 | +4.34% | |
| Birchwood Financial Partners, Inc. | 0.04% | 985 | $45,546 | $45,024 | -$522 | -1.15% | |
| Creative Financial Designs Inc | 0.00% | 965 | $44,622 | $44,110 | -$512 | -1.15% |
Frequently asked questions about DWLD
Who owns the most DWLD stock?
The largest holders of DWLD are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for DAVIS SELECT WORLDWIDE ETF (DWLD).
Is DWLD widely held by superinvestors?
Many widely followed stocks like DWLD appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly DWLD is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.