DAVIS SELECT WORLDWIDE ETF (DWLD) Top 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 March 31, 2026. The institutional investors covered on this page collectively reported approximately $358.91M 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 $84.80M in its March 31, 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 $90.47M, representing an estimated gain of +6.69% 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
62
Total Reported Value
$358.91M
Largest Holder
Davis Selected Advisers
Largest Position
$84.80M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
64
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Davis Selected Advisers | 0.39% | 1,935,585 | $84,797,995 | $90,469,243 | +$5,671,248 | +6.69% | |
| Morgan Stanley | 0.00% | 1,800,086 | $78,861,809 | $84,136,020 | +$5,274,211 | +6.69% | |
| Cetera Investment Advisers | 0.04% | 780,871 | $34,209,965 | $36,497,911 | +$2,287,946 | +6.69% | |
| Lpl Financial Llc | 0.01% | 548,101 | $24,012,314 | $25,618,241 | +$1,605,927 | +6.69% | |
| Bank Of America Corp | 0.00% | 430,193 | $18,846,755 | $20,107,221 | +$1,260,466 | +6.69% | |
| Royal Bank Of Canada | 0.00% | 388,003 | $16,998,000 | $18,135,260 | +$1,137,260 | +6.69% | |
| Stifel Financial Corp | 0.01% | 347,396 | $15,219,415 | $16,237,289 | +$1,017,874 | +6.69% | |
| Fjell Capital, Llc | 9.06% | 268,913 | $11,781,060 | $12,568,994 | +$787,934 | +6.69% | |
| Raymond James Financial Inc | 0.00% | 258,279 | $11,315,219 | $12,071,960 | +$756,741 | +6.69% | |
| Ubs Group Ag | 0.00% | 178,835 | $7,834,761 | $8,358,748 | +$523,987 | +6.69% | |
| Baird Financial Group, Inc. | 0.01% | 178,722 | $7,829,811 | $8,353,466 | +$523,655 | +6.69% | |
| Melone Private Wealth, Llc | 2.19% | 122,229 | $5,354,865 | $5,712,983 | +$358,118 | +6.69% | |
| Davenport & Co Llc | 0.03% | 105,898 | $4,639,406 | $4,949,673 | +$310,267 | +6.69% | |
| Rockefeller Capital Management L.P. | 0.01% | 89,399 | $3,916,592 | $4,178,509 | +$261,917 | +6.69% | |
| Kestra Advisory Services, Llc | 0.01% | 82,085 | $3,596,146 | $3,836,653 | +$240,507 | +6.69% | |
| Northwestern Mutual Wealth Management Co | 0.00% | 69,526 | $3,045,931 | $3,249,645 | +$203,714 | +6.69% | |
| Envestnet Asset Management Inc | 0.00% | 47,156 | $2,065,900 | $2,204,071 | +$138,171 | +6.69% | |
| Integrity Wealth Advisors, Inc. | 1.21% | 46,088 | $2,019,115 | $2,154,153 | +$135,038 | +6.69% | |
| Benjamin Edwards Inc | 0.02% | 42,425 | $1,858,615 | $1,982,945 | +$124,330 | +6.69% | |
| Rhodes Investment Advisors Inc | 1.56% | 41,431 | $1,815,092 | $1,936,485 | +$121,393 | +6.69% | |
| Commonwealth Equity Services, Llc | 0.00% | 40,084 | $1,756,080 | $1,873,526 | +$117,446 | +6.69% | |
| Southeast Asset Advisors, Llc | 0.18% | 37,620 | $1,648,132 | $1,758,359 | +$110,227 | +6.69% | |
| Lunt Capital Management, Inc. | 0.63% | 37,437 | $1,640,115 | $1,749,805 | +$109,690 | +6.69% | |
| Captrust Financial Advisors | 0.00% | 33,408 | $1,463,604 | $1,561,490 | +$97,886 | +6.69% | |
| Heritage Wealth Management, Inc. | 0.70% | 32,272 | $1,413,836 | $1,508,393 | +$94,557 | +6.69% | |
| D.A. Davidson & Co. | 0.01% | 31,881 | $1,396,707 | $1,490,118 | +$93,411 | +6.69% | |
| Strategic Blueprint, Llc | 0.07% | 25,859 | $1,132,879 | $1,208,650 | +$75,771 | +6.69% | |
| Private Advisor Group, Llc | 0.00% | 20,073 | $879,391 | $938,212 | +$58,821 | +6.69% | |
| Citadel Advisors Llc | 0.00% | 16,236 | $711,299 | $758,871 | +$47,572 | +6.69% | |
| Jane Street Group, Llc | 0.00% | 13,483 | $590,690 | $630,195 | +$39,505 | +6.69% | |
| Geneos Wealth Management Inc. | 0.01% | 13,216 | $578,993 | $617,716 | +$38,723 | +6.69% | |
| Truist Financial Corp | 0.00% | 13,171 | $577,022 | $615,613 | +$38,591 | +6.69% | |
| Highpoint Advisor Group Llc | 0.02% | 12,538 | $549,290 | $586,026 | +$36,736 | +6.69% | |
| Osaic Holdings, Inc. | 0.00% | 11,227 | $491,906 | $524,750 | +$32,844 | +6.68% | |
| Capital Investment Advisory Services, Llc | 0.03% | 8,916 | $390,610 | $416,734 | +$26,124 | +6.69% | |
| Susquehanna International Group, Llp | 0.00% | 8,693 | $380,840 | $406,311 | +$25,471 | +6.69% | |
| Hightower Advisors, Llc | 0.00% | 8,134 | $356,381 | $380,183 | +$23,802 | +6.68% | |
| Modern Wealth Management, Llc | 0.01% | 7,600 | $334,704 | $355,224 | +$20,520 | +6.13% | |
| Aqr Capital Management Llc | 0.00% | 7,400 | $324,194 | $345,876 | +$21,682 | +6.69% | |
| Summit Wealth Group Llc / Co | 0.03% | 7,316 | $320,514 | $341,950 | +$21,436 | +6.69% | |
| Integrated Wealth Concepts Llc | 0.00% | 6,691 | $293,140 | $312,737 | +$19,597 | +6.69% | |
| Mariner, Llc | 0.00% | 6,577 | $288,121 | $307,409 | +$19,288 | +6.69% | |
| Confluence Wealth Services, Inc. | 0.01% | 6,191 | $271,228 | $289,367 | +$18,139 | +6.69% | |
| Diligent Investors, Llc | 0.05% | 5,020 | $219,926 | $234,635 | +$14,709 | +6.69% | |
| Kingswood Wealth Advisors, Llc | 0.01% | 4,991 | $218,656 | $233,279 | +$14,623 | +6.69% | |
| Nbz Investment Advisors Llc | 0.09% | 4,575 | $200,431 | $213,836 | +$13,405 | +6.69% | |
| Fifth Third Bancorp | 0.00% | 2,203 | $96,510 | $102,968 | +$6,458 | +6.69% | |
| Advisornet Financial, Inc | 0.00% | 1,777 | $77,850 | $83,057 | +$5,207 | +6.69% | |
| Cwm, Llc | 0.00% | 1,505 | $65,933 | $70,344 | +$4,411 | +6.69% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.00% | 1,496 | $65,540 | $69,923 | +$4,383 | +6.69% |
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.