DAVIS SELECT WORLDWIDE ETF (DWLD) Institutional Ownership Changes & 13F Activity
DAVIS SELECT WORLDWIDE ETF (DWLD). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Royal Bank Of Canada, Lpl Financial Llc, Cetera Investment Advisers, Private Advisor Group, Llc, and Morgan Stanley.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | Buy | +265 | +0.6% | 47,421 | $2.19M | Q2 2026 | Sep 23, 2026 |
| Integrated Wealth Concepts Llc | Sell | -1,081 | -16.2% | 5,610 | $259.41K | Q2 2026 | Sep 09, 2026 |
| Beacon Pointe Advisors, Llc | Buy | +14,552 | — | 14,552 | $672.90K | Q2 2026 | Aug 18, 2026 |
| Royal Bank Of Canada | Buy | +93,523 | +24.1% | 481,526 | $22.27M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +13,716 | +122.2% | 24,943 | $1.15M | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Buy | +11,094 | +127.6% | 19,787 | $914.95K | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +8,691 | +3.4% | 266,970 | $12.34M | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Buy | +3,200 | +320000.0% | 3,201 | $148.01K | Q2 2026 | Aug 14, 2026 |
| Action Point Financial Planning, Llc | Buy | +900 | — | 900 | $41.62K | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Sell | -532 | -0.1% | 429,661 | $19.87M | Q2 2026 | Aug 14, 2026 |
| Morgan Stanley | Sell | -16,925 | -0.9% | 1,783,161 | $82.45M | Q2 2026 | Aug 13, 2026 |
| Ubs Group Ag | Sell | -1,755 | -1.0% | 177,080 | $8.19M | Q2 2026 | Aug 13, 2026 |
| Captrust Financial Advisors | Sell | -348 | -1.0% | 33,060 | $1.53M | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | Sell | -218 | -0.2% | 89,181 | $4.12M | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | Buy | +59,136 | +7.6% | 840,007 | $38.84M | Q2 2026 | Aug 12, 2026 |
| Baird Financial Group, Inc. | Buy | +2,453 | +1.4% | 181,175 | $8.38M | Q2 2026 | Aug 12, 2026 |
| Stifel Financial Corp | Buy | +773 | +0.2% | 348,169 | $16.10M | Q2 2026 | Aug 12, 2026 |
| Lpl Financial Llc | Buy | +73,795 | +13.5% | 621,896 | $28.76M | Q2 2026 | Aug 07, 2026 |
| Highpoint Advisor Group Llc | Buy | +832 | +6.6% | 13,370 | $618.23K | Q2 2026 | Aug 05, 2026 |
| Fifth Third Bancorp | Buy | +281 | +12.8% | 2,484 | $114.86K | Q2 2026 | Aug 05, 2026 |
| Cambridge Investment Research Advisors, Inc. | Sell | -730 | -6.7% | 10,148 | $469.00 | Q2 2026 | Jul 30, 2026 |
| Commonwealth Equity Services, Llc | Sell | -2,810 | -7.0% | 37,274 | $1.72M | Q2 2026 | Jul 29, 2026 |
| Rhodes Investment Advisors Inc | Sell | -1,864 | -4.5% | 39,567 | $1.83M | Q2 2026 | Jul 28, 2026 |
| Heritage Wealth Management, Inc. | Buy | +1,581 | +4.9% | 33,853 | $1.57M | Q2 2026 | Jul 28, 2026 |
| Kestra Advisory Services, Llc | Buy | +444 | +0.5% | 82,529 | $3.82M | Q2 2026 | Jul 28, 2026 |
| Truist Financial Corp | Buy | +263 | +2.0% | 13,434 | $621.19K | Q2 2026 | Jul 28, 2026 |
| Creative Financial Designs Inc | Sell | -152 | -13.6% | 965 | $44.62K | Q2 2026 | Jul 28, 2026 |
| Private Advisor Group, Llc | Buy | +30,403 | +151.5% | 50,476 | $2.33M | Q2 2026 | Jul 27, 2026 |
| Benjamin Edwards Inc | Sell | -300 | -0.7% | 42,125 | $1.95M | Q2 2026 | Jul 24, 2026 |
| D.A. Davidson & Co. | Sell | -105 | -0.3% | 31,776 | $1.47M | Q2 2026 | Jul 24, 2026 |
Frequently asked questions about DWLD activity
Which institutional owners are buying DWLD?
Institutional owners buying DWLD include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in DWLD activity?
"Buy" means an investor increased their reported position in DWLD compared to the prior reporting period. This reflects growing exposure to DAVIS SELECT WORLDWIDE ETF (DWLD) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in DWLD increasing?
Institutional interest in DWLD can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.