Who Owns DWLD?
Davis Select Worldwide ETF — Institutional Ownership & 13F Holdings
$46.59
+0.58 (+1.25%)
Market Cap
$545.8M
Shares Outstanding
11,422,087
Institutional Holders
48
Total Inst. Value
$224.7M
% of Float Held
—
QoQ Holder Change
+15
Institutional data as of Q1 2025
New Positions
8
Closed Positions
3
Increased
13
Decreased
18
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | DAVIS SELECTED ADVISERS | $72.2M | 1,916,287 |
| 2 | MORGAN STANLEY | $59.1M | 1,566,774 |
| 3 | ROYAL BANK OF CANADA | $15.6M | 414,760 |
| 4 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $11.4M | 303,250 |
| 5 | STIFEL FINANCIAL CORP | $9.9M | 261,389 |
| 6 | Fjell Capital, LLC | $9.6M | 255,538 |
| 7 | RAYMOND JAMES FINANCIAL INC | $6.5M | 173,471 |
| 8 | Baird Financial Group, Inc. | $6.3M | 165,875 |
| 9 | UBS Group AG | $5.8M | 154,319 |
| 10 | BANK OF AMERICA CORP /DE/ | $4.1M | 109,524 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | +239K | $11.4M |
| STIFEL FINANCIAL CORP | +10K | $9.9M |
| RAYMOND JAMES FINANCIAL INC | +61K | $6.5M |
| Baird Financial Group, Inc. | +138K | $6.3M |
| BANK OF AMERICA CORP /DE/ | +33K | $4.1M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| ROYAL BANK OF CANADA | -54K | $15.6M |
| MORGAN STANLEY | -18K | $59.1M |
| DAVENPORT & Co LLC | -12K | $1.3M |
| CAPTRUST FINANCIAL ADVISORS | -8K | $1K |
| Fjell Capital, LLC | -6K | $9.6M |
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Frequently Asked Questions
How many institutional investors hold DWLD?
As of Q1 2025, 48 institutional investors report holding DWLD (Davis Select Worldwide ETF) in their 13F filings.
Which hedge fund owns the most DWLD?
The largest institutional holder of DWLD is DAVIS SELECTED ADVISERS with $72.2M in shares.
Are institutions buying or selling DWLD?
This quarter, 8 institutions opened new positions in DWLD and 3 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.