Davis Select Worldwide ETF (DWLD)

CUSIP: 23908L306 | NYSE | 140 institutional holders

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

Institutional Holders — Q3 2026

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Kestra Advisory Services, LLC339,579

0.0% of portfolio$15.2M

Fjell Capital, LLC287,197

7.2% of portfolio$12.8M

Melone Private Wealth, LLC133,356

2.3% of portfolio$6.0M

Davenport & Co LLC109,620

0.0% of portfolio$4.9M

Strategic Blueprint, LLC48,041

0.1% of portfolio$2.1M

Heritage Wealth Management, Inc.42,226

0.5% of portfolio$1.9M

Integrity Wealth Advisors, Inc.41,027

0.9% of portfolio$1.8M

Rhodes Investment Advisors Inc39,049

1.2% of portfolio$1.7M

Lunt Capital Management, Inc.37,437

0.6% of portfolio$1.7M

D.A. Davidson & Co.31,719

0.0% of portfolio$1.4M

Commonwealth Equity Services, LLC30,320

0.0% of portfolio$1.4M

Truist Financial Corp13,776

0.0% of portfolio$615.0K

Capital Investment Advisory Services, LLC13,415

0.0% of portfolio$598.8K

Cambridge Investment Research Advisors, Inc.7,392

0.0% of portfolio$330.0K

Summit Wealth Group LLC / Co7,316

0.0% of portfolio$326.6K

Diligent Investors, LLC5,020

0.0% of portfolio$224.1K

Kingswood Wealth Advisors, LLC4,991

0.0% of portfolio$222.8K

NBZ Investment Advisors LLC4,575

0.1% of portfolio$204.2K

Birchwood Financial Partners, Inc.985

0.0% of portfolio$44.0K

Creative Financial Designs Inc965

0.0% of portfolio$43.1K

Private Trust Co NA600

0.0% of portfolio$26.8K

IFP Advisors, Inc430

0.0% of portfolio$19.2K

				Style	Turnover	Location	Filed
Kestra Advisory Services, LLC	339,579	$15.2M	0.0%	Core	Low	Austin, TX	2026-11-02
Fjell Capital, LLC	287,197	$12.8M	7.2%	Growth	Low	Fargo, ND	2026-10-13
Melone Private Wealth, LLC	133,356	$6.0M	2.3%	ETF	Medium	Auburn Hills, MI	2026-10-16
Davenport & Co LLC	109,620	$4.9M	0.0%	Core	Medium	Richmond, VA	2026-10-14
Strategic Blueprint, LLC	48,041	$2.1M	0.1%	ETF	Low	Atlanta, GA	2026-10-22
Heritage Wealth Management, Inc.	42,226	$1.9M	0.5%	Core	Low	Cincinnati, OH	2026-10-28
Integrity Wealth Advisors, Inc.	41,027	$1.8M	0.9%	ETF	Medium	Ventura, CA	2026-10-29
Rhodes Investment Advisors Inc	39,049	$1.7M	1.2%	Core	Medium	Fort Worth, TX	2026-10-07
Lunt Capital Management, Inc.	37,437	$1.7M	0.6%	ETF	Low	Holladay, UT	2026-10-30
D.A. Davidson & Co.	31,719	$1.4M	0.0%	Core	Low	Great Falls, MT	2026-10-28
Commonwealth Equity Services, LLC	30,320	$1.4M	0.0%	ETF	Low	Waltham, MA	2026-11-02
Truist Financial Corp	13,776	$615.0K	0.0%	Core	Low	Charlotte, NC	2026-10-30
Capital Investment Advisory Services, LLC	13,415	$598.8K	0.0%	Core	Medium	Raleigh, NC	2026-10-30
Cambridge Investment Research Advisors, Inc.	7,392	$330.0K	0.0%	ETF	Low	Fairfield, IA	2026-11-02
Summit Wealth Group LLC / Co	7,316	$326.6K	0.0%	ETF	High	Colorado Springs, CO	2026-10-29
Diligent Investors, LLC	5,020	$224.1K	0.0%	Core	Low	Redlands, CA	2026-10-21
Kingswood Wealth Advisors, LLC	4,991	$222.8K	0.0%	Growth	Low	San Diego, CA	2026-10-23
NBZ Investment Advisors LLC	4,575	$204.2K	0.1%	ETF	Low	Knoxville, TN	2026-10-30
Birchwood Financial Partners, Inc.	985	$44.0K	0.0%	ETF	Very Low	Bloomington, MN	2026-11-02
Creative Financial Designs Inc	965	$43.1K	0.0%	ETF	Medium	Kokomo, IN	2026-11-04
Private Trust Co NA	600	$26.8K	0.0%	Core	Low	Cleveland, OH	2026-10-20
IFP Advisors, Inc	430	$19.2K	0.0%	Growth	Low	Tampa, FL	2026-10-16