IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Davis Select Worldwide ETF (DWLD)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Kestra Advisory Services, LLC
INCREASED
Shares339,579 from 82,529
Change+257,050 (+311%)
Value$15.2M (+$11.3M)
Filed 2026-11-02
Fjell Capital, LLC
INCREASED
Shares287,197 from 274,721
Change+12,476 (+5%)
Value$12.8M (+$117.4K)
Filed 2026-10-13
Melone Private Wealth, LLC
INCREASED
Shares133,356 from 120,958
Change+12,398 (+10%)
Value$6.0M (+$360.0K)
Filed 2026-10-16
Davenport & Co LLC
INCREASED
Shares109,620 from 107,927
Change+1,693 (+2%)
Value$4.9M (-$97.1K)
Filed 2026-10-14
Strategic Blueprint, LLC
INCREASED
Shares48,041 from 39,750
Change+8,291 (+21%)
Value$2.1M (+$306.5K)
Filed 2026-10-22
Heritage Wealth Management, Inc.
INCREASED
Shares42,226 from 33,853
Change+8,373 (+25%)
Value$1.9M (+$319.6K)
Filed 2026-10-28
Integrity Wealth Advisors, Inc.
NEW
Shares41,027
Change+41,027
Value$1.8M
Filed 2026-10-29
Rhodes Investment Advisors Inc
DECREASED
Shares39,049 from 39,567
Change-518 (-1%)
Value$1.7M (-$86.4K)
Filed 2026-10-07
Lunt Capital Management, Inc.
UNCHANGED
Shares37,437 from 37,437
Change0 (0%)
Value$1.7M (-$59.9K)
Filed 2026-10-30
D.A. Davidson & Co.
DECREASED
Shares31,719 from 31,776
Change-57 (0%)
Value$1.4M (-$53.4K)
Filed 2026-10-28
Commonwealth Equity Services, LLC
DECREASED
Shares30,320 from 37,274
Change-6,954 (-19%)
Value$1.4M (-$370.1K)
Filed 2026-11-02
Truist Financial Corp
INCREASED
Shares13,776 from 13,434
Change+342 (+3%)
Value$615.0K (-$6.2K)
Filed 2026-10-30
Capital Investment Advisory Services, LLC
INCREASED
Shares13,415 from 12,051
Change+1,364 (+11%)
Value$598.8K (+$41.6K)
Filed 2026-10-30
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares7,392 from 10,148
Change-2,756 (-27%)
Value$330.0K (-$139.0K)
Filed 2026-11-02
Summit Wealth Group LLC / Co
UNCHANGED
Shares7,316 from 7,316
Change0 (0%)
Value$326.6K (-$11.7K)
Filed 2026-10-29
Confluence Wealth Services, Inc.
UNCHANGED
Shares6,191 from 6,191
Change0 (0%)
Value$276.4K (-$9.9K)
Filed 2026-11-05
Diligent Investors, LLC
UNCHANGED
Shares5,020 from 5,020
Change0 (0%)
Value$224.1K (-$8.0K)
Filed 2026-10-21
Kingswood Wealth Advisors, LLC
UNCHANGED
Shares4,991 from 4,991
Change0 (0%)
Value$222.8K (-$8.0K)
Filed 2026-10-23
NBZ Investment Advisors LLC
UNCHANGED
Shares4,575 from 4,575
Change0 (0%)
Value$204.2K (-$7.3K)
Filed 2026-10-30
Fifth Third Bancorp
INCREASED
Shares4,172 from 2,484
Change+1,688 (+68%)
Value$186.2K (+$71.4K)
Filed 2026-11-05
Birchwood Financial Partners, Inc.
UNCHANGED
Shares985 from 985
Change0 (0%)
Value$44.0K (-$1.6K)
Filed 2026-11-02
Creative Financial Designs Inc
UNCHANGED
Shares965 from 965
Change0 (0%)
Value$43.1K (-$1.5K)
Filed 2026-11-04
Private Trust Co NA
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$26.8K (-$960)
Filed 2026-10-20
IFP Advisors, Inc
NEW
Shares430
Change+430
Value$19.2K
Filed 2026-10-16
AdvisorNet Financial, Inc
CLOSED
Shares0 from 693
Change-693 (-100%)
Value$0 (-$32.0K)
Filed 2026-10-15
Davis Selected Advisers
N/A
Shares— from 1,935,585
Change-1,935,585 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,783,161
Change-1,783,161 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 840,007
Change-840,007 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 621,896
Change-621,896 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 481,526
Change-481,526 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 429,661
Change-429,661 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 348,169
Change-348,169 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 266,970
Change-266,970 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 181,175
Change-181,175 (-100%)
Value—
UBS Group AG
N/A
Shares— from 177,080
Change-177,080 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 89,181
Change-89,181 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 67,037
Change-67,037 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 50,476
Change-50,476 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 47,421
Change-47,421 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 42,125
Change-42,125 (-100%)
Value—
Southeast Asset Advisors, LLC
N/A
Shares— from 37,620
Change-37,620 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 33,060
Change-33,060 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 24,943
Change-24,943 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 19,787
Change-19,787 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 14,552
Change-14,552 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 13,370
Change-13,370 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 13,216
Change-13,216 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 8,581
Change-8,581 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 7,600
Change-7,600 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 7,400
Change-7,400 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 7,200
Change-7,200 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 5,610
Change-5,610 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 4,587
Change-4,587 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 3,201
Change-3,201 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 900
Change-900 (-100%)
Value—
Alerus Financial NA
N/A
Shares— from 159
Change-159 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 125
Change-125 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Kestra Advisory Services, LLC
INCREASED339,57982,529+257,050+311%$3.8M$15.2M+$11.3M2026-11-02
Fjell Capital, LLC
INCREASED287,197274,721+12,476+5%$12.7M$12.8M+$117.4K2026-10-13
Melone Private Wealth, LLC
INCREASED133,356120,958+12,398+10%$5.6M$6.0M+$360.0K2026-10-16
Davenport & Co LLC
INCREASED109,620107,927+1,693+2%$5.0M$4.9M-$97.1K2026-10-14
Strategic Blueprint, LLC
INCREASED48,04139,750+8,291+21%$1.8M$2.1M+$306.5K2026-10-22
Heritage Wealth Management, Inc.
INCREASED42,22633,853+8,373+25%$1.6M$1.9M+$319.6K2026-10-28
Integrity Wealth Advisors, Inc.
NEW41,027—+41,027——$1.8M—2026-10-29
Rhodes Investment Advisors Inc
DECREASED39,04939,567-518-1%$1.8M$1.7M-$86.4K2026-10-07
Lunt Capital Management, Inc.
UNCHANGED37,43737,43700%$1.7M$1.7M-$59.9K2026-10-30
D.A. Davidson & Co.
DECREASED31,71931,776-570%$1.5M$1.4M-$53.4K2026-10-28
Commonwealth Equity Services, LLC
DECREASED30,32037,274-6,954-19%$1.7M$1.4M-$370.1K2026-11-02
Truist Financial Corp
INCREASED13,77613,434+342+3%$621.2K$615.0K-$6.2K2026-10-30
Capital Investment Advisory Services, LLC
INCREASED13,41512,051+1,364+11%$557.2K$598.8K+$41.6K2026-10-30
Cambridge Investment Research Advisors, Inc.
DECREASED7,39210,148-2,756-27%$469.0K$330.0K-$139.0K2026-11-02
Summit Wealth Group LLC / Co
UNCHANGED7,3167,31600%$338.3K$326.6K-$11.7K2026-10-29
Confluence Wealth Services, Inc.
UNCHANGED6,1916,19100%$286.3K$276.4K-$9.9K2026-11-05
Diligent Investors, LLC
UNCHANGED5,0205,02000%$232.1K$224.1K-$8.0K2026-10-21
Kingswood Wealth Advisors, LLC
UNCHANGED4,9914,99100%$230.8K$222.8K-$8.0K2026-10-23
NBZ Investment Advisors LLC
UNCHANGED4,5754,57500%$211.5K$204.2K-$7.3K2026-10-30
Fifth Third Bancorp
INCREASED4,1722,484+1,688+68%$114.9K$186.2K+$71.4K2026-11-05
Birchwood Financial Partners, Inc.
UNCHANGED98598500%$45.5K$44.0K-$1.6K2026-11-02
Creative Financial Designs Inc
UNCHANGED96596500%$44.6K$43.1K-$1.5K2026-11-04
Private Trust Co NA
UNCHANGED60060000%$27.7K$26.8K-$9602026-10-20
IFP Advisors, Inc
NEW430—+430——$19.2K—2026-10-16
AdvisorNet Financial, Inc
CLOSED0693-693-100%$32.0K$0-$32.0K2026-10-15
Davis Selected Advisers
N/A—1,935,585-1,935,585-100%$89.5M———
Morgan Stanley
N/A—1,783,161-1,783,161-100%$82.5M———
Cetera Investment Advisers
N/A—840,007-840,007-100%$38.8M———
LPL Financial LLC
N/A—621,896-621,896-100%$28.8M———
Royal Bank of Canada
N/A—481,526-481,526-100%$22.3M———
Bank of America Corp
N/A—429,661-429,661-100%$19.9M———
Stifel Financial Corp
N/A—348,169-348,169-100%$16.1M———
Raymond James Financial Inc
N/A—266,970-266,970-100%$12.3M———
Baird Financial Group, Inc.
N/A—181,175-181,175-100%$8.4M———
UBS Group AG
N/A—177,080-177,080-100%$8.2M———
Rockefeller Capital Management L.P.
N/A—89,181-89,181-100%$4.1M———
Northwestern Mutual Wealth Management Co
N/A—67,037-67,037-100%$3.1M———
Private Advisor Group, LLC
N/A—50,476-50,476-100%$2.3M———
Envestnet Asset Management Inc
N/A—47,421-47,421-100%$2.2M———
Benjamin Edwards Inc
N/A—42,125-42,125-100%$1.9M———
Southeast Asset Advisors, LLC
N/A—37,620-37,620-100%$1.7M———
Captrust Financial Advisors
N/A—33,060-33,060-100%$1.5M———
Osaic Holdings, Inc.
N/A—24,943-24,943-100%$1.2M———
Susquehanna International Group, LLP
N/A—19,787-19,787-100%$915.0K———
Beacon Pointe Advisors, LLC
N/A—14,552-14,552-100%$672.9K———
HighPoint Advisor Group LLC
N/A—13,370-13,370-100%$618.2K———
Geneos Wealth Management Inc.
N/A—13,216-13,216-100%$611.1K———
HighTower Advisors, LLC
N/A—8,581-8,581-100%$396.8K———
Modern Wealth Management, LLC
N/A—7,600-7,600-100%$351.4K———
AQR Capital Management LLC
N/A—7,400-7,400-100%$342.2K———
NewEdge Advisors, LLC
N/A—7,200-7,200-100%$332.9K———
Integrated Wealth Concepts LLC
N/A—5,610-5,610-100%$259.4K———
Janney Montgomery Scott LLC
N/A—4,587-4,587-100%$212.0K———
Wells Fargo & Company
N/A—3,201-3,201-100%$148.0K———
Fiduciary Financial Advisors
N/A—900-900-100%$41.6K———
Alerus Financial NA
N/A—159-159-100%$7.4K———
Harbour Investments, Inc.
N/A—125-125-100%$5.8K———
Sittner & Nelson, LLC
N/A—1-1-100%$47———
Showing 58 of 58 institutions