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Public ownership evidence

Davis Select Worldwide ETF (DWLD) Ownership Disclosures

Read DWLD insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-11-07T14:03:26.246Z

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Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Beacon Pointe Advisors, LLC2026-06-302026-08-1914,552$672,903None
Modern Wealth Management, LLC2026-06-302026-08-157,600$351,424None
OSAIC HOLDINGS, INC.2026-06-302026-08-1524,943$1,153,517None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1519,787$914,951None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15900$41,616None
AQR CAPITAL MANAGEMENT LLC2026-06-302026-08-157,400$342,176None
ROYAL BANK OF CANADA2026-06-302026-08-15481,526$22,266,000None
Southeast Asset Advisors, LLC2026-06-302026-08-1537,620$1,739,549None
ALERUS FINANCIAL NA2026-06-302026-08-15159$7,352None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1566,234$3,062,658None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-15200,736$9,282,052None
WELLS FARGO & COMPANY/MN2026-06-302026-08-153,201$148,007None
BANK OF AMERICA CORP /DE/2026-06-302026-08-15412,106$19,055,781None
BANK OF AMERICA CORP /DE/2026-06-302026-08-1517,555$811,743None
Rockefeller Capital Management L.P.2026-06-302026-08-1489,181$4,123,753None
UBS Group AG2026-06-302026-08-14177,080$8,188,179None
NBZ Investment Advisors LLC2026-06-302026-08-144,575$211,548None
CAPTRUST FINANCIAL ADVISORS2026-06-302026-08-1433,060$1,528,694None
MORGAN STANLEY2026-06-302026-08-141,783,160$82,453,346None
MORGAN STANLEY2026-06-302026-08-141$58None
Integrated Wealth Concepts LLC2026-06-302026-08-135,611$259,415None
Cetera Investment Advisers2026-06-302026-08-13840,007$38,841,944None
Baird Financial Group, Inc.2026-06-302026-08-13181,175$8,377,532None
NewEdge Advisors, LLC2026-06-302026-08-137,200$332,928None
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO2026-06-302026-08-1367,037$3,099,787None
HARBOUR INVESTMENTS, INC.2026-06-302026-08-13125$5,780None
STIFEL FINANCIAL CORP2026-06-302026-08-13348,169$16,099,331None
Davis Selected Advisers2026-06-302026-08-121,935,585$89,501,467None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-12950$43,928None

90-day public filing window, up to 50 source positions.

Beacon Pointe Advisors, LLC ↗Modern Wealth Management, LLC ↗OSAIC HOLDINGS, INC. ↗SUSQUEHANNA INTERNATIONAL GROUP, LLP ↗FIDUCIARY FINANCIAL ADVISORS ↗AQR CAPITAL MANAGEMENT LLC ↗ROYAL BANK OF CANADA ↗Southeast Asset Advisors, LLC ↗ALERUS FINANCIAL NA ↗RAYMOND JAMES FINANCIAL INC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.