DAVIS FUNDAMENTAL ETF TR (DWLD) is held by 30 institutional investors that disclose positions via SEC 13F filings. The largest disclosed holder is DAVIS SELECTED ADVISERS as of Q2 2026.

Are institutions buying or selling DWLD?

In Q2 2026, 17 institutions opened or increased positions in DAVIS FUNDAMENTAL ETF TR while 15 reduced or exited — a net buying quarter.

What is the Smart Money Verdict on DWLD?

HoldingsIntel scores DAVIS FUNDAMENTAL ETF TR across four independent sources (institutional 13F activity, insider trades, activist filings, and congressional trades) — with 1 of the 4 carrying data for DWLD. In Q2 2026, the institutional leg showed net inflows: 17 buying versus 15 selling.

How many hedge funds hold DWLD?

30 institutional investors report holding DAVIS FUNDAMENTAL ETF TR (DWLD) as of Q2 2026, based on SEC 13F filings.

Is institutional money flowing into DWLD?

As of Q2 2026, tracked institutions in DAVIS FUNDAMENTAL ETF TR show 17 buyers versus 15 sellers — net inflows.

DAVIS FUNDAMENTAL ETF TR

DWLD·23908L306·US·ETF

Holders

(4 Elite)

$358.9M

Total Value

53% (32)

Consensus

17 buying - 15 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

View all

Held by 30 funds

4 elite

Who's Trading

Source dates: Price Oct 13, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for DWLD.

Checking access…

	Action
DAVIS SELECTED ADVISERS	Unchanged	1.9M	$89.5M	0.4%	+96.17%	0
MORGAN STANLEY	Decreased	1.8M(-0.9%)	$82.5M	0.0%	+33.03%	0
Cetera Investment Advisers	Increased	840,007(+7.6%)	$38.8M	0.0%	+9.76%	31
LPL Financial LLC	Increased	621,896(+13.5%)	$28.8M	0.0%	+13.66%	33
ROYAL BANK OF CANADA	Increased	481,526(+24.1%)	$22.3M	0.0%	+42.27%	35
BANK OF AMERICA CORP /DE/	Decreased	429,661(-0.1%)	$19.9M	0.0%	+11.50%	0
STIFEL FINANCIAL CORP	Increased	348,169(+0.2%)	$16.1M	0.0%	+41.19%	28
RAYMOND JAMES FINANCIAL INC	Increased	266,970(+3.4%)	$12.3M	0.0%	+16.91%	29
Baird Financial Group, Inc.	Increased	181,175(+1.4%)	$8.4M	0.0%	+20.88%	28
UBS Group AG	Decreased	177,080(-1.0%)	$8.2M	0.0%	+77.01%	0
DAVENPORT & Co LLC	Increased	107,927(+1.9%)	$5M	0.0%	+23.19%	27
Rockefeller Capital Management L.P.	Decreased	89,181(-0.2%)	$4.1M	0.0%	+28.99%	0
Kestra Advisory Services, LLC	Increased	82,529(+0.5%)	$3.8M	0.0%	+1.53%	27
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Decreased	67,037(-3.6%)	$3.1M	0.0%	+29.82%	0
Private Advisor Group, LLC	Increased	50,476(+151.5%)	$2.3M	0.0%	+12.56%	42
ENVESTNET ASSET MANAGEMENT INC	Increased	47,421(+0.6%)	$2.2M	0.0%	+37.34%	26
BENJAMIN EDWARDS INC	Decreased	42,125(-0.7%)	$1.9M	0.0%	+21.13%	0
COMMONWEALTH EQUITY SERVICES, LLC	Decreased	37,274(-7.0%)	$1.7M	0.0%	+80.75%	0
CAPTRUST FINANCIAL ADVISORS	Decreased	33,060(-1.0%)	$1.5M	0.0%	+48.89%	0
D.A. DAVIDSON & CO.	Decreased	31,776(-0.3%)	$1.5M	0.0%	+98.29%	0

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Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer

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