DAVIS FUNDAMENTAL ETF TR

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DWLD·23908L306·US·ETF

DWLD (DAVIS FUNDAMENTAL ETF TR) is held by 30 institutional investors as of Q2 2026. Largest holders: DAVIS SELECTED ADVISERS ($89.5M), MORGAN STANLEY ($82.5M), Cetera Investment Advisers ($38.8M). Net institutional sentiment: Mixed.

30

Holders

(4 Elite)

$358.9M

Total Value

53% (32)

Consensus

17 buying - 15 selling

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

Smart Money Verdict

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Institutional (13F)84

Insider (Form 4)30

Activist (13D/13G)44

Congressional (STOCK Act)32

Holder Quality

30

★★★★★

Elite

32

★★★★

Strong

38

★★★

Solid

76

★★

Below

65

★

Weak

Held by 30 funds

4 elite

Who's Trading

Source dates: Price Oct 14, 2026 · Insiders none · Activists none · Congress none

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

Top Holders

Top Holders (30)History

AllNewIncreasedHeldDecreasedExitedFirst report

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
DAVIS SELECTED ADVISERS	Unchanged	1.9M	$89.5M	0.4%	+95.57%	0
MORGAN STANLEY	Decreased	1.8M(-0.9%)	$82.5M	0.0%	+32.62%	0
Cetera Investment Advisers	Increased	840,007(+7.6%)	$38.8M	0.0%	+9.42%	31
LPL Financial LLC	Increased	621,896(+13.5%)	$28.8M	0.0%	+13.31%	33
ROYAL BANK OF CANADA	Increased	481,526(+24.1%)	$22.3M	0.0%	+41.83%	35
BANK OF AMERICA CORP /DE/	Decreased	429,661(-0.1%)	$19.9M	0.0%	+11.16%	0
STIFEL FINANCIAL CORP	Increased	348,169(+0.2%)	$16.1M	0.0%	+40.75%	28
RAYMOND JAMES FINANCIAL INC	Increased	266,970(+3.4%)	$12.3M	0.0%	+16.55%	29
Baird Financial Group, Inc.	Increased	181,175(+1.4%)	$8.4M	0.0%	+20.51%	28
UBS Group AG	Decreased	177,080(-1.0%)	$8.2M	0.0%	+76.47%	0
DAVENPORT & Co LLC	Increased	107,927(+1.9%)	$5M	0.0%	+25.24%	27
Rockefeller Capital Management L.P.	Decreased	89,181(-0.2%)	$4.1M	0.0%	+28.59%	0
Kestra Advisory Services, LLC	Increased	82,529(+0.5%)	$3.8M	0.0%	+1.22%	27
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Decreased	67,037(-3.6%)	$3.1M	0.0%	+29.42%	0
Private Advisor Group, LLC	Increased	50,476(+151.5%)	$2.3M	0.0%	+12.22%	42
ENVESTNET ASSET MANAGEMENT INC	Increased	47,421(+0.6%)	$2.2M	0.0%	+36.92%	26
BENJAMIN EDWARDS INC	Decreased	42,125(-0.7%)	$1.9M	0.0%	+20.76%	0
COMMONWEALTH EQUITY SERVICES, LLC	Decreased	37,274(-7.0%)	$1.7M	0.0%	+80.19%	0
CAPTRUST FINANCIAL ADVISORS	Decreased	33,060(-1.0%)	$1.5M	0.0%	+48.43%	0
D.A. DAVIDSON & CO.	Decreased	31,776(-0.3%)	$1.5M	0.0%	+97.68%	0

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DWLDDAVIS FUNDAMENTAL ETF TR

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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