DAVIS FUNDAMENTAL ETF TR (DWLD) is held by 34 institutional investors that disclose positions via SEC 13F filings. The largest disclosed holder is DAVIS SELECTED ADVISERS as of Q1 2026.

Are institutions buying or selling DWLD?

In Q1 2026, 20 institutions opened or increased positions in DAVIS FUNDAMENTAL ETF TR while 12 reduced or exited — a net buying quarter.

What is the Smart Money Verdict on DWLD?

The Smart Money Verdict combines four independent sources (institutional 13F activity, insider trades, activist filings, and congressional trades) into a single assessment for DAVIS FUNDAMENTAL ETF TR.

How many hedge funds hold DWLD?

34 institutional investors report holding DAVIS FUNDAMENTAL ETF TR (DWLD) as of Q1 2026, based on SEC 13F filings.

Is institutional money flowing into DWLD?

As of Q1 2026, tracked institutions in DAVIS FUNDAMENTAL ETF TR show 20 buyers versus 12 sellers — net inflows.

DAVIS FUNDAMENTAL ETF TR

DWLD·23908L306·US·ETF·Unknown - Unknown

Holders

Avg rating(13 Elite)

$329M

Total Value

63% (34)

Fund Consensus

20 buying - 12 selling

No verdict yet — fewer than 2 funds hold DWLD.

13F: Mar 31, 2026Insider & Congress: Updated regularly

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
DAVIS SELECTED ADVISERS	Increased	1.9M(+0.9%)	$84.8M	0.4%	+105.78%	36
MORGAN STANLEY	Increased	1.8M(+7.1%)	$78.9M	0.0%	+38.38%	32
Cetera Investment Advisers	Increased	780,871(+7.2%)	$34.2M	0.0%	+15.44%	31
LPL Financial LLC	Increased	548,101(+41.0%)	$24M	0.0%	+19.65%	38
BANK OF AMERICA CORP /DE/	Increased	430,193(+300.6%)	$18.8M	0.0%	+10.67%	46
ROYAL BANK OF CANADA	Increased	388,003(+21.0%)	$17M	0.0%	+26.25%	34
STIFEL FINANCIAL CORP	Increased	347,396(+3.4%)	$15.2M	0.0%	+46.79%	29
RAYMOND JAMES FINANCIAL INC	Increased	258,279(+16.4%)	$11.3M	0.0%	+22.13%	32
UBS Group AG	Increased	178,835(+7.6%)	$7.8M	0.0%	+84.07%	30
Baird Financial Group, Inc.	Increased	178,722(+2.9%)	$7.8M	0.0%	+26.21%	28
DAVENPORT & Co LLC	Increased	105,898(+10.4%)	$4.6M	0.0%	+28.94%	30
Rockefeller Capital Management L.P.	Decreased	89,399(-1.4%)	$3.9M	0.0%	+34.40%	0
Kestra Advisory Services, LLC	Increased	82,085(+4.9%)	$3.6M	0.0%	+5.18%	28
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Decreased	69,526(-9.8%)	$3M	0.0%	+35.31%	0
ENVESTNET ASSET MANAGEMENT INC	Decreased	47,156(-4.8%)	$2.1M	0.0%	+43.66%	0
BENJAMIN EDWARDS INC	Increased	42,425(+2.3%)	$1.9M	0.0%	+25.79%	26
COMMONWEALTH EQUITY SERVICES, LLC	Decreased	40,084(-1.7%)	$1.8M	0.0%	+88.76%	0
CAPTRUST FINANCIAL ADVISORS	Increased	33,408(+9.2%)	$1.5M	0.0%	+56.37%	28
D.A. DAVIDSON & CO.	Decreased	31,881(-1.3%)	$1.4M	0.0%	+106.86%	0
Private Advisor Group, LLC	Increased	20,073(+5.8%)	$879,391	0.0%	+50.92%	26