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 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

Davis Select Worldwide ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Beacon Pointe Advisors, LLC
Report period
2026-06-30
Available
2026-08-19
Reported shares
14,552
Value (USD)
$672,903
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0002085853-26-001042
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read DWLD fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read DWLD fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

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

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No records are available for this view.

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

Recent institutional filing receipts

See the complete 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
SITTNER & NELSON, LLC2026-06-302026-08-081$47None
LPL Financial LLC2026-06-302026-08-08621,896$28,756,476None
Birchwood Financial Partners, Inc.2026-06-302026-08-07985$45,546None
Geneos Wealth Management Inc.2026-06-302026-08-0713,216$611,108None
HighPoint Advisor Group LLC2026-06-302026-08-0613,370$618,230None
Janney Montgomery Scott LLC2026-06-302026-08-064,587$212,000None
FIFTH THIRD BANCORP2026-06-302026-08-062,484$114,860None
HighTower Advisors, LLC2026-06-302026-08-068,581$396,772None
ENVESTNET ASSET MANAGEMENT INC2026-06-302026-08-0447,421$2,192,742None
Lunt Capital Management, Inc.2026-06-302026-07-3137,437$1,731,087None
Cambridge Investment Research Advisors, Inc.2026-06-302026-07-3110,148$469,000None
COMMONWEALTH EQUITY SERVICES, LLC2026-06-302026-07-3037,274$1,723,560None
SUMMIT WEALTH GROUP LLC / CO2026-06-302026-07-297,316$338,292None
Heritage Wealth Management, Inc.2026-06-302026-07-2933,853$1,565,363None
Kestra Advisory Services, LLC2026-06-302026-07-2982,529$3,816,119None
PRIVATE TRUST CO NA2026-06-302026-07-29600$27,744None
RHODES INVESTMENT ADVISORS INC /ADV2026-06-302026-07-2939,567$1,829,578None
CREATIVE FINANCIAL DESIGNS INC /ADV2026-06-302026-07-29965$44,622None
TRUIST FINANCIAL CORP2026-06-302026-07-2913,434$621,188None
KINGSWOOD WEALTH ADVISORS, LLC2026-06-302026-07-284,991$230,784None
Private Advisor Group, LLC2026-06-302026-07-2850,476$2,334,034None

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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No records are available for this view.

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.

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