DWLD(DWLD)
DWLD
Institutional Ownership
Top 77 Institutional Holders
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| DAVIS SELECTED ADVISERS | 1.94M | Jun 30, 26 | -- | 16.47% |
| MORGAN STANLEY | 1.78M | Jun 30, 26 | -16.93K | 15.17% |
| Cetera Investment Advisers | 840.01K | Jun 30, 26 | +59.14K | 7.15% |
| LPL Financial LLC | 621.90K | Jun 30, 26 | +73.80K | 5.29% |
| ROYAL BANK OF CANADA | 481.53K | Jun 30, 26 | +93.52K | 4.10% |
| BANK OF AMERICA CORP /DE/ | 429.66K | Jun 30, 26 | -532 | 3.66% |
| STIFEL FINANCIAL CORP | 348.17K | Jun 30, 26 | +773 | 2.96% |
| Fjell Capital, LLC | 274.72K | Jun 30, 26 | +5.81K | 2.34% |
| RAYMOND JAMES FINANCIAL INC | 266.97K | Jun 30, 26 | +8.69K | 2.27% |
| Baird Financial Group, Inc. | 181.18K | Jun 30, 26 | +2.45K | 1.54% |
| UBS Group AG | 177.08K | Jun 30, 26 | -1.75K | 1.51% |
| Melone Private Wealth, LLC | 120.96K | Jun 30, 26 | -1.27K | 1.03% |
| DAVENPORT & Co LLC | 107.93K | Jun 30, 26 | +2.03K | 0.92% |
| Rockefeller Capital Management L.P. | 89.18K | Jun 30, 26 | -218 | 0.76% |
| Kestra Advisory Services, LLC | 82.53K | Jun 30, 26 | +444 | 0.70% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 67.04K | Jun 30, 26 | -2.49K | 0.57% |
| Private Advisor Group, LLC | 50.48K | Jun 30, 26 | +30.40K | 0.43% |
| ENVESTNET ASSET MANAGEMENT INC | 47.42K | Jun 30, 26 | +265 | 0.40% |
| BENJAMIN EDWARDS INC | 42.13K | Jun 30, 26 | -300 | 0.36% |
| Strategic Blueprint, LLC | 39.75K | Jun 30, 26 | +13.89K | 0.34% |
| RHODES INVESTMENT ADVISORS INC /ADV | 39.57K | Jun 30, 26 | -1.86K | 0.34% |
| Southeast Asset Advisors Inc. | 37.62K | Jun 30, 26 | -- | 0.32% |
| Lunt Capital Management, Inc. | 37.44K | Jun 30, 26 | -- | 0.32% |
| COMMONWEALTH EQUITY SERVICES, LLC | 37.27K | Jun 30, 26 | -2.81K | 0.32% |
| Heritage Wealth Management, Inc. | 33.85K | Jun 30, 26 | +1.58K | 0.29% |
| CAPTRUST FINANCIAL ADVISORS | 33.06K | Jun 30, 26 | -348 | 0.28% |
| D.A. DAVIDSON & CO. | 31.78K | Jun 30, 26 | -105 | 0.27% |
| ADVISOR GROUP HOLDINGS, INC. | 24.94K | Jun 30, 26 | +13.72K | 0.21% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 19.79K | Jun 30, 26 | +11.09K | 0.17% |
| Beacon Pointe Advisors, LLC | 14.55K | Jun 30, 26 | +14.55K | 0.12% |
| TRUIST FINANCIAL CORP | 13.43K | Jun 30, 26 | +263 | 0.11% |
| HighPoint Advisor Group LLC | 13.37K | Jun 30, 26 | +832 | 0.11% |
| Geneos Wealth Management Inc. | 13.22K | Jun 30, 26 | -- | 0.11% |
| Capital Investment Advisory Services, LLC | 12.05K | Jun 30, 26 | +3.13K | 0.10% |
| Cambridge Investment Research Advisors, Inc. | 10.15K | Jun 30, 26 | -730 | 0.09% |
| HighTower Advisors, LLC | 8.58K | Jun 30, 26 | +447 | 0.07% |
| Modern Wealth Management, LLC | 7.60K | Jun 30, 26 | -- | 0.06% |
| AQR CAPITAL MANAGEMENT LLC | 7.40K | Jun 30, 26 | -- | 0.06% |
| SUMMIT WEALTH GROUP LLC / CO | 7.32K | Jun 30, 26 | -- | 0.06% |
| NewEdge Advisors, LLC | 7.20K | Jun 30, 26 | -- | 0.06% |
| Confluence Wealth Services, Inc. | 6.19K | Jun 30, 26 | -- | 0.05% |
| Integrated Wealth Concepts LLC | 5.61K | Jun 30, 26 | -1.08K | 0.05% |
| Diligent Investors, LLC | 5.02K | Jun 30, 26 | -- | 0.04% |
| KINGSWOOD WEALTH ADVISORS, LLC | 4.99K | Jun 30, 26 | -- | 0.04% |
| Janney Montgomery Scott LLC | 4.59K | Jun 30, 26 | -- | 0.04% |
| NBZ Investment Advisors LLC | 4.58K | Jun 30, 26 | -- | 0.04% |
| WELLS FARGO & COMPANY/MN | 3.20K | Jun 30, 26 | +3.20K | 0.03% |
| FIFTH THIRD BANCORP | 2.48K | Jun 30, 26 | +281 | 0.02% |
| Birchwood Financial Partners, Inc. | 985 | Jun 30, 26 | -- | 0.01% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 965 | Jun 30, 26 | -152 | 0.01% |
| MERCER GLOBAL ADVISORS INC /ADV | 950 | Jun 30, 26 | +950 | 0.01% |
| FIDUCIARY FINANCIAL ADVISORS | 900 | Jun 30, 26 | +900 | 0.01% |
| AdvisorNet Financial, Inc | 693 | Jun 30, 26 | -1.08K | 0.01% |
| PRIVATE TRUST CO NA | 600 | Jun 30, 26 | -- | 0.01% |
| ALERUS FINANCIAL NA | 159 | Jun 30, 26 | -- | 0.00% |
| HARBOUR INVESTMENTS, INC. | 125 | Jun 30, 26 | -- | 0.00% |
| SITTNER & NELSON, LLC | 1 | Jun 30, 26 | -- | 0.00% |
| Russell Investments Group, Ltd. | -- | Jun 30, 26 | -100 | -- |
| Mariner, LLC | -- | Jun 30, 26 | -6.58K | -- |
| CITADEL ADVISORS LLC | -- | Jun 30, 26 | -16.24K | -- |
| City State Bank | -- | Jun 30, 26 | -358 | -- |
| JANE STREET GROUP, LLC | -- | Jun 30, 26 | -13.48K | -- |
| UBS ASSET MANAGEMENT AMERICAS INC | -- | Jun 30, 26 | -1.50K | -- |
| INTEGRITY WEALTH ADVISORS, INC. | 46.09K | Mar 31, 26 | +439 | 0.39% |
| CWM, LLC | 1.50K | Mar 31, 26 | -- | 0.01% |
| MGB Wealth Management, LLC | 14.42K | Dec 31, 25 | +1.07K | 0.12% |
| RAYMOND JAMES & ASSOCIATES | 56.35K | Sep 30, 24 | +2.76K | 0.48% |
| Raymond James Financial Services Advisors, Inc. | 51.98K | Sep 30, 24 | -1.34K | 0.44% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 32.24K | Jun 30, 24 | +70 | 0.27% |
| Cetera Advisor Networks LLC | 28.61K | Mar 31, 24 | +3.03K | 0.24% |
| Quantitative Advantage, LLC | 77.59K | Mar 31, 23 | +77.59K | 0.66% |
| American Portfolios Advisors | 8.15K | Sep 30, 22 | -3.03K | 0.07% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 3.16K | Dec 31, 19 | +1.49K | 0.03% |
| Advisor Group, Inc. | 1.72K | Dec 31, 19 | +25 | 0.01% |
| BB&T SECURITIES, LLC | 134.21K | Sep 30, 19 | -5.96K | 1.14% |
| Commonwealth Equity Services, Inc | 19.73K | Jun 30, 17 | +19.73K | 0.17% |
| Virtu KCG Holdings LLC | -- | Jun 30, 17 | -14.30K | -- |
Latest holdings as of Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data
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