13F 机构持仓

DWLD DAVIS FUNDAMENTAL ETF TR

SELECT WRLD WI

持有机构数562026Q2
26Q126Q2
机构合计持股(股)8,448,7762026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

历季机构持有情况

季度持有机构机构总持股申报市值新建仓加仓减仓清仓估算净买入
2026Q2568,448,776$3.91亿 222146$1,310.70万
2026Q1628,214,922$3.60亿 526152$3,758.99万
付费方案可看全部 11 个季度 🔒
2026Q22026Q1 更早 9 个季度 🔒

2026Q2 买入最多

ROYAL BANK OF CANADA加仓$432.45万
LPL Financial LLC加仓$341.23万
Cetera Investment Advisers加仓$273.45万
Private Advisor Group, LLC加仓$140.58万
Beacon Pointe Advisors, LLC新建仓$67.29万
Strategic Blueprint, LLC加仓$64.23万
OSAIC HOLDINGS, INC.加仓$63.43万
SUSQUEHANNA INTERNATIONAL GROUP, LLP加仓$51.30万
Cambridge Investment Research Advisors, Inc.加仓$43.53万
RAYMOND JAMES FINANCIAL INC加仓$40.19万
Fjell Capital, LLC加仓$26.86万
WELLS FARGO & COMPANY/MN加仓$14.80万
Capital Investment Advisory Services, LLC加仓$14.50万
Baird Financial Group, Inc.加仓$11.34万
DAVENPORT & Co LLC加仓$9.38万
Heritage Wealth Management, Inc.加仓$7.31万
FIDUCIARY FINANCIAL ADVISORS新建仓$4.16万
HighPoint Advisor Group LLC加仓$3.85万
STIFEL FINANCIAL CORP加仓$3.57万
HighTower Advisors, LLC加仓$2.07万

2026Q2 卖出最多

MORGAN STANLEY减仓-$78.26万
CITADEL ADVISORS LLC清仓-$71.13万
JANE STREET GROUP, LLC清仓-$59.07万
Mariner, LLC清仓-$28.81万
COMMONWEALTH EQUITY SERVICES, LLC减仓-$12.99万
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO减仓-$11.51万
RHODES INVESTMENT ADVISORS INC /ADV减仓-$8.62万
UBS Group AG减仓-$8.12万
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC清仓-$6.55万
Melone Private Wealth, LLC减仓-$5.88万
AdvisorNet Financial, Inc减仓-$5.01万
Integrated Wealth Concepts LLC减仓-$4.99万
BANK OF AMERICA CORP /DE/减仓-$2.46万
CAPTRUST FINANCIAL ADVISORS减仓-$1.61万
City State Bank清仓-$1.57万
BENJAMIN EDWARDS INC减仓-$1.39万
Rockefeller Capital Management L.P.减仓-$1.01万
CREATIVE FINANCIAL DESIGNS INC /ADV减仓-$7,029
D.A. DAVIDSON & CO.减仓-$4,855
Russell Investments Group, Ltd.清仓-$4,381

2026Q2 最大持有机构

导出全部持有机构 CSV 🔒
机构持股市值占该机构组合变动股数操作
Davis Selected Advisers1,935,585$8,950.15万0.38%0不变
MORGAN STANLEY1,783,161$8,245.34万0.00%-16,925减仓
Cetera Investment Advisers840,007$3,884.19万0.04%59,136加仓
LPL Financial LLC621,896$2,875.65万0.01%73,795加仓
ROYAL BANK OF CANADA481,526$2,226.60万0.00%93,523加仓
BANK OF AMERICA CORP /DE/429,661$1,986.75万0.00%-532减仓
STIFEL FINANCIAL CORP348,169$1,609.93万0.01%773加仓
Fjell Capital, LLC274,721$1,270.31万8.66%5,808加仓
RAYMOND JAMES FINANCIAL INC266,970$1,234.47万0.00%8,691加仓
Baird Financial Group, Inc.181,175$837.75万0.01%2,453加仓
UBS Group AG177,080$818.82万0.00%-1,755减仓
Melone Private Wealth, LLC120,958$559.31万2.13%-1,271减仓
DAVENPORT & Co LLC107,927$499.05万0.02%2,029加仓
Rockefeller Capital Management L.P.89,181$412.38万0.01%-218减仓
Kestra Advisory Services, LLC82,529$381.61万0.01%444加仓
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO67,037$309.98万0.00%-2,489减仓
Private Advisor Group, LLC50,476$233.40万0.01%30,403加仓
ENVESTNET ASSET MANAGEMENT INC47,421$219.27万0.00%265加仓
BENJAMIN EDWARDS INC42,125$194.79万0.02%-300减仓
Strategic Blueprint, LLC39,750$183.81万0.09%13,891加仓
RHODES INVESTMENT ADVISORS INC /ADV39,567$182.96万1.35%-1,864减仓
Southeast Asset Advisors, LLC37,620$173.95万0.18%0不变
Lunt Capital Management, Inc.37,437$173.11万0.63%0不变
COMMONWEALTH EQUITY SERVICES, LLC37,274$172.36万0.00%-2,810减仓
Heritage Wealth Management, Inc.33,853$156.54万0.39%1,581加仓
CAPTRUST FINANCIAL ADVISORS33,060$152.87万0.00%-348减仓
D.A. DAVIDSON & CO.31,776$146.93万0.01%-105减仓
OSAIC HOLDINGS, INC.24,943$115.35万0.00%13,716加仓
Cambridge Investment Research Advisors, Inc.20,296$93.80万0.00%9,418加仓
SUSQUEHANNA INTERNATIONAL GROUP, LLP19,787$91.50万0.00%11,094加仓
Beacon Pointe Advisors, LLC14,552$67.29万0.00%14,552新建仓
TRUIST FINANCIAL CORP13,434$62.12万0.00%263加仓
HighPoint Advisor Group LLC13,370$61.82万0.02%832加仓
Geneos Wealth Management Inc.13,216$61.11万0.01%0不变
Capital Investment Advisory Services, LLC12,051$55.72万0.03%3,135加仓
HighTower Advisors, LLC8,581$39.68万0.00%447加仓
Modern Wealth Management, LLC7,600$35.14万0.00%0不变
AQR CAPITAL MANAGEMENT LLC7,400$34.22万0.00%0不变
SUMMIT WEALTH GROUP LLC / CO7,316$33.83万0.03%0不变
NewEdge Advisors, LLC7,200$33.29万0.00%0不变
Confluence Wealth Services, Inc.6,191$28.63万0.01%0不变
Integrated Wealth Concepts LLC5,611$25.94万0.00%-1,080减仓
Diligent Investors, LLC5,020$23.21万0.05%0不变
KINGSWOOD WEALTH ADVISORS, LLC4,991$23.08万0.01%0不变
Janney Montgomery Scott LLC4,587$21.20万0.00%0不变
NBZ Investment Advisors LLC4,575$21.15万0.08%0不变
WELLS FARGO & COMPANY/MN3,201$14.80万0.00%3,200加仓
FIFTH THIRD BANCORP2,484$11.49万0.00%281加仓
Birchwood Financial Partners, Inc.985$4.55万0.04%0不变
CREATIVE FINANCIAL DESIGNS INC /ADV965$4.46万0.00%-152减仓

内部人交易(Form 4)

DWLD 董事、高管和大股东的最新买卖申报。专业版可看 🔒