Who Owns DAVIS FUNDAMENTAL (DWLD)? -- Institutional Holders (2026-06-30)

62 institutions reported holding $390.2M of DAVIS FUNDAMENTAL (DWLD) in SEC 13F filings for 2026-06-30. Largest institutional holders: Davis Selected Advisers ($89.5M), MORGAN STANLEY ($82.5M), Cetera Investment Advisers ($38.8M), LPL Financial LLC ($28.8M), Royal Bank of Canada ($22.3M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Davis Selected Advisers$89.5M1.9MHold
2MORGAN STANLEY$82.5M1.8MTrimmed
3Cetera Investment Advisers$38.8M840,007Added
4LPL Financial LLC$28.8M621,896Added
5Royal Bank of Canada$22.3M481,526Added
6BANK OF AMERICA CORP /DE/$19.9M429,661Trimmed
7STIFEL FINANCIAL CORP$16.1M348,169Added
8Fjell Capital, LLC$12.7M274,721Added
9RAYMOND JAMES FINANCIAL INC$12.3M266,970Added
10Baird Financial Group, Inc.$8.4M181,175Added
11UBS Group AG$8.2M177,080Trimmed
12Melone Private Wealth, LLC$5.6M120,958Trimmed
13DAVENPORT & Co LLC$5.0M107,927Added
14Rockefeller Capital Management L.P.$4.1M89,181Trimmed
15Kestra Advisory Services, LLC$3.8M82,529Added
16NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$3.1M67,037Trimmed
17Private Advisor Group, LLC$2.3M50,476Added
18ENVESTNET ASSET MANAGEMENT INC$2.2M47,421Added
19BENJAMIN EDWARDS INC$1.9M42,125Trimmed
20Strategic Blueprint, LLC$1.8M39,750Added
21RHODES INVESTMENT ADVISORS INC /ADV$1.8M39,567Trimmed
22Southeast Asset Advisors, LLC$1.7M37,620Hold
23Lunt Capital Management, Inc.$1.7M37,437Hold
24COMMONWEALTH EQUITY SERVICES, LLC$1.7M37,274Trimmed
25Heritage Wealth Management, Inc.$1.6M33,853Added

Source: SEC Form 13F filings · as of 2026-06-30