54 tracked 13F filers disclose a position in DWLD as of the latest SEC 13F filings, a combined $273.6M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | $78.9M | 1.8M | ▲+7.1% Added · +119K sh | Q1 2026 | |
| 2 | Cetera Investment Advisers | $34.2M | 781K | ▲+7.1% Added · +52K sh | Q1 2026 | |
| 3 | LPL Financial LLC | $24.0M | 548K | ▲+41% Added · +160K sh | Q1 2026 | |
| 4 | BANK OF AMERICA CORP /DE/ | $18.8M | 430K | ▲+301% Added · +323K sh | Q1 2026 | |
| 5 | ROYAL BANK OF CANADA | $17.0M | 388K | ▲+21% Added · +67K sh | Q1 2026 | |
| 6 | STIFEL FINANCIAL CORP | $15.2M | 347K | ▲+3.4% Added · +11K sh | Q1 2026 | |
| 7 | Fjell Capital, LLC | $12.7M | 275K | ▲+2.1% Added · +6K sh | Q2 2026 | |
| 8 | RAYMOND JAMES FINANCIAL INC | $11.3M | 258K | ▲+16% Added · +36K sh | Q1 2026 | |
| 9 | UBS Group AG | $7.8M | 179K | ▲+7.6% Added · +13K sh | Q1 2026 | |
| 10 | Baird Financial Group, Inc. | $7.8M | 179K | ▲+2.8% Added · +5K sh | Q1 2026 | |
| 11 | Melone Private Wealth, LLC | $5.6M | 121K | ▼−1.0% Reduced · −1K sh | Q2 2026 | |
| 12 | DAVENPORT & Co LLC | $5.0M | 108K | ▲+1.9% Added · +2K sh | Q2 2026 | |
| 13 | Rockefeller Capital Management L.P. | $3.9M | 89K | ▼−1.4% Reduced · −1K sh | Q1 2026 | |
| 14 | Kestra Advisory Services, LLC | $3.8M | 83K | ▲+0.5% Added · +444 sh | Q2 2026 | |
| 15 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $3.0M | 70K | ▼−9.8% Reduced · −8K sh | Q1 2026 | |
| 16 | Private Advisor Group, LLC | $2.3M | 50K | ▲+151% Added · +30K sh | Q2 2026 | |
| 17 | ENVESTNET ASSET MANAGEMENT INC | $2.1M | 47K | ▼−4.8% Reduced · −2K sh | Q1 2026 | |
| 18 | BENJAMIN EDWARDS INC | $1.9M | 42K | ▼−0.7% Reduced · −300 sh | Q2 2026 | |
| 19 | COMMONWEALTH EQUITY SERVICES, LLC | $1.8M | 40K | ▼−1.7% Reduced · −688 sh | Q1 2026 | |
| 20 | Strategic Blueprint, LLC | $1.8M | 40K | ▲+54% Added · +14K sh | Q2 2026 | |
| 21 | RHODES INVESTMENT ADVISORS INC /ADV | $1.8M | 40K | ▼−4.5% Reduced · −2K sh | Q2 2026 | |
| 22 | Lunt Capital Management, Inc. | $1.7M | 37K | —Held | Q2 2026 | |
| 23 | Heritage Wealth Management, Inc. | $1.6M | 34K | ▲+4.9% Added · +2K sh | Q2 2026 | |
| 24 | D.A. DAVIDSON & CO. | $1.5M | 32K | ▼−0.3% Reduced · −105 sh | Q2 2026 | |
| 25 | Beacon Pointe Advisors, LLC | $673K | 15K | ▲New +15K sh | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 2 funds opened a new position in DWLD and 4 added to an existing one, while 5 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 19 funds | $36.8B |
| META PLATFORMS INC-CLASS AMETA | 19 funds | $11.1B |
| NVIDIA CORPNVDA | 18 funds | $49.3B |
| MICROSOFT CORPMSFT | 18 funds | $32.4B |
| AMAZON.COM INCAMZN | 18 funds | $21.7B |
| ALPHABET INC-CL AGOOGL | 18 funds | $17.9B |
| ALPHABET INC-CL CGOOG | 18 funds | $13.1B |
| TESLA INCTSLA | 18 funds | $9.9B |
| JPMORGAN CHASE & COJPM | 18 funds | $7.6B |
| COSTCO WHOLESALE CORPCOST | 18 funds | $5.2B |
| HOME DEPOT INCHD | 18 funds | $4.1B |
| CATERPILLAR INCCAT | 18 funds | $3.1B |
Ranked by how many of DWLD's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| DUSAmc | 78 funds | $689.0M |
| DFNLUIT EXCHANGE TRADED | 57 funds | $162.7M |
| DWLDthis pageSELECT WRLD WI | 54 funds | $273.6M |
| DINTSELCT INTL ETF | 40 funds | $101.4M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for DWLD
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/DWLD/capital-change-brief"
Use Arkolith's capital_change_brief for DWLD. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for DWLD. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.