PWRD

TCW Transform Systems ETF

109 hedge funds and large institutions have $1.53B invested in TCW Transform Systems ETF in 2025 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 42 increasing their positions, 17 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
109
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MEG
51
Millstone Evans Group
Colorado
$1.05M
KAS
52
KPP Advisory Services
Kentucky
$1.04M
FHC
53
First Heartland Consultants
Missouri
$1.01M
FPW
54
Fairvoy Private Wealth
Alabama
$961K
VWA
55
Visionary Wealth Advisors
Illinois
$904K
PW
56
PUREfi Wealth
Massachusetts
$821K
GSEP
57
Golden State Equity Partners
California
$813K
TFM
58
Trademark Financial Management
Minnesota
$799K
BCM
59
Becker Capital Management
Oregon
$767K
Royal Bank of Canada
60
Royal Bank of Canada
Ontario, Canada
$714K
GWM
61
Geneos Wealth Management
Colorado
$702K
TW
62
Traveka Wealth
California
$661K
Cambridge Investment Research Advisors
63
Cambridge Investment Research Advisors
Iowa
$623K
Envestnet Asset Management
64
Envestnet Asset Management
Illinois
$592K
OCM
65
One Capital Management
California
$568K
RF
66
rebel Financial
Ohio
$556K
Northwestern Mutual Wealth Management
67
Northwestern Mutual Wealth Management
Wisconsin
$476K
P
68
&Partners
Tennessee
$475K
PAG
69
Private Advisor Group
New Jersey
$466K
RWA
70
Roberts Wealth Advisors
California
$437K
Janney Montgomery Scott
71
Janney Montgomery Scott
Pennsylvania
$356K
AO
72
Advisor OS
Illinois
$349K
RWC
73
Rare Wolf Capital
Washington
$332K
RW
74
REDW Wealth
New Mexico
$321K
HighTower Advisors
75
HighTower Advisors
Illinois
$311K