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TCW Transform 500 ETF

83 hedge funds and large institutions have $501M invested in TCW Transform 500 ETF in 2025 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 36 increasing their positions, 14 reducing their positions, and 7 closing their positions.

Holders
83
Holders Change
Holders Change %
0%
% of All Funds
1.11%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
12
Increased
36
Reduced
14
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Betterment LLC
1
Betterment LLC
New York
$111M 1,520,777 +200,030 +15%
AIA
2
Angeles Investment Advisors
California
$76.7M 1,054,544 +192,625 +22%
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$73.9M 1,016,587 +172,686 +20%
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$42.1M 578,563 -8,326 -1%
Goldman Sachs
5
Goldman Sachs
New York
$29.2M 401,847 +25,531 +7%
EI
6
Ethic Inc
New York
$20.2M 278,514 +81,537 +41%
LGWM
7
Litman Gregory Wealth Management
California
$13.8M 189,634 -7,428 -4%
DWT
8
Dorsey & Whitney Trust
South Dakota
$13.5M 185,099 +2,350 +1%
Bank of America
9
Bank of America
North Carolina
$12.2M 167,212 -13,474 -7%
BCI
10
Brinker Capital Investments
Pennsylvania
$9.96M 136,885 +61,480 +82%
MA
11
Mutual Advisors
Nebraska
$9.32M 124,320 -2,898 -2%
Morgan Stanley
12
Morgan Stanley
New York
$8.41M 115,594 +100,051 +644%
Pathstone Holdings
13
Pathstone Holdings
New Jersey
$8.25M 113,452
AL
14
Aspiriant LLC
California
$7.44M 102,247 +8,704 +9%
VAF
15
Values Added Financial
District of Columbia
$7.23M 99,375 +882 +0.9%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$5.44M 74,782 +841 +1%
FI
17
Financial Insights
Washington
$5.23M 71,842 -34,181 -32%
TWM
18
Tolleson Wealth Management
Texas
$4.85M 66,650
AIFS
19
A&I Financial Services
Colorado
$3.15M 43,258 +1,960 +5%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$3M 41,265 -918 -2%
GWP
21
Gateway Wealth Partners
Wisconsin
$2.47M 33,955 +33,955 New
PWA
22
Phoenix Wealth Advisors
North Carolina
$2.47M 33,921 -26,888 -44%
MGIA
23
Moneta Group Investment Advisors
Missouri
$2.31M 13,710 -12,718 -48%
BP
24
Ballentine Partners
Massachusetts
$2.15M 29,623
PSA
25
Plum Street Advisors
Louisiana
$1.81M 24,842 +349 +1%