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TCW Transform 500 ETF
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Overview Fund Activity

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
–

Top Buyers

1
Betterment LLC
1
Betterment LLC
New York
$111M
2
AIA
2
Angeles Investment Advisors
California
$76.7M
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$73.9M
4
Morgan Stanley
4
Morgan Stanley
New York
$8.41M
5
EI
5
Ethic Inc
New York
$20.2M

Top Sellers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$0
2
FI
2
Financial Insights
Washington
$5.23M
3
MGIA
3
Moneta Group Investment Advisors
Missouri
$2.31M
4
PWA
4
Phoenix Wealth Advisors
North Carolina
$2.47M
5
TRCT
5
Tower Research Capital (TRC)
New York
$12.4K
Name Market Value Shares Shares
Change 		Shares
Change %
MWM
26
Modern Wealth Management
Kansas
$1.7M 23,329 +6,091 +35%
Two Sigma Investments
27
Two Sigma Investments
New York
$1.65M 22,700 +22,700 New
BJL
28
Brighton Jones LLC
Washington
$1.57M 21,652 +39 +0.2%
LPL Financial
29
LPL Financial
California
$1.39M 19,171 +11,856 +162%
HCC
30
Hirtle Callaghan & Co
Pennsylvania
$1.23M 16,911 +383 +2%
MWM
31
Mission Wealth Management
California
$1.21M 16,683 – –
KAS
32
Kestra Advisory Services
Texas
$1.06M 14,615 +4,028 +38%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$1.05M 14,482 +5,965 +70%
Creative Planning
34
Creative Planning
Kansas
$910K 12,515 +265 +2%
Citadel Advisors
35
Citadel Advisors
Florida
$907K 12,472 +7,999 +179%
BIM
36
Breakwater Investment Management
Washington
$828K 11,387 – –
SAS
37
Sage Advisory Services
Texas
$775K 10,659 -87 -0.8%
SI
38
Seeds Investor
New York
$771K 10,600 -1,970 -16%
EWA
39
Etesian Wealth Advisors
Oregon
$744K 10,233 +2,034 +25%
VFA
40
Valeo Financial Advisors
Indiana
$710K 9,756 – –
DT
41
Diversified Trust
Tennessee
$697K 9,578 – –
Osaic Holdings
42
Osaic Holdings
Arizona
$680K 9,378 +8,829 +1,608%
Stifel Financial
43
Stifel Financial
Missouri
$650K 8,941 +50 +0.6%
FT
44
Fiduciary Trust
Massachusetts
$612K 8,420 – –
AO
45
Advisor OS
Illinois
$612K 8,417 +909 +12%
MA
46
MJP Associates
Connecticut
$612K 8,417 +909 +12%
PFG
47
Premier Financial Group
California
$608K 8,050 +8,050 New
SW
48
SVB Wealth
Massachusetts
$443K 6,090 – –
PSCM
49
Per Stirling Capital Management
Texas
$434K 5,969 -227 -4%
SC
50
Stephens Consulting
Michigan
$416K 5,724 +17 +0.3%
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