VOTE icon

TCW Transform 500 ETF

96 hedge funds and large institutions have $609M invested in TCW Transform 500 ETF in 2025 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 37 increasing their positions, 19 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
96
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
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
RFW
51
Rainier Family Wealth
Washington
$425K
RWP
52
Ridgecrest Wealth Partners
California
$403K
PP
53
Pearl Planning
Michigan
$382K
CG
54
Caprock Group
Idaho
$371K
Rockefeller Capital Management
55
Rockefeller Capital Management
New York
$364K
PGA
56
Portland Global Advisors
Maine
$339K
UBS Group
57
UBS Group
Switzerland
$335K
AQR Capital Management
58
AQR Capital Management
Connecticut
$312K
SMA
59
Sage Mountain Advisors
Georgia
$296K
SWM
60
Stark Wealth Management
Pennsylvania
$279K
KF
61
Krilogy Financial
Missouri
$271K
SDWMA
62
Schneider Downs Wealth Management Advisors
Pennsylvania
$239K
FG
63
Fairman Group
Pennsylvania
$185K
MEG
64
Millstone Evans Group
Colorado
$166K
MCM
65
MAI Capital Management
Ohio
$159K
WWM
66
Wolff Wiese Magana
California
$124K
FFA
67
Farther Finance Advisors
California
$94.6K
AF
68
Advisornet Financial
Minnesota
$92.6K
RF
69
Rossby Financial
Florida
$87.8K
LWMI
70
Legacy Wealth Management (Idaho)
Idaho
$86.6K
TRCT
71
Tower Research Capital (TRC)
New York
$80.8K
CIBC Private Wealth Group
72
CIBC Private Wealth Group
Georgia
$80.2K
CAL
73
Capital Analysts LLC
Pennsylvania
$80K
BBPWM
74
Blue Bell Private Wealth Management
Pennsylvania
$74K
Royal Bank of Canada
75
Royal Bank of Canada
Ontario, Canada
$56K