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TCW Transform 500 ETF

91 hedge funds and large institutions have $594M invested in TCW Transform 500 ETF in 2025 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 34 increasing their positions, 18 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
91
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
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
RWP
51
Ridgecrest Wealth Partners
California
$395K
CG
52
Caprock Group
Idaho
$349K
PGA
53
Portland Global Advisors
Maine
$331K
UBS Group
54
UBS Group
Switzerland
$316K
SA
55
Sonoma Allocations
California
$294K
SMA
56
Sage Mountain Advisors
Georgia
$290K
SWM
57
Stark Wealth Management
Pennsylvania
$273K
RFW
58
Rainier Family Wealth
Washington
$243K
SDWMA
59
Schneider Downs Wealth Management Advisors
Pennsylvania
$233K
AQR Capital Management
60
AQR Capital Management
Connecticut
$203K
FG
61
Fairman Group
Pennsylvania
$181K
MEG
62
Millstone Evans Group
Colorado
$162K
MCM
63
MAI Capital Management
Ohio
$156K
WWM
64
Wolff Wiese Magana
California
$122K
Rockefeller Capital Management
65
Rockefeller Capital Management
New York
$96.7K
FFA
66
Farther Finance Advisors
California
$92.5K
RF
67
Rossby Financial
Florida
$87.2K
AF
68
Advisornet Financial
Minnesota
$86.5K
Royal Bank of Canada
69
Royal Bank of Canada
Ontario, Canada
$86K
CIBC Private Wealth Group
70
CIBC Private Wealth Group
Georgia
$78.5K
CAL
71
Capital Analysts LLC
Pennsylvania
$78K
BBPWM
72
Blue Bell Private Wealth Management
Pennsylvania
$72.4K
Russell Investments Group
73
Russell Investments Group
United Kingdom
$36.4K
RFP
74
Root Financial Partners
California
$31.4K
AUB
75
Atlantic Union Bankshares
Virginia
$24.6K