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TCW Transform 500 ETF

98 hedge funds and large institutions have $613M invested in TCW Transform 500 ETF in 2025 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 37 increasing their positions, 20 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
98
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
FPAS
51
Focus Partners Advisor Solutions
Missouri
$427K
RFW
52
Rainier Family Wealth
Washington
$425K
RWP
53
Ridgecrest Wealth Partners
California
$403K
PP
54
Pearl Planning
Michigan
$382K
CG
55
Caprock Group
Idaho
$371K
Rockefeller Capital Management
56
Rockefeller Capital Management
New York
$364K
PGA
57
Portland Global Advisors
Maine
$339K
UBS Group
58
UBS Group
Switzerland
$335K
AQR Capital Management
59
AQR Capital Management
Connecticut
$312K
SMA
60
Sage Mountain Advisors
Georgia
$296K
SWM
61
Stark Wealth Management
Pennsylvania
$279K
KF
62
Krilogy Financial
Missouri
$271K
SDWMA
63
Schneider Downs Wealth Management Advisors
Pennsylvania
$239K
FG
64
Fairman Group
Pennsylvania
$185K
MEG
65
Millstone Evans Group
Colorado
$166K
MCM
66
MAI Capital Management
Ohio
$159K
WWM
67
Wolff Wiese Magana
California
$124K
FFA
68
Farther Finance Advisors
California
$94.6K
AF
69
Advisornet Financial
Minnesota
$92.6K
RF
70
Rossby Financial
Florida
$87.8K
LWMI
71
Legacy Wealth Management (Idaho)
Idaho
$86.6K
TRCT
72
Tower Research Capital (TRC)
New York
$80.8K
CIBC Private Wealth Group
73
CIBC Private Wealth Group
Georgia
$80.2K
CAL
74
Capital Analysts LLC
Pennsylvania
$80K
BBPWM
75
Blue Bell Private Wealth Management
Pennsylvania
$74K