VOTE icon

TCW Transform 500 ETF

110 hedge funds and large institutions have $649M invested in TCW Transform 500 ETF in 2026 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 43 increasing their positions, 20 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
110
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

Top Buyers

1 +$34.5M
2 +$12.8M
3 +$7.05M
4
GWP
Gateway Wealth Partners
Wisconsin
+$4.09M
5
Betterment LLC
Betterment LLC
New York
+$3.42M
Name Holding Trade Value Shares
Change
Change in
Stake
MEG
76
Millstone Evans Group
Colorado
$148K
TRCT
77
Tower Research Capital (TRC)
New York
$124K
WWM
78
Wolff Wiese Magana
California
$118K
AF
79
Advisornet Financial
Minnesota
$108K
FFA
80
Farther Finance Advisors
California
$90.8K
LWMI
81
Legacy Wealth Management (Idaho)
Idaho
$87K
CAL
82
Capital Analysts LLC
Pennsylvania
$77K
BBPWM
83
Blue Bell Private Wealth Management
Pennsylvania
$70.4K
Fidelity Investments
84
Fidelity Investments
Massachusetts
$64.8K
Northwestern Mutual Wealth Management
85
Northwestern Mutual Wealth Management
Wisconsin
$62.9K
SWM
86
SHP Wealth Management
Massachusetts
$49.3K
National Bank of Canada
87
National Bank of Canada
Quebec, Canada
$38.2K
Russell Investments Group
88
Russell Investments Group
United Kingdom
$33.4K
NF
89
Napier Financial
Massachusetts
$32K
AUB
90
Atlantic Union Bankshares
Virginia
$24K
VAI
91
Vanguard Advisers Inc
Pennsylvania
$18.2K
HHGA
92
Halbert Hargrove Global Advisors
California
$17.7K
MG
93
Mather Group
Illinois
$15.3K
MPW
94
MASECO Private Wealth
$13.8K
GA
95
GoalVest Advisory
New York
$10.3K
AssetMark Inc
96
AssetMark Inc
California
$10.1K
Carson Wealth (CWM LLC)
97
Carson Wealth (CWM LLC)
Nebraska
$9.61K
BA
98
Blueline Advisors
New Hampshire
$8.96K
RFP
99
Root Financial Partners
California
$8.87K
BWL
100
Bogart Wealth LLC
Virginia
$6.39K