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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
Fidelity Investments
76
Fidelity Investments
Massachusetts
$47.9K
National Bank of Canada
77
National Bank of Canada
Quebec, Canada
$40.1K
Russell Investments Group
78
Russell Investments Group
United Kingdom
$36K
AUB
79
Atlantic Union Bankshares
Virginia
$25.2K
HHGA
80
Halbert Hargrove Global Advisors
California
$18.6K
Northwestern Mutual Wealth Management
81
Northwestern Mutual Wealth Management
Wisconsin
$15.4K
MPW
82
MASECO Private Wealth
$14.5K
GA
83
GoalVest Advisory
New York
$10.8K
AssetMark Inc
84
AssetMark Inc
California
$10.6K
BA
85
Blueline Advisors
New Hampshire
$9.42K
RMC
86
Resources Management Corp
Connecticut
$9K
Carson Wealth (CWM LLC)
87
Carson Wealth (CWM LLC)
Nebraska
$8K
BWL
88
Bogart Wealth LLC
Virginia
$6.7K
RFP
89
Root Financial Partners
California
$6.2K
FCG
90
Financial Connections Group
California
$5K
US Bancorp
91
US Bancorp
Minnesota
$4.01K
ADL
92
Asset Dedication LLC
California
$482
GFA
93
Godfrey Financial Associates
New York
$481
DF
94
Dunhill Financial
United Kingdom
$401
Wells Fargo
95
Wells Fargo
California
$241
GSWM
96
Golden State Wealth Management
California
$81
AAP
97
Arax Advisory Partners
Colorado
BJL
98
Brighton Jones LLC
Washington
Susquehanna International Group
99
Susquehanna International Group
Pennsylvania
MG
100
Mather Group
Illinois