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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
Royal Bank of Canada
76
Royal Bank of Canada
Ontario, Canada
$56K
SWM
77
SHP Wealth Management
Massachusetts
$51.8K
Fidelity Investments
78
Fidelity Investments
Massachusetts
$47.9K
National Bank of Canada
79
National Bank of Canada
Quebec, Canada
$40.1K
Russell Investments Group
80
Russell Investments Group
United Kingdom
$36K
AUB
81
Atlantic Union Bankshares
Virginia
$25.2K
HHGA
82
Halbert Hargrove Global Advisors
California
$18.6K
Northwestern Mutual Wealth Management
83
Northwestern Mutual Wealth Management
Wisconsin
$15.4K
MPW
84
MASECO Private Wealth
$14.5K
GA
85
GoalVest Advisory
New York
$10.8K
AssetMark Inc
86
AssetMark Inc
California
$10.6K
BA
87
Blueline Advisors
New Hampshire
$9.42K
RMC
88
Resources Management Corp
Connecticut
$9K
Carson Wealth (CWM LLC)
89
Carson Wealth (CWM LLC)
Nebraska
$8K
BWL
90
Bogart Wealth LLC
Virginia
$6.7K
RFP
91
Root Financial Partners
California
$6.2K
FCG
92
Financial Connections Group
California
$5K
US Bancorp
93
US Bancorp
Minnesota
$4.01K
ADL
94
Asset Dedication LLC
California
$482
GFA
95
Godfrey Financial Associates
New York
$481
DF
96
Dunhill Financial
United Kingdom
$401
Wells Fargo
97
Wells Fargo
California
$241
GSWM
98
Golden State Wealth Management
California
$81
AAP
99
Arax Advisory Partners
Colorado
BJL
100
Brighton Jones LLC
Washington