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TCW Transform 500 ETF

111 hedge funds and large institutions have $653M 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, 21 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
111
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
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

Top Sellers

1 -$14.3M
2 -$2.9M
3 -$2.61M
4
EI
Ethic Inc
New York
-$1.53M
5
PWA
Phoenix Wealth Advisors
North Carolina
-$1.31M
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
76
MAI Capital Management
Ohio
$154K
MEG
77
Millstone Evans Group
Colorado
$148K
TRCT
78
Tower Research Capital (TRC)
New York
$124K
WWM
79
Wolff Wiese Magana
California
$118K
AF
80
Advisornet Financial
Minnesota
$108K
FFA
81
Farther Finance Advisors
California
$90.8K
LWMI
82
Legacy Wealth Management (Idaho)
Idaho
$87K
CAL
83
Capital Analysts LLC
Pennsylvania
$77K
BBPWM
84
Blue Bell Private Wealth Management
Pennsylvania
$70.4K
Fidelity Investments
85
Fidelity Investments
Massachusetts
$64.8K
Northwestern Mutual Wealth Management
86
Northwestern Mutual Wealth Management
Wisconsin
$62.9K
SWM
87
SHP Wealth Management
Massachusetts
$49.3K
National Bank of Canada
88
National Bank of Canada
Quebec, Canada
$38.2K
Russell Investments Group
89
Russell Investments Group
United Kingdom
$33.4K
NF
90
Napier Financial
Massachusetts
$32K
AUB
91
Atlantic Union Bankshares
Virginia
$24K
VAI
92
Vanguard Advisers Inc
Pennsylvania
$18.2K
HHGA
93
Halbert Hargrove Global Advisors
California
$17.7K
MG
94
Mather Group
Illinois
$15.3K
MPW
95
MASECO Private Wealth
$13.8K
GA
96
GoalVest Advisory
New York
$10.3K
AssetMark Inc
97
AssetMark Inc
California
$10.1K
Carson Wealth (CWM LLC)
98
Carson Wealth (CWM LLC)
Nebraska
$9.61K
BA
99
Blueline Advisors
New Hampshire
$8.96K
RFP
100
Root Financial Partners
California
$8.87K