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TCW Transform 500 ETF

108 hedge funds and large institutions have $648M 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
108
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
TRCT
76
Tower Research Capital (TRC)
New York
$124K
WWM
77
Wolff Wiese Magana
California
$118K
AF
78
Advisornet Financial
Minnesota
$108K
FFA
79
Farther Finance Advisors
California
$90.8K
LWMI
80
Legacy Wealth Management (Idaho)
Idaho
$87K
CAL
81
Capital Analysts LLC
Pennsylvania
$77K
BBPWM
82
Blue Bell Private Wealth Management
Pennsylvania
$70.4K
Fidelity Investments
83
Fidelity Investments
Massachusetts
$64.8K
Northwestern Mutual Wealth Management
84
Northwestern Mutual Wealth Management
Wisconsin
$62.9K
SWM
85
SHP Wealth Management
Massachusetts
$49.3K
National Bank of Canada
86
National Bank of Canada
Quebec, Canada
$38.2K
Russell Investments Group
87
Russell Investments Group
United Kingdom
$33.4K
NF
88
Napier Financial
Massachusetts
$32K
AUB
89
Atlantic Union Bankshares
Virginia
$24K
VAI
90
Vanguard Advisers Inc
Pennsylvania
$18.2K
HHGA
91
Halbert Hargrove Global Advisors
California
$17.7K
MG
92
Mather Group
Illinois
$15.3K
MPW
93
MASECO Private Wealth
$13.8K
GA
94
GoalVest Advisory
New York
$10.3K
AssetMark Inc
95
AssetMark Inc
California
$10.1K
Carson Wealth (CWM LLC)
96
Carson Wealth (CWM LLC)
Nebraska
$9.61K
BA
97
Blueline Advisors
New Hampshire
$8.96K
RFP
98
Root Financial Partners
California
$8.87K
BWL
99
Bogart Wealth LLC
Virginia
$6.39K
FCG
100
Financial Connections Group
California
$5K