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TCW Transform 500 ETF

85 hedge funds and large institutions have $502M invested in TCW Transform 500 ETF in 2025 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 37 increasing their positions, 14 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
85
Holders Change
+2
Holders Change %
+2.41%
% of All Funds
1.14%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
12
Increased
37
Reduced
14
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Betterment LLC
1
Betterment LLC
New York
$111M +$14.6M +200,030 +15%
AIA
2
Angeles Investment Advisors
California
$76.7M +$14M +192,625 +22%
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$73.9M +$12.6M +172,686 +20%
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$42.1M -$606K -8,326 -1%
Goldman Sachs
5
Goldman Sachs
New York
$29.2M +$1.86M +25,531 +7%
EI
6
Ethic Inc
New York
$20.2M +$5.9M +81,537 +41%
LGWM
7
Litman Gregory Wealth Management
California
$13.8M -$540K -7,428 -4%
DWT
8
Dorsey & Whitney Trust
South Dakota
$13.5M +$171K +2,350 +1%
Bank of America
9
Bank of America
North Carolina
$12.2M -$980K -13,474 -7%
BCI
10
Brinker Capital Investments
Pennsylvania
$9.96M +$4.47M +61,480 +82%
MA
11
Mutual Advisors
Nebraska
$9.32M -$217K -2,898 -2%
Morgan Stanley
12
Morgan Stanley
New York
$8.41M +$7.28M +100,051 +644%
Pathstone Holdings
13
Pathstone Holdings
New Jersey
$8.25M
AL
14
Aspiriant LLC
California
$7.44M +$633K +8,704 +9%
VAF
15
Values Added Financial
District of Columbia
$7.23M +$64.2K +882 +0.9%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$5.44M +$61.2K +841 +1%
FI
17
Financial Insights
Washington
$5.23M -$2.49M -34,181 -32%
TWM
18
Tolleson Wealth Management
Texas
$4.85M
AIFS
19
A&I Financial Services
Colorado
$3.15M +$143K +1,960 +5%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$3M -$66.8K -918 -2%
GWP
21
Gateway Wealth Partners
Wisconsin
$2.47M +$2.47M +33,955 New
PWA
22
Phoenix Wealth Advisors
North Carolina
$2.47M -$1.96M -26,888 -44%
MGIA
23
Moneta Group Investment Advisors
Missouri
$2.31M -$2.15M -12,718 -48%
BP
24
Ballentine Partners
Massachusetts
$2.15M
PSA
25
Plum Street Advisors
Louisiana
$1.81M +$25.4K +349 +1%