Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
-
Equity / TRANSFORM SYSTEM
-
Total 13F shares
-
9,345,986
-
Share change
-
-442,809
-
Total reported value
-
$793,107,800
-
Price per share
-
$90.17
-
Number of holders
-
68
-
Value change
-
-$779,534
-
Number of buys
-
43
-
Number of sells
-
21
Institutional Holders of TCW ETF TRUST - TRANSFORM SYSTEM (PWRD) as of Q2 2025
As of 30 Jun 2025,
TCW ETF TRUST - TRANSFORM SYSTEM (PWRD) was held by
68 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
9,345,986 shares.
The largest 10 holders included
JPMORGAN CHASE & CO, Dynasty Wealth Management, LLC, SAGESPRING WEALTH PARTNERS, LLC, Vestmark Advisory Solutions, Inc., WCG Wealth Advisors LLC, UNIQUE WEALTH, LLC, ASPIRIANT, LLC, LPL Financial LLC, Procyon Advisors, LLC, and WJ Wealth Management, LLC.
This page lists
68
institutional shareholders reporting positions in this security
for the Q2 2025 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.