Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in TCW ETF Trust - TCW Transform Systems ETF includono Storen Legacy Partners, LLC, Arete Wealth Advisors, LLC, Cardinal Point Capital Management, ULC, Mather Group, Llc., Equitable Holdings, Inc., Qube Research & Technologies Ltd, Citadel Advisors Llc, Quadrature Capital Ltd, Lindenwold Advisors, Citadel Advisors Llc, Truist Financial Corp, O'shaughnessy Asset Management, Llc, Hrt Financial Lp, Goldman Sachs Group Inc, Fusion Capital, LLC, Old Mission Capital Llc, Oppenheimer & Co Inc, Signature Estate & Investment Advisors Llc, Litman Gregory Asset Management LLC, e IFP Advisors, Inc .
Questa pagina mostra i cambiamenti nella struttura proprietaria elencando le istituzioni, i fondi e i principali azionisti che hanno aumentato le loro partecipazioni o aperto nuove posizioni nell'ultimo periodo di riferimento. Le righe verdi indicano le nuove posizioni. Fai clic sull'icona del link per visualizzare la cronologia completa delle transazioni.
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| Data di deposito | Fonte | Investitore | Tipo | Prezzo medio (Stima) |
Azioni | Δ Azioni (%) |
Valore dichiarato ($ 1000) |
Δ Valore (%) |
Allocazione del portafoglio (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-21 | 13F | Unique Wealth, Llc | 172.606 | 3,16 | 16.875 | 4,88 | ||||
| 2026-05-13 | 13F | Visionary Wealth Advisors | 10.206 | 8,54 | 998 | 10,29 | ||||
| 2026-05-18 | 13F | Cassady Wealth & Retirement Planning, LLC | 32.335 | 34,37 | 3.648 | 57,72 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 6.918 | 39,96 | 718 | 50,95 | ||||
| 2026-04-24 | 13F | KPP Advisory Services LLC | 30.821 | 183,93 | 3.013 | 188,88 | ||||
| 2026-04-28 | 13F | WJ Wealth Management, LLC | 72.463 | 1,92 | 7.084 | 3,63 | ||||
| 2026-04-27 | 13F | Trademark Financial Management, LLC | 8.478 | 2,07 | 829 | 3,76 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Put | 6.600 | 645 | |||||
| 2026-05-19 | 13F | Financial Insights, Inc. | 22.848 | 4,03 | 2.234 | 5,78 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 5.596 | 547 | ||||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 3.306 | 323 | ||||||
| 2026-05-14 | 13F | Hrt Financial Lp | 3.170 | 0 | ||||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 7.318 | 12,90 | 1 | |||||
| 2026-04-22 | 13F | Storen Legacy Partners, LLC | 88.819 | 8.683 | ||||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 3.419.913 | 12,88 | 321.398 | 10,32 | ||||
| 2026-05-20 | 13F/A | Arete Wealth Advisors, LLC | 22.853 | 2.231 | ||||||
| 2026-05-14 | 13F | Sloy Dahl & Holst, LLC | 18.629 | 7,09 | 1.821 | 8,91 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 4.516 | 21,82 | 0 | |||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 213 | 21 | ||||||
| 2026-04-27 | 13F | Tsfg, Llc | 20.998 | 2,04 | 2 | 100,00 | ||||
| 2026-05-14 | 13F | Venture Visionary Partners LLC | 82.154 | 0,60 | 8.032 | 1,86 | ||||
| 2026-05-12 | 13F | WCG Wealth Advisors LLC | 363.898 | 1,13 | 35.577 | 2,82 | ||||
| 2026-05-06 | 13F | WealthTrust Asset Management, LLC | 2.361 | 5,45 | 231 | 6,98 | ||||
| 2026-04-28 | 13F | PUREfi Wealth, LLC | 11.157 | 30,71 | 1.091 | 32,93 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 5.722 | 98,68 | 559 | 102,54 | ||||
| 2026-04-15 | 13F | DecisionMap Wealth Management, LLC | 18.308 | 29,53 | 1.790 | 31,64 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 10.043 | 982 | ||||||
| 2026-05-15 | 13F | Quadrature Capital Ltd | 6.247 | 611 | ||||||
| 2026-05-01 | 13F | Smart Portfolios, LLC | 27.966 | 2,18 | 2.734 | 3,91 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 223.688 | 447.276,00 | 21.869 | 546.625,00 | ||||
| 2026-05-14 | 13F | Bridgewealth Advisory Group, LLC | 31.077 | 58,57 | 3.038 | 61,25 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 156.011 | 984,39 | 15.253 | 1.002,82 | ||||
| 2026-04-13 | 13F | Cyndeo Wealth Partners, LLC | 50.975 | 2,17 | 4.984 | 3,88 | ||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 2.073 | 203 | ||||||
| 2026-04-17 | 13F | Capital Wealth Management, Llc | 15.143 | 10,64 | 1.480 | 12,46 | ||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 1.530 | 33,98 | 150 | 36,70 | ||||
| 2025-12-16 | 13F | Lindenwold Advisors | 5.756 | 562 | ||||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 1 | 0 | ||||||
| 2026-02-12 | 13F | Litman Gregory Asset Management LLC | 253 | 24 | ||||||
| 2026-04-30 | 13F | Millstone Evans Group, LLC | 12.162 | 11,69 | 1.189 | 13,56 | ||||
| 2026-04-24 | 13F | Bellevue Asset Management, Llc | 21.672 | 1,59 | 2.119 | 3,37 | ||||
| 2026-05-04 | 13F | Procyon Private Wealth Partners, LLC | 135.106 | 13,90 | 13.209 | 15,80 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 22.938 | 15,20 | 2.243 | 17,14 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 138.211 | 11,45 | 13.512 | 13,32 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 2.612 | 0,42 | 255 | 2,00 | ||||
| 2026-05-14 | 13F | Dynasty Wealth Management, Llc | 6.570.313 | 23,90 | 642.353 | 25,97 | ||||
| 2026-05-11 | 13F | Adapt Wealth Advisors, Llc | 57.226 | 2,05 | 5.595 | 3,75 | ||||
| 2026-05-11 | 13F | SCS Capital Management LLC | 3.161 | 2,86 | 309 | 4,75 | ||||
| 2026-05-14 | 13F | Gts Securities Llc | 4.146 | 405 | ||||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 27.471 | 467,11 | 2.686 | 477,42 | ||||
| 2026-05-11 | 13F | OpenArc Corporate Advisory, LLC | 2.333.156 | 39,67 | 228.103 | 42,01 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 2.077 | 203 | ||||||
| 2026-04-28 | 13F | Golden State Equity Partners | 9.500 | 12,43 | 929 | 14,29 | ||||
| 2026-04-28 | 13F | TritonPoint Partners, LLC | 25.820 | 92,04 | 2.524 | 95,36 | ||||
| 2026-05-07 | 13F | Dakota Wealth Management | 18.395 | 42,56 | 1.798 | 45,00 | ||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 13.914 | 10,95 | 1.360 | 11,02 | ||||
| 2026-05-07 | 13F | Principle Wealth Partners Llc | 82.829 | 72,64 | 8.098 | 75,53 | ||||
| 2026-05-15 | 13F | Old Mission Capital Llc | 2.301 | 225 | ||||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 9.065 | 47,28 | 886 | 49,92 | ||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 6.737 | 659 | ||||||
| 2026-04-20 | 13F | Fairvoy Private Wealth, LLC | 10.471 | 4,77 | 1.024 | 6,56 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 47.625 | 155,59 | 4.656 | 159,97 | ||||
| 2026-05-12 | 13F | Aspiriant, Llc | 160.006 | 8,79 | 15.643 | 10,61 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 463.190 | 38,09 | 45.284 | 40,40 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 1.459 | 40,02 | 143 | 42,00 | ||||
| 2026-05-15 | 13F | Quadcap Wealth Management, LLC | 95.352 | 10,59 | 9.322 | 12,34 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 10.557 | 1.032 | ||||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 415.473 | 63,06 | 40.619 | 65,79 | ||||
| 2026-05-12 | 13F | Portside Wealth Group, LLC | 14.411 | 10,38 | 1.409 | 12,19 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 15 | 1 | ||||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 808 | 79 | ||||||
| 2026-04-27 | 13F | Truist Financial Corp | 4.086 | 399 | ||||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 163.032 | 3.190,25 | 15.939 | 3.248,32 | ||||
| 2026-04-22 | 13F | Traveka Wealth, LLC | 7.876 | 14,58 | 770 | 16,67 | ||||
| 2026-05-13 | 13F | Fusion Capital, LLC | 2.638 | 258 | ||||||
| 2026-04-20 | 13F | Cardinal Point Capital Management, ULC | 20.209 | 1.976 | ||||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 29.298 | 305,85 | 2.817 | |||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 2.692 | 263 | ||||||
| 2026-05-15 | 13F | 3EDGE Asset Management, LP | 28.223 | 22,17 | 2.759 | 24,22 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 2.923 | 23,59 | 286 | 25,55 | ||||
| 2026-05-14 | 13F | Tcw Group Inc | 39.226 | 36,10 | 3.835 | 38,36 | ||||
| 2026-04-16 | 13F | Quotient Wealth Partners, LLC | 933.031 | 41,03 | 91.219 | 43,39 | ||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 83.448 | 3,22 | 8 | 14,29 | ||||
| 2026-05-14 | 13F | Financial Network Wealth Advisors LLC | 179 | 70,48 | 18 | 70,00 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 90.559 | 153,79 | 8.854 | 158,03 |
