TCW ETF Trust - ACLO
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| TCW GROUP INC | History | No change | 8,824,800 | 445,608 | 3.0% | 3.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 151,109 | 7,638 | 0.0% | 0.0% | 2 | +25,581 | 20.38% | Q3 2026 | Nov 09, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 101,993 | 5,155 | 0.04% | 0.04% | 3 | +793 | 0.78% | Q3 2026 | Oct 08, 2026 |
| SYON CAPITAL LLC | History | No change | 48,263 | 2,437 | 0.11% | 0.11% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | Added to | 41,147 | 2,080 | 0.0% | 0.0% | 5 | +7,155 | 21.05% | Q3 2026 | Nov 06, 2026 |
| BLUE JEAN FINANCIAL LLC | History | New | 34,964 | 1,767 | 1.09% | — | 6 | +34,964 | New | Q3 2026 | Oct 20, 2026 |
| CITADEL ADVISORS LLC | History | No change | 20,806 | 1,050 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | New | 8,805 | 445 | 0.01% | — | 8 | +8,805 | New | Q3 2026 | Nov 09, 2026 |
| NOTTINGHAM ADVISORS, INC. | History | No change | 7,680 | 386 | 0.05% | 0.05% | 9 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Equitable Holdings, Inc. | History | No change | 6,549 | 330 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Community Bank, N.A. | History | No change | 6,000 | 303 | 0.03% | 0.03% | 11 | 0 | 0.0% | Q3 2026 | Nov 06, 2026 |
| ROYAL BANK OF CANADA | History | No change | 4,486 | 227 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HRT FINANCIAL LP | History | No change | 4,237 | 213 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIFTH THIRD BANCORP | History | No change | 147 | 7 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| TRUIST FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -9,368 | -100.0% | Q3 2026 | Oct 30, 2026 |