TCW ETF Trust - AIFD
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | Added to | 194,642 | 10,789 | 0.0% | 0.0% | 1 | +150,889 | 344.87% | Q2 2026 | Aug 07, 2026 |
| TCW GROUP INC | History | Added to | 138,153 | 7,658 | 0.05% | 0.03% | 2 | +43,739 | 46.33% | Q2 2026 | Aug 03, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 97,715 | 5,416 | 0.0% | 0.0% | 3 | +73,069 | 296.47% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 71,660 | 3,972 | 0.0% | 0.0% | 4 | +3,673 | 5.4% | Q2 2026 | Jul 29, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 23,353 | 1,294 | 0.0% | 0.0% | 5 | +17,109 | 274.01% | Q2 2026 | Jul 28, 2026 |
| Global Retirement Partners, LLC | History | New | 21,641 | 1,199 | 0.02% | — | 6 | +21,641 | New | Q2 2026 | Aug 06, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 19,300 | 1,069 | 0.0% | 0.0% | 7 | +2,607 | 15.62% | Q2 2026 | Sep 23, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 16,936 | 939 | 0.0% | 0.0% | 8 | +6,057 | 55.68% | Q2 2026 | Jul 27, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 15,687 | 869 | 0.0% | 0.0% | 9 | -12,713 | -44.76% | Q2 2026 | Aug 14, 2026 |
| Lido Advisors, LLC | History | New | 14,413 | 798 | 0.0% | — | 10 | +14,413 | New | Q2 2026 | Aug 07, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Added to | 13,536 | 750 | 0.01% | 0.0% | 11 | +7,306 | 117.27% | Q2 2026 | Jul 22, 2026 |
| KPP Advisory Services LLC | History | New | 12,421 | 688 | 0.09% | — | 12 | +12,421 | New | Q2 2026 | Jul 24, 2026 |
| Sigma Planning Corp | History | Reduced | 12,388 | 686 | 0.02% | 0.01% | 13 | -940 | -7.05% | Q2 2026 | Aug 07, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 10,434 | 578 | 0.0% | 0.0% | 14 | +3,350 | 47.29% | Q2 2026 | Aug 14, 2026 |
| Mutual Advisors, LLC | History | Reduced | 10,020 | 555 | 0.01% | 0.01% | 15 | -150 | -1.47% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | Added to | 9,920 | 549 | 0.0% | 0.0% | 16 | +95 | 0.97% | Q2 2026 | Aug 05, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 9,805 | 543 | 0.0% | 0.0% | 17 | +2,909 | 42.18% | Q2 2026 | Sep 02, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 9,268 | 513 | 0.0% | 0.0% | 18 | +2,027 | 27.99% | Q2 2026 | Aug 07, 2026 |
| GK Wealth Management LLC | History | New | 7,884 | 437 | 0.23% | — | 19 | +7,884 | New | Q2 2026 | Jul 07, 2026 |
| Corient Private Wealth LP | History | No change | 7,000 | 388 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 5,905 | 327 | 0.01% | 0.01% | 21 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Revisor Wealth Management LLC | History | New | 5,558 | 308 | 0.07% | — | 22 | +5,558 | New | Q2 2026 | Jul 21, 2026 |
| Cyndeo Wealth Partners, LLC | History | New | 4,341 | 240 | 0.01% | — | 23 | +4,341 | New | Q2 2026 | Jul 21, 2026 |
| Belvedere Trading LLC | History | New | 3,915 | 217 | 0.0% | — | 24 | +3,915 | New | Q2 2026 | Jul 31, 2026 |
| FMR LLC | History | Added to | 848 | 47 | 0.0% | 0.0% | 25 | +125 | 17.29% | Q2 2026 | Aug 13, 2026 |
| Sunbelt Securities, Inc. | History | No change | 1,169 | 45 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | No change | 733 | 40 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 606 | 33 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Larson Financial Group LLC | History | No change | 307 | 17 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | New | 219 | 11 | 0.0% | — | 30 | +219 | New | Q2 2026 | Aug 12, 2026 |
| UBS Group AG | History | New | 170 | 9 | 0.0% | — | 31 | +170 | New | Q2 2026 | Aug 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | New | 135 | 7 | 0.0% | — | 32 | +135 | New | Q2 2026 | Aug 13, 2026 |
| Front Row Advisors LLC | History | New | 109 | 5 | 0.0% | — | 33 | +109 | New | Q2 2026 | Aug 13, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -39,695 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Allworth Financial LP | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q2 2026 | Aug 11, 2026 |
| Destiny Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q2 2026 | Aug 07, 2026 |