TCW ETF TRUST (AIFD)
Institutional ownership reported to the SEC as of Q2 2026, across 9 quarters.
32
Reporting holders
$40.5M
Reported value
0.0%
Held as options
+8
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| LPL Financial LLC | $10.8M | 194,642 | 0.00% | 4q | +344.9%+$8.4M |
| TCW GROUP INC | $7.7M | 138,153 | 0.05% | 9q | +46.3%+$2.4M |
| RAYMOND JAMES FINANCIAL INC | $5.4M | 97,715 | 0.00% | 5q | +296.5%+$4.1M |
| COMMONWEALTH EQUITY SERVICES, LLC | $4.0M | 71,660 | 0.00% | 9q | +5.4%+$203.6K |
| TRUIST FINANCIAL CORP | $1.3M | 23,353 | 0.00% | 2q | +274.0%+$948.4K |
| Global Retirement Partners, LLC | $1.2M | 21,641 | 0.02% | 3q | +12.2%+$130.6K |
| ENVESTNET ASSET MANAGEMENT INC | $1.1M | 19,300 | 0.00% | 9q | +15.6%+$144.5K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $869.6K | 15,687 | 0.00% | 2q | -44.8%-$704.7K |
| Lido Advisors, LLC | $798.9K | 14,413 | 0.00% | new | NEW |
| Corient Private Wealth LP | $776.0K | 14,000 | 0.00% | 6q | +100.0%+$388.0K |
| Mesirow Financial Investment Management, Inc. | $750.3K | 13,536 | 0.01% | 2q | +117.3%+$405.0K |
| KPP Advisory Services LLC | $688.5K | 12,421 | 0.09% | new | NEW |
| Sigma Planning Corp | $686.7K | 12,388 | 0.02% | 9q | -7.1%-$52.1K |
| OSAIC HOLDINGS, INC. | $578.3K | 10,434 | 0.00% | 9q | +47.3%+$185.7K |
| Mutual Advisors, LLC | $555.4K | 10,020 | 0.01% | 5q | -1.5%-$8.3K |
| HighTower Advisors, LLC | $549.9K | 9,920 | 0.00% | 7q | +1.0%+$5.3K |
| CITADEL ADVISORS LLC | $543.5K | 9,805 | 0.00% | 3q | +42.2%+$161.3K |
| MML INVESTORS SERVICES, LLC | $513.7K | 9,268 | 0.00% | 2q | +28.0%+$112.4K |
| GK Wealth Management LLC | $437.0K | 7,884 | 0.23% | new | NEW |
| J.W. COLE ADVISORS, INC. | $327.3K | 5,905 | 0.01% | 4q | HELD |
| Revisor Wealth Management LLC | $308.1K | 5,558 | 0.07% | new | NEW |
| Cyndeo Wealth Partners, LLC | $240.6K | 4,341 | 0.01% | new | NEW |
| Belvedere Trading LLC | $217.0K | 3,715 | 0.00% | new | NEW |
| MERCER GLOBAL ADVISORS INC /ADV | $52.5K | 947 | 0.00% | new | NEW |
| FMR LLC | $47.0K | 848 | 0.00% | 8q | +17.3%+$6.9K |
| MORGAN STANLEY | $40.6K | 733 | 0.00% | 6q | HELD |
| HARBOUR INVESTMENTS, INC. | $33.6K | 606 | 0.00% | 4q | HELD |
| Larson Financial Group LLC | $17.0K | 307 | 0.00% | 3q | HELD |
| JPMORGAN CHASE & CO | $11.7K | 219 | 0.00% | new | NEW |
| UBS Group AG | $9.4K | 170 | 0.00% | new | NEW |
| Federation des caisses Desjardins du Quebec | $7.5K | 135 | 0.00% | new | NEW |
| Front Row Advisors LLC | $5.7K | 109 | 0.00% | new | NEW |
| Cambridge Investment Research Advisors, Inc. | $1.9K | 33,872 | 0.00% | 5q | +211.4%+$1.3K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 32 | $40.5M | 729,833 | 11 | 14 | 3 | 0.0% |
| Q1 2026 | 24 | $15.4M | 399,249 | 6 | 3 | 7 | 0.0% |
| Q4 2025 | 23 | $10.6M | 282,241 | 6 | 10 | 2 | 0.0% |
| Q3 2025 | 17 | $6.4M | 180,787 | 5 | 4 | 3 | 0.0% |
| Q2 2025 | 19 | $8.3M | 270,051 | 6 | 3 | 8 | 0.0% |
| Q1 2025 | 16 | $4.1M | 172,754 | 5 | 3 | 5 | 0.0% |
| Q4 2024 | 14 | $5.4M | 183,360 | 5 | 5 | 2 | 0.0% |
| Q3 2024 | 11 | $3.8M | 140,659 | 1 | 1 | 4 | 0.0% |
| Q2 2024 | 12 | $6.4M | 230,252 | 12 | 0 | 0 | 0.0% |