TCW TRANSFORM SYSTEMS ETF (NETZ) Institutional Ownership Changes & 13F Activity

TCW TRANSFORM SYSTEMS ETF (NETZ). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Dynasty Wealth Management, Llc, Bank Of America Corp, Wells Fargo & Company/Mn, Jane Street Group, Llc, and Raymond James Financial Inc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Integrated Wealth Concepts LlcBuy+56,24356,243$6.92MQ2 2026Sep 09, 2026
Corient Private Wealth LlcBuy+930+7.0%14,284$1.76MQ2 2026Aug 27, 2026
Financial Insights, Inc.Sell-639-2.8%22,209$2.73MQ2 2026Aug 25, 2026
United Capital Financial Advisors, LlcBuy+11,34311,343$1.39MQ2 2026Aug 17, 2026
Equitable Holdings, Inc.Sell-3,895-38.8%6,148$756.01KQ2 2026Aug 17, 2026
Bank Of America CorpBuy+160,070+176.8%250,629$30.82MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+158,683+70.9%382,371$47.02MQ2 2026Aug 14, 2026
Jane Street Group, LlcSell-150,550-96.5%5,461$671.49KQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+75,690+18.2%491,163$60.39MQ2 2026Aug 14, 2026
Old Mission Capital LlcBuy+40,244+1749.0%42,545$5.23MQ2 2026Aug 14, 2026
Wcg Wealth Advisors LlcSell-24,427-6.7%339,471$41.74MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+15,689+536.7%18,612$2.29MQ2 2026Aug 14, 2026
&PartnersBuy+14,125+204.2%21,043$2.59MQ2 2026Aug 14, 2026
Orion Porfolio Solutions, LlcSell-13,650-51.6%12,814$1.58MQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+11,39711,397$1.32MQ2 2026Aug 14, 2026
Hrt Financial LpBuy+3,534+111.5%6,704$824.00KQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+1,131+16.9%7,805$960.00KQ2 2026Aug 14, 2026
Qube Research & Technologies LtdSell-856-12.7%5,881$723.13KQ2 2026Aug 14, 2026
Thrivent Financial For LutheransSell-558-0.7%82,890$10.19MQ2 2026Aug 14, 2026
Ifg Advisory, LlcBuy+390390$47.96KQ2 2026Aug 14, 2026
Quantum Portfolio Management LlcBuy+3030$3.69KQ2 2026Aug 14, 2026
Dynasty Wealth Management, LlcSell-1,047,421-15.9%5,522,892$679.09MQ2 2026Aug 13, 2026
Morgan StanleyBuy+30,917+2119.1%32,376$3.98MQ2 2026Aug 13, 2026
Arete Wealth Advisors, LlcBuy+22,95222,952$2.82MQ2 2026Aug 13, 2026
Tritonpoint Partners, LlcSell-5,325-20.6%20,495$2.52MQ2 2026Aug 13, 2026
Steward Partners Investment Advisory, LlcBuy+4,958+21.6%27,896$3.43MQ2 2026Aug 13, 2026
Mariner, LlcBuy+1,687+1.2%139,898$17.20MQ2 2026Aug 13, 2026
Sloy Dahl & Holst, LlcBuy+1,405+7.5%20,034$2.46MQ2 2026Aug 13, 2026
Ubs Group AgBuy+1,3301,330$163.54KQ2 2026Aug 13, 2026
O'Shaughnessy Asset Management, LlcBuy+1,216+36.8%4,522$556.02KQ2 2026Aug 13, 2026
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Frequently asked questions about NETZ activity

  • Which institutional owners are buying NETZ?

    Institutional owners buying NETZ include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in NETZ activity?

    "Buy" means an investor increased their reported position in NETZ compared to the prior reporting period. This reflects growing exposure to TCW TRANSFORM SYSTEMS ETF (NETZ) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in NETZ increasing?

    Institutional interest in NETZ can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.