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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Integrated Wealth Concepts Llc | Buy | +56,243 | — | 56,243 | $6.92M | Q2 2026 | Sep 09, 2026 |
| Corient Private Wealth Llc | Buy | +930 | +7.0% | 14,284 | $1.76M | Q2 2026 | Aug 27, 2026 |
| Financial Insights, Inc. | Sell | -639 | -2.8% | 22,209 | $2.73M | Q2 2026 | Aug 25, 2026 |
| United Capital Financial Advisors, Llc | Buy | +11,343 | — | 11,343 | $1.39M | Q2 2026 | Aug 17, 2026 |
| Equitable Holdings, Inc. | Sell | -3,895 | -38.8% | 6,148 | $756.01K | Q2 2026 | Aug 17, 2026 |
| Bank Of America Corp | Buy | +160,070 | +176.8% | 250,629 | $30.82M | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Buy | +158,683 | +70.9% | 382,371 | $47.02M | Q2 2026 | Aug 14, 2026 |
| Jane Street Group, Llc | Sell | -150,550 | -96.5% | 5,461 | $671.49K | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +75,690 | +18.2% | 491,163 | $60.39M | Q2 2026 | Aug 14, 2026 |
| Old Mission Capital Llc | Buy | +40,244 | +1749.0% | 42,545 | $5.23M | Q2 2026 | Aug 14, 2026 |
| Wcg Wealth Advisors Llc | Sell | -24,427 | -6.7% | 339,471 | $41.74M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +15,689 | +536.7% | 18,612 | $2.29M | Q2 2026 | Aug 14, 2026 |
| &Partners | Buy | +14,125 | +204.2% | 21,043 | $2.59M | Q2 2026 | Aug 14, 2026 |
| Orion Porfolio Solutions, Llc | Sell | -13,650 | -51.6% | 12,814 | $1.58M | Q2 2026 | Aug 14, 2026 |
| Jones Financial Companies Lllp | Buy | +11,397 | — | 11,397 | $1.32M | Q2 2026 | Aug 14, 2026 |
| Hrt Financial Lp | Buy | +3,534 | +111.5% | 6,704 | $824.00K | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Buy | +1,131 | +16.9% | 7,805 | $960.00K | Q2 2026 | Aug 14, 2026 |
| Qube Research & Technologies Ltd | Sell | -856 | -12.7% | 5,881 | $723.13K | Q2 2026 | Aug 14, 2026 |
| Thrivent Financial For Lutherans | Sell | -558 | -0.7% | 82,890 | $10.19M | Q2 2026 | Aug 14, 2026 |
| Ifg Advisory, Llc | Buy | +390 | — | 390 | $47.96K | Q2 2026 | Aug 14, 2026 |
| Quantum Portfolio Management Llc | Buy | +30 | — | 30 | $3.69K | Q2 2026 | Aug 14, 2026 |
| Dynasty Wealth Management, Llc | Sell | -1,047,421 | -15.9% | 5,522,892 | $679.09M | Q2 2026 | Aug 13, 2026 |
| Morgan Stanley | Buy | +30,917 | +2119.1% | 32,376 | $3.98M | Q2 2026 | Aug 13, 2026 |
| Arete Wealth Advisors, Llc | Buy | +22,952 | — | 22,952 | $2.82M | Q2 2026 | Aug 13, 2026 |
| Tritonpoint Partners, Llc | Sell | -5,325 | -20.6% | 20,495 | $2.52M | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, Llc | Buy | +4,958 | +21.6% | 27,896 | $3.43M | Q2 2026 | Aug 13, 2026 |
| Mariner, Llc | Buy | +1,687 | +1.2% | 139,898 | $17.20M | Q2 2026 | Aug 13, 2026 |
| Sloy Dahl & Holst, Llc | Buy | +1,405 | +7.5% | 20,034 | $2.46M | Q2 2026 | Aug 13, 2026 |
| Ubs Group Ag | Buy | +1,330 | — | 1,330 | $163.54K | Q2 2026 | Aug 13, 2026 |
| O'Shaughnessy Asset Management, Llc | Buy | +1,216 | +36.8% | 4,522 | $556.02K | Q2 2026 | Aug 13, 2026 |
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.