GRW Institutional Ownership & Shareholders
TCW COMPOUNDERS ETF (GRW) is currently held by 26 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $27.92M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Townsend & Associates, Inc is currently the largest disclosed institutional shareholder of GRW tracked by InsiderSet, reporting ownership valued at approximately $17.45M in its September 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $17.24M, representing an estimated loss of -1.20% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 92% of the total disclosed GRW value among the investors covered in this analysis. Major shareholders include Townsend & Associates, Inc, Ubs Group Ag, Morgan Stanley, and several other long-term asset managers with concentrated positions in TCW COMPOUNDERS ETF (GRW).
This page ranks the largest institutional GRW shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
26
Total Reported Value
$27.92M
Largest Holder
Townsend & Associates, Inc
Largest Position
$17.45M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
40
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Townsend & Associates, Inc | 1.47% | 561,531 | $17,446,718 | $17,237,991 | -$208,727 | -1.20% | |
| Ubs Group Ag | 0.00% | 54,254 | $1,748,498 | $1,665,500 | -$82,998 | -4.75% | |
| Morgan Stanley | 0.00% | 42,357 | $1,365,090 | $1,300,284 | -$64,806 | -4.75% | |
| Lpl Financial Llc | 0.00% | 42,006 | $1,353,763 | $1,289,509 | -$64,254 | -4.75% | |
| Manchester Financial Inc | 0.16% | 29,601 | $913,626 | $908,697 | -$4,929 | -0.54% | |
| Angeles Wealth Management, Llc | 0.04% | 28,350 | $875,014 | $870,294 | -$4,720 | -0.54% | |
| Susquehanna International Group, Llp | 0.00% | 19,885 | $640,858 | $610,434 | -$30,424 | -4.75% | |
| Citadel Advisors Llc | 0.00% | 14,536 | $468,469 | $446,229 | -$22,240 | -4.75% | |
| Mercer Global Advisors Inc | 0.00% | 14,129 | $455,339 | $433,735 | -$21,604 | -4.74% | |
| Cooper Financial Group | 0.03% | 13,892 | $428,786 | $426,459 | -$2,327 | -0.54% | |
| Bank Of America Corp | 0.00% | 13,060 | $420,898 | $400,918 | -$19,980 | -4.75% | |
| Sit Investment Associates Inc | 0.01% | 9,600 | $309,000 | $294,703 | -$14,297 | -4.63% | |
| Cetera Investment Advisers | 0.00% | 8,994 | $289,860 | $276,100 | -$13,760 | -4.75% | |
| Ciovacco Capital Management Llc | 0.12% | 8,530 | $275,007 | $261,856 | -$13,151 | -4.78% | |
| Ep Wealth Advisors, Llc | 0.00% | 6,324 | $203,817 | $194,135 | -$9,682 | -4.75% | |
| Morgan Dempsey Capital Management Llc | 0.08% | 5,464 | $176,095 | $167,735 | -$8,360 | -4.75% | |
| Fmr Llc | 0.00% | 4,512 | $145,409 | $138,510 | -$6,899 | -4.74% | |
| Osaic Holdings, Inc. | 0.00% | 3,557 | $114,793 | $109,193 | -$5,600 | -4.88% | |
| Archer Investment Corp | 0.02% | 2,912 | $93,849 | $89,393 | -$4,456 | -4.75% | |
| Sachetta, Llc | 0.04% | 2,577 | $83,053 | $79,109 | -$3,944 | -4.75% | |
| Fifth Third Bancorp | 0.00% | 1,146 | $36,934 | $35,180 | -$1,754 | -4.75% | |
| Royal Bank Of Canada | 0.00% | 1,087 | $35,000 | $33,369 | -$1,631 | -4.66% | |
| Larson Financial Group Llc | 0.00% | 1,005 | $32,389 | $30,852 | -$1,537 | -4.75% | |
| Harbour Investments, Inc. | 0.00% | 278 | $8,959 | $8,534 | -$425 | -4.74% | |
| Pnc Financial Services Group, Inc. | 0.00% | 17 | $548 | $522 | -$26 | -4.77% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 14,260 | $460 | $437,756 | +$437,296 | +95064.42% |
Frequently asked questions about GRW
Who are the largest institutional holders of GRW?
The largest institutional holders of GRW reported in the latest SEC Form 13F filings include Townsend & Associates, Inc, Ubs Group Ag, Morgan Stanley, Lpl Financial Llc, and Manchester Financial Inc. InsiderSet ranks institutional holders by their latest reported GRW position.
What is GRW institutional ownership?
This page tracks GRW positions reported by institutional investment managers through SEC Form 13F. TCW COMPOUNDERS ETF (GRW) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own GRW?
InsiderSet currently tracks 26 institutional managers reporting GRW holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of GRW shareholders.
How much GRW stock do institutions own?
Institutional investment managers disclosed approximately $27.92M in GRW holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was GRW institutional ownership last updated?
The latest GRW institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional GRW holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its GRW position after the reporting date.
Are institutions buying or selling GRW?
Institutional buying and selling can be analyzed by comparing GRW positions across consecutive 13F reporting periods. InsiderSet's GRW Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View GRW ownership changes.
How has GRW institutional ownership changed over time?
InsiderSet tracks GRW institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.