NETZ Institutional Ownership & Shareholders
TCW TRANSFORM SYSTEMS ETF (NETZ) is currently held by 144 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $2.14B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Dynasty Wealth Management, Llc is currently the largest disclosed institutional shareholder of NETZ tracked by InsiderSet, reporting ownership valued at approximately $679.09M in its June 30, 2026 SEC Form 13F filing.
The top 10 institutional shareholders tracked on this page collectively account for approximately 84% of the total disclosed NETZ value among the investors covered in this analysis. Major shareholders include Dynasty Wealth Management, Llc, Jpmorgan Chase & Co, Openarc Corporate Advisory, Llc, and several other long-term asset managers with concentrated positions in TCW TRANSFORM SYSTEMS ETF (NETZ).
This page ranks the largest institutional NETZ 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
144
Total Reported Value
$2.14B
Largest Holder
Dynasty Wealth Management, Llc
Largest Position
$679.09M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
75
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Dynasty Wealth Management, Llc | 5.05% | 5,522,892 | $679,094,818 | — | — | — | |
| Jpmorgan Chase & Co | 0.02% | 3,058,493 | $364,603,232 | — | — | — | |
| Openarc Corporate Advisory, Llc | 2.26% | 1,908,167 | $200,727,357 | — | — | — | |
| Sagespring Wealth Partners, Llc | 2.86% | 1,825,726 | $192,055,108 | — | — | — | |
| Quotient Wealth Partners, Llc | 2.74% | 944,060 | $116,081,592 | — | — | — | |
| Lpl Financial Llc | 0.02% | 586,451 | $72,109,990 | — | — | — | |
| Raymond James Financial Inc | 0.02% | 491,163 | $60,393,402 | — | — | — | |
| Wells Fargo & Company/Mn | 0.01% | 382,371 | $47,016,339 | — | — | — | |
| Wcg Wealth Advisors Llc | 0.99% | 339,471 | $41,741,337 | — | — | — | |
| Bank Of America Corp | 0.00% | 250,629 | $30,817,302 | — | — | — | |
| Principle Wealth Partners Llc | 0.87% | 170,961 | $17,984,118 | — | — | — | |
| Aspiriant, Llc | 0.43% | 167,840 | $17,655,832 | — | — | — | |
| Mariner, Llc | 0.02% | 139,898 | $17,201,858 | — | — | — | |
| Unique Wealth, Llc | 1.75% | 146,248 | $15,384,433 | — | — | — | |
| Procyon Advisors, Llc | 0.65% | 145,509 | $15,306,682 | — | — | — | |
| Partners Capital Investment Group, Llp | 0.46% | 105,393 | $12,959,157 | — | — | — | |
| Centerline Wealth Advisors, Llc | 3.60% | 109,665 | $11,536,027 | — | — | — | |
| Quadcap Wealth Management, Llc | 1.04% | 104,402 | $10,982,482 | — | — | — | |
| Thrivent Financial For Lutherans | 0.02% | 82,890 | $10,192,000 | — | — | — | |
| Venture Visionary Partners Llc | 0.25% | 89,843 | $9,450,971 | — | — | — | |
| Wj Wealth Management, Llc | 3.43% | 70,610 | $8,682,073 | — | — | — | |
| Storen Legacy Partners, Llc | 2.29% | 68,225 | $8,388,974 | — | — | — | |
| Stifel Financial Corp | 0.01% | 66,930 | $8,229,729 | — | — | — | |
| Albion Financial Group | 0.44% | 73,456 | $7,727,097 | — | — | — | |
| 3Edge Asset Management, Lp | 0.31% | 70,299 | $7,394,983 | — | — | — | |
| Avalon Capital Management | 1.75% | 59,985 | $7,375,756 | — | — | — | |
| Fusion Capital, Llc | 1.61% | 70,075 | $7,371,416 | — | — | — | |
| Adapt Wealth Advisors, Llc | 2.31% | 57,433 | $7,062,000 | — | — | — | |
| Integrated Wealth Concepts Llc | 0.05% | 56,243 | $6,915,681 | — | — | — | |
| Valence8 Us Lp | 2.24% | 54,694 | $6,725,174 | — | — | — | |
| Commonwealth Equity Services, Llc | 0.01% | 54,548 | $5,738,115 | — | — | — | |
| Old Mission Capital Llc | 0.13% | 42,545 | $5,231,333 | — | — | — | |
| Cassady Wealth & Retirement Planning, Llc | 2.07% | 36,280 | $4,461,034 | — | — | — | |
| Bridgewealth Advisory Group, Llc | 0.84% | 36,039 | $4,431,314 | — | — | — | |
| Cyndeo Wealth Partners, Llc | 0.19% | 40,067 | $4,214,813 | — | — | — | |
| Morgan Stanley | 0.00% | 32,376 | $3,980,953 | — | — | — | |
| Kpp Advisory Services Llc | 0.65% | 36,456 | $3,834,956 | — | — | — | |
| Private Advisor Group, Llc | 0.02% | 30,490 | $3,748,997 | — | — | — | |
| Bip Wealth, Llc | 0.10% | 33,536 | $3,527,755 | — | — | — | |
| Steward Partners Investment Advisory, Llc | 0.02% | 27,896 | $3,430,092 | — | — | — | |
| Arete Wealth Advisors, Llc | 0.19% | 22,952 | $2,822,178 | — | — | — | |
| Smart Portfolios, Llc | 2.73% | 27,966 | $2,734,089 | — | — | — | |
| Bellevue Asset Management, Llc | 1.22% | 21,565 | $2,651,728 | — | — | — | |
| Financial Insights, Inc. | 0.67% | 25,190 | $2,649,925 | — | — | — | |
| &Partners | 0.01% | 21,043 | $2,587,476 | — | — | — | |
| Focus Partners Wealth | 0.00% | 20,906 | $2,570,669 | — | — | — | |
| Tritonpoint Partners, Llc | 0.21% | 20,495 | $2,520,065 | — | — | — | |
| Decisionmap Wealth Management, Llc | 1.31% | 22,782 | $2,396,525 | — | — | — | |
| Osaic Holdings, Inc. | 0.00% | 18,612 | $2,288,536 | — | — | — | |
| Lido Advisors, Llc | 0.01% | 18,292 | $2,249,221 | — | — | — |
Frequently asked questions about NETZ
Who are the largest institutional holders of NETZ?
The largest institutional holders of NETZ reported in the latest SEC Form 13F filings include Dynasty Wealth Management, Llc, Jpmorgan Chase & Co, Openarc Corporate Advisory, Llc, Sagespring Wealth Partners, Llc, and Quotient Wealth Partners, Llc. InsiderSet ranks institutional holders by their latest reported NETZ position.
What is NETZ institutional ownership?
This page tracks NETZ positions reported by institutional investment managers through SEC Form 13F. TCW TRANSFORM SYSTEMS ETF (NETZ) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own NETZ?
InsiderSet currently tracks 144 institutional managers reporting NETZ 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 NETZ shareholders.
How much NETZ stock do institutions own?
Institutional investment managers disclosed approximately $2.14B in NETZ holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was NETZ institutional ownership last updated?
The latest NETZ institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 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 NETZ 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 NETZ position after the reporting date.
Are institutions buying or selling NETZ?
Institutional buying and selling can be analyzed by comparing NETZ positions across consecutive 13F reporting periods. InsiderSet's NETZ Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View NETZ ownership changes.
How has NETZ institutional ownership changed over time?
InsiderSet tracks NETZ institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.