TCW TRANSFORM SYSTEMS ETF (NETZ) Institutional Shareholders
TCW TRANSFORM SYSTEMS ETF (NETZ) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $2.20B in NETZ holdings during the latest filing period.
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
136
Total Reported Value
$2.20B
Largest Holder
Dynasty Wealth Management, Llc
Largest Position
$679.09M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
126
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 | 2.65% | 1,814,843 | $223,153,131 | — | — | — | |
| Sagespring Wealth Partners, Llc | 3.29% | 1,739,131 | $213,843,513 | — | — | — | |
| 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 | — | — | — | |
| Aspiriant, Llc | 0.49% | 162,280 | $19,954,072 | — | — | — | |
| Principle Wealth Partners Llc | 0.93% | 152,553 | $18,757,877 | — | — | — | |
| Procyon Advisors, Llc | 0.76% | 143,637 | $17,661,576 | — | — | — | |
| Mariner, Llc | 0.02% | 139,898 | $17,201,858 | — | — | — | |
| Unique Wealth, Llc | 1.95% | 136,013 | $16,724,217 | — | — | — | |
| Centerline Wealth Advisors, Llc | 4.40% | 114,143 | $14,035,031 | — | — | — | |
| Partners Capital Investment Group, Llp | 0.46% | 105,393 | $12,959,157 | — | — | — | |
| Quadcap Wealth Management, Llc | 1.18% | 98,142 | $12,067,539 | — | — | — | |
| 3Edge Asset Management, Lp | 0.48% | 88,074 | $10,829,579 | — | — | — | |
| Venture Visionary Partners Llc | 0.30% | 87,121 | $10,712,450 | — | — | — | |
| Thrivent Financial For Lutherans | 0.02% | 82,890 | $10,192,000 | — | — | — | |
| Albion Financial Group | 0.51% | 72,216 | $8,879,658 | — | — | — | |
| Wj Wealth Management, Llc | 3.43% | 70,610 | $8,682,073 | — | — | — | |
| Fusion Capital, Llc | 1.95% | 68,243 | $8,391,166 | — | — | — | |
| Storen Legacy Partners, Llc | 2.29% | 68,225 | $8,388,974 | — | — | — | |
| Stifel Financial Corp | 0.01% | 66,930 | $8,229,729 | — | — | — | |
| Avalon Capital Management | 1.75% | 59,985 | $7,375,756 | — | — | — | |
| 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% | 54,453 | $6,695,542 | — | — | — | |
| Old Mission Capital Llc | 0.13% | 42,545 | $5,231,333 | — | — | — | |
| Cyndeo Wealth Partners, Llc | 0.22% | 37,663 | $4,631,058 | — | — | — | |
| Cassady Wealth & Retirement Planning, Llc | 2.07% | 36,280 | $4,461,034 | — | — | — | |
| Bridgewealth Advisory Group, Llc | 0.84% | 36,039 | $4,431,314 | — | — | — | |
| Kpp Advisory Services Llc | 0.51% | 32,757 | $4,027,816 | — | — | — | |
| Morgan Stanley | 0.00% | 32,376 | $3,980,953 | — | — | — | |
| Bip Wealth, Llc | 0.11% | 30,936 | $3,803,887 | — | — | — | |
| Private Advisor Group, Llc | 0.02% | 30,490 | $3,748,997 | — | — | — | |
| 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 | — | — | — | |
| Financial Insights, Inc. | 0.72% | 22,209 | $2,730,852 | — | — | — | |
| Bellevue Asset Management, Llc | 1.22% | 21,565 | $2,651,728 | — | — | — | |
| &Partners | 0.01% | 21,043 | $2,587,476 | — | — | — | |
| Focus Partners Wealth | 0.00% | 20,906 | $2,570,669 | — | — | — | |
| Tsfg, Llc | 0.32% | 20,738 | $2,550,000 | — | — | — | |
| Tritonpoint Partners, Llc | 0.21% | 20,495 | $2,520,065 | — | — | — | |
| Cardinal Point Capital Management Ulc | 0.14% | 20,215 | $2,485,652 | — | — | — | |
| Sloy Dahl & Holst, Llc | 0.30% | 20,034 | $2,463,382 | — | — | — |
Frequently asked questions about NETZ
Who owns the most NETZ stock?
The largest holders of NETZ are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for TCW TRANSFORM SYSTEMS ETF (NETZ).
Is NETZ widely held by superinvestors?
Many widely followed stocks like NETZ appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly NETZ is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.