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 $1.71B 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 $642.35M in its March 31, 2026 SEC Form 13F filing.
The top 10 institutional shareholders tracked on this page collectively account for approximately 82% of the total disclosed NETZ value among the investors covered in this analysis. Major shareholders include Dynasty Wealth Management, Llc, Openarc Corporate Advisory, Llc, Sagespring Wealth Partners, 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
133
Total Reported Value
$1.71B
Largest Holder
Dynasty Wealth Management, Llc
Largest Position
$642.35M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
141
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 | 5.60% | 6,570,313 | $642,353,285 | — | — | — | |
| 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 | 0.01% | 415,473 | $40,619,135 | — | — | — | |
| Wcg Wealth Advisors Llc | 1.00% | 363,898 | $35,576,789 | — | — | — | |
| Wells Fargo & Company/Mn | 0.00% | 223,688 | $21,869,081 | — | — | — | |
| 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 | — | — | — | |
| Unique Wealth, Llc | 1.95% | 136,013 | $16,724,217 | — | — | — | |
| Northwestern Mutual Wealth Management Co | 0.01% | 163,032 | $15,938,987 | — | — | — | |
| Jane Street Group, Llc | 0.02% | 156,011 | $15,252,571 | — | — | — | |
| Centerline Wealth Advisors, Llc | 4.40% | 114,143 | $14,035,031 | — | — | — | |
| Mariner, Llc | 0.02% | 138,211 | $13,512,337 | — | — | — | |
| 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 | — | — | — | |
| Partners Capital Investment Group, Llp | 0.39% | 105,340 | $10,298,681 | — | — | — | |
| Albion Financial Group | 0.51% | 72,216 | $8,879,658 | — | — | — | |
| Bank Of America Corp | 0.00% | 90,559 | $8,853,591 | — | — | — | |
| 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 | — | — | — | |
| Avalon Capital Management | 1.75% | 59,985 | $7,375,756 | — | — | — | |
| Valence8 Us Lp | 2.24% | 54,694 | $6,725,174 | — | — | — | |
| Commonwealth Equity Services, Llc | 0.01% | 54,453 | $6,695,542 | — | — | — | |
| Adapt Wealth Advisors, Llc | 2.03% | 57,226 | $5,594,757 | — | — | — | |
| Stifel Financial Corp | 0.00% | 47,625 | $4,656,105 | — | — | — | |
| 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 | — | — | — | |
| Bip Wealth, Llc | 0.11% | 30,936 | $3,803,887 | — | — | — | |
| Private Advisor Group, Llc | 0.02% | 30,490 | $3,748,997 | — | — | — | |
| Smart Portfolios, Llc | 2.73% | 27,966 | $2,734,089 | — | — | — | |
| Bellevue Asset Management, Llc | 1.22% | 21,565 | $2,651,728 | — | — | — | |
| Orion Porfolio Solutions, Llc | 0.02% | 26,464 | $2,587,307 | — | — | — | |
| Tritonpoint Partners, Llc | 0.93% | 25,820 | $2,524,318 | — | — | — | |
| Cardinal Point Capital Management Ulc | 0.14% | 20,215 | $2,485,652 | — | — | — | |
| Decisionmap Wealth Management, Llc | 1.35% | 19,584 | $2,408,049 | — | — | — | |
| Dakota Wealth Management | 0.05% | 19,415 | $2,387,269 | — | — | — | |
| Lido Advisors, Llc | 0.01% | 18,292 | $2,249,221 | — | — | — | |
| Steward Partners Investment Advisory, Llc | 0.01% | 22,938 | $2,242,557 | — | — | — | |
| Financial Insights, Inc. | 0.72% | 22,848 | $2,233,758 | — | — | — | |
| Focus Partners Wealth | 0.00% | 21,045 | $2,057,532 | — | — | — | |
| Capital Wealth Management, Llc | 0.47% | 15,969 | $1,963,517 | — | — | — | |
| Sloy Dahl & Holst, Llc | 0.25% | 18,629 | $1,821,284 | — | — | — | |
| Sfg Wealth Management, Llc. | 0.65% | 14,782 | $1,817,577 | — | — | — |
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.