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TCW Transform Systems ETF (NETZ) Institutional Ownership

TCW Transform Systems ETF logo
$72.85
-0.10 (-0.14%)
(As of 11/1/2024 ET)

Institutional Ownership Changes (13F Filings) for TCW Transform Systems ETF (BATS:NETZ)

Number of
Institutional Buyers
(last 12 months)
17
Total
Institutional Inflows
(last 12 months)
$68.44M
Number of
Institutional Sellers
(last 12 months)
10
Total
Institutional Outflows
(last 12 months)
$9.57M
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NETZ Institutional Buying and Selling by Quarter

TCW Transform Systems ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/30/2024 Signify Wealth86,178$6.37M7.8%+10.9%4.841%
10/29/2024 REDW Wealth LLC7,148$528K0.1%+33.4%0.402%
10/24/2024 Bristlecone Advisors LLC9,887$731K0.1%+58.8%0.555%
10/19/2024Cyndeo Wealth Partners LLC50,055$3.70M0.3%+2.9%2.812%
10/17/2024Aspiriant LLC27,350$2.02M0.1%N/A1.537%
10/9/2024 Quotient Wealth Partners LLC8,417$622K0.0%+32.5%0.473%
10/3/2024 Unique Wealth LLC32,550$2.41M0.6%N/A1.829%
8/8/2024Envestnet Asset Management Inc.700,587$47.79M0.0%-4.5%39.359%
8/7/2024 MGO One Seven LLC17,758$1.21M0.1%N/A0.998%
7/31/2024 Bellevue Asset Management LLC20,870$1.42M0.8%-1.2%1.172%
7/31/2024 Trademark Financial Management LLC5,130$350K0.3%N/A0.288%
7/26/2024 Bristlecone Advisors LLC6,226$425K0.0%+3.6%0.350%
7/24/2024 Quotient Wealth Partners LLC6,352$433K0.0%-10.4%0.357%
7/24/2024Avalon Capital Management45,181$3.08M1.0%+5.3%2.538%
7/23/2024 All Season Financial Advisors Inc.3,924$268K0.2%-26.9%0.220%
7/23/2024 TFC Financial Management Inc.26,146$1.78M0.3%-4.8%1.469%
7/22/2024 Signify Wealth77,724$5.30M7.6%-3.5%4.367%
7/18/2024 Portside Wealth Group LLC12,875$878K0.2%+36.0%0.723%
7/10/2024 Albion Financial Group UT36,404$2.48M0.2%+0.6%2.045%
5/16/2024Dynasty Wealth Management LLC774,499$52.99M1.7%N/A43.511%
5/9/2024Orion Portfolio Solutions LLC21,943$1.50M0.0%-15.0%1.206%
4/30/2024 TFC Financial Management Inc.27,450$1.88M0.3%-33.2%1.508%
4/26/2024 Bellevue Asset Management LLC21,121$1.45M0.8%+10.4%1.160%
4/25/2024 Signify Wealth80,563$5.51M9.1%+11.4%4.110%
4/19/2024 Albion Financial Group UT36,181$2.48M0.2%+6.6%1.846%
4/18/2024 Roberts Wealth Advisors LLC4,544$306K0.1%N/A0.232%
4/17/2024Avalon Capital Management42,894$2.94M1.2%-0.5%2.188%
2/13/2024Edge Capital Group LLC3,623$206K0.0%N/A0.166%
2/9/2024Orion Portfolio Solutions LLC25,814$1.45M0.0%+7.2%1.184%
2/8/2024Jordan Park Group LLC379,877$21.56M1.5%-11.2%17.426%
2/6/2024 Bellevue Asset Management LLC19,133$1.09M0.7%N/A0.878%
1/26/2024 Albion Financial Group UT33,938$1.93M0.2%+1.5%1.557%
1/25/2024 TFC Financial Management Inc.41,118$2.33M0.5%-54.6%1.886%
1/16/2024 3EDGE Asset Management LP21,634$1.23M0.1%-10.3%0.992%
1/16/2024 Portside Wealth Group LLC9,280$527K0.1%+6.5%0.426%
1/12/2024 Signify Wealth72,325$4.10M6.2%+54.5%3.318%
1/12/2024Avalon Capital Management43,112$2.45M1.0%N/A1.978%
1/12/2024Cyndeo Wealth Partners LLC21,949$1.25M0.1%N/A1.007%
10/16/2023 3EDGE Asset Management LP24,123$1.21M0.1%+69.8%1.107%
10/11/2023 Signify Wealth46,827$2.40M3.2%N/A2.148%
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9/1/2023 Portside Wealth Group LLC6,947$364K0.0%N/A0.319%
8/14/2023Jordan Park Group LLC432,408$22.63M1.5%-0.7%19.835%
8/4/2023Envestnet Asset Management Inc.340,321$17.81M0.0%+4.5%15.611%
8/1/2023 Portside Wealth Group LLC34,735$1.82M0.0%N/A1.593%
7/26/2023 Albion Financial Group UT623$33K0.0%N/A0.028%
7/14/2023 Smart Portfolios LLC10,465$548K1.0%+4.2%0.471%
7/14/2023 3EDGE Asset Management LP14,208$744K0.1%+153.8%0.640%
5/11/2023Envestnet Asset Management Inc.325,574$16.20M0.0%N/A14.665%
5/8/2023 TFC Financial Management Inc.92,828$4.62M1.2%+11.2%4.181%
2/13/2023 TFC Financial Management Inc.83,513$3.96M1.1%N/A0.000%
2/8/2023Orion Portfolio Solutions LLC4,582$217K0.0%N/A0.000%
2/8/2023Jordan Park Group LLC414,737$19.64M1.5%+1.9%0.000%
1/12/2023 Mutual Advisors LLC7,053$334K0.0%N/A0.000%
11/10/2022Tower Research Capital LLC TRC7,700$353K0.0%N/A0.000%
11/1/2022Brinker Capital Investments LLC16,683$764K0.0%N/A0.000%
10/28/2022Jordan Park Group LLC407,141$18.65M1.4%+5.4%0.000%
7/12/2022Jordan Park Group LLC386,396$16.75M1.6%N/A0.000%
4/28/2022Parallel Advisors LLC1,425$77K0.0%N/A0.000%
(Data available from 1/1/2016 forward)

NETZ Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of NETZ shares?

During the previous two years, 25 institutional investors and hedge funds held shares of TCW Transform Systems ETF. The most heavily invested institutionals were Dynasty Wealth Management LLC ($52.99M), Envestnet Asset Management Inc. ($47.79M), Jordan Park Group LLC ($21.56M), Signify Wealth ($6.37M), Cyndeo Wealth Partners LLC ($3.70M), Avalon Capital Management ($3.08M), and Albion Financial Group UT ($2.48M).Learn more on NETZ's institutional investors.

Which institutional investors have been buying TCW Transform Systems ETF stock?

Of the 24 institutional investors that purchased TCW Transform Systems ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Dynasty Wealth Management LLC ($774.50K), Envestnet Asset Management Inc. ($340.32K), TFC Financial Management Inc. ($92.83K), Signify Wealth ($89.02K), Portside Wealth Group LLC ($45.66K), Avalon Capital Management ($45.40K), and Unique Wealth LLC ($32.55K).

How much institutional buying is happening at TCW Transform Systems ETF?

Institutional investors have bought a total of 1,582,121 shares in the last 24 months. This purchase volume represents approximately $96.68M in transactions.

Which TCW Transform Systems ETF major shareholders have been selling company stock?

Of the 10 institutional investors that sold TCW Transform Systems ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: TFC Financial Management Inc. ($64.39K), Jordan Park Group LLC ($50.60K), Envestnet Asset Management Inc. ($33.08K), Orion Portfolio Solutions LLC ($3.87K), Signify Wealth ($2.84K), 3EDGE Asset Management LP ($2.49K), and All Season Financial Advisors Inc. ($1.45K).

How much institutional selling is happening at TCW Transform Systems ETF?

Institutional investors have sold a total of 159,924 shares in the last 24 months. This volume of shares sold represents approximately $9.72M in transactions.



This page (BATS:NETZ) was last updated on 11/2/2024 by MarketBeat.com Staff
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