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TCW Transform Systems ETF (NETZ) Institutional Ownership

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

Number of
Institutional Buyers
(last 12 months)
19
Total
Institutional Inflows
(last 12 months)
$30.50M
Number of
Institutional Sellers
(last 12 months)
5
Total
Institutional Outflows
(last 12 months)
$907.77K
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NETZ Institutional Buying and Selling by Quarter

TCW Transform Systems ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/31/2025 3EDGE Asset Management LP60,470$4.39M0.3%-12.1%3.397%
1/30/2025 PUREfi Wealth LLC5,059$367K0.4%N/A0.284%
1/30/2025 Trademark Financial Management LLC4,155$302K0.2%+3.7%0.233%
1/29/2025 Bristlecone Advisors LLC12,869$934K0.1%+30.2%0.723%
1/28/2025 Quotient Wealth Partners LLC13,040$946K0.0%+54.9%0.733%
1/28/2025 Centerline Wealth Advisors LLC68,842$5.00M2.9%N/A3.868%
1/28/2025 Fairvoy Private Wealth LLC10,002$726K0.2%N/A0.562%
1/27/2025 Mirae Asset Global Investments Co. Ltd.385$28K0.0%+73.4%0.022%
1/27/2025 Sloy Dahl & Holst LLC2,910$211K0.0%N/A0.163%
1/21/2025 Cyndeo Wealth Partners LLC48,876$3.55M0.2%-2.4%2.746%
1/17/2025 Albion Financial Group UT64,221$4.66M0.3%+62.7%3.608%
1/16/2025 Aspiriant LLC131,487$9.54M0.3%+380.8%7.387%
1/16/2025 Capital Wealth Management LLC5,895$428K0.2%N/A0.331%
1/15/2025 Portside Wealth Group LLC12,556$928K0.2%-2.9%0.705%
1/15/2025 Procyon Advisors LLC101,147$7.34M0.5%+93.6%5.682%
1/13/2025 Unique Wealth LLC57,766$4.19M0.9%+77.5%3.245%
12/26/2024 JPMorgan Chase & Co.94,225$6.97M0.0%+61.4%5.294%
11/15/2024Orion Portfolio Solutions LLC15,142$1.12M0.0%-7.2%0.851%
11/15/2024 Jane Street Group LLC3,773$279K0.0%-26.5%0.212%
11/13/2024 Townsquare Capital LLC13,643$1.01M0.0%+2.6%0.766%
11/7/2024 Napa Wealth Management6,757$500K0.2%+3.1%0.380%
10/30/2024Signify 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%
10/19/2024 Cyndeo Wealth Partners LLC50,055$3.70M0.3%+2.9%2.812%
10/17/2024 Aspiriant 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%
8/8/2024 Envestnet 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%
7/24/2024 Avalon Capital Management45,181$3.08M1.0%+5.3%2.538%
7/23/2024All 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%
7/22/2024Signify 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%
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5/16/2024 Dynasty 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%
4/25/2024Signify 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%
4/17/2024 Avalon 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%
2/8/2024 Jordan 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%
1/12/2024Signify Wealth72,325$4.10M6.2%+54.5%3.318%
1/12/2024 Avalon Capital Management43,112$2.45M1.0%N/A1.978%
1/12/2024 Cyndeo 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%
10/11/2023Signify Wealth46,827$2.40M3.2%N/A2.148%
9/1/2023 Portside Wealth Group LLC6,947$364K0.0%N/A0.319%
8/14/2023 Jordan Park Group LLC432,408$22.63M1.5%-0.7%19.835%
8/4/2023 Envestnet 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%
5/11/2023 Envestnet 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%
2/8/2023 Jordan 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%
11/1/2022 Brinker Capital Investments LLC16,683$764K0.0%N/A0.000%
10/28/2022 Jordan Park Group LLC407,141$18.65M1.4%+5.4%0.000%
7/12/2022 Jordan Park Group LLC386,396$16.75M1.6%N/A0.000%
4/28/2022 Parallel 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, 33 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), Aspiriant LLC ($9.54M), Procyon Advisors LLC ($7.34M), JPMorgan Chase & Co. ($6.97M), and Signify Wealth ($6.37M).Learn more on TCW Transform Systems ETF's institutional investors.

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

Of the 28 institutional investors that purchased TCW Transform Systems ETF's 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), Aspiriant LLC ($131.49K), Signify Wealth ($89.02K), Centerline Wealth Advisors LLC ($68.84K), Unique Wealth LLC ($57.77K), Procyon Advisors LLC ($48.91K), and Avalon Capital Management ($45.40K).

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

Institutional investors have bought a total of 417,340 shares in the last 24 months. This purchase volume represents approximately $30.50M in transactions.

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

The following institutional investors have sold TCW Transform Systems ETF stock in the last 24 months: 3EDGE Asset Management LP ($8.34K), Jane Street Group LLC ($1.36K), Orion Portfolio Solutions LLC ($1.18K), Cyndeo Wealth Partners LLC ($1.18K), and Portside Wealth Group LLC ($370.00).

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

Institutional investors have sold a total of 12,434 shares in the last 24 months. This volume of shares sold represents approximately $907.77K in transactions.


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This page (BATS:NETZ) was last updated on 8/18/2025 by MarketBeat.com Staff
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