Free Trial
→ Donald Trump is about to free crypto from its chains … (From Weiss Ratings) (Ad) Free NETZ Stock Alerts

TCW Transform Systems ETF (NETZ) Institutional Ownership

TCW Transform Systems ETF logo
$81.02 +1.43 (+1.80%)
As of 01/21/2025
Compare

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

Number of
Institutional Buyers
(last 12 months)
22
Total
Institutional Inflows
(last 12 months)
$81.16M
Number of
Institutional Sellers
(last 12 months)
12
Total
Institutional Outflows
(last 12 months)
$9.73M
Get NETZ Insider Trade Alerts

Want to know when executives and insiders are buying or selling TCW Transform Systems ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

NETZ Institutional Buying and Selling by Quarter

TCW Transform Systems ETF Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/21/2025Cyndeo 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%
12/26/2024JPMorgan 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%
11/15/2024Jane Street Group LLC3,773$279K0.0%-26.5%0.212%
11/13/2024Townsquare Capital LLC13,643$1.01M0.0%+2.6%0.766%
11/7/2024Napa Wealth Management6,757$500K0.2%+3.1%0.380%
10/30/2024Signify Wealth86,178$6.37M7.8%+10.9%4.841%
10/29/2024REDW Wealth LLC7,148$528K0.1%+33.4%0.402%
10/24/2024Bristlecone Advisors LLC9,887$731K0.1%+58.8%0.555%
10/19/2024Cyndeo Wealth Partners LLC50,055$3.70M0.3%+2.9%2.812%
10/17/2024 Aspiriant LLC27,350$2.02M0.1%N/A1.537%
10/9/2024Quotient 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%
8/7/2024MGO One Seven LLC17,758$1.21M0.1%N/A0.998%
7/31/2024Bellevue Asset Management LLC20,870$1.42M0.8%-1.2%1.172%
7/31/2024Trademark Financial Management LLC5,130$350K0.3%N/A0.288%
7/26/2024Bristlecone Advisors LLC6,226$425K0.0%+3.6%0.350%
7/24/2024Quotient Wealth Partners LLC6,352$433K0.0%-10.4%0.357%
7/24/2024Avalon Capital Management45,181$3.08M1.0%+5.3%2.538%
7/23/2024All Season Financial Advisors Inc.3,924$268K0.2%-26.9%0.220%
7/23/2024TFC 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%
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%
4/30/2024TFC Financial Management Inc.27,450$1.88M0.3%-33.2%1.508%
4/26/2024Bellevue 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%
4/17/2024Avalon Capital Management42,894$2.94M1.2%-0.5%2.188%
2/13/2024Edge Capital Group LLC3,623$206K0.0%N/A0.166%
Elon Musk: my AI will be “worth more than Tesla” (Ad)

Tesla made Elon Musk the richest man in human history. And now, Elon's got a new AI project...

Get all the details here >>>
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%
2/6/2024Bellevue 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%
1/25/2024TFC Financial Management Inc.41,118$2.33M0.5%-54.6%1.886%
1/16/20243EDGE 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%
1/12/2024Avalon Capital Management43,112$2.45M1.0%N/A1.978%
1/12/2024Cyndeo Wealth Partners LLC21,949$1.25M0.1%N/A1.007%
10/16/20233EDGE 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%
8/14/2023Jordan 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%
7/14/2023Smart Portfolios LLC10,465$548K1.0%+4.2%0.471%
7/14/20233EDGE Asset Management LP14,208$744K0.1%+153.8%0.640%
5/11/2023Envestnet Asset Management Inc.325,574$16.20M0.0%N/A14.665%
5/8/2023TFC Financial Management Inc.92,828$4.62M1.2%+11.2%4.181%
2/13/2023TFC 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, 29 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 NETZ's institutional investors.

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

Of the 27 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), Aspiriant LLC ($131.49K), TFC Financial Management Inc. ($92.83K), Signify Wealth ($89.02K), Unique Wealth LLC ($57.77K), and Procyon Advisors LLC ($48.91K).

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

Institutional investors have bought a total of 1,812,676 shares in the last 24 months. This purchase volume represents approximately $113.89M in transactions.

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

Of the 13 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 ($5.05K), 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 164,014 shares in the last 24 months. This volume of shares sold represents approximately $10.02M in transactions.


Related Companies

This page (BATS:NETZ) was last updated on 1/22/2025 by MarketBeat.com Staff
From Our Partners
Bill Gates’ is about to mint millionaires (again) with Stargate.
This little-known project that Bill Gates has been quietly working on that’s about to unleash an AI breakthrou...
Brownstone Research | Sponsored
Trump currency shock imminent
Trump's Quiet $1.9 Trillion Move Against the Fed A small army of Americans, with Trump's support, has launc...
Stansberry Research | Sponsored
January 29th - the next big trading catalyst to watch
Mark your calendar for January 29th. Because on that day, I believe we could see a $2 Trillion shock INTO t...
Timothy Sykes | Sponsored
Elon’s #1 AI Stock” SET TO SOAR
Forget ChatGPT! Because Elon Musk's AI promises to be 100x more powerful.
Behind the Markets | Sponsored
I was wrong. Dead wrong.
I thought what happened 25 years ago was a once- in-a-lifetime event… but how wrong I was. Because here we...
Porter & Company | Sponsored
“Fed Proof” Your Bank Account with THESE 4 Simple Steps
Starting as soon as a few months from now, the United States government will make a sweeping change to bank ac...
Weiss Ratings | Sponsored
URGENT: This Altcoin Opportunity Won’t Wait – Act Now
Crypto has officially entered the "banana zone" – that wild phase where prices can 1000x in days. It happen...
Crypto Swap Profits | Sponsored
The Crypto Secret Wall Street Doesn’t Want You to Know
Potential $20-trillion opportunity? Put $500 into THIS AI Coin for 2025…
Crypto 101 Media | Sponsored