Free Trial
→ Now I look stupid. Real stupid... (From Porter & Company) (Ad) Buy NETZ Stock  Free NETZ Stock Alerts

TCW Transform Systems ETF (NETZ) Institutional Ownership

TCW Transform Systems ETF logo
Compare

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

Number of
Institutional Buyers
(last 12 months)
24
Total
Institutional Inflows
(last 12 months)
$86.17M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$4.81M
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
1/31/20253EDGE Asset Management LP60,470$4.39M0.3%-12.1%3.397%
1/30/2025 PUREfi Wealth LLC5,059$367K0.4%N/A0.284%
1/30/2025Trademark Financial Management LLC4,155$302K0.2%+3.7%0.233%
1/29/2025Bristlecone Advisors LLC12,869$934K0.1%+30.2%0.723%
1/28/2025Quotient Wealth Partners LLC13,040$946K0.0%+54.9%0.733%
1/28/2025Centerline Wealth Advisors LLC68,842$5.00M2.9%N/A3.868%
1/28/2025 Fairvoy Private Wealth LLC10,002$726K0.2%N/A0.562%
1/27/2025Mirae Asset Global Investments Co. Ltd.385$28K0.0%+73.4%0.022%
1/27/2025Sloy Dahl & Holst LLC2,910$211K0.0%N/A0.163%
1/21/2025 Cyndeo Wealth Partners LLC48,876$3.55M0.2%-2.4%2.746%
1/17/2025Albion 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%
10/19/2024 Cyndeo Wealth Partners LLC50,055$3.70M0.3%+2.9%2.812%
10/17/2024 Aspiriant LLC27,350$2.02M0.1%N/A1.537%
10/9/2024Quotient 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%
7/10/2024Albion Financial Group UT36,404$2.48M0.2%+0.6%2.045%
Crypto’s crashing…but we’re still profiting (Ad)

Most traders are panicking right now. Bitcoin’s dropping. Altcoins are bleeding. The stock market’s a mess. The news is screaming fear. But while most traders watch their portfolios tank…

my friend Joel and his team at The Crypto Code are doing the opposite.
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%
4/19/2024Albion 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%
2/6/2024Bellevue Asset Management LLC19,133$1.09M0.7%N/A0.878%
1/26/2024Albion 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%
1/12/2024 Cyndeo 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%
7/26/2023Albion 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%
1/12/2023Mutual 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%
4/28/2022 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, 34 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 31 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), Signify Wealth ($89.02K), Centerline Wealth Advisors LLC ($68.84K), 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 1,811,715 shares in the last 24 months. This purchase volume represents approximately $116.25M 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), 3EDGE Asset Management LP ($10.83K), Orion Portfolio Solutions LLC ($5.05K), Signify Wealth ($2.84K), 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 172,358 shares in the last 24 months. This volume of shares sold represents approximately $10.63M in transactions.


Related Companies

This page (BATS:NETZ) was last updated on 4/25/2025 by MarketBeat.com Staff
From Our Partners
Elon Set to Shock the World by May 1st ?
Tech legend Jeff Brown recently traveled to the industrial zone of South Memphis to investigate what he believ...
Brownstone Research | Sponsored
[Action Required] Claim Your FREE IRS Loophole Guide
This shouldn't surprise anyone who's been paying attention, but... Pres. Trump may be about to unleash the ...
Colonial Metals | Sponsored
Get Your Bank Account “Fed Invasion” Ready 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: Someone's Moving Gold Out of London...
People who don’t understand the gold market are about to lose a lot of money. Unfortunately, most so-called “g...
Golden Portfolio | Sponsored
$2 Trillion Disappears Because of Fed's Secretive New Move
$2 trillion has disappeared from the US government's books. The reason why is a new, secretive move being c...
Stansberry Research | Sponsored
"I'm risking my reputation on this"
I've discovered something so significant about the 2025 crypto market that I had to put everything else aside ...
Crypto 101 Media | Sponsored
Gold Hits New Highs as Global Markets Spiral
When Trump took office in 2017, gold was just $1,100 an ounce. By the time he left, it had soared to $1,839. ...
Premier Gold Co | Sponsored
URGENT: This Altcoin Opportunity Won’t Wait – Act Now
My friends Joel and Adam have a simple motto: "For us, it's always a bull market." That’s because their 92%...
Crypto Swap Profits | Sponsored