Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di TCW ETF Trust - TCW Transform 500 ETF meliputi Gateway Wealth Partners, LLC, Premier Financial Group, SRS Capital Advisors, Inc., Stark Wealth Management LLC, Schneider Downs Wealth Management Advisors, LP, Raymond James Financial Inc, Atlantic Union Bankshares Corp, Twin Peaks Wealth Advisors, LLC, Plante Moran Financial Advisors, LLC, dan Asset Dedication, LLC .
Halaman ini menunjukkan perubahan dalam struktur kepemilikan dengan mencantumkan lembaga, dana, dan pemegang saham utama yang telah meningkatkan kepemilikan mereka atau membuka posisi baru pada periode pelaporan terakhir. Baris berwarna hijau menunjukkan posisi baru. Klik tautan ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan ke versi premium untuk membuka data premium.
| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 975 | 16.77 | 71 | 29.63 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 14,615 | 38.05 | 1,063 | 53.61 | ||||
| 2025-08-14 | 13F | Betterment LLC | 1,520,777 | 15.15 | 111 | 27.91 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 1,977 | 0.25 | 144 | 11.72 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 23,329 | 35.33 | 1,697 | 50.49 | ||||
| 2025-07-29 | 13F | Aspiriant, Llc | 102,247 | 9.30 | 7,437 | 21.60 | ||||
| 2025-07-24 | 13F | Etesian Wealth Advisors, Inc. | 10,233 | 24.81 | 744 | 38.81 | ||||
| 2025-08-28 | 13F | Stark Wealth Management LLC | 3,480 | 253 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 74,782 | 1.14 | 5 | 25.00 | ||||
| 2025-08-14 | 13F | Fmr Llc | 335 | 17.96 | 24 | 33.33 | ||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 22 | 2 | ||||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 75,405 | 4.45 | 4,931 | -0.70 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 14,482 | 70.04 | 1 | |||||
| 2025-07-30 | 13F | Ethic Inc. | 278,514 | 41.39 | 20,167 | 55.86 | ||||
| 2025-07-25 | 13F | Stephens Consulting, LLC | 5,724 | 0.30 | 416 | 11.53 | ||||
| 2025-07-28 | 13F | Fairman Group, LLC | 2,308 | 123.00 | 168 | 135.21 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 136,885 | 81.53 | 9,957 | 101.95 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 6 | 0 | ||||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 996 | 0.30 | 0 | |||||
| 2025-07-15 | 13F | Ridgecrest Wealth Partners, Llc | 5,028 | 12.91 | 366 | 25.43 | ||||
| 2025-08-11 | 13F | Plum Street Advisors, LLC | 24,842 | 1.42 | 1,807 | 12.87 | ||||
| 2025-07-23 | 13F | Values Added Financial LLC | 99,375 | 0.90 | 7,229 | 12.24 | ||||
| 2025-08-11 | 13F | Angeles Investment Advisors, LLC | 1,054,544 | 22.35 | 76,708 | 36.10 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 192 | 61.34 | 14 | 85.71 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1,161 | 132.20 | 85 | 157.58 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 401,847 | 6.78 | 29,230 | 18.79 | ||||
| 2025-07-31 | 13F | Schneider Downs Wealth Management Advisors, LP | 2,974 | 216 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 19,171 | 162.08 | 1,395 | 191.63 | ||||
| 2025-08-14 | 13F | Hirtle Callaghan & Co LLC | 16,911 | 2.32 | 1,230 | 13.89 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 115,594 | 643.70 | 8,408 | 727.56 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 22,700 | 1,651 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 2,417 | 176 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 12,472 | 178.83 | 907 | 210.62 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 92 | 7 | ||||||
| 2025-08-14 | 13F | Premier Financial Group | 8,050 | 608 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 9,409 | 1,613.84 | 684 | 1,854.29 | ||||
| 2025-08-14 | 13F | Advisor OS, LLC | 8,417 | 12.11 | 612 | 24.90 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 311 | 0.32 | 20 | -4.76 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 21,652 | 0.18 | 1,575 | 11.39 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 1,016,587 | 20.46 | 73,947 | 34.00 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 312 | 23 | ||||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 185,099 | 1.29 | 13,464 | 12.68 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 33,955 | 2,470 | ||||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 4,926 | 0.61 | 358 | 11.88 | ||||
| 2025-07-14 | 13F | Ai Financial Services Llc | 43,258 | 4.75 | 3,147 | 16.52 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 1,197 | 87 | ||||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 5,340 | 388 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 8,941 | 0.56 | 650 | 11.88 | ||||
| 2025-08-08 | 13F | Mjp Associates Inc /adv | 8,417 | 12.11 | 612 | 24.90 | ||||
| 2025-08-08 | 13F | Creative Planning | 12,515 | 2.16 | 910 | 13.61 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 4,589 | 0.31 | 300 | -4.46 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 5,094 | 21.08 | 371 | 34.55 |
