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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)
22
Total
Institutional Inflows
(last 12 months)
$32.47M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$3.61M
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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
1/31/20253EDGE Asset Management LP60,470$4.39M0.3%-12.1%3.397%
1/30/2025PUREfi 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%
1/28/2025 Centerline Wealth Advisors LLC68,842$5.00M2.9%N/A3.868%
1/28/2025Fairvoy 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%
1/21/2025Cyndeo 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%
1/16/2025Aspiriant LLC131,487$9.54M0.3%+380.8%7.387%
1/16/2025 Capital Wealth Management LLC5,895$428K0.2%N/A0.331%
1/15/2025Portside Wealth Group LLC12,556$928K0.2%-2.9%0.705%
1/15/2025 Procyon Advisors LLC101,147$7.34M0.5%+93.6%5.682%
1/13/2025Unique 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%
10/17/2024Aspiriant LLC27,350$2.02M0.1%N/A1.537%
10/9/2024Quotient Wealth Partners LLC8,417$622K0.0%+32.5%0.473%
10/3/2024Unique 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%
7/18/2024Portside Wealth Group LLC12,875$878K0.2%+36.0%0.723%
7/10/2024Albion Financial Group UT36,404$2.48M0.2%+0.6%2.045%
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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%
4/18/2024Roberts 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%
1/16/2024Portside 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%
9/1/2023Portside 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%
8/1/2023Portside 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, 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 29 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 Portside Wealth Group LLC ($45.66K).

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

Institutional investors have bought a total of 446,143 shares in the last 24 months. This purchase volume represents approximately $32.47M in transactions.

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

Of the 11 institutional investors that sold TCW Transform Systems ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Envestnet Asset Management Inc. ($33.08K), 3EDGE Asset Management LP ($8.34K), Signify Wealth ($2.84K), All Season Financial Advisors Inc. ($1.45K), Jane Street Group LLC ($1.36K), TFC Financial Management Inc. ($1.30K), and Orion Portfolio Solutions LLC ($1.18K).

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

Institutional investors have sold a total of 52,088 shares in the last 24 months. This volume of shares sold represents approximately $3.61M in transactions.


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This page (BATS:NETZ) was last updated on 7/17/2025 by MarketBeat.com Staff
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