Własność instytucjonalna i funduszowa – Kupujący
Główni posiadacze, którzy otworzyli nowe pozycje w TCW ETF Trust - TCW Transform Systems ETF, to m.in Storen Legacy Partners, LLC, Arete Wealth Advisors, LLC, Cardinal Point Capital Management, ULC, Mather Group, Llc., Equitable Holdings, Inc., Qube Research & Technologies Ltd, Citadel Advisors Llc, Quadrature Capital Ltd, Lindenwold Advisors, Citadel Advisors Llc, Truist Financial Corp, O'shaughnessy Asset Management, Llc, Hrt Financial Lp, Goldman Sachs Group Inc, Fusion Capital, LLC, Old Mission Capital Llc, Oppenheimer & Co Inc, Signature Estate & Investment Advisors Llc, Litman Gregory Asset Management LLC, i IFP Advisors, Inc .
Na tej stronie przedstawiono zmiany w strukturze własności, wymieniając instytucje, fundusze i głównych akcjonariuszy, którzy zwiększyli swoje udziały lub otworzyli nowe pozycje w ostatnim okresie sprawozdawczym. Zielone rzędy wskazują nowe pozycje. Kliknij w ikonę linku, aby zobaczyć pełną historię transakcji.
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| Data pliku | Źródło | Inwestor | Typ | Średnia cena (Est) |
Akcje | Akcje; Δ (%) |
Zgłoszono Wartość ($1000) |
Wartość; Δ (%) |
Przydział portu (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-21 | 13F | Unique Wealth, Llc | 172 606 | 3,16 | 16 875 | 4,88 | ||||
| 2026-05-13 | 13F | Visionary Wealth Advisors | 10 206 | 8,54 | 998 | 10,29 | ||||
| 2026-05-18 | 13F | Cassady Wealth & Retirement Planning, LLC | 32 335 | 34,37 | 3 648 | 57,72 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 6 918 | 39,96 | 718 | 50,95 | ||||
| 2026-04-24 | 13F | KPP Advisory Services LLC | 30 821 | 183,93 | 3 013 | 188,88 | ||||
| 2026-04-28 | 13F | WJ Wealth Management, LLC | 72 463 | 1,92 | 7 084 | 3,63 | ||||
| 2026-04-27 | 13F | Trademark Financial Management, LLC | 8 478 | 2,07 | 829 | 3,76 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Put | 6 600 | 645 | |||||
| 2026-05-19 | 13F | Financial Insights, Inc. | 22 848 | 4,03 | 2 234 | 5,78 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 5 596 | 547 | ||||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 3 306 | 323 | ||||||
| 2026-05-14 | 13F | Hrt Financial Lp | 3 170 | 0 | ||||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 7 318 | 12,90 | 1 | |||||
| 2026-04-22 | 13F | Storen Legacy Partners, LLC | 88 819 | 8 683 | ||||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 3 419 913 | 12,88 | 321 398 | 10,32 | ||||
| 2026-05-20 | 13F/A | Arete Wealth Advisors, LLC | 22 853 | 2 231 | ||||||
| 2026-05-14 | 13F | Sloy Dahl & Holst, LLC | 18 629 | 7,09 | 1 821 | 8,91 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 4 516 | 21,82 | 0 | |||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 213 | 21 | ||||||
| 2026-04-27 | 13F | Tsfg, Llc | 20 998 | 2,04 | 2 | 100,00 | ||||
| 2026-05-14 | 13F | Venture Visionary Partners LLC | 82 154 | 0,60 | 8 032 | 1,86 | ||||
| 2026-05-12 | 13F | WCG Wealth Advisors LLC | 363 898 | 1,13 | 35 577 | 2,82 | ||||
| 2026-05-06 | 13F | WealthTrust Asset Management, LLC | 2 361 | 5,45 | 231 | 6,98 | ||||
| 2026-04-28 | 13F | PUREfi Wealth, LLC | 11 157 | 30,71 | 1 091 | 32,93 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 5 722 | 98,68 | 559 | 102,54 | ||||
| 2026-04-15 | 13F | DecisionMap Wealth Management, LLC | 18 308 | 29,53 | 1 790 | 31,64 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 10 043 | 982 | ||||||
| 2026-05-15 | 13F | Quadrature Capital Ltd | 6 247 | 611 | ||||||
| 2026-05-01 | 13F | Smart Portfolios, LLC | 27 966 | 2,18 | 2 734 | 3,91 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 223 688 | 447 276,00 | 21 869 | 546 625,00 | ||||
| 2026-05-14 | 13F | Bridgewealth Advisory Group, LLC | 31 077 | 58,57 | 3 038 | 61,25 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 156 011 | 984,39 | 15 253 | 1 002,82 | ||||
| 2026-04-13 | 13F | Cyndeo Wealth Partners, LLC | 50 975 | 2,17 | 4 984 | 3,88 | ||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 2 073 | 203 | ||||||
| 2026-04-17 | 13F | Capital Wealth Management, Llc | 15 143 | 10,64 | 1 480 | 12,46 | ||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 1 530 | 33,98 | 150 | 36,70 | ||||
| 2025-12-16 | 13F | Lindenwold Advisors | 5 756 | 562 | ||||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 1 | 0 | ||||||
| 2026-02-12 | 13F | Litman Gregory Asset Management LLC | 253 | 24 | ||||||
| 2026-04-30 | 13F | Millstone Evans Group, LLC | 12 162 | 11,69 | 1 189 | 13,56 | ||||
| 2026-04-24 | 13F | Bellevue Asset Management, Llc | 21 672 | 1,59 | 2 119 | 3,37 | ||||
| 2026-05-04 | 13F | Procyon Private Wealth Partners, LLC | 135 106 | 13,90 | 13 209 | 15,80 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 22 938 | 15,20 | 2 243 | 17,14 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 138 211 | 11,45 | 13 512 | 13,32 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 2 612 | 0,42 | 255 | 2,00 | ||||
| 2026-05-14 | 13F | Dynasty Wealth Management, Llc | 6 570 313 | 23,90 | 642 353 | 25,97 | ||||
| 2026-05-11 | 13F | Adapt Wealth Advisors, Llc | 57 226 | 2,05 | 5 595 | 3,75 | ||||
| 2026-05-11 | 13F | SCS Capital Management LLC | 3 161 | 2,86 | 309 | 4,75 | ||||
| 2026-05-14 | 13F | Gts Securities Llc | 4 146 | 405 | ||||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 27 471 | 467,11 | 2 686 | 477,42 | ||||
| 2026-05-11 | 13F | OpenArc Corporate Advisory, LLC | 2 333 156 | 39,67 | 228 103 | 42,01 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 2 077 | 203 | ||||||
| 2026-04-28 | 13F | Golden State Equity Partners | 9 500 | 12,43 | 929 | 14,29 | ||||
| 2026-04-28 | 13F | TritonPoint Partners, LLC | 25 820 | 92,04 | 2 524 | 95,36 | ||||
| 2026-05-07 | 13F | Dakota Wealth Management | 18 395 | 42,56 | 1 798 | 45,00 | ||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 13 914 | 10,95 | 1 360 | 11,02 | ||||
| 2026-05-07 | 13F | Principle Wealth Partners Llc | 82 829 | 72,64 | 8 098 | 75,53 | ||||
| 2026-05-15 | 13F | Old Mission Capital Llc | 2 301 | 225 | ||||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 9 065 | 47,28 | 886 | 49,92 | ||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 6 737 | 659 | ||||||
| 2026-04-20 | 13F | Fairvoy Private Wealth, LLC | 10 471 | 4,77 | 1 024 | 6,56 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 47 625 | 155,59 | 4 656 | 159,97 | ||||
| 2026-05-12 | 13F | Aspiriant, Llc | 160 006 | 8,79 | 15 643 | 10,61 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 463 190 | 38,09 | 45 284 | 40,40 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 1 459 | 40,02 | 143 | 42,00 | ||||
| 2026-05-15 | 13F | Quadcap Wealth Management, LLC | 95 352 | 10,59 | 9 322 | 12,34 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 10 557 | 1 032 | ||||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 415 473 | 63,06 | 40 619 | 65,79 | ||||
| 2026-05-12 | 13F | Portside Wealth Group, LLC | 14 411 | 10,38 | 1 409 | 12,19 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 15 | 1 | ||||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 808 | 79 | ||||||
| 2026-04-27 | 13F | Truist Financial Corp | 4 086 | 399 | ||||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 163 032 | 3 190,25 | 15 939 | 3 248,32 | ||||
| 2026-04-22 | 13F | Traveka Wealth, LLC | 7 876 | 14,58 | 770 | 16,67 | ||||
| 2026-05-13 | 13F | Fusion Capital, LLC | 2 638 | 258 | ||||||
| 2026-04-20 | 13F | Cardinal Point Capital Management, ULC | 20 209 | 1 976 | ||||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 29 298 | 305,85 | 2 817 | |||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 2 692 | 263 | ||||||
| 2026-05-15 | 13F | 3EDGE Asset Management, LP | 28 223 | 22,17 | 2 759 | 24,22 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 2 923 | 23,59 | 286 | 25,55 | ||||
| 2026-05-14 | 13F | Tcw Group Inc | 39 226 | 36,10 | 3 835 | 38,36 | ||||
| 2026-04-16 | 13F | Quotient Wealth Partners, LLC | 933 031 | 41,03 | 91 219 | 43,39 | ||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 83 448 | 3,22 | 8 | 14,29 | ||||
| 2026-05-14 | 13F | Financial Network Wealth Advisors LLC | 179 | 70,48 | 18 | 70,00 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 90 559 | 153,79 | 8 854 | 158,03 |
