SEC 13F Intelligence

TCW ETF TRUST

CUSIP 29287L106

Tcw Etf Trust has 110 institutional holders in Filings Flow’s 13F database, together reporting 8.50M shares worth $453M as of Q1 2026. The largest reported holders are Pnc Financial Services Group, Inc., Angeles Investment Advisors, LLC, and Fund Evaluation Group, LLC.

Institutional Holders
110
Q1 2026
Reported Value
$453M
Ticker
unmapped
private placement or foreign
Quarters Tracked
6

Ownership Trend

Institutional holders
Q2 ’21: 4Q2 ’21Q4 ’21: 18Q4 ’21Q4 ’22: 39Q4 ’22Q4 ’25: 96Q4 ’25Q1 ’26: 110Q1 ’26Q2 ’26: 10Q2 ’26filingsflow.com
Total reported value
Q2 ’21: $144MQ2 ’21Q4 ’21: $121MQ4 ’21Q4 ’22: $102MQ4 ’22Q4 ’25: $414MQ4 ’25Q1 ’26: $453MQ1 ’26Q2 ’26: $37MQ2 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Angeles Investment Advisors, LLC$1.5B AUM3.92%$58M764.7KQ1 2026OLDER
Values Added Financial LLC$238M AUM2.69%$6M83.8KQ1 2026OLDER
A&I FINANCIAL SERVICES, LLC$230M AUM1.63%$4M42.5KQ2 2026
Fairman Group, LLC$117M AUM1.37%$2M21.1KQ1 2026OLDER
Financial Insights, Inc.$309M AUM1.25%$4M50.6KQ1 2026OLDER
Litman Gregory Wealth Management LLC$1.4B AUM1.03%$14M176.2KQ4 2025OLDER
Fund Evaluation Group, LLC$3.3B AUM1.01%$33M432.3KQ1 2026OLDER
Plum Street Advisors, LLC$289M AUM0.90%$3M34.2KQ1 2026OLDER
Dorsey & Whitney Trust CO LLC$1.8B AUM0.78%$14M187.0KQ1 2026OLDER
Tolleson Wealth Management, Inc.$693M AUM0.78%$5M67.3KQ4 2025OLDER
National Philanthropic Trust$3.8B AUM0.70%$27M476.6KQ2 2026
ALPHA CAPITAL ADVISORS INC /ADV$105M AUM0.52%$550,3917.2KQ1 2026OLDER
Phoenix Wealth Advisors$253M AUM0.49%$1M16.3KQ1 2026OLDER
Sage Advisory Services, Ltd.Co.$183M AUM0.44%$811,00010.6KQ1 2026OLDER
Ethic Inc.$6.4B AUM0.41%$26M346.3KQ1 2026OLDER
Etesian Wealth Advisors, Inc.$313M AUM0.33%$1M13.7KQ1 2026OLDER
Breakwater Investment Management$269M AUM0.32%$869,51511.4KQ1 2026OLDER
Sonoma Allocations LLC$322M AUM0.32%$1M11.6KQ2 2026
Gateway Wealth Partners, LLC$2.6B AUM0.30%$8M100.2KQ1 2026OLDER
ASPIRIANT, LLC$3.5B AUM0.29%$10M132.0KQ1 2026OLDER
RAINIER FAMILY WEALTH INC$149M AUM0.28%$413,5505.4KQ1 2026OLDER
DWR WEALTH MANAGEMENT, LLC$134M AUM0.22%$287,4723.3KQ2 2026
RIDGECREST WEALTH PARTNERS, LLC$181M AUM0.21%$376,0064.9KQ1 2026OLDER
GK Wealth Management LLC$190M AUM0.21%$237,3753.2KQ1 2026OLDER
SEEDS INVESTOR LLC$735M AUM0.21%$2M18.6KQ1 2026OLDER
Mutual Advisors, LLC$4.7B AUM0.20%$10M124.9KQ1 2026OLDER
Pearl Planning LLC$187M AUM0.19%$363,2804.8KQ1 2026OLDER
Orion Porfolio Solutions, LLC$11.7B AUM0.11%$13M173.6KQ1 2026OLDER
Premier Financial Group$587M AUM0.11%$624,0478.1KQ1 2026OLDER
Arax Advisory Partners$3.5B AUM0.10%$7M164.7KQ3 2025OLDER
Millstone Evans Group, LLC$167M AUM0.09%$147,7171.9KQ1 2026OLDER
MJP ASSOCIATES INC /ADV$824M AUM0.08%$621,8858.2KQ1 2026OLDER
WOLFF WIESE MAGANA LLC$181M AUM0.07%$118,3421.6KQ1 2026OLDER
Beacon Pointe Advisors, LLC$18.9B AUM0.06%$12M160.8KQ1 2026OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.05%$90M1.18MQ1 2026OLDER
Per Stirling Capital Management, LLC.$905M AUM0.05%$458,5636.0KQ1 2026OLDER
Advisor OS, LLC$1.4B AUM0.05%$621,8858.2KQ1 2026OLDER
Hirtle & Co., LLC$2.9B AUM0.04%$1M16.9KQ1 2026OLDER
Legacy Wealth Managment, LLC/ID$201M AUM0.04%$86,9821.1KQ1 2026OLDER
Rossby Financial, LCC$489M AUM0.04%$201,7442.6KQ1 2026OLDER
Modern Wealth Management, LLC$5.8B AUM0.04%$2M31.1KQ1 2026OLDER
BRIGHTON JONES LLC$2.4B AUM0.04%$2M21.7KQ3 2025OLDER
Pathstone Holdings, LLC$25.1B AUM0.03%$8M111.2KQ1 2026OLDER
Portland Global Advisors LLC$938M AUM0.03%$306,9554.0KQ1 2026OLDER
Ballentine Partners, LLC$7.2B AUM0.03%$2M29.8KQ1 2026OLDER
Schneider Downs Wealth Management Advisors, LP$907M AUM0.03%$242,2533.2KQ1 2026OLDER
MISSION WEALTH MANAGEMENT, LP$4.9B AUM0.03%$1M16.8KQ1 2026OLDER
GTS SECURITIES LLC$2.8B AUM0.02%$708,6108.8KQ4 2025OLDER
Sage Mountain Advisors LLC$1.4B AUM0.02%$281,6233.7KQ1 2026OLDER
MONETA GROUP INVESTMENT ADVISORS LLC$13.3B AUM0.02%$2M32.5KQ1 2026OLDER
Valeo Financial Advisors, LLC$4.7B AUM0.02%$745,1158.5KQ2 2026
Ashton Thomas Private Wealth, LLC$4.2B AUM0.02%$645,1178.5KQ1 2026OLDER
Diversified Trust Co$5.4B AUM0.01%$730,8019.6KQ1 2026OLDER
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC$696M AUM0.01%$70,425923Q1 2026OLDER
Krilogy Financial LLC$3.1B AUM0.01%$275,6533.3KQ1 2026OLDER
Caprock Group, LLC$4.1B AUM0.01%$353,8404.6KQ1 2026OLDER
FIDUCIARY TRUST CO$8.5B AUM0.01%$642,4468.4KQ1 2026OLDER
Napier Financial, LLC$436M AUM0.01%$32,046420Q1 2026OLDER
BLUELINE ADVISORS LLC$129M AUM0.01%$8,962117Q1 2026OLDER
AdvisorNet Financial, Inc$1.9B AUM0.01%$108,3931.4KQ1 2026OLDER
Kestra Advisory Services, LLC$26.4B AUM0.01%$1M18.0KQ1 2026OLDER
OLD MISSION CAPITAL LLC$6.3B AUM0.00%$262,8533.4KQ1 2026OLDER
Focus Partners Advisor Solutions, LLC$9.9B AUM0.00%$378,0415.0KQ1 2026OLDER
SHP Wealth Management$1.3B AUM0.00%$49,289646Q1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$29M377.8KQ1 2026OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$123,6821.6KQ1 2026OLDER
GoalVest Advisory LLC$539M AUM0.00%$11,903135Q2 2026
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$1M15.5KQ1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$26M349.5KQ1 2026OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$849,75311.1KQ1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$14M185.8KQ1 2026OLDER
MAI Capital Management$17.7B AUM0.00%$153,8712.0KQ1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$90,7501.2KQ1 2026OLDER
HALBERT HARGROVE GLOBAL ADVISORS, LLC$2.1B AUM0.00%$17,702232Q1 2026OLDER
CIBC Bancorp USA Inc.$74.4B AUM0.00%$492,5936.5KQ1 2026OLDER
STIFEL FINANCIAL CORP$108.8B AUM0.00%$698,4879.2KQ1 2026OLDER
LPL Financial LLC$376.6B AUM0.00%$2M30.0KQ1 2026OLDER
MORGAN STANLEY$1.67T AUM0.00%$10M124.7KQ1 2026OLDER
Bank of New York Mellon Corp$543.9B AUM0.00%$3M41.3KQ1 2026OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$384,7005.0KQ1 2026OLDER
Creative Planning$147.4B AUM0.00%$785,04810.3KQ1 2026OLDER
Atlantic Union Bankshares Corp$5.2B AUM0.00%$24,007315Q1 2026OLDER
MASECO LLP$3.2B AUM0.00%$13,824181Q1 2026OLDER
Root Financial Partners, LLC$2.2B AUM0.00%$8,870116Q1 2026OLDER
Godfrey Financial Associates, Inc.$117M AUM0.00%$4586Q1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$3M38.3KQ1 2026OLDER
Bogart Wealth, LLC$2.6B AUM0.00%$6,38784Q1 2026OLDER
Financial Life Planners$130M AUM0.00%$3124Q1 2026OLDER
MATHER GROUP, LLC.$10.0B AUM0.00%$15,260200Q1 2026OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.00%$296,9603.9KQ1 2026OLDER
CIBC Private Wealth Group LLC$59.2B AUM0.00%$80,2231.0KQ4 2025OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$579,8807.6KQ2 2026
CITADEL ADVISORS LLC$618.5B AUM0.00%$557,6777.3KQ1 2026OLDER
Dunhill Financial, LLC$424M AUM0.00%$3815Q1 2026OLDER
CoreCap Advisors, LLC$3.4B AUM0.00%$2,99834Q2 2026
Silver Grove Financial Group, Inc.$124M AUM0.00%$1001Q1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$233,7073.1KQ1 2026OLDER
VANGUARD ADVISERS INC$25.5B AUM0.00%$18,159238Q1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$284,0003.7KQ1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$322,6734.2KQ1 2026OLDER
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$62,948825Q1 2026OLDER
Russell Investments Group, Ltd.$93.1B AUM0.00%$33,419438Q1 2026OLDER
NATIONAL BANK OF CANADA /FI/$111.5B AUM0.00%$38,175500Q1 2026OLDER
UBS Group AG$666.3B AUM0.00%$222,9492.9KQ1 2026OLDER
Asset Dedication, LLC$1.4B AUM0.00%$4586Q1 2026OLDER
CWM, LLC$38.1B AUM0.00%$9,614126Q1 2026OLDER
ASSETMARK, INC$49.0B AUM0.00%$10,072132Q1 2026OLDER
AE Wealth Management LLC$18.5B AUM0.00%$2,35430Q3 2025OLDER
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM0.00%$2,97839Q1 2026OLDER
Golden State Wealth Management, LLC$915M AUM0.00%$771Q1 2026OLDER
US BANCORP \DE\$82.4B AUM0.00%$3,81550Q1 2026OLDER
FMR LLC$1.90T AUM0.00%$64,841850Q1 2026OLDER
Allworth Financial LP$24.7B AUM0.00%$76310Q1 2026OLDER

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.