Filing Research | TCW ETF TRUST Institutional Holdings

Snapshot holdings

40 / 40 loaded

#		Instrument	quantity
1	ASPIRIANT, LLC	Shares	162.3KSH	$20.0M
2	Procyon Advisors, LLC	Shares	143.6KSH	$17.7M
3	UNIQUE WEALTH, LLC	Shares	136.0KSH	$16.7M
4	Centerline Wealth Advisors, LLC	Shares	114.1KSH	$14.0M
5	ALBION FINANCIAL GROUP /UT	Shares	72.2KSH	$8.9M
6	Storen Legacy Partners, LLC	Shares	68.2KSH	$8.4M
7	AVALON CAPITAL MANAGEMENT	Shares	60.0KSH	$7.4M
8	Cyndeo Wealth Partners, LLC	Shares	37.7KSH	$4.6M
9	KPP Advisory Services LLC	Shares	32.8KSH	$4.0M
10	Cardinal Point Capital Management ULC	Shares	20.2KSH	$2.5M
11	DecisionMap Wealth Management, LLC	Shares	19.6KSH	$2.4M
12	CAPITAL WEALTH MANAGEMENT, LLC	Shares	16.0KSH	$2.0M
13	SFG Wealth Management, LLC.	Shares	14.8KSH	$1.8M
14	TFC Financial Management, Inc.	Shares	13.5KSH	$1.7M
15	Portside Wealth Group, LLC	Shares	13.4KSH	$1.6M
16	First Heartland Consultants, Inc.	Shares	9.7KSH	$1.2M
17	Fairvoy Private Wealth, LLC	Shares	9.0KSH	$1.1M
18	Traveka Wealth, LLC	Shares	8.0KSH	$980.5K
19	GK Wealth Management LLC	Shares	6.9KSH	$854.0K
20	IFP Advisors, Inc	Shares	4.7KSH	$573.7K
21	Revisor Wealth Management LLC	Shares	4.5KSH	$558.2K
22	Dynamic Advisor Solutions LLC	Shares	3.9KSH	$484.2K
23	ARWA LLC	Shares	4.3KSH	$478.6K
24	Rare Wolf Capital LLC	Shares	3.5KSH	$424.2K
25	Wealthcare Advisory Partners LLC	Shares	3.1KSH	$386.3K
26	LEAVELL INVESTMENT MANAGEMENT, INC.	Shares	2.5KSH	$304.2K
27	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	Shares	2.3KSH	$279.5K
28	Integras Partners LLC	Shares	2.0KSH	$248.9K
29	Amplius Wealth Advisors, LLC	Shares	1.7KSH	$211.1K
30	HIGHLINE WEALTH PARTNERS LLC	Shares	1.2KSH	$147.4K
31	Golden State Wealth Management, LLC	Shares	860SH	$105.7K
32	Triumph Capital Management	Shares	737SH	$90.6K
33	NorthAvenue LLC	Shares	128SH	$15.7K
34	Blue Trust, Inc.	Shares	107SH	$13.2K
35	TOTH FINANCIAL ADVISORY CORP	Shares	51SH	$6.3K
36	Atlantic Edge Private Wealth Management, LLC	Shares	50SH	$6.1K
37	EverSource Wealth Advisors, LLC	Shares	34SH	$4.2K
38	MB, LEVIS & ASSOCIATES, LLC	Shares	30SH	$3.7K
39	TSFG, LLC	Shares	20.7KSH	$2.5K
40	CoreCap Advisors, LLC	Shares	1SH	$123

Manager changes2026-06-30 vs 2026-03-31

40 / 40 loaded

#		Instrument
1	Procyon Advisors, LLC added	Shares	+8.5K	+$4.5M	$17.7M
2	ASPIRIANT, LLC added	Shares	+2.3K	+$4.3M	$20.0M
3	AVALON CAPITAL MANAGEMENT added	Shares	+4.9K	+$2.0M	$7.4M
4	ALBION FINANCIAL GROUP /UT added	Shares	+569	+$1.9M	$8.9M
5	KPP Advisory Services LLC added	Shares	+1.9K	+$1.0M	$4.0M
6	GK Wealth Management LLC new	Shares	+6.9K	+$854.0K	$854.0K
7	DecisionMap Wealth Management, LLC added	Shares	+1.3K	+$618.1K	$2.4M
8	Revisor Wealth Management LLC new	Shares	+4.5K	+$558.2K	$558.2K
9	IFP Advisors, Inc added	Shares	+4.5K	+$552.9K	$573.7K
10	Cardinal Point Capital Management ULC added	Shares	+6	+$509.9K	$2.5M
11	Dynamic Advisor Solutions LLC new	Shares	+3.9K	+$484.2K	$484.2K
12	CAPITAL WEALTH MANAGEMENT, LLC added	Shares	+826	+$483.1K	$2.0M
13	SFG Wealth Management, LLC. added	Shares	+1.1K	+$481.6K	$1.8M
14	ARWA LLC new	Shares	+4.3K	+$478.6K	$478.6K
15	Wealthcare Advisory Partners LLC new	Shares	+3.1K	+$386.3K	$386.3K
16	First Heartland Consultants, Inc. added	Shares	+544	+$297.5K	$1.2M
17	Integras Partners LLC new	Shares	+2.0K	+$248.9K	$248.9K
18	Portside Wealth Group, LLC trimmed	Shares	-1.0K	+$236.2K	$1.6M
19	Amplius Wealth Advisors, LLC new	Shares	+1.7K	+$211.1K	$211.1K
20	Traveka Wealth, LLC added	Shares	+98	+$210.5K	$980.5K
21	TFC Financial Management, Inc. trimmed	Shares	-1.6K	+$184.2K	$1.7M
22	HIGHLINE WEALTH PARTNERS LLC new	Shares	+1.2K	+$147.4K	$147.4K
23	Rare Wolf Capital LLC unchanged	Shares	0	+$86.9K	$424.2K
24	Fairvoy Private Wealth, LLC trimmed	Shares	-1.5K	+$83.6K	$1.1M
25	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC added	Shares	+200	+$76.8K	$279.5K
26	LEAVELL INVESTMENT MANAGEMENT, INC. unchanged	Shares	0	+$62.3K	$304.2K
27	Triumph Capital Management added	Shares	+78	+$26.2K	$90.6K
28	Golden State Wealth Management, LLC trimmed	Shares	-10	+$20.7K	$105.7K
29	NorthAvenue LLC new	Shares	+128	+$15.7K	$15.7K
30	TOTH FINANCIAL ADVISORY CORP new	Shares	+51	+$6.3K	$6.3K
31	EverSource Wealth Advisors, LLC new	Shares	+34	+$4.2K	$4.2K
32	Blue Trust, Inc. unchanged	Shares	0	+$2.7K	$13.2K
33	Atlantic Edge Private Wealth Management, LLC unchanged	Shares	0	+$1.3K	$6.1K
34	MB, LEVIS & ASSOCIATES, LLC added	Shares	+5	+$1.2K	$3.7K
35	TSFG, LLC trimmed	Shares	-260	+$497	$2.5K
36	CoreCap Advisors, LLC unchanged	Shares	0	+$25	$123
37	UNIQUE WEALTH, LLC trimmed	Shares	-36.6K	-$150.8K	$16.7M
38	Storen Legacy Partners, LLC trimmed	Shares	-20.6K	-$294.5K	$8.4M
39	Cyndeo Wealth Partners, LLC trimmed	Shares	-13.3K	-$352.6K	$4.6M
40	Centerline Wealth Advisors, LLC trimmed	Shares	-36.0K	-$646.1K	$14.0M