Filing Research | TCW ETF TRUST Institutional Holdings

Snapshot holdings

40 / 40 loaded

#		Instrument	quantity
1	First Pacific Financial	Shares	2.4MSH	$92.4M
2	Morton Capital Management LLC/CA	Shares	1.8MSH	$71.8M
3	CARY STREET PARTNERS FINANCIAL LLC	Shares	1.5MSH	$60.0M
4	Keudell/Morrison Wealth Management	Shares	1.0MSH	$39.7M
5	PEAK FINANCIAL ADVISORS LLC	Shares	889.8KSH	$34.9M
6	Leelyn Smith, LLC	Shares	822.0KSH	$32.2M
7	TECTONIC ADVISORS LLC	Shares	751.9KSH	$29.5M
8	HIGHLINE WEALTH PARTNERS LLC	Shares	674.9KSH	$26.5M
9	True North Advisors, LLC	Shares	484.7KSH	$19.0M
10	EXCHANGE TRADED CONCEPTS, LLC	Shares	462.4KSH	$18.1M
11	Peak Financial Management, Inc.	Shares	303.1KSH	$11.9M
12	White & Co Financial Planning Inc	Shares	300.9KSH	$11.8M
13	Onyx Bridge Wealth Group LLC	Shares	232.1KSH	$9.1M
14	Etesian Wealth Advisors, Inc.	Shares	183.5KSH	$7.2M
15	Mesirow Financial Investment Management, Inc.	Shares	154.0KSH	$6.0M
16	Brookwood Investment Group LLC	Shares	146.7KSH	$5.8M
17	KPP Advisory Services LLC	Shares	141.8KSH	$5.6M
18	CARY STREET PARTNERS INVESTMENT ADVISORY LLC	Shares	131.2KSH	$5.1M
19	Envestnet Portfolio Solutions, Inc.	Shares	110.9KSH	$4.3M
20	D.A. DAVIDSON & CO.	Shares	75.5KSH	$3.0M
21	Spinnaker Investment Group, LLC	Shares	52.6KSH	$2.1M
22	BLUE JEAN FINANCIAL LLC	Shares	40.9KSH	$1.6M
23	Encompass More Asset Management	Shares	35.6KSH	$1.4M
24	Apollon Financial, LLC	Shares	28.8KSH	$1.1M
25	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	28.6KSH	$1.1M
26	Prospera Financial Services Inc	Shares	26.4KSH	$1.0M
27	ENCOMPASS WEALTH ADVISORS, LLC	Shares	20.8KSH	$816.7K
28	Bensler, LLC	Shares	13.8KSH	$543.0K
29	Dynamic Advisor Solutions LLC	Shares	13.3KSH	$522.8K
30	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	Shares	10.3KSH	$404.8K
31	Cooper Financial Group	Shares	8.7KSH	$339.8K
32	Breakwater Capital Group	Shares	8.4KSH	$328.3K
33	DHJJ Financial Advisors, Ltd.	Shares	5.8KSH	$227.2K
34	FLAGSHIP HARBOR ADVISORS, LLC	Shares	5.8KSH	$227.1K
35	BENJAMIN EDWARDS INC	Shares	5.6KSH	$218.9K
36	IFP Advisors, Inc	Shares	3.2KSH	$125.7K
37	Signature Resources Capital Management, LLC	Shares	1.4KSH	$54.1K
38	CoreCap Advisors, LLC	Shares	952SH	$37.3K
39	PARK AVENUE SECURITIES LLC	Shares	9.7KSH	$381
40	TSFG, LLC	Shares	238SH	$9

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

44 / 44 loaded

#		Instrument
1	HIGHLINE WEALTH PARTNERS LLC added	Shares	+653.3K	+$25.6M	$26.5M
2	PEAK FINANCIAL ADVISORS LLC added	Shares	+254.8K	+$10.0M	$34.9M
3	First Pacific Financial added	Shares	+71.1K	+$2.7M	$92.4M
4	TECTONIC ADVISORS LLC added	Shares	+64.7K	+$2.5M	$29.5M
5	CARY STREET PARTNERS INVESTMENT ADVISORY LLC added	Shares	+53.3K	+$2.1M	$5.1M
6	White & Co Financial Planning Inc added	Shares	+41.4K	+$1.6M	$11.8M
7	Spinnaker Investment Group, LLC added	Shares	+38.4K	+$1.5M	$2.1M
8	Etesian Wealth Advisors, Inc. added	Shares	+34.0K	+$1.3M	$7.2M
9	Leelyn Smith, LLC added	Shares	+30.8K	+$1.2M	$32.2M
10	KPP Advisory Services LLC added	Shares	+27.7K	+$1.1M	$5.6M
11	Peak Financial Management, Inc. added	Shares	+23.5K	+$903.3K	$11.9M
12	Mesirow Financial Investment Management, Inc. added	Shares	+22.7K	+$882.5K	$6.0M
13	Prospera Financial Services Inc added	Shares	+15.8K	+$618.5K	$1.0M
14	Envestnet Portfolio Solutions, Inc. added	Shares	+12.8K	+$495.7K	$4.3M
15	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC new	Shares	+10.3K	+$404.8K	$404.8K
16	Morton Capital Management LLC/CA added	Shares	+12.2K	+$368.7K	$71.8M
17	Breakwater Capital Group new	Shares	+8.4K	+$328.3K	$328.3K
18	ENCOMPASS WEALTH ADVISORS, LLC added	Shares	+7.2K	+$282.7K	$816.7K
19	Bensler, LLC added	Shares	+6.0K	+$234.1K	$543.0K
20	DHJJ Financial Advisors, Ltd. new	Shares	+5.8K	+$227.2K	$227.2K
21	FLAGSHIP HARBOR ADVISORS, LLC new	Shares	+5.8K	+$227.1K	$227.1K
22	Encompass More Asset Management added	Shares	+5.2K	+$202.9K	$1.4M
23	BLUE JEAN FINANCIAL LLC added	Shares	+4.5K	+$172.7K	$1.6M
24	D.A. DAVIDSON & CO. added	Shares	+2.9K	+$110.0K	$3.0M
25	Dynamic Advisor Solutions LLC added	Shares	+1.8K	+$71.5K	$522.8K
26	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+1.5K	+$54.3K	$1.1M
27	Signature Resources Capital Management, LLC new	Shares	+1.4K	+$54.1K	$54.1K
28	CoreCap Advisors, LLC new	Shares	+952	+$37.3K	$37.3K
29	IFP Advisors, Inc added	Shares	+841	+$32.8K	$125.7K
30	BENJAMIN EDWARDS INC added	Shares	+109	+$3.9K	$218.9K
31	TSFG, LLC trimmed	Shares	-2	$0	$9
32	PARK AVENUE SECURITIES LLC trimmed	Shares	-2.6K	-$101	$381
33	Global Wealth Strategies & Associates exited	Shares	-51	-$2.0K	$0
34	Cooper Financial Group trimmed	Shares	-490	-$19.8K	$339.8K
35	True Wealth Design, LLC exited	Shares	-645	-$25.3K	$0
36	Apollon Financial, LLC trimmed	Shares	-1.0K	-$41.0K	$1.1M
37	Brookwood Investment Group LLC trimmed	Shares	-858	-$42.5K	$5.8M
38	CARY STREET PARTNERS FINANCIAL LLC trimmed	Shares	-5.6K	-$313.0K	$60.0M
39	Nautilus Advisors LLC exited	Shares	-8.8K	-$343.9K	$0
40	KAVAR CAPITAL PARTNERS GROUP, LLC exited	Shares	-20.2K	-$791.4K	$0
41	True North Advisors, LLC trimmed	Shares	-24.2K	-$979.6K	$19.0M
42	EXCHANGE TRADED CONCEPTS, LLC trimmed	Shares	-28.6K	-$1.2M	$18.1M
43	Keudell/Morrison Wealth Management trimmed	Shares	-88.9K	-$3.6M	$39.7M
44	Onyx Bridge Wealth Group LLC trimmed	Shares	-156.9K	-$6.2M	$9.1M