Stock ownership · SEC 13F · Q3 2025

TCW TRANSFORM 500 ETF

Who owns TCW TRANSFORM 500 ETF (CUSIP 29287L106)? A look at the institutions behind it, how tightly they hold it, and the latest quarter's moves.

$44.6M
Reported value
3
Institutions
100%
Top-5 share

The verdict

As of Q3 2025, 3 institutions report $44.6M in TCW TRANSFORM 500 ETF positions, ownership that is dominated by its top few institutional owners.

3
institutions hold it
$44.6M
reported 13F value
100%
held by top 5

Based on long positions reported to the SEC as of Q3 2025; 13F omits shorts, options and non-US holdings.

How 13F ownership is computed · All tracked stocks · Concentration rankings

SEC Form 13F-HR ownership desk

CUSIP 29287L106 · Q3 2025 $45M reported

VALUE-TRACE · HOLDERS-FOCUS · CONC-DOM · PHOTO-UNK · ACTIVITY-MID · BOOK-MID

  • VALUE-TRACE $44.6M
  • HOLDERS-FOCUS 3 filers
  • CONC-DOM 100% top-5
  • PHOTO-UNK No peer
  • ACTIVITY-MID 3 new
  • BOOK-MID 4Q history

Read with: Ownership concentration guide - TCW TRANSFORM 500 ETF's top-five holders account for 100% of reported value — read concentration before treating any single filer as a signal.

Largest institutional holders of TCW TRANSFORM 500 ETF
  1. 1
    JPMORGAN CHASE & CO $44.6M
  2. 2
    CIBC Private Wealth Group LLC $78K
  3. 3
    Asset Dedication, LLC $471

Top 3 reported holders by value · Q3 2025

Institutional ownership over time

The number of institutions reporting a TCW TRANSFORM 500 ETF position has risen from 1 to 3 over the last 4 quarters of 13F filings.

0.511.522.533.5 Q1'24Q1'25Q2'25Q3'25 3
Distinct 13F filers holding TCW TRANSFORM 500 ETF, by quarter

Top Institutional Holders

# Institution Shares Value Share of reported
1 JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) 567,702 $44.6M 99.8%
2 CIBC Private Wealth Group LLC 1,000 $78K 0.2%
3 Asset Dedication, LLC 6 $471 0.0%

Investment Discretion

SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among TCW TRANSFORM 500 ETF's reported holders for Q3 2025, by reported value:

Shared-other discretion (OTR)
99.8%
Sole discretion (SOLE)
0.2%

Latest Quarter Activity · Q3 2025

New positions (3)

JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) $44.6M
CIBC Private Wealth Group LLC $78K
Asset Dedication, LLC $471

Complete exits (3)

Orion Porfolio Solutions, LLC exited
Tolleson Wealth Management, Inc. exited
Stark Wealth Management LLC exited

Frequently Asked Questions

How many institutions hold TCW TRANSFORM 500 ETF?▼
TCW TRANSFORM 500 ETF is held by 3 institutional investors per the latest SEC Form 13F filings as of Q3 2025.
What is the total institutional value of TCW TRANSFORM 500 ETF?▼
Institutions report $44.6M of TCW TRANSFORM 500 ETF as of Q3 2025.
How concentrated is ownership of TCW TRANSFORM 500 ETF?▼
The top five institutional holders account for 100% of the reported institutional value in TCW TRANSFORM 500 ETF, making ownership dominated by its top few institutional owners.
Who is the largest institutional holder of TCW TRANSFORM 500 ETF?▼
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) is the largest reported holder of TCW TRANSFORM 500 ETF with $44.6M across 567,702 shares as of Q3 2025.

Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q3 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.

PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.