13F Insight
DOSSIER · 13F Holders · Q1 2026
VOTE

TCW ETF TRUST

123 institutions still hold TCW ETF TRUST as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 29287L106·123 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$656M
visible holders
Holders
123
filers reporting
Concentration
18.79%
Betterment LLC #1
top holder share
AI Holders Summary · Q1 2026

123 institutions reported VOTE in Q1 2026. Betterment LLC leads at 18.8% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Betterment LLC
CIK 0001633901
$123M1.6M0.23%Q1 202602
PNC FINANCIAL SERVICES GROUP, INC.
CIK 0000713676
$87M1.1M0.05%Q4 202503
Angeles Investment Advisors, LLC
CIK 0001535695
$78M889K4.71%Q2 202604
THRIVENT FINANCIAL FOR LUTHERANS
CIK 0000314984
$60M789K0.11%Q1 202605
Fund Evaluation Group, LLC
CIK 0001356249
$45M513K1.22%Q2 202606
National Philanthropic Trust
CIK 0001785342
$42M477K0.61%Q2 202607
GOLDMAN SACHS GROUP INC
CIK 0000886982
$35M391K0.00%Q2 202608
JPMORGAN CHASE & CO
CIK 0000019617
$25M282K0.00%Q2 202609
Orion Porfolio Solutions, LLC
CIK 0001360533
$19M211K0.14%Q2 202610
Ethic Inc.
CIK 0001780570
$17M194K0.21%Q2 202611
Dorsey & Whitney Trust CO LLC
CIK 0001384042
$16M187K0.80%Q2 202612
BANK OF AMERICA CORP /DE/
CIK 0000070858
$16M186K0.00%Q2 202613
ASPIRIANT, LLC
CIK 0001433541
$15M168K0.36%Q2 202614
Litman Gregory Wealth Management LLC
CIK 0001551867
$14M176K1.03%Q4 202515
Beacon Pointe Advisors, LLC
CIK 0001744317
$14M160K0.07%Q2 202616
MORGAN STANLEY
CIK 0000895421
$12M141K0.00%Q2 202617
Orion Portfolio Solutions, LLC
CIK 0001802647
$10M148K0.05%Q1 202518
Pathstone Holdings, LLC
CIK 0002011612
$10M111K0.03%Q2 202619
Mutual Advisors, LLC
CIK 0001694080
$10M125K0.20%Q1 202620
Values Added Financial LLC
CIK 0001973921
$8M86K2.73%Q2 2026
Page 1 of 7
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