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Disclosery

GRW TCW ETF TRUST

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DURABLE GROWTH (fund)

36 managers (36 13F filers) reported a position in GRW shares at 2025-06-30, 2,334,158 shares in all. 9 filers opened a position and 4 filers sold out during the quarter.

Managers
36
13F filers
36
New
9
Added
8
Reduced
9
Sold out
4
Shares held by filers
2,334,158

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
TCW GROUP INCin group TCW GROUP INC827,226$29M0.23%+58,55613F-HRTimelineGroup
Cambridge Investment Research Advisors,…295,657$10.4M0.03%-7,64813F-HRTimeline
GC Wealth Management RIA, LLC249,358$8.73M0.71%-5,11313F-HRTimeline
Capital Planning LLC213,767$7.49M2.35%-3,12813F-HRTimeline
MANCHESTER FINANCIAL INC210,828$7.39M1.55%-6,21713F-HRTimeline
AVALON CAPITAL MANAGEMENT102,732$3.6M0.97%new13F-HRTimeline
UBS Group AGin group UBS Group AG85,859$3.01M<0.01%+8,69313F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY79,708$2.79M<0.01%-2,70613F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC23,595$827K<0.01%new13F-HRTimelineGroup
MML INVESTORS SERVICES, LLC23,580$826K<0.01%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC22,371$784K<0.01%+1,79813F-HRTimelineGroup
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC20,744$727K0.01%-38813F-HRTimelineGroup
LPL Financial LLC19,243$674K<0.01%+1,30613F-HRTimeline
Tempus Wealth Planning, LLC18,100$634K0.16%new13F-HRTimeline
TSFG, LLC15,000$525K0.1%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA14,522$509K<0.01%+13,73413F-HR/ATimelineGroup
FLOW TRADERS U.S. LLC14,189$497K0.02%-79813F-HRTimeline
Cooper Financial Group13,871$486K0.06%013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/13,060$457K<0.01%-46813F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.10,454$366K<0.01%+3,98613F-HR/ATimelineGroup
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC9,600$336K0.01%013F-HRTimelineGroup
Ciovacco Capital Management LLC8,530$299K0.16%013F-HRTimeline
Curi Capital, LLC8,065$283K0.01%new13F-HRTimeline
Milestone Investment Advisors LLC7,033$246K0.06%013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC6,093$213K<0.01%013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN5,650$198K<0.01%013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC4,799$168K<0.01%new13F-HRTimelineGroup
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC4,143$145K0.06%+2,32713F-HRTimeline
Archer Investment Corp2,912$102K0.02%013F-HRTimeline
FMR LLCin group FMR LLC764$26.7K<0.01%-19613F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC704$24.7K<0.01%+39413F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO633$22.2K<0.01%new13F-HRTimelineGroup
SouthState Bank Corpin group SouthState Bank Corp621$21.8K<0.01%013F-HRTimelineGroup
Scarborough Advisors, LLC469$16.4K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.278$9.74K<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.