TCW Compounders is an exchange-traded fund on NYSE. As of Q3 2025, 34 institutional investors hold shares in this ETF, with total holdings valued at $74.0M. TCW GROUP INC is the largest holder with a position valued at $26.6M.
Overview of institutional ownership in GRW as of Q3 2025
Institutions with the largest positions in GRW as of Q3 2025
| Institution | Position Value |
|---|---|
T TCW GROUP INC Institution | $26.6M 0.23% of portfolio |
Townsend & Associates, Inc RIA/Wealth | $15.0M 1.49% of portfolio |
Capital Planning LLC RIA/Wealth | $6.6M 1.93% of portfolio |
David R. Rahn & Associates Inc. RIA/Wealth | $4.8M 1.18% of portfolio |
UBS Group AG Institution | $3.3M 0.00% of portfolio |
MANCHESTER FINANCIAL INC RIA/Wealth | $2.5M 0.50% of portfolio |
MORGAN STANLEY RIA/Wealth | $2.4M 0.00% of portfolio |
L LPL Financial LLC Institution | $2.0M 0.00% of portfolio |
F FLOW TRADERS U.S. LLC Institution | $1.2M 0.06% of portfolio |
Quantinno Capital Management LP Hedge Fund•Market Neutral | $1.0M 0.00% of portfolio |
Institutional buying and selling activity for GRW in Q3 2025
| Institution | Net Bought |
|---|---|
Townsend & Associates, Inc RIA/Wealth | +$15.0M +472.7K shares |
David R. Rahn & Associates Inc. RIA/Wealth | +$1.5M +46.7K shares |
L LPL Financial LLC Institution | +$1.3M +42.1K shares |
Quantinno Capital Management LP Hedge Fund•Market Neutral | +$1.0M +32.6K shares |
+$762.1K +-271.8K shares | |
F FLOW TRADERS U.S. LLC Institution | +$745.7K +23.4K shares |
UBS Group AG Institution | +$600.2K +18.8K shares |
SFG Wealth Management, LLC. RIA/Wealth | +$519.2K +16.3K shares |
J JANE STREET GROUP, LLC Institution | +$289.2K +9.1K shares |
Cetera Investment Advisers RIA/Wealth | +$278.2K +8.7K shares |
| Institution | Net Sold |
|---|---|
Catalytic Wealth RIA, LLC RIA/Wealth | −$8.7M −249.4K shares |
MANCHESTER FINANCIAL INC RIA/Wealth | −$4.3M −133.9K shares |
Tempus Wealth Planning, LLC RIA/Wealth | −$634.0K −18.1K shares |
TSFG, LLC RIA/Wealth | −$525.5K −15.0K shares |
R RMB Capital Management, LLC RIA/Wealth | −$282.5K −8.1K shares |
Lido Advisors, LLC RIA/Wealth | −$213.4K −6.1K shares |
Capital Planning LLC RIA/Wealth | −$193.0K −6.0K shares |
MORGAN STANLEY RIA/Wealth | −$181.2K −5.7K shares |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | −$168.1K −4.8K shares |
KESTRA PRIVATE WEALTH SERVICES, LLC RIA/Wealth | −$80.9K −2.5K shares |
Institutions that initiated new positions or completely exited GRW in Q3 2025
| Institution | Position Value |
|---|---|
Townsend & Associates, Inc RIA/Wealth | $15.0M 472.7K shares |
Quantinno Capital Management LP Hedge Fund•Market Neutral | $1.0M 32.6K shares |
SFG Wealth Management, LLC. RIA/Wealth | $519.2K 16.3K shares |
Cetera Investment Advisers RIA/Wealth | $278.2K 8.7K shares |
Redhawk Wealth Advisors, Inc. RIA/Wealth | $237.6K 7.4K shares |
Ameritas Advisory Services, LLC RIA/Wealth | $66.4K 2.1K shares |
FIFTH THIRD BANCORP Institution | $36.6K 1.1K shares |
A Advisory Services Network, LLC RIA/Wealth | $5.8K 183.0 shares |
| Institution | Previous Position |
|---|---|
Catalytic Wealth RIA, LLC RIA/Wealth | $8.7M 249.4K shares |
Tempus Wealth Planning, LLC RIA/Wealth | $634.0K 18.1K shares |
TSFG, LLC RIA/Wealth | $525.5K 15.0K shares |
R RMB Capital Management, LLC RIA/Wealth | $282.5K 8.1K shares |
Lido Advisors, LLC RIA/Wealth | $213.4K 6.1K shares |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | $168.1K 4.8K shares |
JPMORGAN CHASE & CO Institution | $22.2K 633.0 shares |
FIRST FINANCIAL HOLDINGS, INC. Institution | $21.8K 621.0 shares |
Institutions with the largest Call and Put options positions in GRW as of Q3 2025
| Institution | Position Value |
|---|---|
| No call positions found | |
| Institution | Position Value |
|---|---|
| No put positions found | |
Institutions with GRW as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Capital Planning LLC RIA/Wealth | 1.93% $6.6M |
Townsend & Associates, Inc RIA/Wealth | 1.49% $15.0M |
David R. Rahn & Associates Inc. RIA/Wealth | 1.18% $4.8M |
MANCHESTER FINANCIAL INC RIA/Wealth | 0.50% $2.5M |
T TCW GROUP INC Institution | 0.23% $26.6M |
SFG Wealth Management, LLC. RIA/Wealth | 0.23% $519.2K |
Ciovacco Capital Management LLC RIA/Wealth | 0.14% $272.4K |
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC Long Only Manager | 0.08% $174.5K |
F FLOW TRADERS U.S. LLC Institution | 0.06% $1.2M |
Milestone Investment Advisors LLC RIA/Wealth | 0.06% $225.2K |
Discover hedge funds investing in GRW

| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Semiconductors Technology | $2.1B | 5.71% | |
Consumer Electronics Technology | $1.9B | 5.06% | |
Software - Infrastructure Technology | $1.4B | 3.93% |
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