Who Owns TCW (GRW)? -- Institutional Holders (2026-06-30)
34 institutions reported holding $31.5M of TCW (GRW) in SEC 13F filings for 2026-06-30. Largest institutional holders: Townsend & Associates, Inc ($17.5M), TCW GROUP INC ($3.0M), UBS Group AG ($1.7M), MORGAN STANLEY ($1.4M), LPL Financial LLC ($1.4M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Townsend & Associates, Inc | $17.5M | 560,318 | Trimmed |
| 2 | TCW GROUP INC | $3.0M | 93,425 | Trimmed |
| 3 | UBS Group AG | $1.7M | 54,254 | Trimmed |
| 4 | MORGAN STANLEY | $1.4M | 42,357 | Trimmed |
| 5 | LPL Financial LLC | $1.4M | 42,006 | Trimmed |
| 6 | MANCHESTER FINANCIAL INC | $953,987 | 29,601 | Trimmed |
| 7 | ANGELES WEALTH MANAGEMENT, LLC | $913,669 | 28,350 | Hold |
| 8 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $640,858 | 19,885 | Added |
| 9 | CITADEL ADVISORS LLC | $468,469 | 14,536 | Added |
| 10 | Cambridge Investment Research Advisors, Inc. | $460,000 | 14,260 | Trimmed |
| 11 | MERCER GLOBAL ADVISORS INC /ADV | $455,339 | 14,129 | New |
| 12 | Cooper Financial Group | $447,729 | 13,892 | Hold |
| 13 | BANK OF AMERICA CORP /DE/ | $420,898 | 13,060 | Hold |
| 14 | SIT INVESTMENT ASSOCIATES INC | $309,000 | 9,600 | Hold |
| 15 | Cetera Investment Advisers | $289,860 | 8,994 | Hold |
| 16 | Ciovacco Capital Management LLC | $275,007 | 8,530 | Hold |
| 17 | EP Wealth Advisors, LLC | $203,817 | 6,324 | New |
| 18 | MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | $176,095 | 5,464 | Hold |
| 19 | FMR LLC | $145,409 | 4,512 | Trimmed |
| 20 | OSAIC HOLDINGS, INC. | $114,793 | 3,557 | Hold |
| 21 | Archer Investment Corp | $93,849 | 2,912 | Hold |
| 22 | Sachetta, LLC | $83,053 | 2,577 | New |
| 23 | FIFTH THIRD BANCORP | $36,934 | 1,146 | Hold |
| 24 | Royal Bank of Canada | $35,000 | 1,087 | Trimmed |
| 25 | Larson Financial Group LLC | $32,389 | 1,005 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30