Who Owns TCW (AIFD)? -- Institutional Holders (2026-06-30)

Name: TCW (AIFD) Institutional Holders (2026-06-30)
Creator: ko.io

35 institutions reported holding $41.0M of TCW (AIFD) in SEC 13F filings for 2026-06-30. Largest institutional holders: LPL Financial LLC ($10.8M), TCW GROUP INC ($7.7M), RAYMOND JAMES FINANCIAL INC ($5.4M), COMMONWEALTH EQUITY SERVICES, LLC ($4.0M), TRUIST FINANCIAL CORP ($1.3M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	LPL Financial LLC	$10.8M	194,642	Added
2	TCW GROUP INC	$7.7M	138,153	Added
3	RAYMOND JAMES FINANCIAL INC	$5.4M	97,715	Added
4	COMMONWEALTH EQUITY SERVICES, LLC	$4.0M	71,660	Added
5	TRUIST FINANCIAL CORP	$1.3M	23,353	Added
6	Global Retirement Partners, LLC	$1.2M	21,641	Added
7	ENVESTNET ASSET MANAGEMENT INC	$1.1M	19,300	Added
8	Cambridge Investment Research Advisors, Inc.	$939,000	16,936	Added
9	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$869,562	15,687	Trimmed
10	Lido Advisors, LLC	$798,941	14,413	New
11	Mesirow Financial Investment Management, Inc.	$750,327	13,536	Added
12	KPP Advisory Services LLC	$688,519	12,421	New
13	Sigma Planning Corp	$686,692	12,388	Trimmed
14	OSAIC HOLDINGS, INC.	$578,347	10,434	Added
15	Mutual Advisors, LLC	$555,429	10,020	Trimmed
16	HighTower Advisors, LLC	$549,885	9,920	Added
17	CITADEL ADVISORS LLC	$543,511	9,805	Added
18	MML INVESTORS SERVICES, LLC	$513,744	9,268	Added
19	GK Wealth Management LLC	$437,026	7,884	New
20	Corient Private Wealth LLC	$388,024	7,000	Hold
21	J.W. COLE ADVISORS, INC.	$327,326	5,905	Hold
22	Revisor Wealth Management LLC	$308,092	5,558	New
23	Cyndeo Wealth Partners, LLC	$240,646	4,341	New
24	Belvedere Trading LLC	$217,016	3,915	New
25	FMR LLC	$47,033	848	Added

来源：SEC 13F 申报文件 · 截至 2026-06-30