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Towle Value ETF (TCV)

CUSIP: 26824D506 | NYSE | 19 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

Well Done, LLC278,759
1.2% of portfolio›$8.8M
Sanders Morris Harris LLC82,829
0.3% of portfolio›$2.6M
PNC Financial Services Group, Inc.20,773
0.0% of portfolio›$653.5K
CWA Asset Management Group, LLC14,150
0.0% of portfolio›$445.1K
Archford Capital Strategies, LLC13,819
0.0% of portfolio›$434.7K
Plancorp, LLC13,495
0.0% of portfolio›$446.1K
Apollon Wealth Management, LLC10,963
0.0% of portfolio›$344.9K
AMG National Trust Bank7,080
0.0% of portfolio›$222.7K
Pacific Capital Wealth Advisors, Inc.6,556
0.0% of portfolio›$206.2K
Farther Finance Advisors, LLC2,994
0.0% of portfolio›$94.2K
StyleTurnoverLocationFiled
Well Done, LLC
278,759$8.8M1.2%ETFLowHolland, MI2026-10-20
Sanders Morris Harris LLC
82,829$2.6M0.3%GARPLowHouston, TX2026-10-14
PNC Financial Services Group, Inc.
20,773$653.5K0.0%GrowthVery LowPittsburgh, PA2026-11-06
CWA Asset Management Group, LLC
14,150$445.1K0.0%CoreMediumNaples, FL2026-10-19
Archford Capital Strategies, LLC
13,819$434.7K0.0%GrowthMediumSwansea, IL2026-10-19
Plancorp, LLC
13,495$446.1K0.0%ETFLowSaint Louis, MO2026-11-03
Apollon Wealth Management, LLC
10,963$344.9K0.0%GrowthLowMount Pleasant, SC2026-10-23
AMG National Trust Bank
7,080$222.7K0.0%ETFLowGreenwood Village, CO2026-11-05
Pacific Capital Wealth Advisors, Inc.
6,556$206.2K0.0%ETFLowCorona, CA2026-10-22
Farther Finance Advisors, LLC
2,994$94.2K0.0%IndexLowSan Francisco, CA2026-10-08