TCW Artificial Intel ETF (AIFD)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options Short Interest 13D/13G Peers Targeting Trading Summary Profile

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LPL Financial LLC

DECREASED

Shares173,504 from 194,642

Change-21,138 (-11%)

Value$9.4M (-$1.4M)

Filed 2026-11-06

Ocean Park Asset Management, LLC

NEW

Shares83,370

Change+83,370

Value$4.5M

Filed 2026-10-21

Commonwealth Equity Services, LLC

INCREASED

Shares73,370 from 71,660

Change+1,710 (+2%)

Value$4.0M (+$1.5K)

Filed 2026-11-02

Lido Advisors, LLC

INCREASED

Shares49,889 from 14,413

Change+35,476 (+246%)

Value$2.7M (+$1.9M)

Filed 2026-11-04

Truist Financial Corp

INCREASED

Shares25,287 from 23,353

Change+1,934 (+8%)

Value$1.4M (+$75.0K)

Filed 2026-10-30

KPP Advisory Services LLC

INCREASED

Shares20,190 from 12,421

Change+7,769 (+63%)

Value$1.1M (+$405.0K)

Filed 2026-10-26

Cambridge Investment Research Advisors, Inc.

INCREASED

Shares17,483 from 16,936

Change+547 (+3%)

Value$947.0K (+$8.0K)

Filed 2026-11-02

Mesirow Financial Investment Management, Inc.

DECREASED

Shares13,494 from 13,536

Change-42 (0%)

Value$730.8K (-$19.5K)

Filed 2026-11-05

Revisor Wealth Management LLC

INCREASED

Shares5,956 from 5,558

Change+398 (+7%)

Value$306.9K (-$1.2K)

Filed 2026-10-20

J.W. Cole Advisors, Inc.

UNCHANGED

Shares5,905 from 5,905

Change0 (0%)

Value$319.8K (-$7.5K)

Filed 2026-11-05

GK Wealth Management LLC

DECREASED

Shares5,733 from 7,884

Change-2,151 (-27%)

Value$310.5K (-$126.5K)

Filed 2026-10-09

Sigma Planning Corp

DECREASED

Shares5,534 from 12,388

Change-6,854 (-55%)

Value$299.7K (-$387.0K)

Filed 2026-10-23

Cyndeo Wealth Partners, LLC

INCREASED

Shares5,046 from 4,341

Change+705 (+16%)

Value$273.3K (+$32.7K)

Filed 2026-10-16

Harbour Investments, Inc.

INCREASED

Shares843 from 606

Change+237 (+39%)

Value$45.7K (+$12.1K)

Filed 2026-11-09

Fifth Third Bancorp

NEW

Shares450

Change+450

Value$24.4K

Filed 2026-11-05

Larson Financial Group LLC

UNCHANGED

Shares307 from 307

Change0 (0%)

Value$16.6K (-$391)

Filed 2026-11-05

Allworth Financial LP

NEW

Shares200

Change+200

Value$11.1K

Filed 2026-11-06

Brown, Lisle Ings, Inc.

NEW

Shares200

Change+200

Value$10.8K

Filed 2026-10-16

IFS Advisors, LLC

NEW

Shares193

Change+193

Value$10.5K

Filed 2026-10-14

Belvedere Trading LLC

CLOSED

Shares0 from 3,715

Change-3,715 (-100%)

Value$0 (-$205.9K)

Filed 2026-11-05

TCW Group Inc

N/A

Shares— from 138,153

Change-138,153 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 97,715

Change-97,715 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 21,641

Change-21,641 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 19,300

Change-19,300 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 15,687

Change-15,687 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 10,434

Change-10,434 (-100%)

Value—

Mutual Advisors, LLC

N/A

Shares— from 10,020

Change-10,020 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 9,920

Change-9,920 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 9,805

Change-9,805 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 9,268

Change-9,268 (-100%)

Value—

FMR LLC

N/A

Shares— from 848

Change-848 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 733

Change-733 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 219

Change-219 (-100%)

Value—

UBS Group AG

N/A

Shares— from 170

Change-170 (-100%)

Value—

Federation des caisses Desjardins du Quebec

N/A

Shares— from 135

Change-135 (-100%)

Value—

Front Row Advisors LLC

N/A

Shares— from 109

Change-109 (-100%)

Value—

	Status
LPL Financial LLC	DECREASED	173,504	194,642	-21,138	-11%	$10.8M	$9.4M	-$1.4M	2026-11-06
Ocean Park Asset Management, LLC	NEW	83,370	—	+83,370	—	—	$4.5M	—	2026-10-21
Commonwealth Equity Services, LLC	INCREASED	73,370	71,660	+1,710	+2%	$4.0M	$4.0M	+$1.5K	2026-11-02
Lido Advisors, LLC	INCREASED	49,889	14,413	+35,476	+246%	$798.9K	$2.7M	+$1.9M	2026-11-04
Truist Financial Corp	INCREASED	25,287	23,353	+1,934	+8%	$1.3M	$1.4M	+$75.0K	2026-10-30
KPP Advisory Services LLC	INCREASED	20,190	12,421	+7,769	+63%	$688.5K	$1.1M	+$405.0K	2026-10-26
Cambridge Investment Research Advisors, Inc.	INCREASED	17,483	16,936	+547	+3%	$939.0K	$947.0K	+$8.0K	2026-11-02
Mesirow Financial Investment Management, Inc.	DECREASED	13,494	13,536	-42	0%	$750.3K	$730.8K	-$19.5K	2026-11-05
Revisor Wealth Management LLC	INCREASED	5,956	5,558	+398	+7%	$308.1K	$306.9K	-$1.2K	2026-10-20
J.W. Cole Advisors, Inc.	UNCHANGED	5,905	5,905	0	0%	$327.3K	$319.8K	-$7.5K	2026-11-05
GK Wealth Management LLC	DECREASED	5,733	7,884	-2,151	-27%	$437.0K	$310.5K	-$126.5K	2026-10-09
Sigma Planning Corp	DECREASED	5,534	12,388	-6,854	-55%	$686.7K	$299.7K	-$387.0K	2026-10-23
Cyndeo Wealth Partners, LLC	INCREASED	5,046	4,341	+705	+16%	$240.6K	$273.3K	+$32.7K	2026-10-16
Harbour Investments, Inc.	INCREASED	843	606	+237	+39%	$33.6K	$45.7K	+$12.1K	2026-11-09
Fifth Third Bancorp	NEW	450	—	+450	—	—	$24.4K	—	2026-11-05
Larson Financial Group LLC	UNCHANGED	307	307	0	0%	$17.0K	$16.6K	-$391	2026-11-05
Allworth Financial LP	NEW	200	—	+200	—	—	$11.1K	—	2026-11-06
Brown, Lisle Ings, Inc.	NEW	200	—	+200	—	—	$10.8K	—	2026-10-16
IFS Advisors, LLC	NEW	193	—	+193	—	—	$10.5K	—	2026-10-14
Belvedere Trading LLC	CLOSED	0	3,715	-3,715	-100%	$205.9K	$0	-$205.9K	2026-11-05
TCW Group Inc	N/A	—	138,153	-138,153	-100%	$7.7M	—	—	—
Raymond James Financial Inc	N/A	—	97,715	-97,715	-100%	$5.4M	—	—	—
Global Retirement Partners, LLC	N/A	—	21,641	-21,641	-100%	$1.2M	—	—	—
Envestnet Asset Management Inc	N/A	—	19,300	-19,300	-100%	$1.1M	—	—	—
Susquehanna International Group, LLP	N/A	—	15,687	-15,687	-100%	$869.6K	—	—	—
Osaic Holdings, Inc.	N/A	—	10,434	-10,434	-100%	$578.3K	—	—	—
Mutual Advisors, LLC	N/A	—	10,020	-10,020	-100%	$555.4K	—	—	—
HighTower Advisors, LLC	N/A	—	9,920	-9,920	-100%	$549.9K	—	—	—
Citadel Advisors LLC	N/A	—	9,805	-9,805	-100%	$543.5K	—	—	—
MML Investors Services, LLC	N/A	—	9,268	-9,268	-100%	$513.7K	—	—	—
FMR LLC	N/A	—	848	-848	-100%	$47.0K	—	—	—
Morgan Stanley	N/A	—	733	-733	-100%	$40.6K	—	—	—
JPMorgan Chase & Co	N/A	—	219	-219	-100%	$11.7K	—	—	—
UBS Group AG	N/A	—	170	-170	-100%	$9.4K	—	—	—
Federation des caisses Desjardins du Quebec	N/A	—	135	-135	-100%	$7.5K	—	—	—
Front Row Advisors LLC	N/A	—	109	-109	-100%	$5.7K	—	—	—

Showing 36 of 36 institutions