TCW Senior Loan ETFSLNZETF

13F holders, Q1 2025 (March 31)
18holders +3
6new positions
1sold out
1famous investor
$47.27avg. 13F price*

At the end of Q1 2025, 18 institutions reported holding TCW Senior Loan ETF (SLNZ) in their 13F filings, up 3 from Q4 2024. 6 opened new positions and 1 sold out. The largest holders were TCW Group Inc. ($181.7M), Moody National Bank Trust Division ($7.5M) and Cetera Investment Advisers ($3.7M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
TCW Senior Loan ETF
Filed as
TCW ETF TRUST (Q1 2025)
CUSIP
29287L809
Latest filing quarter
Q2 2026

History

Number of 13F holders

05101520 Q4 2024: 15Q4 2024Q1 2025: 18Q1 2025Q2 2025: 19Q2 2025Q3 2025: 18Q3 2025Q4 2025: 14Q4 2025Q1 2026: 13Q1 2026Q2 2026: 11Q2 2026

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions6$13.5M
Exits1$359K

All 13F filers, Q4 2024 → Q1 2025: 300,583 shares bought and 293,264 shares sold, net +7,319 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 18 holders

TCW Group Inc. 1.63% Reduce -6.2% 3,844,264 $181.7M
Moody National Bank Trust Division 0.78% New 158,545 $7.5M
Cetera Investment Advisers 0.01% Add +16.7% 77,616 $3.7M
Citadel Advisors 0.00% Reduce -22.1% 57,403 $2.7M
Goldman Sachs Group Inc. 0.00% New 52,837 $2.5M
Rovin Capital /Ut/ 0.70% New 46,289 $2.2M
Envestnet Asset Management Inc. 0.00% Add +11.0% 33,668 $1.6M
LPL Financial LLC 0.00% Reduce -3.2% 27,229 $1.3M
CPA Asset Management Group, LLC 0.28% New 13,635 $644K
Wbi Investments, LLC 0.16% New 12,816 $606K
Commonwealth Equity Services, LLC 0.00% Reduce -1.3% 10,428 $493K
Frontier Asset Management, LLC 0.11% Reduce -17.3% 8,372 $396K
Principal Securities, Inc. 0.01% No change 7,939 $376K
Bristlecone Advisors, LLC 0.02% Reduce -64.3% 4,850 $229K
AE Wealth Management LLC 0.00% New 2,027 $96K
Osaic Holdings, Inc. 0.00% No change 547 $26K
Creative Financial Designs Inc. 0.00% Add +0.9% 112 $5K
Morgan Stanley 0.00% Reduce -97.1% 58 $3K

"% of holder's portfolio" is SLNZ's weight in each manager's 13F, not the share of TCW Senior Loan ETF the manager owns.