TCW Compounders ETF (GRW)

Neutral

Insufficient data to determine institutional momentum.

Data as of Q1 2026

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Institutional Holders

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No collected fundamentals to build a valuation model.

No collected fundamentals for a quality & risk analysis.

No collected fundamentals for a dividends & returns analysis.

No collected fundamentals for a debt & leverage analysis.

Ownership Map

Top 31 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

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Crowding AnalysisCrowded

Holders31of 5,944

Avg: 68

Uncrowded78th percentileCrowded

Institutional Activity

Buy/Sell Ratio0.44x

43th percentile

8 buying18 selling

+6

New

-6

Closed

-534,280

Net shares

Ownership Concentration

Top 5: 82.5%Top 10: 90.9%

Townsend & Associates,41.1%

TCW GROUP30.2%

UBS Group AG4.2%

MORGAN STANLEY3.8%

LPL Financial3.2%

Others (26)17.5%

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No sector peer set for this ticker (missing sector classification, or too few peers with collected financials).

Buy / Sell Volume by Quarter

Total shares institutions bought (green) vs sold (red) each quarter across all holders.

Inferred from quarter-over-quarter change in each fund's 13F position (new stakes count as buys, exits as sells). Not tick-level trades.

Conviction-Weighted Ownership

Median weight: 0.02%Avg weight: 0.18%Max: 1.44%High conviction (>1%): 1

Townsend & Associates,

ANGELES WEALTH MANAGEMENT,

JANE STREET GROUP,

Cambridge Investment Research Advisors,

Cooper Financial Group

Institutional Trends (8 Quarters)

No trend data available for this metric.

Crowding AnalysisCrowded

Holders31of 5,944

Avg: 68

Uncrowded78th percentileCrowded

Institutional Activity

Buy/Sell Ratio0.44x

43th percentile

8 buying18 selling

+6

New

-6

Closed

-534,280

Net shares

Ownership Concentration

Top 5: 82.5%Top 10: 90.9%

Townsend & Associates,41.1%

TCW GROUP30.2%

UBS Group AG4.2%

MORGAN STANLEY3.8%

LPL Financial3.2%

Others (26)17.5%

Crowding AnalysisCrowded

Holders31of 5,944

Avg: 68

Uncrowded78th percentileCrowded

Institutional Activity

Buy/Sell Ratio0.44x

43th percentile

8 buying18 selling

+6

New

-6

Closed

-534,280

Net shares

Ownership Concentration

Top 5: 82.5%Top 10: 90.9%

Townsend & Associates,41.1%

TCW GROUP30.2%

UBS Group AG4.2%

MORGAN STANLEY3.8%

LPL Financial3.2%

Others (26)17.5%

Performance vs. S&P 500

Total return (dividends reinvested) vs the market, from quarter-end prices.

$10,000 invested 2024-06

$10,540

GRW · +5%

$14,047

S&P 500 · +40%

−$3,506

behind the index

Total return (5Y)

+5%

S&P 500

+40%

vs. market

-35%

underperformed

Annualized

2.7%

mkt 18.5%

Volatility

19%

annualized

Beta

0.91

vs S&P 500

Growth of $10,000

Hover the chart to read any quarter

GRWS&P 500

Year by year

Annual return vs the market

Hover a year to compare.

GRW (solid)S&P 500 (outline)Green = positive year, red = negative. Number = GRW's return.

Beat the market

0 / 3 yrs

0% win rate

Best year

+7%

2024

Worst year

-5%

2025

Worst drawdown

-21%

still -8% below peak

Relative strength

Cumulative lead over the S&P 500

Above 0 = ahead of the S&P 500 since the window start; below 0 = behind. Rising means it's pulling ahead.

Downside

Drawdown from peak · max -21%

How far the stock fell below its prior peak. Deeper, longer drawdowns = a rougher ride to the same return.

Quarter-end, dividend-adjusted (total return). Beta & volatility from quarterly returns (annualized). Benchmark is the S&P 500 (SPY total return). Annual returns compound the quarters ending in each calendar year; the first and last years in a window may be partial. Past performance doesn't predict future results.

Ownership Map

Top 31 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

Ownership Map

Top 31 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position