LPL Financial LLC HYBX — TCW ETF TRUST

Ownership history in LPL Financial LLC  ·  5 quarters on record

AI Ownership Summary

LPL Financial LLC reported TCW ETF TRUST (HYBX) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. The latest visible filing shows HYBX at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this HYBX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was LPL Financial LLC's position in TCW ETF TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

HYBX was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

HYBX stock page LPL Financial LLC fund profile LPL Financial LLC full holdings
How LPL Financial LLC held HYBX — position size vs. price
% of Fund (quarterly)    HYBX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 13.3% +0.4% ❌ 10,508 -1,611 -13.3% 0.00% $314K 2026-02-14 (Est.) $29.58
2025 Q3 REDUCED 14.5% +0.8% ❌ 12,119 -2,061 -14.5% 0.00% $372K 2025-11-12 $29.19
2025 Q2 REDUCED 30.7% +1.8% ❌ 14,180 -6,282 -30.7% 0.00% $434K 2025-08-12 $28.92
2025 Q1 REDUCED 15.0% +3.3% ❌ 20,462 -3,619 -15.0% 0.00% $619K 2025-05-07 $27.88
2024 Q4 INITIATED — — — 24,081 — — 0.00% $732K 2025-02-11 $27.94

🏢 Other funds also holding HYBX

As of 2025 Q4 — sorted by position size

Clear Point Advisors Inc. 0.76% Evolution Advisers, Inc. 3Y 0.03% TCW GROUP INC 3Y 7Y 0.03% Waverly Advisors, LLC 3Y 7Y 0.01% Cambridge Investment Research Advisors, Inc. 3Y 7Y 0.0% Newbridge Financial Services Group, Inc. 3Y 0.0% HighTower Advisors, LLC 3Y 7Y 0.0% OSAIC HOLDINGS, INC. 3Y 0.0% GOLDMAN SACHS GROUP INC 3Y 7Y 0.0% JANE STREET GROUP, LLC 3Y 7Y 0.0%

FAQ About LPL Financial LLC and HYBX

These are the practical questions this page is built to answer before you even open the full history table.

How long has LPL Financial LLC reported owning HYBX?

LPL Financial LLC reported HYBX across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported HYBX position in LPL Financial LLC's portfolio?

The largest reported portfolio weight for HYBX was 0.00% in 2024 Q4.

What is the latest reported HYBX position on this page?

The most recent filing on this page is 2025 Q4, when LPL Financial LLC reported 10,508 shares, equal to 0.00% of portfolio, with an estimated market value of $314K.

What does the chart on this HYBX ownership page compare?

The chart compares LPL Financial LLC's quarterly HYBX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did LPL Financial LLC time their HYBX position?

Based on 13F filing dates vs. subsequent HYBX price moves, LPL Financial LLC correctly timed 0 out of 4 reported position changes (0%). The annualised alpha on HYBX relative to SPY over the holding period was -9.0%.

← Back to LPL Financial LLC Holdings