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TCW Transform Systems ETF (PWRD) Institutional Ownership

TCW Transform Systems ETF logo

Institutional Ownership Changes (13F Filings) for TCW Transform Systems ETF (NASDAQ:PWRD)

Number of
Institutional Buyers
(last 12 months)
17
Total
Institutional Inflows
(last 12 months)
$267.06M
Number of
Institutional Sellers
(last 12 months)
0
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PWRD Institutional Buying and Selling by Quarter

TCW Transform Systems ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/10/2025Cyndeo Wealth Partners LLC53,529$5.23M0.3%N/A0.000%
10/10/2025Fairvoy Private Wealth LLC11,590$1.13M0.3%N/A0.000%
10/10/2025Quotient Wealth Partners LLC15,204$1.49M0.0%N/A0.000%
10/6/2025 Venture Visionary Partners LLC80,319$7.85M0.3%N/A0.000%
9/4/2025Osaic Holdings Inc.1,238$112K0.0%N/A0.000%
8/27/2025Orion Porfolio Solutions LLC10,710$966K0.0%N/A0.000%
8/18/2025Geneos Wealth Management Inc.3,059$276K0.0%N/A0.000%
8/15/2025Orion Porfolio Solutions LLC73,538$6.63M0.0%N/A0.000%
8/14/2025Raymond James Financial Inc.24,715$2.23M0.0%N/A0.000%
8/14/2025Napa Wealth Management8,872$800K0.4%N/A0.000%
8/14/2025Becker Capital Management Inc.7,976$719K0.0%N/A0.000%
8/13/2025Flow Traders U.S. LLC16,772$1.51M0.1%N/A0.000%
8/13/2025WCG Wealth Advisors LLC158,689$14.31M0.9%N/A0.000%
8/13/2025Lido Advisors LLC10,417$939K0.0%N/A0.000%
8/12/2025Steward Partners Investment Advisory LLC9,037$815K0.0%N/A0.000%
8/12/2025MAI Capital Management3,111$281K0.0%N/A0.000%
8/12/2025JPMorgan Chase & Co.2,449,738$220.89M0.0%N/A0.000%
8/11/2025Portside Wealth Group LLC12,290$1.11M0.2%N/A0.000%
(Data available from 1/1/2016 forward)

PWRD Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PWRD shares?

During the previous two years, 17 institutional investors and hedge funds held shares of TCW Transform Systems ETF. The most heavily invested institutionals were JPMorgan Chase & Co. ($220.89M), WCG Wealth Advisors LLC ($14.31M), Venture Visionary Partners LLC ($7.85M), Cyndeo Wealth Partners LLC ($5.23M), Raymond James Financial Inc. ($2.23M), Flow Traders U.S. LLC ($1.51M), and Quotient Wealth Partners LLC ($1.49M).Learn more on TCW Transform Systems ETF's institutional investors.

Which institutional investors have been buying TCW Transform Systems ETF's stock?

Of the 17 institutional investors that purchased TCW Transform Systems ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: JPMorgan Chase & Co. ($2.45M), WCG Wealth Advisors LLC ($158.69K), Orion Porfolio Solutions LLC ($84.25K), Venture Visionary Partners LLC ($80.32K), Cyndeo Wealth Partners LLC ($53.53K), Raymond James Financial Inc. ($24.72K), and Flow Traders U.S. LLC ($16.77K).

How much institutional buying is happening at TCW Transform Systems ETF?

Institutional investors have bought a total of 2,950,804 shares in the last 24 months. This purchase volume represents approximately $267.06M in transactions.



This page (NASDAQ:PWRD) was last updated on 10/11/2025 by MarketBeat.com Staff
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