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TCW Transform Systems ETF (PWRD) Institutional Ownership

TCW Transform Systems ETF logo
$105.46 -0.33 (-0.31%)
Closing price 10/13/2026 03:59 PM Eastern
Extended Trading
$105.65 +0.19 (+0.18%)
As of 04:11 AM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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Institutional Ownership Changes (13F Filings) for TCW Transform Systems ETF (NASDAQ:PWRD)

Current
Institutional Ownership
Percentage
52.75%
Number of
Institutional Buyers
(last 12 months)
93
Total
Institutional Inflows
(last 12 months)
$1.36B
Number of
Institutional Sellers
(last 12 months)
23
Total
Institutional Outflows
(last 12 months)
$54.93M
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PWRD Institutional Buying and Selling by Quarter

TCW Transform Systems ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/9/2026GK Wealth Management LLC5,210$548K0.3%-25.0%0.037%
10/9/2026First Heartland Consultants Inc.3,206$337K0.0%-66.9%0.023%
10/8/2026Farther Finance Advisors LLC547$58K0.0%N/A0.004%
10/7/2026Venture Visionary Partners LLC89,843$9.45M0.2%+3.1%0.644%
9/9/2026Integrated Wealth Concepts LLC56,243$6.92M0.0%N/A0.421%
9/9/2026IFP Advisors Inc4,666$574K0.0%+2,090.6%0.035%
9/9/2026Centerline Wealth Advisors LLC114,143$14.04M4.4%-24.0%0.854%
8/27/2026Corient Private Wealth LP14,284$1.76M0.0%+7.0%0.107%
8/25/2026Financial Insights Inc.22,209$2.73M0.7%-2.8%0.166%
8/23/2026SFG Wealth Management LLC.14,782$1.82M0.7%+8.2%0.111%
8/23/2026Unique Wealth LLC136,013$16.72M1.9%-21.2%1.017%
7/10/2026Wealthcare Advisory Partners LLC3,142$386K0.0%N/A0.024%
7/9/2026Capital Wealth Management LLC15,969$1.96M0.4%+5.5%0.119%
7/8/2026First Heartland Consultants Inc.9,699$1.19M0.1%+5.9%0.075%
7/7/2026Dynamic Advisor Solutions LLC3,938$484K0.0%N/A0.031%
7/7/2026GK Wealth Management LLC6,946$854K0.4%N/A0.054%
6/9/2026Contango Wealth Management LLC2,290$224K0.3%-8.9%0.018%
5/20/2026Arete Wealth Advisors LLC22,853$2.23M0.1%N/A0.176%
5/19/2026Bank of America Corp DE90,559$8.85M0.0%+153.8%0.697%
5/19/2026Financial Insights Inc.22,848$2.23M0.7%+4.0%0.176%
5/19/2026Cassady Wealth & Retirement Planning LLC32,335$3.16M1.5%+34.4%0.249%
5/18/2026Royal Bank of Canada6,674$653K0.0%-10.1%0.051%
5/15/2026Gateway Wealth Partners LLC5,722$559K0.0%+98.7%0.044%
5/15/2026Quadcap Wealth Management LLC95,352$9.32M1.1%+10.6%0.734%
5/15/2026Valence8 US LP85,199$8.33M2.9%-48.3%0.656%
5/15/2026Waverly Advisors LLC2,975$291K0.0%-6.3%0.023%
5/14/2026Lido Advisors LLC13,914$1.36M0.0%+10.9%0.107%
5/7/2026WealthTrust Asset Management LLC2,361$231K0.1%+5.4%0.018%
5/5/2026Geneos Wealth Management Inc.7,204$704K0.0%-1.4%0.055%
5/4/2026Procyon Advisors LLC135,106$13.21M0.2%+13.9%1.040%
5/1/2026Fifth Third Bancorp808$79K0.0%N/A0.006%
4/30/2026Millstone Evans Group LLC12,162$1.19M0.7%+11.7%0.094%
4/28/2026PUREfi Wealth LLC11,157$1.09M0.7%+30.7%0.086%
4/28/2026Ascentis Independent Advisors9,500$929K0.1%+12.4%0.074%
4/27/2026Private Advisor Group LLC27,471$2.69M0.0%+467.1%0.214%
4/27/2026Trademark Financial Management LLC8,478$829K0.4%+2.1%0.066%
4/25/2026KPP Advisory Services LLC30,821$3.01M0.4%+183.9%0.240%
4/24/2026Bellevue Asset Management LLC21,672$2.12M1.1%+1.6%0.169%
4/22/2026Janney Montgomery Scott LLC4,516$442K0.0%+21.8%0.035%
4/22/2026Traveka Wealth LLC7,876$770K0.3%+14.6%0.062%
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4/21/2026Unique Wealth LLC172,606$16.88M2.3%+3.2%1.354%
4/21/2026Fairvoy Private Wealth LLC10,471$1.02M0.2%+4.8%0.082%
4/20/2026Cardinal Point Capital Management ULC20,209$1.98M0.1%N/A0.159%
4/17/2026Capital Wealth Management LLC15,143$1.48M0.4%+10.6%0.119%
4/16/2026Quotient Wealth Partners LLC933,031$91.22M2.4%+41.0%7.318%
3/9/2026Corient Private Wealth LLC13,695$1.32M0.0%+270.3%0.000%
2/19/2026Rare Wolf Capital LLC3,450$332K0.2%N/A0.000%
2/19/2026Corient Private Wealth LLC13,695$1.32M0.0%+270.3%0.000%
2/17/2026TCW Group Inc.28,822$2.77M0.0%+182.1%0.000%
2/17/2026Osaic Holdings Inc.2,365$227K0.0%+93.7%0.000%
2/17/2026&PARTNERS4,943$475K0.0%+3.7%0.000%
2/17/2026Royal Bank of Canada7,422$714K0.0%+73.9%0.000%
2/16/2026TritonPoint Partners LLC13,445$1.29M0.7%N/A0.000%
2/16/2026Venture Visionary Partners LLC81,665$7.89M0.3%+1.7%0.000%
2/16/2026Mariner LLC124,014$11.93M0.0%N/A0.000%
2/13/2026Visionary Wealth Advisors9,403$904K0.0%+11.1%0.000%
2/13/2026Stifel Financial Corp18,633$1.79M0.0%+366.1%0.000%
2/13/2026OpenArc Corporate Advisory LLC1,670,423$160.62M2.6%N/A0.000%
2/12/2026Jane Street Group LLC14,387$1.38M0.0%-31.5%0.000%
2/12/2026Orion Porfolio Solutions LLC29,636$2.85M0.0%-7.3%0.000%
2/12/2026Commonwealth Equity Services LLC29,298$2.82M0.0%+305.8%0.000%
2/12/2026Steward Partners Investment Advisory LLC19,912$1.92M0.0%+40.8%0.000%
2/11/2026Gateway Wealth Partners LLC2,880$277K0.0%N/A0.000%
2/11/2026Janney Montgomery Scott LLC3,707$356K0.0%+7.2%0.000%
2/11/2026LPL Financial LLC335,429$32.25M0.0%+44.3%0.000%
2/11/2026JPMorgan Chase & Co.3,029,797$291.33M0.0%+18.9%0.000%
2/11/2026Avalon Capital Management71,735$6.90M1.7%+2.3%0.000%
2/10/2026WCG Wealth Advisors LLC359,839$34.60M1.0%+192.9%0.000%
2/10/2026Dynasty Wealth Management LLC5,303,116$509.93M5.0%+63.6%0.000%
2/10/2026One Capital Management LLC5,903$568K0.0%+113.2%0.000%
2/10/2026Northwestern Mutual Wealth Management Co.4,955$476K0.0%N/A0.000%
2/9/2026Valence8 US LP164,850$15.85M4.7%N/A0.000%
2/6/2026Principle Wealth Partners LLC47,977$4.61M0.3%+237.6%0.000%
2/6/20263EDGE Asset Management LP23,101$2.22M0.1%-0.8%0.000%
2/6/2026HighTower Advisors LLC3,231$311K0.0%+17.7%0.000%
2/5/2026Thrivent Financial for Lutherans80,845$7.84M0.0%-7.0%0.000%
2/5/2026WJ Wealth Management LLC71,101$6.84M3.0%+0.3%0.000%
2/4/2026Bridgewealth Advisory Group LLC19,598$1.88M0.4%N/A0.000%
2/4/2026Sloy Dahl & Holst LLC17,395$1.67M0.2%+8.5%0.000%
2/4/2026Advisor OS LLC3,629$349K0.0%N/A0.000%
2/3/2026SFG Wealth Management LLC.20,891$2.01M0.8%-5.2%0.000%
2/2/2026Millstone Evans Group LLC10,889$1.05M0.6%-1.4%0.000%
2/2/2026KPP Advisory Services LLC10,855$1.04M0.2%+17.6%0.000%
2/2/2026Capital Wealth Management LLC13,687$1.32M0.4%+18.0%0.000%
1/30/2026Smart Portfolios LLC27,370$2.63M2.6%+11.2%0.000%
1/29/2026Quadcap Wealth Management LLC86,225$8.30M0.9%+12.8%0.000%
1/29/2026Golden State Equity Partners8,450$813K0.1%+70.7%0.000%
1/28/2026Trademark Financial Management LLC8,306$799K0.4%+24.6%0.000%
1/26/2026Key Capital Management INC317$30K0.0%N/A0.000%
1/23/2026Bellevue Asset Management LLC21,332$2.05M0.9%+2.3%0.000%
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1/22/2026Quotient Wealth Partners LLC661,587$63.62M1.7%+4,251.4%0.000%
1/21/2026Albion Financial Group UT72,572$6.98M0.4%-1.4%0.000%
1/21/2026Portside Wealth Group LLC13,056$1.26M0.2%+5.3%0.000%
1/20/2026Aspiriant LLC147,079$14.14M0.4%+3.0%0.000%
1/14/2026Fairvoy Private Wealth LLC9,994$961K0.2%-13.8%0.000%
1/13/2026Dakota Wealth Management12,903$1.24M0.0%N/A0.000%
1/12/2026PUREfi Wealth LLC8,536$821K0.6%-12.0%0.000%
1/9/2026First Heartland Consultants Inc.10,482$1.01M0.1%+33.8%0.000%
1/8/2026Centerline Wealth Advisors LLC150,502$14.47M5.2%+144.9%0.000%
1/8/2026Traveka Wealth LLC6,874$661K0.3%+58.2%0.000%


PWRD Institutional Ownership - Frequently Asked Questions

During the previous two years, 100 institutional investors and hedge funds held shares of TCW Transform Systems ETF. The most heavily invested institutionals were Dynasty Wealth Management LLC ($509.93M), JPMorgan Chase & Co. ($291.33M), Sagespring Wealth Partners LLC ($226.19M), OpenArc Corporate Advisory LLC ($160.62M), Quotient Wealth Partners LLC ($91.22M), WCG Wealth Advisors LLC ($34.60M), and LPL Financial LLC ($32.25M).Learn more on TCW Transform Systems ETF's institutional investors.

52.75% of TCW Transform Systems ETF's stock is owned by institutional investors. Learn more on PWRD's institutional investor holdings.

Of the 97 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: Dynasty Wealth Management LLC ($5.30M), JPMorgan Chase & Co. ($3.03M), Sagespring Wealth Partners LLC ($2.66M), OpenArc Corporate Advisory LLC ($1.67M), Quotient Wealth Partners LLC ($933.03K), WCG Wealth Advisors LLC ($395.66K), and Raymond James Financial Inc. ($227.19K).

Institutional investors have bought a total of 14,010,020 shares in the last 24 months. This purchase volume represents approximately $1.36B in transactions.

Of the 23 institutional investors that sold TCW Transform Systems ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Sagespring Wealth Partners LLC ($307.14K), Valence8 US LP ($79.65K), Unique Wealth LLC ($52.25K), Centerline Wealth Advisors LLC ($36.02K), WCG Wealth Advisors LLC ($35.82K), Jane Street Group LLC ($6.61K), and First Heartland Consultants Inc. ($6.49K).

Institutional investors have sold a total of 545,578 shares in the last 24 months. This volume of shares sold represents approximately $54.93M in transactions.


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Institutional ownership data for NASDAQ:PWRD is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/9/2026. New 13F filings are added each quarter as they're published.
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