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TCW Transform Systems ETF (PWRD) Institutional Ownership

TCW Transform Systems ETF logo
$105.61 +1.45 (+1.39%)
As of 09/3/2026 04:00 PM Eastern
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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)
91
Total
Institutional Inflows
(last 12 months)
$1.37B
Number of
Institutional Sellers
(last 12 months)
20
Total
Institutional Outflows
(last 12 months)
$49.63M
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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
8/27/2026 Corient Private Wealth LP14,284$1.76M0.0%+7.0%0.107%
8/25/2026 Financial Insights Inc.22,209$2.73M0.7%-2.8%0.166%
8/23/2026 SFG Wealth Management LLC.14,782$1.82M0.7%+8.2%0.111%
8/23/2026 Unique Wealth LLC136,013$16.72M1.9%-21.2%1.017%
7/10/2026 Wealthcare Advisory Partners LLC3,142$386K0.0%N/A0.024%
7/9/2026 Capital Wealth Management LLC15,969$1.96M0.4%+5.5%0.119%
7/8/2026 First Heartland Consultants Inc.9,699$1.19M0.1%+5.9%0.075%
7/7/2026 Dynamic Advisor Solutions LLC3,938$484K0.0%N/A0.031%
7/7/2026 GK Wealth Management LLC6,946$854K0.4%N/A0.054%
6/9/2026Contango Wealth Management LLC2,290$224K0.3%-8.9%0.018%
5/20/2026 Arete Wealth Advisors LLC22,853$2.23M0.1%N/A0.176%
5/19/2026 Bank of America Corp DE90,559$8.85M0.0%+153.8%0.697%
5/19/2026 Financial Insights Inc.22,848$2.23M0.7%+4.0%0.176%
5/19/2026 Cassady Wealth & Retirement Planning LLC32,335$3.16M1.5%+34.4%0.249%
5/18/2026 Royal Bank of Canada6,674$653K0.0%-10.1%0.051%
5/15/2026 Gateway Wealth Partners LLC5,722$559K0.0%+98.7%0.044%
5/15/2026 Quadcap Wealth Management LLC95,352$9.32M1.1%+10.6%0.734%
5/15/2026 Valence8 US LP85,199$8.33M2.9%-48.3%0.656%
5/15/2026 Waverly Advisors LLC2,975$291K0.0%-6.3%0.023%
5/14/2026 Lido Advisors LLC13,914$1.36M0.0%+10.9%0.107%
5/7/2026 WealthTrust Asset Management LLC2,361$231K0.1%+5.4%0.018%
5/5/2026 Geneos Wealth Management Inc.7,204$704K0.0%-1.4%0.055%
5/4/2026 Procyon Advisors LLC135,106$13.21M0.2%+13.9%1.040%
5/1/2026 Fifth Third Bancorp808$79K0.0%N/A0.006%
4/30/2026 Millstone Evans Group LLC12,162$1.19M0.7%+11.7%0.094%
4/28/2026 PUREfi Wealth LLC11,157$1.09M0.7%+30.7%0.086%
4/28/2026 Ascentis Independent Advisors9,500$929K0.1%+12.4%0.074%
4/27/2026 Private Advisor Group LLC27,471$2.69M0.0%+467.1%0.214%
4/27/2026 Trademark Financial Management LLC8,478$829K0.4%+2.1%0.066%
4/25/2026 KPP Advisory Services LLC30,821$3.01M0.4%+183.9%0.240%
4/24/2026 Bellevue Asset Management LLC21,672$2.12M1.1%+1.6%0.169%
4/22/2026 Janney Montgomery Scott LLC4,516$442K0.0%+21.8%0.035%
4/22/2026 Traveka Wealth LLC7,876$770K0.3%+14.6%0.062%
4/21/2026 Unique Wealth LLC172,606$16.88M2.3%+3.2%1.354%
4/21/2026 Fairvoy Private Wealth LLC10,471$1.02M0.2%+4.8%0.082%
4/20/2026 Cardinal Point Capital Management ULC20,209$1.98M0.1%N/A0.159%
4/17/2026 Capital Wealth Management LLC15,143$1.48M0.4%+10.6%0.119%
4/16/2026 Quotient Wealth Partners LLC933,031$91.22M2.4%+41.0%7.318%
3/9/2026 Corient Private Wealth LLC13,695$1.32M0.0%+270.3%0.000%
2/19/2026 Rare Wolf Capital LLC3,450$332K0.2%N/A0.000%
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2/19/2026 Corient Private Wealth LLC13,695$1.32M0.0%+270.3%0.000%
2/17/2026 TCW Group Inc.28,822$2.77M0.0%+182.1%0.000%
2/17/2026 Osaic Holdings Inc.2,365$227K0.0%+93.7%0.000%
2/17/2026 &PARTNERS4,943$475K0.0%+3.7%0.000%
2/17/2026 Royal Bank of Canada7,422$714K0.0%+73.9%0.000%
2/16/2026 TritonPoint Partners LLC13,445$1.29M0.7%N/A0.000%
2/16/2026 Venture Visionary Partners LLC81,665$7.89M0.3%+1.7%0.000%
2/16/2026 Mariner LLC124,014$11.93M0.0%N/A0.000%
2/13/2026 Visionary Wealth Advisors9,403$904K0.0%+11.1%0.000%
2/13/2026 Stifel Financial Corp18,633$1.79M0.0%+366.1%0.000%
2/13/2026 OpenArc Corporate Advisory LLC1,670,423$160.62M2.6%N/A0.000%
2/12/2026 Jane Street Group LLC14,387$1.38M0.0%-31.5%0.000%
2/12/2026 Orion Porfolio Solutions LLC29,636$2.85M0.0%-7.3%0.000%
2/12/2026 Commonwealth Equity Services LLC29,298$2.82M0.0%+305.8%0.000%
2/12/2026 Steward Partners Investment Advisory LLC19,912$1.92M0.0%+40.8%0.000%
2/11/2026 Gateway Wealth Partners LLC2,880$277K0.0%N/A0.000%
2/11/2026 Janney Montgomery Scott LLC3,707$356K0.0%+7.2%0.000%
2/11/2026 LPL Financial LLC335,429$32.25M0.0%+44.3%0.000%
2/11/2026 JPMorgan Chase & Co.3,029,797$291.33M0.0%+18.9%0.000%
2/11/2026 Avalon Capital Management71,735$6.90M1.7%+2.3%0.000%
2/10/2026 WCG Wealth Advisors LLC359,839$34.60M1.0%+192.9%0.000%
2/10/2026 Dynasty Wealth Management LLC5,303,116$509.93M5.0%+63.6%0.000%
2/10/2026 One Capital Management LLC5,903$568K0.0%+113.2%0.000%
2/10/2026 Northwestern Mutual Wealth Management Co.4,955$476K0.0%N/A0.000%
2/9/2026 Valence8 US LP164,850$15.85M4.7%N/A0.000%
2/6/2026 Principle Wealth Partners LLC47,977$4.61M0.3%+237.6%0.000%
2/6/2026 3EDGE Asset Management LP23,101$2.22M0.1%-0.8%0.000%
2/6/2026 HighTower Advisors LLC3,231$311K0.0%+17.7%0.000%
2/5/2026 Thrivent Financial for Lutherans80,845$7.84M0.0%-7.0%0.000%
2/5/2026 WJ Wealth Management LLC71,101$6.84M3.0%+0.3%0.000%
2/4/2026 Bridgewealth Advisory Group LLC19,598$1.88M0.4%N/A0.000%
2/4/2026 Sloy Dahl & Holst LLC17,395$1.67M0.2%+8.5%0.000%
2/4/2026 Advisor OS LLC3,629$349K0.0%N/A0.000%
2/3/2026 SFG Wealth Management LLC.20,891$2.01M0.8%-5.2%0.000%
2/2/2026 Millstone Evans Group LLC10,889$1.05M0.6%-1.4%0.000%
2/2/2026 KPP Advisory Services LLC10,855$1.04M0.2%+17.6%0.000%
2/2/2026 Capital Wealth Management LLC13,687$1.32M0.4%+18.0%0.000%
1/30/2026Smart Portfolios LLC27,370$2.63M2.6%+11.2%0.000%
1/29/2026 Quadcap Wealth Management LLC86,225$8.30M0.9%+12.8%0.000%
1/29/2026 Golden State Equity Partners8,450$813K0.1%+70.7%0.000%
1/28/2026 Trademark Financial Management LLC8,306$799K0.4%+24.6%0.000%
1/26/2026 Key Capital Management INC317$30K0.0%N/A0.000%
1/23/2026 Bellevue Asset Management LLC21,332$2.05M0.9%+2.3%0.000%
1/22/2026 Quotient Wealth Partners LLC661,587$63.62M1.7%+4,251.4%0.000%
1/21/2026 Albion Financial Group UT72,572$6.98M0.4%-1.4%0.000%
1/21/2026 Portside Wealth Group LLC13,056$1.26M0.2%+5.3%0.000%
1/20/2026 Aspiriant LLC147,079$14.14M0.4%+3.0%0.000%
1/14/2026 Fairvoy Private Wealth LLC9,994$961K0.2%-13.8%0.000%
1/13/2026 Dakota Wealth Management12,903$1.24M0.0%N/A0.000%
1/12/2026 PUREfi Wealth LLC8,536$821K0.6%-12.0%0.000%
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1/9/2026 First Heartland Consultants Inc.10,482$1.01M0.1%+33.8%0.000%
1/8/2026 Centerline Wealth Advisors LLC150,502$14.47M5.2%+144.9%0.000%
1/8/2026 Traveka Wealth LLC6,874$661K0.3%+58.2%0.000%
1/7/2026 Procyon Advisors LLC118,620$11.41M0.2%+2.1%0.000%
1/7/2026 Cyndeo Wealth Partners LLC49,894$4.80M0.3%-6.8%0.000%
1/7/2026 DecisionMap Wealth Management LLC14,134$1.36M0.8%N/A0.000%
1/7/2026 Sagespring Wealth Partners LLC2,352,369$226.19M1.8%-11.5%0.000%
1/6/2026 Unique Wealth LLC167,324$16.09M2.2%-8.6%0.000%
12/23/2025 Triumph Capital Management784$77K0.0%N/A0.000%
12/16/2025Lindenwold Advisors INC5,756$562K0.3%N/A0.000%


PWRD Institutional Ownership - Frequently Asked Questions

During the previous two years, 97 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 94 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 14,122,722 shares in the last 24 months. This purchase volume represents approximately $1.37B in transactions.

Of the 20 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), WCG Wealth Advisors LLC ($35.82K), Jane Street Group LLC ($6.61K), Thrivent Financial for Lutherans ($6.11K), and Cyndeo Wealth Partners LLC ($3.64K).

Institutional investors have sold a total of 501,326 shares in the last 24 months. This volume of shares sold represents approximately $49.63M in transactions.


Related Companies

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 8/27/2026. New 13F filings are added each quarter as they're published.
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