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TCW Transform Systems ETF (PWRD) Institutional Ownership

TCW Transform Systems ETF logo
$110.71 -2.52 (-2.23%)
As of 07/24/2026 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)
93
Total
Institutional Inflows
(last 12 months)
$1.62B
Number of
Institutional Sellers
(last 12 months)
19
Total
Institutional Outflows
(last 12 months)
$45.05M
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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
7/10/2026 Wealthcare Advisory Partners LLC3,142$386K0.0%N/A0.024%
7/9/2026 Capital Wealth Management LLC15,969$1.96M0.5%+5.5%0.124%
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%
5/20/2026Arete 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%
5/4/2026 Procyon 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%
4/22/2026 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%
4/16/2026Quotient 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%
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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%
2/11/2026 Avalon 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%
2/3/2026 SFG 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%
2/2/2026 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%
1/29/2026Quadcap 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%
1/22/2026Quotient 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%
1/13/2026Dakota Wealth Management12,903$1.24M0.0%N/A0.000%
1/12/2026PUREfi Wealth LLC8,536$821K0.6%-12.0%0.000%
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%
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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%
1/7/2026Sagespring 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%
11/25/2025WJ Wealth Management LLC70,922$7.26M3.1%N/A0.000%
11/17/2025WJ Wealth Management LLC89,644$8.76M2.6%N/A0.000%
11/17/2025 Triumph Capital Management784$77K0.0%N/A0.000%
11/17/2025Susquehanna International Group LLP57,154$5.58M0.0%+713.3%0.000%


PWRD Institutional Ownership - Frequently Asked Questions

During the previous two years, 96 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 93 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 16,910,837 shares in the last 24 months. This purchase volume represents approximately $1.62B in transactions.

Of the 19 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), WCG Wealth Advisors LLC ($35.82K), Unique Wealth LLC ($15.66K), 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 464,094 shares in the last 24 months. This volume of shares sold represents approximately $45.05M in transactions.


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This page (NASDAQ:PWRD) was last updated on 7/25/2026 by MarketBeat.com Staff.
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