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TCW Transform Systems ETF (PWRD) Institutional Ownership

TCW Transform Systems ETF logo
$113.72 +1.98 (+1.77%)
As of 03:56 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)
86
Total
Institutional Inflows
(last 12 months)
$1.60B
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$37.15M
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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
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%
5/1/2026 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%
3/9/2026Corient 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%
2/16/2026 TritonPoint 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%
2/12/2026 Commonwealth 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%
2/11/2026 Janney 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%
2/5/2026 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%
2/4/2026Bridgewealth 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%
2/2/2026 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%
1/30/2026 Smart Portfolios LLC27,370$2.63M2.6%+11.2%0.000%
1/29/2026Quadcap Wealth Management LLC86,225$8.30M0.9%+12.8%0.000%
1/29/2026 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%
1/26/2026Key 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%
1/21/2026Portside Wealth Group LLC13,056$1.26M0.2%+5.3%0.000%
1/20/2026Aspiriant LLC147,079$14.14M0.4%+3.0%0.000%
1/14/2026 Fairvoy Private Wealth LLC9,994$961K0.2%-13.8%0.000%
1/13/2026Dakota Wealth Management12,903$1.24M0.0%N/A0.000%
1/12/2026 PUREfi 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%
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%
12/23/2025Triumph Capital Management784$77K0.0%N/A0.000%
12/16/2025Lindenwold Advisors INC5,756$562K0.3%N/A0.000%
11/25/2025 WJ Wealth Management LLC70,922$7.26M3.1%N/A0.000%
11/17/2025 WJ Wealth Management LLC89,644$8.76M2.6%N/A0.000%
11/17/2025Triumph Capital Management784$77K0.0%N/A0.000%
11/17/2025Susquehanna International Group LLP57,154$5.58M0.0%+713.3%0.000%
11/17/2025Quadcap Wealth Management LLC76,427$7.47M0.9%N/A0.000%
11/17/2025Lido Advisors LLC12,541$1.23M0.0%+20.4%0.000%
11/17/2025Flow Traders U.S. LLC30,792$3.01M0.1%+83.6%0.000%
11/14/2025Raymond James Financial Inc.227,192$22.20M0.0%+819.2%0.000%
11/14/2025One Capital Management LLC2,769$271K0.0%N/A0.000%
11/14/2025WCG Wealth Advisors LLC122,865$12.00M0.8%-22.6%0.000%
11/13/2025 SFG Wealth Management LLC.22,047$2.15M0.9%N/A0.000%
11/12/2025Orion Porfolio Solutions LLC31,982$3.12M0.0%+198.6%0.000%
11/12/2025WealthTrust Asset Management LLC2,239$219K0.2%N/A0.000%
11/10/2025MAI Capital Management2,531$247K0.0%-18.6%0.000%
11/10/2025 First Heartland Consultants Inc.7,835$765K0.1%N/A0.000%
11/10/2025Adapt Wealth Advisors LLC51,393$5.02M1.9%N/A0.000%
11/7/2025JPMorgan Chase & Co.2,549,005$249.02M0.0%+4.1%0.000%
11/6/2025 Financially Speaking Inc552$54K0.0%N/A0.000%
11/5/2025Portside Wealth Group LLC12,402$1.21M0.2%+0.9%0.000%
11/5/2025 Envestnet Asset Management Inc.75,384$7.36M0.0%N/A0.000%
11/4/2025 Bellevue Asset Management LLC20,843$2.04M0.9%N/A0.000%


PWRD Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PWRD shares?

During the previous two years, 87 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.

What percentage of TCW Transform Systems ETF's stock is owned by institutional investors?

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

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

Of the 86 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).

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

Institutional investors have bought a total of 16,795,093 shares in the last 24 months. This purchase volume represents approximately $1.60B in transactions.

Which of TCW Transform Systems ETF's major shareholders have been selling company stock?

Of the 15 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), WCG Wealth Advisors LLC ($35.82K), Unique Wealth LLC ($15.66K), Jane Street Group LLC ($6.61K), Thrivent Financial for Lutherans ($6.11K), Cyndeo Wealth Partners LLC ($3.64K), and Orion Porfolio Solutions LLC ($2.35K).

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

Institutional investors have sold a total of 383,270 shares in the last 24 months. This volume of shares sold represents approximately $37.15M in transactions.


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This page (NASDAQ:PWRD) was last updated on 5/5/2026 by MarketBeat.com Staff.
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