TCW TRANSFORM SYSTEMS ETF PWRD
$115.00
-2.8% 52w: $84.93 – $122.96
Latest 13F among current holders filed 26 days ago (Jun 9, 2026)
Price — last 12 months
research preview data84.93103.95122.96
Jun 20, 2025 Jul 2, 2026
Institutional holders
124
+14 QoQ
13F value
$1.93B
+25.8% QoQ
Smart-money holders
2
signal tier ≥ 2
New smart buyers
0
Q1 2026
Options barometer
puts only
— calls / $645K puts
Institutional value by quarter
Number of holders
Who owns PWRD?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Dynasty Wealth Management, LLC | Wealth advisor | 6.6M | $642.4M | 5.6% | +23.9% |
| JPMORGAN CHASE & CO | Bank broker | 3.4M | $321.4M | 0.0% | +12.9% |
| OpenArc Corporate Advisory, LLC | Wealth advisor | 2.3M | $228.1M | 3.3% | +39.7% |
| SAGESPRING WEALTH PARTNERS, LLC | Wealth advisor | 2.1M | $206.0M | 3.8% | -10.4% |
| Quotient Wealth Partners, LLC | Wealth advisor | 933.0K | $91.2M | 2.4% | +41.0% |
| LPL Financial LLC | Bank broker | 463.2K | $45.3M | 0.0% | +38.1% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 415.5K | $40.6M | 0.0% | +63.1% |
| WCG Wealth Advisors LLC | Wealth advisor | 363.9K | $35.6M | 1.0% | +1.1% |
| WELLS FARGO & COMPANY/MN | Bank broker | 223.7K | $21.9M | 0.0% | +447276.0% |
| UNIQUE WEALTH, LLC | Wealth advisor | 172.6K | $16.9M | 2.3% | +3.2% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 163.0K | $15.9M | 0.0% | +3190.3% |
| ASPIRIANT, LLC | Wealth advisor | 160.0K | $15.6M | 0.4% | +8.8% |
| JANE STREET GROUP, LLC | Market maker | 156.0K | $15.3M | 0.0% | +984.4% |
| Centerline Wealth Advisors, LLC | Wealth advisor | 150.2K | $14.7M | 5.3% | -0.2% |
| Mariner, LLC | Diversified mechanical | 138.2K | $13.5M | 0.0% | +11.4% |
| Procyon Advisors, LLC | Wealth advisor | 135.1K | $13.2M | 0.6% | +13.9% |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | Wealth advisor | 105.3K | $10.3M | 0.4% | Held |
| Quadcap Wealth Management, LLC | Wealth advisor | 95.4K | $9.3M | 1.1% | +10.6% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 90.6K | $8.9M | 0.0% | +153.8% |
| Storen Legacy Partners, LLC | Wealth advisor | 88.8K | $8.7M | 2.7% | New |
| Valence8 US LP | Wealth advisor | 85.2K | $8.3M | 2.9% | -48.3% |
| Thrivent Financial for Lutherans | Diversified mechanical | 83.4K | $8.2M | 0.0% | +3.2% |
| Principle Wealth Partners LLC | Other | 82.8K | $8.1M | 0.5% | +72.6% |
| Venture Visionary Partners LLC | Other | 82.2K | $8.0M | 0.3% | +0.6% |
| WJ Wealth Management, LLC | Wealth advisor | 72.5K | $7.1M | 3.3% | +1.9% |
| ALBION FINANCIAL GROUP /UT | Other | 71.6K | $7.0M | 0.5% | -1.3% |
| ADAPT WEALTH ADVISORS, LLC | Wealth advisor | 57.2K | $5.6M | 2.0% | +2.0% |
| AVALON CAPITAL MANAGEMENT | Wealth advisor | 55.1K | $5.4M | 1.5% | -23.2% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 54.1K | $5.3M | 0.0% | +84.8% |
| Cyndeo Wealth Partners, LLC | Other | 51.0K | $5.0M | 0.3% | +2.2% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 47.6K | $4.7M | 0.0% | +155.6% |
| TCW GROUP INC | Other | 39.2K | $3.8M | 0.0% | +36.1% |
| Cassady Wealth & Retirement Planning, LLC | Wealth advisor | 32.3K | $3.6M | 1.9% | +34.4% |
| Bridgewealth Advisory Group, LLC | Wealth advisor | 31.1K | $3.0M | 0.6% | +58.6% |
| KPP Advisory Services LLC | Wealth advisor | 30.8K | $3.0M | 0.4% | +183.9% |
| 3EDGE Asset Management, LP | Wealth advisor | 28.2K | $2.8M | 0.1% | +22.2% |
| Smart Portfolios, LLC | Wealth advisor | 28.0K | $2.7M | 2.7% | +2.2% |
| Private Advisor Group, LLC | Wealth advisor | 27.5K | $2.7M | 0.0% | +467.1% |
| Orion Porfolio Solutions, LLC | Wealth advisor | 26.5K | $2.6M | 0.0% | -10.7% |
| TritonPoint Partners, LLC | Wealth advisor | 25.8K | $2.5M | 0.9% | +92.0% |
| Steward Partners Investment Advisory, LLC | Diversified mechanical | 22.9K | $2.2M | 0.0% | +15.2% |
| Financial Insights, Inc. | Wealth advisor | 22.8K | $2.2M | 0.7% | +4.0% |
| Arete Wealth Advisors, LLC | Wealth advisor | 22.9K | $2.2M | 0.2% | New |
| BELLEVUE ASSET MANAGEMENT, LLC | Other | 21.7K | $2.1M | 1.1% | +1.6% |
| Focus Partners Wealth | Wealth advisor | 21.0K | $2.1M | 0.0% | New |
| TSFG, LLC | Wealth advisor | 21.0K | $2.1M | 0.3% | +2.0% |
| Cardinal Point Capital Management ULC | Wealth advisor | 20.2K | $2.0M | 0.1% | New |
| Sloy Dahl & Holst, LLC ★2 | Fundamental diversified | 18.6K | $1.8M | 0.3% | +7.1% |
| Dakota Wealth Management | Other | 18.4K | $1.8M | 0.0% | +42.6% |
| DecisionMap Wealth Management, LLC | Wealth advisor | 18.3K | $1.8M | 1.2% | +29.5% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.