Who Owns TCW Transform Systems ETF (PWRD)?Hedge Fund & Institutional Holders

$99.12-2.17 (-2.14%)Financial ServicesNASDAQ

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$5.090002910001929e+209T

% of Float Held

—

QoQ Change in Holders

+15 / -4

Price History

$61.61$73.57$85.52$97.48$109.44Feb 25Aug 25Mar 26

PWRD — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Dynasty Wealth Management, LLCNew Position+5.3M+$509.0M
SAGESPRING WEALTH PARTNERS, LLCNew Position+2.4M+$192.9M
OpenArc Corporate Advisory, LLCNew Position+1.7M+$160.0M
UNIQUE WEALTH, LLCNew Position+167K+$16.1M
Valence8 US LPNew Position+165K+$15.9M
ASPIRIANT, LLCNew Position+147K+$14.1M
Procyon Advisors, LLCNew Position+119K+$11.4M
Mariner, LLCNew Position+124K+$11.0M
PARTNERS CAPITAL INVESTMENT GROUP, LLPNew Position+105K+$10.1M
THRIVENT FINANCIAL FOR LUTHERANSNew Position+81K+$7.0M
ALBION FINANCIAL GROUP /UTNew Position+73K+$7.0M
AVALON CAPITAL MANAGEMENTNew Position+72K+$6.9M
Principle Wealth Partners LLCNew Position+48K+$4.6M
Smart Portfolios, LLCNew Position+27K+$2.6M
3EDGE Asset Management, LPNew Position+23K+$2.2M

PWRD — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
WJ Wealth Management, LLCDecreased-19K-$8.8B
SUSQUEHANNA INTERNATIONAL GROUP, LLPDecreased-42K-$5.6B
Cyndeo Wealth Partners, LLCDecreased-4K-$5.2B
Orion Porfolio Solutions, LLCDecreased-2K-$3.1B
SFG Wealth Management, LLC.Decreased-1K-$2.2B
JANE STREET GROUP, LLCDecreased-7K-$2.1B
Fairvoy Private Wealth, LLCDecreased-2K-$1.1B
NAPA WEALTH MANAGEMENTClosed Position-10K-$999.4M
Lindenwold Advisors, INCClosed Position-6K-$562.3M
Triumph Capital ManagementDecreased-86-$76.5M
PRINCIPAL SECURITIES, INC.Closed Position-275-$26.9M
FLOW TRADERS U.S. LLCClosed Position-31K-$3.0M
Cambridge Investment Research Advisors, Inc.Decreased-2K-$805K

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Dynasty Wealth Management, LLC5,303,116$509.0M5.00%Share
2JPMORGAN CHASE & CO3,029,797$291.0M0.02%Share
3SAGESPRING WEALTH PARTNERS, LLC2,352,369$192.9M3.50%Share
4OpenArc Corporate Advisory, LLC1,670,423$160.0M2.65%Share
5Quotient Wealth Partners, LLC661,587$63.6M1.69%Share
6WCG Wealth Advisors LLC359,839$34.6M0.97%Share
7LPL Financial LLC335,429$32.0M0.01%Share
8RAYMOND JAMES FINANCIAL INC198,936$19.0M0.01%Share
9UNIQUE WEALTH, LLC167,324$16.1M2.25%Share
10Valence8 US LP164,850$15.9M4.70%Share
11Centerline Wealth Advisors, LLC150,502$14.5M5.24%Share
12ASPIRIANT, LLC147,079$14.1M0.41%Share
13Procyon Advisors, LLC118,620$11.4M0.56%Share
14Mariner, LLC124,014$11.0M0.01%Share
15PARTNERS CAPITAL INVESTMENT GROUP, LLP105,340$10.1M0.38%Share
16Quadcap Wealth Management, LLC86,225$8.3M0.95%Share
17Venture Visionary Partners LLC81,665$7.0M0.23%Share
18THRIVENT FINANCIAL FOR LUTHERANS80,845$7.0M0.01%Share
19ALBION FINANCIAL GROUP /UT72,572$7.0M0.43%Share
20AVALON CAPITAL MANAGEMENT71,735$6.9M1.65%Share
21WJ Wealth Management, LLC71,101$6.8M2.99%Share
22ADAPT WEALTH ADVISORS, LLC56,077$5.4M1.85%Share
23RAYMOND JAMES FINANCIAL INC52,834$5.0M0.00%Share
24Cyndeo Wealth Partners, LLC49,894$4.8M0.26%Share
25Principle Wealth Partners LLC47,977$4.6M0.26%Share
26Smart Portfolios, LLC27,370$2.6M2.62%Share
273EDGE Asset Management, LP23,101$2.2M0.12%Share
28BELLEVUE ASSET MANAGEMENT, LLC21,332$2.0M0.66%Share
29SFG Wealth Management, LLC.20,891$2.0M0.79%Share
30COMMONWEALTH EQUITY SERVICES, LLC29,298$2.0M0.00%Share
31Orion Porfolio Solutions, LLC29,636$2.0M0.01%Share
32TSFG, LLC20,578$2.0M0.30%Share
33Bridgewealth Advisory Group, LLC19,598$1.9M0.42%Share
34Sloy Dahl & Holst, LLC17,395$1.7M0.20%Share
35TFC Financial Management, Inc.17,291$1.7M0.21%Share
36DecisionMap Wealth Management, LLC14,134$1.4M0.84%Share
37CAPITAL WEALTH MANAGEMENT, LLC13,687$1.3M0.43%Share
38Corient Private Wealth LLC13,695$1.3M0.00%Share
39TritonPoint Partners, LLC13,445$1.3M0.69%Share
40Dakota Wealth Management12,903$1.2M0.02%Share
41Portside Wealth Group, LLC12,127$1.2M0.16%Share
42MGO ONE SEVEN LLC10,898$1.0M0.02%Share
43Millstone Evans Group, LLC10,889$1.0M0.62%Share
44KPP Advisory Services LLC10,855$1.0M0.15%Share
45First Heartland Consultants, Inc.10,482$1.0M0.08%Share
46Lido Advisors, LLC12,541$1.0M0.00%Share
47STIFEL FINANCIAL CORP18,633$1.0M0.00%Share
48JANE STREET GROUP, LLC14,387$1.0M0.00%Share
49Steward Partners Investment Advisory, LLC19,912$1.0M0.01%Share
50SUSQUEHANNA INTERNATIONAL GROUP, LLP15,087$1.0M0.00%Share

PWRD Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025105$1.5B+59
Q3 202546$374.7B-12
Q2 202558$784.8B+9
Q1 202549$603.2B+8
Q4 202441$31.0T+14
Q3 202427$143.7T+2
Q2 202425$135.6T+4
Q1 202421$120.3T—

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As of Q4 2025, 50 institutional investors hold PWRD (TCW Transform Systems ETF). The largest holder is Dynasty Wealth Management, LLC with $509.0M in shares. This quarter, 15 institutions opened new positions and 4 closed their positions.

Frequently Asked Questions

How many hedge funds own PWRD?

As of Q4 2025, 50 institutional investors report holding PWRD (TCW Transform Systems ETF) in their 13F filings.

Who is the largest institutional holder of PWRD?

The largest institutional holder of PWRD is Dynasty Wealth Management, LLC with $509.0M in shares.

Is institutional ownership of PWRD increasing or decreasing?

This quarter, 15 institutions opened new positions in PWRD and 4 closed their positions.