Who Owns PWRD?
TCW Transform Systems ETF — Institutional Ownership & 13F Holdings
$108.64
+0.00 (+0.00%)
Market Cap
$724.2M
Shares Outstanding
7,011,382
Institutional Holders
49
Total Inst. Value
$377.9M
% of Float Held
—
QoQ Holder Change
+28
Institutional data as of Q1 2025
New Positions
12
Closed Positions
4
Increased
20
Decreased
13
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | JPMORGAN CHASE & CO | $163.7M | 2,347,652 |
| 2 | SAGESPRING WEALTH PARTNERS, LLC | $150.8M | 2,161,893 |
| 3 | ASPIRIANT, LLC | $9.7M | 138,595 |
| 4 | UNIQUE WEALTH, LLC | $8.8M | 125,477 |
| 5 | Procyon Advisors, LLC | $8.2M | 117,535 |
| 6 | Centerline Wealth Advisors, LLCNew | $4.8M | 68,967 |
| 7 | ALBION FINANCIAL GROUP /UT | $4.6M | 65,363 |
| 8 | AVALON CAPITAL MANAGEMENT | $4.1M | 58,411 |
| 9 | Cyndeo Wealth Partners, LLC | $3.6M | 51,768 |
| 10 | 3EDGE Asset Management, LP | $1.9M | 27,294 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| JPMORGAN CHASE & CO | +338K | $163.7M |
| SAGESPRING WEALTH PARTNERS, LLC | +256K | $150.8M |
| ASPIRIANT, LLC | +7K | $9.7M |
| UNIQUE WEALTH, LLC | +68K | $8.8M |
| Procyon Advisors, LLC | +16K | $8.2M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | -653K | $6K |
| 3EDGE Asset Management, LP | -33K | $1.9M |
| GTS SECURITIES LLC | -11K | $467K |
| TOWNSQUARE CAPITAL LLC | -6K | $553K |
| MGO ONE SEVEN LLC | -6K | $452K |
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Frequently Asked Questions
How many institutional investors hold PWRD?
As of Q1 2025, 49 institutional investors report holding PWRD (TCW Transform Systems ETF) in their 13F filings.
Which hedge fund owns the most PWRD?
The largest institutional holder of PWRD is JPMORGAN CHASE & CO with $163.7M in shares.
Are institutions buying or selling PWRD?
This quarter, 12 institutions opened new positions in PWRD and 4 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.