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

$InfinityT

% of Float Held

—

QoQ Change in Holders

+12 / -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
SAGESPRING WEALTH PARTNERS, LLCNew Position+2.4M+$192.9B
JPMORGAN CHASE & COIncreased+481K+$42.0B
WCG Wealth Advisors LLCIncreased+237K+$22.6B
UNIQUE WEALTH, LLCNew Position+167K+$16.1B
Valence8 US LPNew Position+165K+$15.9B
ASPIRIANT, LLCNew Position+147K+$14.1B
Procyon Advisors, LLCNew Position+119K+$11.4B
PARTNERS CAPITAL INVESTMENT GROUP, LLPNew Position+105K+$10.1B
Centerline Wealth Advisors, LLCIncreased+89K+$8.5B
ALBION FINANCIAL GROUP /UTNew Position+73K+$7.0B
AVALON CAPITAL MANAGEMENTNew Position+72K+$6.9B
Principle Wealth Partners LLCNew Position+48K+$4.6B
3EDGE Asset Management, LPNew Position+23K+$2.2B
BELLEVUE ASSET MANAGEMENT, LLCNew Position+21K+$2.0B
COMMONWEALTH EQUITY SERVICES, LLCNew Position+29K+$2.0B

PWRD — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
SUSQUEHANNA INTERNATIONAL GROUP, LLPDecreased-42K-$4.6B
JANE STREET GROUP, LLCDecreased-7K-$2.1B
WJ Wealth Management, LLCDecreased-19K-$1.9B
Orion Porfolio Solutions, LLCDecreased-2K-$1.1B
NAPA WEALTH MANAGEMENTClosed Position-10K-$999.4M
Lindenwold Advisors, INCClosed Position-6K-$562.3M
Cyndeo Wealth Partners, LLCDecreased-4K-$432.3M
Fairvoy Private Wealth, LLCDecreased-2K-$172.2M
SFG Wealth Management, LLC.Decreased-1K-$145.8M
Triumph Capital ManagementDecreased-86-$9.6M
FLOW TRADERS U.S. LLCClosed Position-31K-$3.0M
Cambridge Investment Research Advisors, Inc.Decreased-2K-$805K
PRINCIPAL SECURITIES, INC.Closed Position-275-$26K

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1JPMORGAN CHASE & CO3,029,797$291.0B0.02%Share
2SAGESPRING WEALTH PARTNERS, LLC2,352,369$192.9B3.50%Share
3WCG Wealth Advisors LLC359,839$34.6B0.97%Share
4RAYMOND JAMES FINANCIAL INC198,936$19.0B0.01%Share
5UNIQUE WEALTH, LLC167,324$16.1B2.25%Share
6Valence8 US LP164,850$15.9B4.70%Share
7Centerline Wealth Advisors, LLC150,502$14.5B5.24%Share
8ASPIRIANT, LLC147,079$14.1B0.41%Share
9Procyon Advisors, LLC118,620$11.4B0.56%Share
10PARTNERS CAPITAL INVESTMENT GROUP, LLP105,340$10.1B0.38%Share
11Quadcap Wealth Management, LLC86,225$8.3B0.95%Share
12Venture Visionary Partners LLC81,665$7.0B0.23%Share
13ALBION FINANCIAL GROUP /UT72,572$7.0B0.43%Share
14AVALON CAPITAL MANAGEMENT71,735$6.9B1.65%Share
15WJ Wealth Management, LLC71,101$6.8B2.99%Share
16ADAPT WEALTH ADVISORS, LLC56,077$5.4B1.85%Share
17RAYMOND JAMES FINANCIAL INC52,834$5.0B0.00%Share
18Cyndeo Wealth Partners, LLC49,894$4.8B0.26%Share
19Principle Wealth Partners LLC47,977$4.6B0.26%Share
203EDGE Asset Management, LP23,101$2.2B0.12%Share
21BELLEVUE ASSET MANAGEMENT, LLC21,332$2.0B0.66%Share
22SFG Wealth Management, LLC.20,891$2.0B0.79%Share
23COMMONWEALTH EQUITY SERVICES, LLC29,298$2.0B0.00%Share
24Orion Porfolio Solutions, LLC29,636$2.0B0.01%Share
25Bridgewealth Advisory Group, LLC19,598$1.9B0.42%Share
26TFC Financial Management, Inc.17,291$1.7B0.21%Share
27DecisionMap Wealth Management, LLC14,134$1.4B0.84%Share
28CAPITAL WEALTH MANAGEMENT, LLC13,687$1.3B0.43%Share
29Portside Wealth Group, LLC12,127$1.2B0.16%Share
30Millstone Evans Group, LLC10,889$1.0B0.62%Share
31KPP Advisory Services LLC10,855$1.0B0.15%Share
32First Heartland Consultants, Inc.10,482$1.0B0.08%Share
33Steward Partners Investment Advisory, LLC19,912$1.0B0.01%Share
34SUSQUEHANNA INTERNATIONAL GROUP, LLP15,087$1.0B0.00%Share
35STIFEL FINANCIAL CORP18,633$1.0B0.00%Share
36BANK OF AMERICA CORP /DE/20,666$1.0B0.00%Share
37BANK OF AMERICA CORP /DE/14,237$1.0B0.00%Share
38Fairvoy Private Wealth, LLC9,994$960.0M0.21%Share
39Visionary Wealth Advisors9,403$904.0M0.04%Share
40PUREfi Wealth, LLC8,536$820.0M0.63%Share
41Golden State Equity Partners8,450$812.0M0.13%Share
42Trademark Financial Management, LLC8,306$798.0M0.44%Share
43BECKER CAPITAL MANAGEMENT INC7,976$766.0M0.02%Share
44Geneos Wealth Management Inc.7,304$702.0M0.02%Share
45Traveka Wealth, LLC6,874$660.0M0.27%Share
46Dynasty Wealth Management, LLC5,303,116$509.0M5.00%Share
47Roberts Wealth Advisors, LLC4,544$436.0M0.11%Share
48Advisor OS, LLC3,415$328.0M0.03%Share
49REDW Wealth LLC3,337$320.0M0.12%Share
50Argyle Capital Partners, LLC3,196$307.0M0.22%Share

PWRD Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025105$711.4B+59
Q3 202546$371.2B-12
Q2 202558$781.5B+9
Q1 202549$436.9B+8
Q4 202441$1.4T+14
Q3 202427$115.3T+2
Q2 202425$115.3T+4
Q1 202421$505.3T—

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As of Q4 2025, 50 institutional investors hold PWRD (TCW Transform Systems ETF). The largest holder is JPMORGAN CHASE & CO with $291.0B in shares. This quarter, 12 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 JPMORGAN CHASE & CO with $291.0B in shares.

Is institutional ownership of PWRD increasing or decreasing?

This quarter, 12 institutions opened new positions in PWRD and 4 closed their positions.