TCW Transform Systems ETFPWRDETF
13F holders, Q2 2026 (June 30)143holders +18
25new positions
6sold out
$122.23avg. 13F price*
At the end of Q2 2026, 143 institutions reported holding TCW Transform Systems ETF (PWRD) in their 13F filings, up 18 from Q1 2026. 25 opened new positions and 6 sold out. The largest holders were Dynasty Wealth Management, LLC ($679.1M), JPMorgan Chase & Co. ($364.6M) and OpenArc Corporate Advisory, LLC ($223.2M).
- Company
- TCW Transform Systems ETF
- Filed as
- TCW ETF TRUST (Q2 2026)
- CUSIP
- 29287L205
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 25 | $18.6M |
| Exits | 6 | $3.2M |
All 13F filers, Q1 2026 → Q2 2026: 1,183,865 shares bought and 2,682,667 shares sold, net −1,498,802 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 143 holders
| Dynasty Wealth Management, LLC | 5.05% | Reduce -15.9% | 5,522,892 | $679.1M |
| JPMorgan Chase & Co. | 0.02% | Reduce -10.6% | 3,058,493 | $364.6M |
| OpenArc Corporate Advisory, LLC | 2.65% | Reduce -22.2% | 1,814,843 | $223.2M |
| Sagespring Wealth Partners, LLC | 3.29% | Reduce -17.5% | 1,739,131 | $213.8M |
| Quotient Wealth Partners, LLC | 2.74% | Add +1.2% | 944,060 | $116.1M |
| LPL Financial LLC | 0.02% | Add +26.6% | 586,451 | $72.1M |
| Raymond James Financial Inc. | 0.02% | Add +18.2% | 491,163 | $60.4M |
| Wells Fargo & Company | 0.01% | Add +70.9% | 382,371 | $47.0M |
| WCG Wealth Advisors LLC | 0.99% | Reduce -6.7% | 339,471 | $41.7M |
| Bank of America Corp. | 0.00% | Add +176.8% | 250,629 | $30.8M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +39.1% | 226,712 | $27.9M |
| Aspiriant, LLC | 0.49% | Add +1.4% | 162,280 | $20.0M |
| Principle Wealth Partners LLC | 0.93% | Add +84.2% | 152,553 | $18.8M |
| Procyon Advisors, LLC | 0.76% | Add +6.3% | 143,637 | $17.7M |
| Mariner, LLC | 0.02% | Add +1.2% | 139,898 | $17.2M |
| Unique Wealth, LLC | 1.95% | Reduce -21.2% | 136,013 | $16.7M |
| Centerline Wealth Advisors, LLC | 4.40% | Reduce -24.0% | 114,143 | $14.0M |
| Partners Capital Investment Group, LLP | 0.46% | Add +0.1% | 105,393 | $13.0M |
| Quadcap Wealth Management, LLC | 1.18% | Add +2.9% | 98,142 | $12.1M |
| 3EDGE Asset Management, LP | 0.48% | Add +212.1% | 88,074 | $10.8M |
| Venture Visionary Partners LLC | 0.30% | Add +6.0% | 87,121 | $10.7M |
| Thrivent Financial for Lutherans | 0.02% | Reduce -0.7% | 82,890 | $10.2M |
| Albion Financial Group | 0.51% | Add +0.8% | 72,216 | $8.9M |
| WJ Wealth Management, LLC | 3.43% | Reduce -2.6% | 70,610 | $8.7M |
| Fusion Capital, LLC | 1.95% | Add +2486.9% | 68,243 | $8.4M |
| Storen Legacy Partners, LLC | 2.29% | Reduce -23.2% | 68,225 | $8.4M |
| Stifel Financial Corp. | 0.01% | Add +40.5% | 66,930 | $8.2M |
| TCW Group Inc. | 0.05% | Add +64.5% | 64,528 | $7.9M |
| Avalon Capital Management | 1.75% | Add +8.8% | 59,985 | $7.4M |
| Adapt Wealth Advisors, LLC | 2.31% | Add +0.4% | 57,433 | $7.1M |
| Integrated Wealth Concepts LLC | 0.05% | New | 56,243 | $6.9M |
| Valence8 US LP | 2.24% | Reduce -35.8% | 54,694 | $6.7M |
| Commonwealth Equity Services, LLC | 0.01% | Add +0.6% | 54,453 | $6.7M |
| DWM Financial Group, Inc. | 5.54% | — | 64,622 | $6.2M |
| Old Mission Capital LLC | 0.13% | Add +1749.0% | 42,545 | $5.2M |
| Cyndeo Wealth Partners, LLC | 0.22% | Reduce -26.1% | 37,663 | $4.6M |
| Cassady Wealth & Retirement Planning, LLC | 2.07% | Add +12.2% | 36,280 | $4.5M |
| Bridgewealth Advisory Group, LLC | 0.84% | Add +16.0% | 36,039 | $4.4M |
| KPP Advisory Services LLC | 0.51% | Add +6.3% | 32,757 | $4.0M |
| Morgan Stanley | 0.00% | Add +2119.1% | 32,376 | $4.0M |
| BIP Wealth, LLC | 0.11% | New | 30,936 | $3.8M |
| Private Advisor Group, LLC | 0.02% | Add +11.0% | 30,490 | $3.7M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +21.6% | 27,896 | $3.4M |
| Arete Wealth Advisors, LLC | 0.19% | Add +0.4% | 22,952 | $2.8M |
| Financial Insights, Inc. | 0.74% | Reduce -2.8% | 22,209 | $2.7M |
| Bellevue Asset Management, LLC | 1.22% | Reduce -0.5% | 21,565 | $2.7M |
| &partners | 0.01% | Add +204.2% | 21,043 | $2.6M |
| Focus Partners Wealth | 0.00% | Reduce -0.7% | 20,906 | $2.6M |
| Tsfg, LLC | 0.32% | Reduce -1.2% | 20,738 | $2.5M |
| TritonPoint Partners, LLC | 0.21% | Reduce -20.6% | 20,495 | $2.5M |
| Cardinal Point Capital Management ULC | 0.14% | Add +0.0% | 20,215 | $2.5M |
| Sloy Dahl & Holst, LLC | 0.30% | Add +7.5% | 20,034 | $2.5M |
| DecisionMap Wealth Management, LLC | 1.35% | Add +7.0% | 19,584 | $2.4M |
| Dakota Wealth Management | 0.05% | Add +5.5% | 19,415 | $2.4M |
| Osaic Holdings, Inc. | 0.00% | Add +536.7% | 18,612 | $2.3M |
| Lido Advisors, LLC | 0.01% | Add +31.5% | 18,292 | $2.2M |
| Janney Montgomery Scott LLC | 0.00% | Add +268.9% | 16,658 | $2.0M |
| Capital Wealth Management, LLC | 0.47% | Add +5.5% | 15,969 | $2.0M |
| SFG Wealth Management, LLC. | 0.65% | Add +8.2% | 14,782 | $1.8M |
| Millstone Evans Group, LLC | 0.98% | Add +21.1% | 14,734 | $1.8M |
| Corient Private Wealth LP | 0.00% | Add +7.0% | 14,284 | $1.8M |
| TFC Financial Management, Inc. | 0.18% | Reduce -10.6% | 13,540 | $1.7M |
| Portside Wealth Group, LLC | 0.19% | Reduce -7.2% | 13,379 | $1.6M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -51.6% | 12,814 | $1.6M |
| Mgo One Seven LLC | 0.02% | Add +6.3% | 11,432 | $1.4M |
| United Capital Financial Advisors, LLC | 0.01% | New | 11,343 | $1.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +19.0% | 10,784 | $1.3M |
| Jones Financial Companies LLLP | 0.00% | New | 11,397 | $1.3M |
| Visionary Wealth Advisors | 0.05% | Add +3.2% | 10,535 | $1.3M |
| PUREfi Wealth, LLC | 0.66% | Reduce -11.8% | 9,840 | $1.2M |
| First Heartland Consultants, Inc. | 0.08% | Add +5.9% | 9,699 | $1.2M |
| Keating Financial Advisory Services, Inc. | 0.15% | Add +511.8% | 9,360 | $1.2M |
| Fairvoy Private Wealth, LLC | 0.22% | Reduce -14.0% | 9,006 | $1.1M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +21.7% | 8,905 | $1.1M |
| Trademark Financial Management, LLC | 0.43% | Add +1.3% | 8,585 | $1.1M |
| Traveka Wealth, LLC | 0.33% | Add +1.2% | 7,974 | $980K |
| Geneos Wealth Management Inc. | 0.02% | Add +8.6% | 7,824 | $962K |
| Royal Bank of Canada | 0.00% | Add +16.9% | 7,805 | $960K |
| Becker Capital Management Inc. | 0.02% | No change | 7,400 | $910K |
| GK Wealth Management LLC | 0.52% | New | 6,946 | $854K |
| HRT Financial LP | 0.00% | Add +111.5% | 6,704 | $824K |
| Equitable Holdings, Inc. | 0.00% | Reduce -38.8% | 6,148 | $756K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -12.7% | 5,881 | $723K |
| Creative Planning | 0.00% | New | 5,469 | $672K |
| Jane Street Group, LLC | 0.00% | Reduce -96.5% | 5,461 | $671K |
| IFP Advisors, Inc | 0.01% | Add +2090.6% | 4,666 | $574K |
| Truist Financial Corp. | 0.00% | Add +12.7% | 4,603 | $566K |
| Roberts Wealth Advisors, LLC | 0.13% | No change | 4,544 | $559K |
| Revisor Wealth Management LLC | 0.13% | New | 4,540 | $558K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +36.8% | 4,522 | $556K |
| HighTower Advisors, LLC | 0.00% | Add +29.9% | 4,025 | $495K |
| Dynamic Advisor Solutions LLC | 0.01% | New | 3,938 | $484K |
| Mather Group, Llc. | 0.00% | Reduce -62.9% | 3,920 | $482K |
| Arwa LLC | 0.20% | New | 4,343 | $479K |
| Rare Wolf Capital LLC | 0.27% | No change | 3,450 | $424K |
| Advisor OS, LLC | 0.03% | Reduce -2.5% | 3,440 | $423K |
| REDW Wealth LLC | 0.15% | No change | 3,337 | $410K |
| SCS Capital Management LLC | 0.00% | No change | 3,161 | $389K |
| Wealthcare Advisory Partners LLC | 0.01% | New | 3,142 | $386K |
| Atria Investments, Inc | 0.00% | Add +18.6% | 3,097 | $381K |
"% of holder's portfolio" is PWRD's weight in each manager's 13F, not the share of TCW Transform Systems ETF the manager owns.