TCW Transform Systems ETFPWRDETF
13F holders, Q1 2024 (March 31)29holders
$68.42avg. 13F price*
At the end of Q1 2024, 29 institutions reported holding TCW Transform Systems ETF (PWRD) in their 13F filings. The largest holders were Dynasty Wealth Management, LLC ($53.0M), Envestnet Asset Management Inc. ($50.2M) and Signify Wealth ($5.5M).
- Company
- TCW Transform Systems ETF
- CUSIP
- 29287L205
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $1.6M |
| Exits | 2 | $21.6M |
Ownership 29 holders
| Dynasty Wealth Management, LLC | 1.69% | — | 774,499 | $53.0M |
| Envestnet Asset Management Inc. | 0.02% | Add +1.2% | 733,663 | $50.2M |
| Signify Wealth | 9.14% | Add +11.4% | 80,563 | $5.5M |
| 3EDGE Asset Management, LP | 0.31% | Add +167.0% | 57,760 | $4.0M |
| Avalon Capital Management | 1.20% | Reduce -0.5% | 42,894 | $2.9M |
| JPMorgan Chase & Co. | 0.00% | Add +120.6% | 42,552 | $2.9M |
| Cyndeo Wealth Partners, LLC | 0.21% | Add +71.9% | 37,724 | $2.6M |
| Albion Financial Group | 0.19% | Add +6.6% | 36,181 | $2.5M |
| TFC Financial Management, Inc. | 0.33% | Reduce -33.2% | 27,450 | $1.9M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -15.0% | 21,943 | $1.5M |
| Orion Portfolio Solutions, LLC | 0.02% | Reduce -15.0% | 21,943 | $1.5M |
| Bellevue Asset Management, LLC | 0.82% | Add +10.4% | 21,121 | $1.4M |
| Jane Street Group, LLC | 0.00% | Add +193.6% | 15,130 | $1.0M |
| Townsquare Capital LLC | 0.01% | Add +6.0% | 9,971 | $682K |
| Becker Capital Management Inc. | 0.02% | No change | 9,746 | $667K |
| Portside Wealth Group, LLC | 0.12% | Add +2.0% | 9,465 | $648K |
| Smart Portfolios, LLC | 0.65% | Reduce -1.7% | 8,944 | $612K |
| Quotient Wealth Partners, LLC | 0.02% | New | 7,089 | $485K |
| GTS Securities LLC | 0.01% | Reduce -51.2% | 6,084 | $416K |
| Bristlecone Advisors, LLC | 0.04% | Add +1.4% | 6,008 | $411K |
| Susquehanna International Group, LLP | 0.00% | New | 5,848 | $400K |
| All Season Financial Advisors, Inc. | 0.30% | New | 5,371 | $367K |
| Roberts Wealth Advisors, LLC | 0.11% | New | 4,544 | $306K |
| Edge Capital Group, LLC | 0.01% | No change | 3,623 | $248K |
| TCTC Holdings, LLC | 0.00% | No change | 299 | $20K |
| Royal Bank of Canada | 0.00% | Add +83.9% | 217 | $15K |
| Financial Connections Group, Inc. | 0.01% | Add +1.7% | 61 | $5K |
| Clear Point Advisors Inc. | 0.00% | New | 2 | $137 |
| Morgan Stanley | 0.00% | New | 1 | $93 |
"% of holder's portfolio" is PWRD's weight in each manager's 13F, not the share of TCW Transform Systems ETF the manager owns.