TCW Transform Systems ETFPWRDETF
13F holders, Q4 2024 (December 31)50holders +11
6new positions
2sold out
$72.57avg. 13F price*
At the end of Q4 2024, 50 institutions reported holding TCW Transform Systems ETF (PWRD) in their 13F filings, up 11 from Q3 2024. 6 opened new positions and 2 sold out. The largest holders were Dynasty Wealth Management, LLC ($193.3M), JPMorgan Chase & Co. ($145.9M) and Sagespring Wealth Partners, LLC ($138.3M).
- Company
- TCW Transform Systems ETF
- Filed as
- TCW ETF TRUST (Q4 2024)
- CUSIP
- 29287L205
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $2.9M |
| Exits | 2 | $285K |
All 13F filers, Q3 2024 → Q4 2024: 4,143,669 shares bought and 76,164 shares sold, net +4,067,505 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 50 holders
| Dynasty Wealth Management, LLC | 3.33% | Add +264.5% | 2,663,043 | $193.3M |
| JPMorgan Chase & Co. | 0.01% | Add +2033.3% | 2,010,112 | $145.9M |
| Sagespring Wealth Partners, LLC | 3.65% | — | 1,905,886 | $138.3M |
| Envestnet Asset Management Inc. | 0.02% | Add +1.4% | 741,435 | $53.8M |
| Aspiriant, LLC | 0.34% | Add +380.8% | 131,487 | $9.5M |
| Procyon Advisors, LLC | 0.47% | Add +93.6% | 101,147 | $7.3M |
| Signify Wealth | 7.46% | Add +5.6% | 91,025 | $6.6M |
| Centerline Wealth Advisors, LLC | 2.93% | — | 68,842 | $5.0M |
| Albion Financial Group | 0.32% | Add +62.7% | 64,221 | $4.7M |
| 3EDGE Asset Management, LP | 0.27% | Reduce -12.1% | 60,470 | $4.4M |
| Unique Wealth, LLC | 0.87% | Add +77.5% | 57,766 | $4.2M |
| Avalon Capital Management | 1.17% | Add +7.8% | 49,963 | $3.6M |
| Cyndeo Wealth Partners, LLC | 0.24% | Reduce -2.4% | 48,876 | $3.5M |
| Smart Portfolios, LLC | 1.95% | Add +119.1% | 25,617 | $1.9M |
| Bellevue Asset Management, LLC | 0.78% | Add +0.6% | 20,918 | $1.5M |
| TFC Financial Management, Inc. | 0.22% | Reduce -0.4% | 19,176 | $1.4M |
| GTS Securities LLC | 0.06% | Reduce -75.6% | 18,112 | $1.3M |
| Lido Advisors, LLC | 0.01% | New | 15,436 | $1.1M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -4.3% | 14,486 | $1.1M |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -4.3% | 14,486 | $1.1M |
| Townsquare Capital LLC | 0.01% | Add +3.7% | 14,147 | $1.0M |
| LPL Financial LLC | 0.00% | Add +30.6% | 14,015 | $1.0M |
| Portside Wealth Group, LLC | 0.16% | Add +5.7% | 13,661 | $991K |
| Quotient Wealth Partners, LLC | 0.03% | Add +54.9% | 13,040 | $946K |
| Bristlecone Advisors, LLC | 0.07% | Add +30.2% | 12,869 | $934K |
| Raymond James Financial Inc. | 0.00% | — | 12,799 | $929K |
| Mgo One Seven LLC | 0.04% | Reduce -3.5% | 12,552 | $911K |
| Millstone Evans Group, LLC | 0.53% | — | 10,727 | $778K |
| Becker Capital Management Inc. | 0.02% | Add +3.7% | 10,106 | $733K |
| TCW Group Inc. | 0.01% | New | 10,087 | $732K |
| Fairvoy Private Wealth, LLC | 0.19% | — | 10,002 | $726K |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +515.5% | 7,724 | $561K |
| Napa Wealth Management | 0.22% | Add +4.1% | 7,032 | $510K |
| Capital Wealth Management, LLC | 0.18% | New | 5,895 | $428K |
| PUREfi Wealth, LLC | 0.36% | — | 5,059 | $367K |
| Roberts Wealth Advisors, LLC | 0.11% | No change | 4,544 | $354K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -23.9% | 4,645 | $337K |
| REDW Wealth LLC | 0.11% | Reduce -39.2% | 4,345 | $315K |
| Trademark Financial Management, LLC | 0.24% | Add +3.7% | 4,155 | $302K |
| Argyle Capital Partners, LLC | 0.20% | — | 3,196 | $232K |
| MAI Capital Management | 0.00% | New | 3,111 | $226K |
| Sandy Spring Bank | 0.01% | New | 3,000 | $218K |
| Edge Capital Group, LLC | 0.01% | Reduce -17.9% | 2,974 | $216K |
| Sloy Dahl & Holst, LLC | 0.03% | New | 2,910 | $211K |
| Osaic Holdings, Inc. | 0.00% | Reduce -0.4% | 1,264 | $92K |
| Financially Speaking Inc | 0.03% | — | 606 | $44K |
| Morgan Stanley | 0.00% | Reduce -0.2% | 420 | $30K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Add +73.4% | 385 | $28K |
| Financial Connections Group, Inc. | 0.00% | No change | 60 | $4K |
| TCTC Holdings, LLC | 0.00% | No change | 1 | $71 |
"% of holder's portfolio" is PWRD's weight in each manager's 13F, not the share of TCW Transform Systems ETF the manager owns.