TCW Transform Systems ETFPWRDETF
13F holders, Q1 2025 (March 31)52holders +2
7new positions
3sold out
$61.71avg. 13F price*
At the end of Q1 2025, 52 institutions reported holding TCW Transform Systems ETF (PWRD) in their 13F filings, up 2 from Q4 2024. 7 opened new positions and 3 sold out. The largest holders were Dynasty Wealth Management, LLC ($214.2M), JPMorgan Chase & Co. ($163.7M) and Sagespring Wealth Partners, LLC ($150.8M).
- Company
- TCW Transform Systems ETF
- Filed as
- TCW ETF TRUST (Q1 2025)
- CUSIP
- 29287L205
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $1.9M |
| Exits | 3 | $350K |
All 13F filers, Q4 2024 → Q1 2025: 2,305,765 shares bought and 732,115 shares sold, net +1,573,650 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 52 holders
| Dynasty Wealth Management, LLC | 3.57% | Add +57.8% | 4,201,045 | $214.2M |
| JPMorgan Chase & Co. | 0.01% | Add +16.8% | 2,347,652 | $163.7M |
| Sagespring Wealth Partners, LLC | 3.80% | Add +13.4% | 2,161,893 | $150.8M |
| Aspiriant, LLC | 0.34% | Add +5.4% | 138,595 | $9.7M |
| Unique Wealth, LLC | 1.65% | Add +117.2% | 125,477 | $8.8M |
| Procyon Advisors, LLC | 0.50% | Add +16.2% | 117,535 | $8.2M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -88.1% | 88,394 | $6.2M |
| Centerline Wealth Advisors, LLC | 2.87% | Add +0.2% | 68,967 | $4.8M |
| Albion Financial Group | 0.32% | Add +1.8% | 65,363 | $4.6M |
| Avalon Capital Management | 1.18% | Add +16.9% | 58,411 | $4.1M |
| Cyndeo Wealth Partners, LLC | 0.24% | Add +5.9% | 51,768 | $3.6M |
| LPL Financial LLC | 0.00% | Add +136.0% | 33,078 | $2.3M |
| 3EDGE Asset Management, LP | 0.13% | Reduce -54.9% | 27,294 | $1.9M |
| Smart Portfolios, LLC | 1.98% | Add +1.9% | 26,091 | $1.8M |
| Bellevue Asset Management, LLC | 0.94% | Add +18.6% | 24,811 | $1.7M |
| TFC Financial Management, Inc. | 0.19% | Reduce -8.2% | 17,596 | $1.2M |
| Jane Street Group, LLC | 0.00% | New | 17,292 | $1.2M |
| Lido Advisors, LLC | 0.01% | Reduce -2.3% | 15,084 | $1.1M |
| Raymond James Financial Inc. | 0.00% | Add +14.4% | 14,645 | $1.0M |
| Quotient Wealth Partners, LLC | 0.03% | Add +6.5% | 13,892 | $969K |
| Sloy Dahl & Holst, LLC | 0.16% | Add +356.4% | 13,282 | $926K |
| Bristlecone Advisors, LLC | 0.07% | Reduce -6.2% | 12,076 | $842K |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -18.1% | 11,868 | $828K |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -18.1% | 11,868 | $828K |
| Fairvoy Private Wealth, LLC | 0.23% | Add +18.5% | 11,853 | $827K |
| Millstone Evans Group, LLC | 0.49% | Reduce -3.2% | 10,380 | $724K |
| TCW Group Inc. | 0.01% | No change | 10,087 | $704K |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +19.8% | 9,254 | $645K |
| Becker Capital Management Inc. | 0.02% | Reduce -12.7% | 8,826 | $616K |
| Townsquare Capital LLC | 0.01% | Reduce -43.9% | 7,934 | $553K |
| Portside Wealth Group, LLC | 0.09% | Reduce -43.2% | 7,764 | $542K |
| Capital Wealth Management, LLC | 0.22% | Add +26.5% | 7,455 | $520K |
| GTS Securities LLC | 0.02% | Reduce -63.0% | 6,698 | $467K |
| Mgo One Seven LLC | 0.02% | Reduce -48.4% | 6,481 | $452K |
| Napa Wealth Management | 0.25% | Reduce -9.5% | 6,362 | $444K |
| PUREfi Wealth, LLC | 0.39% | Add +10.9% | 5,610 | $391K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -0.7% | 4,614 | $322K |
| REDW Wealth LLC | 0.12% | Add +5.6% | 4,590 | $320K |
| Roberts Wealth Advisors, LLC | 0.10% | No change | 4,544 | $317K |
| Principle Wealth Partners LLC | 0.02% | New | 4,200 | $293K |
| Argyle Capital Partners, LLC | 0.19% | No change | 3,196 | $223K |
| MAI Capital Management | 0.00% | No change | 3,111 | $217K |
| SCS Capital Management LLC | 0.00% | New | 3,073 | $214K |
| Sandy Spring Bank | 0.01% | No change | 3,000 | $209K |
| UBS Group AG | 0.00% | New | 1,048 | $73K |
| Morgan Stanley | 0.00% | Add +143.1% | 1,021 | $71K |
| Wells Fargo & Company | 0.00% | New | 999 | $70K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Add +98.4% | 764 | $53K |
| Geneos Wealth Management Inc. | 0.00% | New | 549 | $38K |
| Osaic Holdings, Inc. | 0.00% | Reduce -94.4% | 71 | $5K |
| Financial Network Wealth Advisors LLC | 0.00% | New | 24 | $2K |
| TCTC Holdings, LLC | 0.00% | No change | 1 | $69 |
"% of holder's portfolio" is PWRD's weight in each manager's 13F, not the share of TCW Transform Systems ETF the manager owns.