TCW Transform Systems ETFPWRDETF
13F holders, Q2 2025 (June 30)68holders +16
21new positions
4sold out
$84.86avg. 13F price*
At the end of Q2 2025, 68 institutions reported holding TCW Transform Systems ETF (PWRD) in their 13F filings, up 16 from Q1 2025. 21 opened new positions and 4 sold out. The largest holders were JPMorgan Chase & Co. ($220.9M), Sagespring Wealth Partners, LLC ($202.4M) and Dynasty Wealth Management, LLC ($163.4M).
- Company
- TCW Transform Systems ETF
- Filed as
- TCW ETF TRUST (Q2 2025)
- CUSIP
- 29287L205
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 21 | $98.9M |
| Exits | 4 | $1.9M |
All 13F filers, Q1 2025 → Q2 2025: 1,453,583 shares bought and 1,896,392 shares sold, net −442,809 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 68 holders
| JPMorgan Chase & Co. | 0.02% | Add +4.3% | 2,449,738 | $220.9M |
| Sagespring Wealth Partners, LLC | 4.36% | Add +3.8% | 2,244,387 | $202.4M |
| Dynasty Wealth Management, LLC | 2.79% | Reduce -43.8% | 2,362,961 | $163.4M |
| Vestmark Advisory Solutions, Inc. | 0.81% | New | 625,613 | $56.4M |
| WCG Wealth Advisors LLC | 0.93% | New | 158,689 | $14.3M |
| Unique Wealth, LLC | 2.27% | Add +24.1% | 155,755 | $14.0M |
| Aspiriant, LLC | 0.41% | Add +2.1% | 141,515 | $12.8M |
| LPL Financial LLC | 0.00% | Add +262.6% | 119,948 | $10.8M |
| Procyon Advisors, LLC | 0.96% | Reduce -4.5% | 112,250 | $10.1M |
| WJ Wealth Management, LLC | 2.38% | New | 83,700 | $7.5M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -11.1% | 78,562 | $7.1M |
| Albion Financial Group | 0.43% | Add +12.9% | 73,791 | $6.7M |
| Centerline Wealth Advisors, LLC | 3.07% | Add +0.7% | 69,459 | $6.3M |
| Partners Capital Investment Group, LLP | 0.25% | New | 67,705 | $6.1M |
| Venture Visionary Partners LLC | 0.20% | New | 60,235 | $5.4M |
| Avalon Capital Management | 1.41% | Reduce -0.7% | 58,034 | $5.2M |
| Cyndeo Wealth Partners, LLC | 0.28% | Add +2.8% | 53,193 | $4.8M |
| Tsfg, LLC | 0.76% | New | 46,331 | $4.2M |
| Smart Portfolios, LLC | 2.30% | Reduce -2.8% | 25,368 | $2.3M |
| Bellevue Asset Management, LLC | 1.09% | Reduce -0.2% | 24,768 | $2.2M |
| Raymond James Financial Inc. | 0.00% | Add +68.8% | 24,715 | $2.2M |
| 3EDGE Asset Management, LP | 0.13% | Reduce -12.2% | 23,970 | $2.2M |
| TFC Financial Management, Inc. | 0.21% | Reduce -1.7% | 17,291 | $1.6M |
| Flow Traders U.S. LLC | 0.06% | New | 16,772 | $1.5M |
| Quotient Wealth Partners, LLC | 0.04% | Add +12.3% | 15,601 | $1.4M |
| Sloy Dahl & Holst, LLC | 0.19% | Add +15.3% | 15,317 | $1.4M |
| GTS Securities LLC | 0.06% | Add +127.6% | 15,242 | $1.4M |
| Portside Wealth Group, LLC | 0.16% | Add +58.3% | 12,290 | $1.1M |
| Fairvoy Private Wealth, LLC | 0.26% | Reduce -0.7% | 11,769 | $1.1M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -9.8% | 10,710 | $966K |
| Millstone Evans Group, LLC | 0.65% | Add +1.9% | 10,581 | $954K |
| Lido Advisors, LLC | 0.01% | Reduce -30.9% | 10,417 | $939K |
| Capital Wealth Management, LLC | 0.35% | Add +38.6% | 10,331 | $932K |
| TCW Group Inc. | 0.01% | Reduce -0.7% | 10,017 | $903K |
| PUREfi Wealth, LLC | 0.68% | Add +67.5% | 9,398 | $847K |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -2.3% | 9,037 | $815K |
| Napa Wealth Management | 0.38% | Add +39.5% | 8,872 | $800K |
| Mgo One Seven LLC | 0.02% | Add +31.5% | 8,524 | $769K |
| Bristlecone Advisors, LLC | 0.06% | Reduce -30.1% | 8,437 | $761K |
| Financial Insights, Inc. | 0.27% | New | 8,079 | $728K |
| Becker Capital Management Inc. | 0.02% | Reduce -9.6% | 7,976 | $719K |
| KPP Advisory Services LLC | 0.11% | New | 7,689 | $693K |
| Susquehanna International Group, LLP | 0.00% | New | 7,027 | $634K |
| Trademark Financial Management, LLC | 0.37% | New | 6,630 | $598K |
| rebel Financial LLC | 0.25% | — | 6,177 | $557K |
| Roberts Wealth Advisors, LLC | 0.12% | No change | 4,544 | $410K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -5.0% | 4,384 | $395K |
| Principle Wealth Partners LLC | 0.02% | No change | 4,200 | $379K |
| REDW Wealth LLC | 0.15% | Reduce -10.2% | 4,124 | $372K |
| Argyle Capital Partners, LLC | 0.24% | No change | 3,196 | $288K |
| MAI Capital Management | 0.00% | No change | 3,111 | $281K |
| SCS Capital Management LLC | 0.00% | No change | 3,073 | $277K |
| Geneos Wealth Management Inc. | 0.01% | Add +457.2% | 3,059 | $276K |
| Atlantic Union Bankshares Corp | 0.01% | New | 3,000 | $271K |
| Commonwealth Equity Services, LLC | 0.00% | New | 2,397 | $216K |
| Osaic Holdings, Inc. | 0.00% | Add +1643.7% | 1,238 | $112K |
| Morgan Stanley | 0.00% | Add +19.5% | 1,220 | $110K |
| Wells Fargo & Company | 0.00% | Add +1.0% | 1,009 | $91K |
| Comerica Bank | 0.00% | New | 770 | $69K |
| Financially Speaking Inc | 0.03% | New | 587 | $53K |
| Private Trust Co. NA | 0.00% | New | 340 | $31K |
| Principal Securities, Inc. | 0.00% | New | 275 | $25K |
| Tidemark, LLC | 0.01% | New | 236 | $21K |
| Jones Financial Companies LLLP | 0.00% | New | 140 | $13K |
| Signature Resources Capital Management, LLC | 0.01% | New | 126 | $11K |
| Financial Connections Group, Inc. | 0.00% | New | 61 | $5K |
| Financial Network Wealth Advisors LLC | 0.00% | No change | 24 | $2K |
| TCTC Holdings, LLC | 0.00% | No change | 1 | $89 |
"% of holder's portfolio" is PWRD's weight in each manager's 13F, not the share of TCW Transform Systems ETF the manager owns.