TCW Transform Systems ETFPWRDETF
13F holders, Q3 2025 (September 30)87holders +19
24new positions
4sold out
$94.66avg. 13F price*
At the end of Q3 2025, 87 institutions reported holding TCW Transform Systems ETF (PWRD) in their 13F filings, up 19 from Q2 2025. 24 opened new positions and 4 sold out. The largest holders were Dynasty Wealth Management, LLC ($316.7M), JPMorgan Chase & Co. ($249.0M) and Sagespring Wealth Partners, LLC ($226.0M).
- Company
- TCW Transform Systems ETF
- Filed as
- TCW ETF TRUST (Q3 2025)
- CUSIP
- 29287L205
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 24 | $31.9M |
| Exits | 4 | $57.9M |
All 13F filers, Q2 2025 → Q3 2025: 2,264,811 shares bought and 720,481 shares sold, net +1,544,330 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 87 holders
| Dynasty Wealth Management, LLC | 4.23% | Add +37.2% | 3,241,520 | $316.7M |
| JPMorgan Chase & Co. | 0.02% | Add +4.0% | 2,549,005 | $249.0M |
| Sagespring Wealth Partners, LLC | 4.42% | Add +18.5% | 2,659,509 | $226.0M |
| LPL Financial LLC | 0.01% | Add +93.8% | 232,452 | $22.7M |
| Raymond James Financial Inc. | 0.01% | Add +819.3% | 227,192 | $22.2M |
| Unique Wealth, LLC | 2.62% | Add +17.5% | 182,984 | $17.9M |
| Aspiriant, LLC | 0.43% | Add +0.9% | 142,783 | $13.9M |
| WCG Wealth Advisors LLC | 0.75% | Reduce -22.6% | 122,865 | $12.0M |
| Procyon Advisors, LLC | 0.67% | Add +3.5% | 116,218 | $11.4M |
| Partners Capital Investment Group, LLP | 0.41% | Add +55.6% | 105,340 | $10.3M |
| Thrivent Financial for Lutherans | 0.02% | New | 86,950 | $8.5M |
| Venture Visionary Partners LLC | 0.27% | Add +33.3% | 80,319 | $7.8M |
| Quadcap Wealth Management, LLC | 0.88% | New | 76,427 | $7.5M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -4.0% | 75,384 | $7.4M |
| WJ Wealth Management, LLC | 3.19% | Reduce -15.3% | 70,922 | $7.3M |
| Albion Financial Group | 0.43% | Reduce -0.3% | 73,581 | $7.2M |
| Avalon Capital Management | 1.68% | Add +20.8% | 70,123 | $6.9M |
| Centerline Wealth Advisors, LLC | 2.61% | Reduce -11.5% | 61,467 | $6.0M |
| Susquehanna International Group, LLP | 0.01% | Add +713.4% | 57,154 | $5.6M |
| Cyndeo Wealth Partners, LLC | 0.29% | Add +0.6% | 53,529 | $5.2M |
| Adapt Wealth Advisors, LLC | 1.86% | New | 51,393 | $5.0M |
| Tsfg, LLC | 0.65% | Reduce -10.3% | 41,573 | $4.1M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +198.6% | 31,982 | $3.1M |
| Flow Traders U.S. LLC | 0.12% | Add +83.6% | 30,792 | $3.0M |
| Smart Portfolios, LLC | 2.32% | Reduce -3.0% | 24,605 | $2.4M |
| 3EDGE Asset Management, LP | 0.13% | Reduce -2.8% | 23,292 | $2.3M |
| SFG Wealth Management, LLC. | 0.93% | New | 22,047 | $2.2M |
| Jane Street Group, LLC | 0.00% | New | 20,997 | $2.1M |
| Bellevue Asset Management, LLC | 0.94% | Reduce -15.8% | 20,843 | $2.0M |
| TFC Financial Management, Inc. | 0.22% | No change | 17,291 | $1.7M |
| Sloy Dahl & Holst, LLC | 0.17% | Add +4.6% | 16,025 | $1.6M |
| Quotient Wealth Partners, LLC | 0.04% | Reduce -2.5% | 15,204 | $1.5M |
| Principle Wealth Partners LLC | 0.08% | Add +238.3% | 14,210 | $1.4M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +56.5% | 14,144 | $1.4M |
| Lido Advisors, LLC | 0.01% | Add +20.4% | 12,541 | $1.2M |
| Portside Wealth Group, LLC | 0.17% | Add +0.9% | 12,402 | $1.2M |
| Capital Wealth Management, LLC | 0.39% | Add +12.3% | 11,599 | $1.1M |
| Fairvoy Private Wealth, LLC | 0.26% | Reduce -1.5% | 11,590 | $1.1M |
| Millstone Evans Group, LLC | 0.69% | Add +4.4% | 11,044 | $1.1M |
| Mgo One Seven LLC | 0.02% | Add +26.8% | 10,806 | $1.1M |
| Financial Insights, Inc. | 0.34% | Add +28.4% | 10,372 | $1.0M |
| Napa Wealth Management | 0.47% | Add +15.3% | 10,230 | $999K |
| TCW Group Inc. | 0.01% | Add +2.0% | 10,218 | $998K |
| PUREfi Wealth, LLC | 0.73% | Add +3.2% | 9,699 | $948K |
| Bristlecone Advisors, LLC | 0.08% | Add +13.8% | 9,602 | $938K |
| KPP Advisory Services LLC | 0.13% | Add +20.0% | 9,228 | $902K |
| Visionary Wealth Advisors | 0.04% | New | 8,461 | $827K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +87.9% | 8,239 | $805K |
| Becker Capital Management Inc. | 0.02% | No change | 7,976 | $779K |
| First Heartland Consultants, Inc. | 0.06% | New | 7,835 | $765K |
| Geneos Wealth Management Inc. | 0.02% | Add +137.3% | 7,259 | $709K |
| Commonwealth Equity Services, LLC | 0.00% | Add +201.2% | 7,219 | $705K |
| Fsa Wealth Partners, Inc. | 0.26% | New | 6,906 | $675K |
| Trademark Financial Management, LLC | 0.38% | Add +0.5% | 6,664 | $651K |
| Lindenwold Advisors, INC | 0.27% | New | 5,756 | $562K |
| Ascentis Independent Advisors | 0.08% | New | 4,950 | $484K |
| &partners | 0.00% | New | 4,768 | $466K |
| Roberts Wealth Advisors, LLC | 0.12% | No change | 4,544 | $444K |
| Traveka Wealth, LLC | 0.19% | New | 4,345 | $424K |
| Royal Bank of Canada | 0.00% | New | 4,268 | $417K |
| Stifel Financial Corp. | 0.00% | New | 3,998 | $391K |
| Corient Private Wealth LP | 0.00% | New | 3,698 | $361K |
| Janney Montgomery Scott LLC | 0.00% | New | 3,457 | $338K |
| REDW Wealth LLC | 0.12% | Reduce -19.1% | 3,337 | $326K |
| Argyle Capital Partners, LLC | 0.22% | No change | 3,196 | $312K |
| SCS Capital Management LLC | 0.00% | No change | 3,073 | $300K |
| Atlantic Union Bankshares Corp | 0.01% | No change | 3,000 | $293K |
| One Capital Management, LLC | 0.01% | New | 2,769 | $271K |
| HighTower Advisors, LLC | 0.00% | New | 2,746 | $268K |
| MAI Capital Management | 0.00% | Reduce -18.6% | 2,531 | $247K |
| Diversified Trust Co. | 0.00% | New | 2,393 | $234K |
| WealthTrust Asset Management, LLC | 0.15% | New | 2,239 | $219K |
| Osaic Holdings, Inc. | 0.00% | Reduce -1.4% | 1,221 | $118K |
| Morgan Stanley | 0.00% | Reduce -16.3% | 1,021 | $100K |
| Comerica Bank | 0.00% | Add +4.9% | 808 | $79K |
| Financially Speaking Inc | 0.04% | Reduce -6.0% | 552 | $54K |
| Private Trust Co. NA | 0.00% | No change | 340 | $33K |
| Harbour Investments, Inc. | 0.00% | New | 329 | $32K |
| Principal Securities, Inc. | 0.00% | No change | 275 | $27K |
| Tidemark, LLC | 0.01% | No change | 236 | $23K |
| CoreCap Advisors, LLC | 0.00% | New | 142 | $14K |
| Signature Resources Capital Management, LLC | 0.01% | No change | 126 | $12K |
| Financial Connections Group, Inc. | 0.00% | No change | 61 | $5K |
| Mb, Levis & Associates, LLC | 0.00% | New | 50 | $5K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | New | 50 | $5K |
| Financial Network Wealth Advisors LLC | 0.00% | No change | 24 | $2K |
| TCTC Holdings, LLC | 0.00% | No change | 1 | $96 |
"% of holder's portfolio" is PWRD's weight in each manager's 13F, not the share of TCW Transform Systems ETF the manager owns.