TCW Transform Systems ETFPWRDETF
13F holders, Q4 2025 (December 31)110holders +23
19new positions
3sold out
$94.12avg. 13F price*
At the end of Q4 2025, 110 institutions reported holding TCW Transform Systems ETF (PWRD) in their 13F filings, up 23 from Q3 2025. 19 opened new positions and 3 sold out. The largest holders were Dynasty Wealth Management, LLC ($509.9M), JPMorgan Chase & Co. ($291.3M) and Sagespring Wealth Partners, LLC ($192.9M).
- Company
- TCW Transform Systems ETF
- Filed as
- TCW ETF TRUST (Q4 2025)
- CUSIP
- 29287L205
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 19 | $38.4M |
| Exits | 3 | $3.7M |
All 13F filers, Q3 2025 → Q4 2025: 4,219,755 shares bought and 518,928 shares sold, net +3,700,827 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 110 holders
| Dynasty Wealth Management, LLC | 5.01% | Add +63.6% | 5,303,116 | $509.9M |
| JPMorgan Chase & Co. | 0.02% | Add +18.9% | 3,029,797 | $291.3M |
| Sagespring Wealth Partners, LLC | 3.50% | Reduce -11.6% | 2,352,369 | $192.9M |
| OpenArc Corporate Advisory, LLC | 2.65% | — | 1,670,423 | $160.6M |
| Quotient Wealth Partners, LLC | 1.69% | Add +4251.4% | 661,587 | $63.6M |
| WCG Wealth Advisors LLC | 0.97% | Add +192.9% | 359,839 | $34.6M |
| LPL Financial LLC | 0.01% | Add +44.3% | 335,429 | $32.3M |
| Raymond James Financial Inc. | 0.01% | Add +12.2% | 254,799 | $24.5M |
| Unique Wealth, LLC | 2.25% | Reduce -8.6% | 167,324 | $16.1M |
| Valence8 US LP | 4.70% | New | 164,850 | $15.9M |
| Centerline Wealth Advisors, LLC | 5.24% | Add +144.8% | 150,502 | $14.5M |
| Aspiriant, LLC | 0.41% | Add +3.0% | 147,079 | $14.1M |
| Mariner, LLC | 0.01% | New | 124,014 | $11.9M |
| Procyon Advisors, LLC | 0.56% | Add +2.1% | 118,620 | $11.4M |
| Partners Capital Investment Group, LLP | 0.38% | No change | 105,340 | $10.1M |
| Quadcap Wealth Management, LLC | 0.95% | Add +12.8% | 86,225 | $8.3M |
| Venture Visionary Partners LLC | 0.26% | Add +1.7% | 81,665 | $7.9M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -7.0% | 80,845 | $7.8M |
| Albion Financial Group | 0.43% | Reduce -1.4% | 72,572 | $7.0M |
| Avalon Capital Management | 1.65% | Add +2.3% | 71,735 | $6.9M |
| WJ Wealth Management, LLC | 2.99% | Add +0.3% | 71,101 | $6.8M |
| Adapt Wealth Advisors, LLC | 1.85% | Add +9.1% | 56,077 | $5.4M |
| Cyndeo Wealth Partners, LLC | 0.26% | Reduce -6.8% | 49,894 | $4.8M |
| Principle Wealth Partners LLC | 0.26% | Add +237.6% | 47,977 | $4.6M |
| Bank of America Corp. | 0.00% | New | 35,683 | $3.4M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -7.3% | 29,636 | $2.8M |
| Commonwealth Equity Services, LLC | 0.00% | Add +305.9% | 29,298 | $2.8M |
| TCW Group Inc. | 0.02% | Add +182.1% | 28,822 | $2.8M |
| Smart Portfolios, LLC | 2.62% | Add +11.2% | 27,370 | $2.6M |
| Cassady Wealth & Retirement Planning, LLC | 1.51% | — | 24,065 | $2.3M |
| 3EDGE Asset Management, LP | 0.12% | Reduce -0.8% | 23,101 | $2.2M |
| Financial Insights, Inc. | 0.71% | Add +111.8% | 21,963 | $2.1M |
| Bellevue Asset Management, LLC | 0.66% | Add +2.4% | 21,332 | $2.0M |
| SFG Wealth Management, LLC. | 0.79% | Reduce -5.2% | 20,891 | $2.0M |
| Tsfg, LLC | 0.30% | Reduce -50.5% | 20,578 | $2.0M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +40.8% | 19,912 | $1.9M |
| Bridgewealth Advisory Group, LLC | 0.42% | New | 19,598 | $1.9M |
| Stifel Financial Corp. | 0.00% | Add +366.1% | 18,633 | $1.8M |
| Sloy Dahl & Holst, LLC | 0.20% | Add +8.6% | 17,395 | $1.7M |
| TFC Financial Management, Inc. | 0.21% | No change | 17,291 | $1.7M |
| Susquehanna International Group, LLP | 0.00% | Reduce -73.6% | 15,087 | $1.5M |
| Jane Street Group, LLC | 0.00% | Reduce -31.5% | 14,387 | $1.4M |
| DecisionMap Wealth Management, LLC | 0.84% | New | 14,134 | $1.4M |
| Corient Private Wealth LP | 0.00% | Add +270.3% | 13,695 | $1.3M |
| Capital Wealth Management, LLC | 0.42% | Add +18.0% | 13,687 | $1.3M |
| TritonPoint Partners, LLC | 0.69% | — | 13,445 | $1.3M |
| Portside Wealth Group, LLC | 0.17% | Add +5.3% | 13,056 | $1.3M |
| Dakota Wealth Management | 0.02% | New | 12,903 | $1.2M |
| Lido Advisors, LLC | 0.00% | No change | 12,541 | $1.2M |
| Mgo One Seven LLC | 0.02% | Add +0.8% | 10,898 | $1.0M |
| Millstone Evans Group, LLC | 0.62% | Reduce -1.4% | 10,889 | $1.0M |
| KPP Advisory Services LLC | 0.15% | Add +17.6% | 10,855 | $1.0M |
| First Heartland Consultants, Inc. | 0.08% | Add +33.8% | 10,482 | $1.0M |
| Fairvoy Private Wealth, LLC | 0.22% | Reduce -13.8% | 9,994 | $961K |
| Visionary Wealth Advisors | 0.04% | Add +11.1% | 9,403 | $904K |
| PUREfi Wealth, LLC | 0.63% | Reduce -12.0% | 8,536 | $821K |
| Ascentis Independent Advisors | 0.13% | Add +70.7% | 8,450 | $813K |
| Trademark Financial Management, LLC | 0.44% | Add +24.6% | 8,306 | $799K |
| Becker Capital Management Inc. | 0.02% | No change | 7,976 | $767K |
| Royal Bank of Canada | 0.00% | Add +73.9% | 7,422 | $714K |
| Geneos Wealth Management Inc. | 0.02% | Add +0.6% | 7,304 | $702K |
| Traveka Wealth, LLC | 0.27% | Add +58.2% | 6,874 | $661K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -21.3% | 6,482 | $623K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -91.8% | 6,155 | $592K |
| One Capital Management, LLC | 0.02% | Add +113.2% | 5,903 | $568K |
| rebel Financial LLC | 0.24% | Add +0.0% | 5,785 | $556K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 4,955 | $476K |
| &partners | 0.00% | Add +3.7% | 4,943 | $475K |
| Private Advisor Group, LLC | 0.00% | New | 4,844 | $466K |
| Roberts Wealth Advisors, LLC | 0.11% | No change | 4,544 | $437K |
| Janney Montgomery Scott LLC | 0.00% | Add +7.2% | 3,707 | $356K |
| Advisor OS, LLC | 0.03% | New | 3,629 | $349K |
| Rare Wolf Capital LLC | 0.21% | — | 3,450 | $332K |
| REDW Wealth LLC | 0.12% | No change | 3,337 | $321K |
| HighTower Advisors, LLC | 0.00% | Add +17.7% | 3,231 | $311K |
| Argyle Capital Partners, LLC | 0.22% | No change | 3,196 | $307K |
| Waverly Advisors, LLC | 0.00% | New | 3,175 | $305K |
| SCS Capital Management LLC | 0.00% | No change | 3,073 | $295K |
| Atlantic Union Bankshares Corp | 0.01% | No change | 3,000 | $288K |
| Gateway Wealth Partners, LLC | 0.03% | New | 2,880 | $277K |
| Atria Investments, Inc | 0.00% | New | 2,601 | $250K |
| MAI Capital Management | 0.00% | No change | 2,531 | $243K |
| Contango Wealth Management LLC | 0.27% | — | 2,515 | $242K |
| Leavell Investment Management, Inc. | 0.01% | New | 2,474 | $238K |
| Diversified Trust Co. | 0.00% | No change | 2,393 | $230K |
| Osaic Holdings, Inc. | 0.00% | Add +93.7% | 2,365 | $227K |
| WealthTrust Asset Management, LLC | 0.15% | No change | 2,239 | $215K |
| UBS Group AG | 0.00% | New | 1,296 | $125K |
| Keating Financial Advisory Services, Inc. | 0.01% | — | 1,142 | $110K |
| Morgan Stanley | 0.00% | Add +2.1% | 1,042 | $100K |
| Golden State Wealth Management, LLC | 0.01% | New | 870 | $84K |
| Comerica Bank | 0.00% | No change | 808 | $78K |
| Triumph Capital Management | 0.01% | New | 698 | $67K |
| Financially Speaking Inc | 0.03% | No change | 552 | $53K |
| Private Trust Co. NA | 0.00% | No change | 340 | $33K |
| Harbour Investments, Inc. | 0.00% | No change | 329 | $32K |
| Key Capital Management, INC | 0.03% | — | 317 | $30K |
| Litman Gregory Wealth Management LLC | 0.00% | New | 253 | $24K |
| Tidemark, LLC | 0.01% | No change | 236 | $23K |
| Signature Resources Capital Management, LLC | 0.01% | No change | 126 | $12K |
| Blue Trust, Inc. | 0.00% | New | 107 | $10K |
| Financial Network Wealth Advisors LLC | 0.01% | Add +337.5% | 105 | $10K |
| Godfrey Financial Associates, Inc. | 0.01% | — | 66 | $6K |
| Financial Connections Group, Inc. | 0.00% | No change | 61 | $5K |
| Mb, Levis & Associates, LLC | 0.00% | No change | 50 | $5K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 50 | $5K |
| Wells Fargo & Company | 0.00% | New | 50 | $5K |
| Ankerstar Wealth, LLC | 0.00% | — | 2 | $192 |
| CoreCap Advisors, LLC | 0.00% | Reduce -99.3% | 1 | $96 |
| TCTC Holdings, LLC | 0.00% | No change | 1 | $95 |
"% of holder's portfolio" is PWRD's weight in each manager's 13F, not the share of TCW Transform Systems ETF the manager owns.