TCW Transform Systems ETFPWRDETF
13F holders, Q1 2026 (March 31)125holders +15
22new positions
6sold out
1famous investor
$97.12avg. 13F price*
At the end of Q1 2026, 125 institutions reported holding TCW Transform Systems ETF (PWRD) in their 13F filings, up 15 from Q4 2025. 22 opened new positions and 6 sold out. The largest holders were Dynasty Wealth Management, LLC ($642.4M), JPMorgan Chase & Co. ($321.4M) and OpenArc Corporate Advisory, LLC ($228.1M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- TCW Transform Systems ETF
- Filed as
- TCW ETF TRUST (Q1 2026)
- CUSIP
- 29287L205
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 22 | $21.5M |
| Exits | 6 | $954K |
All 13F filers, Q4 2025 → Q1 2026: 3,964,382 shares bought and 382,211 shares sold, net +3,582,171 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 125 holders
| Dynasty Wealth Management, LLC | 5.60% | Add +23.9% | 6,570,313 | $642.4M |
| JPMorgan Chase & Co. | 0.02% | Add +12.9% | 3,419,913 | $321.4M |
| OpenArc Corporate Advisory, LLC | 3.27% | Add +39.7% | 2,333,156 | $228.1M |
| Sagespring Wealth Partners, LLC | 3.76% | Reduce -10.4% | 2,107,222 | $206.0M |
| Quotient Wealth Partners, LLC | 2.40% | Add +41.0% | 933,031 | $91.2M |
| LPL Financial LLC | 0.01% | Add +38.1% | 463,190 | $45.3M |
| Raymond James Financial Inc. | 0.01% | Add +63.1% | 415,473 | $40.6M |
| WCG Wealth Advisors LLC | 1.00% | Add +1.1% | 363,898 | $35.6M |
| Wells Fargo & Company | 0.00% | Add +447276.0% | 223,688 | $21.9M |
| Unique Wealth, LLC | 2.33% | Add +3.2% | 172,606 | $16.9M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +3190.3% | 163,032 | $15.9M |
| Aspiriant, LLC | 0.45% | Add +8.8% | 160,006 | $15.6M |
| Jane Street Group, LLC | 0.02% | Add +984.4% | 156,011 | $15.3M |
| Centerline Wealth Advisors, LLC | 5.28% | Reduce -0.2% | 150,166 | $14.7M |
| Mariner, LLC | 0.02% | Add +11.4% | 138,211 | $13.5M |
| Procyon Advisors, LLC | 0.65% | Add +13.9% | 135,106 | $13.2M |
| Partners Capital Investment Group, LLP | 0.39% | No change | 105,340 | $10.3M |
| Quadcap Wealth Management, LLC | 1.06% | Add +10.6% | 95,352 | $9.3M |
| Bank of America Corp. | 0.00% | Add +153.8% | 90,559 | $8.9M |
| Storen Legacy Partners, LLC | 2.72% | New | 88,819 | $8.7M |
| Valence8 US LP | 2.91% | Reduce -48.3% | 85,199 | $8.3M |
| Thrivent Financial for Lutherans | 0.02% | Add +3.2% | 83,448 | $8.2M |
| Principle Wealth Partners LLC | 0.46% | Add +72.6% | 82,829 | $8.1M |
| Venture Visionary Partners LLC | 0.27% | Add +0.6% | 82,154 | $8.0M |
| WJ Wealth Management, LLC | 3.32% | Add +1.9% | 72,463 | $7.1M |
| Albion Financial Group | 0.45% | Reduce -1.3% | 71,647 | $7.0M |
| Adapt Wealth Advisors, LLC | 2.03% | Add +2.0% | 57,226 | $5.6M |
| Avalon Capital Management | 1.52% | Reduce -23.2% | 55,107 | $5.4M |
| Commonwealth Equity Services, LLC | 0.01% | Add +84.8% | 54,147 | $5.3M |
| Cyndeo Wealth Partners, LLC | 0.26% | Add +2.2% | 50,975 | $5.0M |
| Stifel Financial Corp. | 0.00% | Add +155.6% | 47,625 | $4.7M |
| TCW Group Inc. | 0.03% | Add +36.1% | 39,226 | $3.8M |
| Cassady Wealth & Retirement Planning, LLC | 1.89% | Add +34.4% | 32,335 | $3.6M |
| Bridgewealth Advisory Group, LLC | 0.63% | Add +58.6% | 31,077 | $3.0M |
| KPP Advisory Services LLC | 0.44% | Add +183.9% | 30,821 | $3.0M |
| 3EDGE Asset Management, LP | 0.13% | Add +22.2% | 28,223 | $2.8M |
| Smart Portfolios, LLC | 2.73% | Add +2.2% | 27,966 | $2.7M |
| Private Advisor Group, LLC | 0.01% | Add +467.1% | 27,471 | $2.7M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -10.7% | 26,464 | $2.6M |
| TritonPoint Partners, LLC | 0.93% | Add +92.0% | 25,820 | $2.5M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +15.2% | 22,938 | $2.2M |
| Financial Insights, Inc. | 0.72% | Add +4.0% | 22,848 | $2.2M |
| Arete Wealth Advisors, LLC | 0.17% | New | 22,853 | $2.2M |
| Bellevue Asset Management, LLC | 1.06% | Add +1.6% | 21,672 | $2.1M |
| Focus Partners Wealth | 0.00% | New | 21,045 | $2.1M |
| Tsfg, LLC | 0.31% | Add +2.0% | 20,998 | $2.1M |
| Cardinal Point Capital Management ULC | 0.12% | New | 20,209 | $2.0M |
| Sloy Dahl & Holst, LLC | 0.25% | Add +7.1% | 18,629 | $1.8M |
| Dakota Wealth Management | 0.04% | Add +42.6% | 18,395 | $1.8M |
| DecisionMap Wealth Management, LLC | 1.16% | Add +29.5% | 18,308 | $1.8M |
| TFC Financial Management, Inc. | 0.18% | Reduce -12.4% | 15,145 | $1.5M |
| Capital Wealth Management, LLC | 0.40% | Add +10.6% | 15,143 | $1.5M |
| Portside Wealth Group, LLC | 0.19% | Add +10.4% | 14,411 | $1.4M |
| Lido Advisors, LLC | 0.01% | Add +10.9% | 13,914 | $1.4M |
| SFG Wealth Management, LLC. | 0.55% | Reduce -34.6% | 13,665 | $1.3M |
| Millstone Evans Group, LLC | 0.71% | Add +11.7% | 12,162 | $1.2M |
| PUREfi Wealth, LLC | 0.71% | Add +30.7% | 11,157 | $1.1M |
| Mgo One Seven LLC | 0.02% | Reduce -1.3% | 10,753 | $1.1M |
| Mather Group, Llc. | 0.01% | New | 10,557 | $1.0M |
| Fairvoy Private Wealth, LLC | 0.24% | Add +4.8% | 10,471 | $1.0M |
| Visionary Wealth Advisors | 0.04% | Add +8.5% | 10,206 | $998K |
| Equitable Holdings, Inc. | 0.01% | New | 10,043 | $982K |
| Corient Private Wealth LP | 0.00% | Reduce -2.5% | 13,354 | $944K |
| Ascentis Independent Advisors | 0.07% | Add +12.4% | 9,500 | $929K |
| First Heartland Consultants, Inc. | 0.07% | Reduce -12.7% | 9,155 | $895K |
| Envestnet Asset Management Inc. | 0.00% | Add +47.3% | 9,065 | $886K |
| Trademark Financial Management, LLC | 0.41% | Add +2.1% | 8,478 | $829K |
| Traveka Wealth, LLC | 0.29% | Add +14.6% | 7,876 | $770K |
| Becker Capital Management Inc. | 0.02% | Reduce -7.2% | 7,400 | $723K |
| &partners | 0.00% | Add +40.0% | 6,918 | $718K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +12.9% | 7,318 | $715K |
| Geneos Wealth Management Inc. | 0.02% | Reduce -1.4% | 7,204 | $704K |
| Qube Research & Technologies Ltd | 0.00% | New | 6,737 | $659K |
| Royal Bank of Canada | 0.00% | Reduce -10.1% | 6,674 | $653K |
| Quadrature Capital Ltd | 0.01% | New | 6,247 | $611K |
| Gateway Wealth Partners, LLC | 0.02% | Add +98.7% | 5,722 | $559K |
| Citadel Advisors | 0.00% | New | 5,596 | $547K |
| Susquehanna International Group, LLP | 0.00% | Reduce -67.0% | 4,977 | $487K |
| Roberts Wealth Advisors, LLC | 0.11% | No change | 4,544 | $444K |
| Janney Montgomery Scott LLC | 0.00% | Add +21.8% | 4,516 | $442K |
| GTS Securities LLC | 0.01% | New | 4,146 | $405K |
| Truist Financial Corp. | 0.00% | New | 4,086 | $399K |
| Advisor OS, LLC | 0.03% | Reduce -2.7% | 3,530 | $345K |
| Rare Wolf Capital LLC | 0.22% | No change | 3,450 | $337K |
| REDW Wealth LLC | 0.13% | No change | 3,337 | $326K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 3,306 | $323K |
| SCS Capital Management LLC | 0.00% | Add +2.9% | 3,161 | $309K |
| HRT Financial LP | 0.00% | New | 3,170 | $309K |
| One Capital Management, LLC | 0.01% | Reduce -46.9% | 3,134 | $306K |
| HighTower Advisors, LLC | 0.00% | Reduce -4.1% | 3,098 | $303K |
| Atlantic Union Bankshares Corp | 0.01% | No change | 3,000 | $293K |
| Argyle Capital Partners, LLC | 0.21% | Reduce -6.6% | 2,984 | $292K |
| Waverly Advisors, LLC | 0.00% | Reduce -6.3% | 2,975 | $291K |
| Osaic Holdings, Inc. | 0.00% | Add +23.6% | 2,923 | $286K |
| Goldman Sachs Group Inc. | 0.00% | New | 2,692 | $263K |
| Fusion Capital, LLC | 0.07% | New | 2,638 | $258K |
| Atria Investments, Inc | 0.00% | Add +0.4% | 2,612 | $255K |
| MAI Capital Management | 0.00% | No change | 2,531 | $247K |
| Leavell Investment Management, Inc. | 0.01% | No change | 2,474 | $242K |
| WealthTrust Asset Management, LLC | 0.14% | Add +5.5% | 2,361 | $231K |
| Old Mission Capital LLC | 0.01% | New | 2,301 | $225K |
| Contango Wealth Management LLC | 0.26% | Reduce -8.9% | 2,290 | $224K |
| Oppenheimer & Co. Inc. | 0.00% | New | 2,077 | $203K |
| Signature Estate & Investment Advisors LLC | 0.00% | New | 2,073 | $203K |
| Keating Financial Advisory Services, Inc. | 0.02% | Add +34.0% | 1,530 | $150K |
| Morgan Stanley | 0.00% | Add +40.0% | 1,459 | $143K |
| Golden State Wealth Management, LLC | 0.01% | No change | 870 | $85K |
| Fifth Third Bancorp | 0.00% | New | 808 | $79K |
| Triumph Capital Management | 0.01% | Reduce -5.6% | 659 | $64K |
| Financially Speaking Inc | 0.26% | No change | 552 | $54K |
| Harbour Investments, Inc. | 0.00% | No change | 329 | $32K |
| Private Trust Co. NA | 0.00% | Reduce -3.8% | 327 | $32K |
| Tidemark, LLC | 0.01% | No change | 236 | $23K |
| IFP Advisors, Inc | 0.00% | New | 213 | $21K |
| Financial Network Wealth Advisors LLC | 0.02% | Add +70.5% | 179 | $18K |
| Tucker Asset Management LLC | 0.00% | New | 148 | $14K |
| Blue Trust, Inc. | 0.00% | No change | 107 | $10K |
| Godfrey Financial Associates, Inc. | 0.01% | No change | 66 | $6K |
| Financial Connections Group, Inc. | 0.00% | No change | 61 | $5K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 50 | $5K |
| Mb, Levis & Associates, LLC | 0.00% | Reduce -50.0% | 25 | $2K |
| Vanguard Advisers Inc. | 0.00% | — | 15 | $1K |
| Ankerstar Wealth, LLC | 0.00% | No change | 2 | $196 |
| CoreCap Advisors, LLC | 0.00% | No change | 1 | $98 |
| Smartleaf Asset Management LLC | 0.00% | New | 1 | $94 |
"% of holder's portfolio" is PWRD's weight in each manager's 13F, not the share of TCW Transform Systems ETF the manager owns.