Who owns TCW Transform Systems ETF?
Institutional ownership of PWRD from SEC Form 13F filings across 92 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
92
13F holders
$1.36B
value, 2026 filers
161.3%
of shares outstanding (11.3M sh)
20
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of PWRD's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | JPMORGAN CHASE & CO | 3.1M | $364.6M | 0.0% | 43.6% | -10.6% |
| 2 | OpenArc Corporate Advisory, LLC | 1.8M | $223.2M | 2.7% | 25.9% | -22.2% |
| 3 | SAGESPRING WEALTH PARTNERS, LLC | 1.7M | $213.8M | 3.3% | 24.8% | -17.5% |
| 4 | Quotient Wealth Partners, LLC | 944,060 | $116.1M | 2.7% | 13.5% | +1.2% |
| 5 | LPL Financial LLC | 586,451 | $72.1M | 0.0% | 8.4% | +26.6% |
| 6 | RAYMOND JAMES FINANCIAL INC | 491,163 | $60.4M | 0.0% | 7% | +18.2% |
| 7 | WELLS FARGO & COMPANY/MN | 382,371 | $47.0M | 0.0% | 5.5% | +70.9% |
| 8 | WCG Wealth Advisors LLC | 339,471 | $41.7M | 1.0% | 4.8% | -6.7% |
| 9 | BANK OF AMERICA CORP /DE/ | 250,629 | $30.8M | 0.0% | 3.6% | +176.8% |
| 10 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 226,712 | $27.9M | 0.0% | 3.2% | +39.1% |
| 11 | Principle Wealth Partners LLC | 152,553 | $18.8M | 0.9% | 2.2% | +84.2% |
| 12 | Mariner, LLC | 139,898 | $17.2M | 0.0% | 2% | +1.2% |
| 13 | Quadcap Wealth Management, LLC | 98,142 | $12.1M | 1.2% | 1.4% | +2.9% |
| 14 | Venture Visionary Partners LLC | 87,121 | $10.7M | 0.3% | 1.2% | +6.0% |
| 15 | Thrivent Financial for Lutherans | 82,890 | $10,192 | 0.0% | 1.2% | -0.7% |
| 16 | ALBION FINANCIAL GROUP /UT | 72,216 | $8.9M | 0.5% | 1% | +0.8% |
| 17 | STIFEL FINANCIAL CORP | 66,930 | $8.2M | 0.0% | 1% | +40.5% |
| 18 | Integrated Wealth Concepts LLCNEW | 56,793 | $7.0M | 0.0% | 0.8% | new |
| 19 | COMMONWEALTH EQUITY SERVICES, LLC | 54,453 | $6.7M | 0.0% | 0.8% | +0.6% |
| 20 | Arete Wealth Advisors, LLC | 45,904 | $5.6M | 0.2% | 0.7% | +100.9% |
| 21 | OLD MISSION CAPITAL LLC | 42,545 | $5.2M | 0.1% | 0.6% | +1749.0% |
| 22 | Cyndeo Wealth Partners, LLC | 37,663 | $4.6M | 0.2% | 0.5% | -26.1% |
| 23 | KPP Advisory Services LLC | 32,757 | $4.0M | 0.5% | 0.5% | +6.3% |
| 24 | MORGAN STANLEY | 32,376 | $4.0M | 0.0% | 0.5% | +2119.1% |
| 25 | BIP Wealth, LLCNEW | 30,936 | $3.8M | 0.1% | 0.4% | new |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.