Who owns TCW Transform Systems ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of PWRD from SEC Form 13F filings across 143 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.
As of the 2026-06-30 reporting period, 143 institutions disclosed 18.4M shares of TCW Transform Systems ETF worth $2.25B — about 262.4% of shares outstanding; the largest disclosed holder is Dynasty Wealth Management, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
143
13F holders
$2.25B
value, 2026 filers
262.4%
of shares outstanding (18.4M sh)
28
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 | Dynasty Wealth Management, LLC | 5.5M | $679.1M | 5.0% | 78.8% | -15.9% |
| 2 | JPMORGAN CHASE & CO | 3.1M | $364.6M | 0.0% | 43.6% | -10.6% |
| 3 | OpenArc Corporate Advisory, LLC | 1.8M | $223.2M | 2.7% | 25.9% | -22.2% |
| 4 | SAGESPRING WEALTH PARTNERS, LLC | 1.7M | $213.8M | 3.3% | 24.8% | -17.5% |
| 5 | Quotient Wealth Partners, LLC | 944,060 | $116.1M | 2.7% | 13.5% | +1.2% |
| 6 | LPL Financial LLC | 586,451 | $72.1M | 0.0% | 8.4% | +26.6% |
| 7 | RAYMOND JAMES FINANCIAL INC | 491,163 | $60.4M | 0.0% | 7% | +18.2% |
| 8 | WELLS FARGO & COMPANY/MN | 382,371 | $47.0M | 0.0% | 5.5% | +70.9% |
| 9 | WCG Wealth Advisors LLC | 339,471 | $41.7M | 1.0% | 4.8% | -6.7% |
| 10 | BANK OF AMERICA CORP /DE/ | 250,629 | $30.8M | 0.0% | 3.6% | +176.8% |
| 11 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 226,712 | $27.9M | 0.0% | 3.2% | +39.1% |
| 12 | ASPIRIANT, LLC | 162,280 | $20.0M | 0.5% | 2.3% | +1.4% |
| 13 | Principle Wealth Partners LLC | 152,553 | $18.8M | 0.9% | 2.2% | +84.2% |
| 14 | Procyon Advisors, LLC | 143,637 | $17.7M | 0.8% | 2% | +6.3% |
| 15 | Mariner, LLC | 139,898 | $17.2M | 0.0% | 2% | +1.2% |
| 16 | UNIQUE WEALTH, LLC | 136,013 | $16.7M | 1.9% | 1.9% | -21.2% |
| 17 | Centerline Wealth Advisors, LLC | 114,143 | $14.0M | 4.4% | 1.6% | -24.0% |
| 18 | PARTNERS CAPITAL INVESTMENT GROUP, LLP | 105,393 | $13.0M | 0.5% | 1.5% | +0.1% |
| 19 | Quadcap Wealth Management, LLC | 98,142 | $12.1M | 1.2% | 1.4% | +2.9% |
| 20 | 3EDGE Asset Management, LP | 88,074 | $10.8M | 0.5% | 1.3% | +212.1% |
| 21 | Venture Visionary Partners LLC | 87,121 | $10.7M | 0.3% | 1.2% | +6.0% |
| 22 | Thrivent Financial for Lutherans | 82,890 | $10.2M | 0.0% | 1.2% | -0.7% |
| 23 | ALBION FINANCIAL GROUP /UT | 72,216 | $8.9M | 0.5% | 1% | +0.8% |
| 24 | WJ Wealth Management, LLC | 70,610 | $8.7M | 3.4% | 1% | -2.6% |
| 25 | Fusion Capital, LLC | 68,243 | $8.4M | 1.9% | 1% | +2486.9% |
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.