TCW TRANSFORM SYSTEMS ETF

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PWRD·29287L205·US·ETF

PWRD (TCW TRANSFORM SYSTEMS ETF) is held by 40 institutional investors as of Q2 2026. Largest holders: Dynasty Wealth Management, LLC ($679.1M), JPMORGAN CHASE & CO ($364.6M), LPL Financial LLC ($72.1M). Net institutional sentiment: Bullish.

40

Holders

(4 Elite)

$1.4B

Total Value

70% (40)

Consensus

28 buying - 12 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)51

Insider (Form 4)41

Activist (13D/13G)83

Congressional (STOCK Act)38

Holder Quality

32

★★★★★

Elite

78

★★★★

Strong

40

★★★

Solid

78

★★

Below

63

★

Weak

Held by 40 funds

4 elite

Who's Trading

Source dates: Price Oct 9, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for PWRD.

Top Holders

Top Holders (40)History

AllNewIncreasedHeldDecreasedExitedFirst report

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
Dynasty Wealth Management, LLC	Decreased	5.5M(-15.9%)	$679.1M	5.0%	+21.74%	0
JPMORGAN CHASE & CO	Decreased	3.1M(-10.6%)	$364.6M	0.0%	+22.29%	0
LPL Financial LLC	Increased	586,451(+26.6%)	$72.1M	0.0%	+6.33%	37
RAYMOND JAMES FINANCIAL INC	Increased	491,163(+18.2%)	$60.4M	0.0%	+5.84%	35
WELLS FARGO & COMPANY/MN	Increased	382,371(+70.9%)	$47M	0.0%	-1.62%	44
BANK OF AMERICA CORP /DE/	Increased	250,629(+176.8%)	$30.8M	0.0%	-6.31%	47
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Increased	226,712(+39.1%)	$27.9M	0.0%	+1.59%	38
Mariner, LLC	Increased	139,898(+1.2%)	$17.2M	0.0%	+10.19%	29
STIFEL FINANCIAL CORP	Increased	66,930(+40.5%)	$8.2M	0.0%	+1.72%	37
TCW GROUP INC	Increased	64,528(+64.5%)	$7.9M	0.1%	+3.13%	40
IWIntegrated Wealth Concepts LLC	New	56,243	$6.9M	0.0%	-13.44%	38
COMMONWEALTH EQUITY SERVICES, LLC	Increased	54,453(+0.6%)	$6.7M	0.0%	+9.88%	27
MORGAN STANLEY	Increased	32,376(+2119.1%)	$4M	0.0%	-12.09%	43
Private Advisor Group, LLC	Increased	30,490(+11.0%)	$3.7M	0.0%	+6.48%	30
Steward Partners Investment Advisory, LLC	Increased	27,896(+21.6%)	$3.4M	0.0%	+13.78%	32
&PARTNERS	Increased	21,043(+204.2%)	$2.6M	0.0%	-7.15%	42
FWFocus Partners Wealth	Decreased	20,906(-0.7%)	$2.6M	0.0%	+8.93%	0
OSAIC HOLDINGS, INC.	Increased	18,612(+536.7%)	$2.3M	0.0%	-10.04%	42
Lido Advisors, LLC	Increased	18,292(+31.5%)	$2.2M	0.0%	+19.19%	33
Corient Private Wealth LP	Increased	14,284(+7.0%)	$1.8M	0.0%	+8.56%	28

Showing 1-20 of 44

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PWRDTCW TRANSFORM SYSTEMS ETF

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer