TCW Transform Systems ETF (PWRD)

ETF ยท Nasdaq

TCW Transform Systems ETF (PWRD) is an exchange-traded fund listed on Nasdaq, where it has traded since February 2, 2022.

Type
Exchange-traded fund
Listed On
Nasdaq
Listed Since
February 2, 2022

Institutional ownership

In 13F filings for the quarter ended June 30, 2026, 142 institutions reported holding PWRD, with 18.4 million shares worth $2.2 billion in aggregate. The largest reported holder was Dynasty Wealth Management, with 5.5 million shares worth $679.1 million. Of the 5 largest holders listed below, 1 added shares and 4 reduced their positions during the quarter.

InstitutionSharesValueQuarter change
Dynasty Wealth Management5,522,892$679MReduced 15.94%
JPMorgan Chase3,058,493$365MReduced 10.57%
Openarc Corporate Advisory1,814,843$223MReduced 22.22%
Sagespring Wealth Partners1,739,131$214MReduced 17.47%
Quotient Wealth Partners944,060$116MAdded 1.18%

Form 13F is a quarterly report that institutional investment managers with at least $100 million in qualifying securities file with the SEC. It lists long positions as of the last day of the quarter and is due within 45 days of quarter end, so these holdings describe that date rather than today.

Frequently asked questions

What is PWRD?

TCW Transform Systems ETF (PWRD) is an exchange-traded fund listed on Nasdaq, where it has traded since February 2, 2022.

Who are the largest institutional holders of PWRD?

In 13F filings for the quarter ended June 30, 2026, the largest reported holders of PWRD were Dynasty Wealth Management, JPMorgan Chase and Openarc Corporate Advisory.

How many institutions own PWRD?

142 institutions reported a position in PWRD for the quarter ended June 30, 2026, worth $2.2 billion in total.

Did institutions buy or sell PWRD last quarter?

Of the 5 largest reported holders, 1 added shares and 4 reduced their positions during the quarter. Every reported holder and its change is on the SentiSense ownership page for PWRD.

Every reported institutional holder, plus insider and congressional trades in PWRD, on SentiSense.