Security record
PWRD
TCW Transform Systems ETF · Financial Services · Asset Management
25Tracked holders
0Δ holders
5.43MShares held
$655.61MReported value
+3New positions
−3Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +2.9% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 25 | 0 | 5.43M | $655.61M | +3 | −3 |
| Q1 2026 | 25 | +6 | 5.27M | $502.05M | +7 | −1 |
| Q4 2025 | 19 | 0 | 3.92M | $377.29M | — | — |
| Q3 2025 | 2 | — | 5.10M | $498.13M | — | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | JPMorgan Chase ✦ | 3.06M | -10.6% | $364.60M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 2 | JPMorgan Chase ✦ | 3.06M | -10.6% | $364.60M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 3 | JPMorgan Chase ✦ | 3.06M | -10.6% | $364.60M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 4 | JPMorgan Chase ✦ | 3.06M | -10.6% | $364.60M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 5 | JPMorgan Chase ✦ | 3.06M | -10.6% | $364.60M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 6 | JPMorgan Chase ✦ | 3.06M | -10.6% | $364.60M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 7 | LPL Financial LLC | 586.45K | +26.6% | $72.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Raymond James Financial Inc | 491.16K | +18.2% | $60.39M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Raymond James Financial Inc | 491.16K | +18.2% | $60.39M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Raymond James Financial Inc | 491.16K | +18.2% | $60.39M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 382.37K | +70.9% | $47.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Wells Fargo & Company/Mn | 382.37K | +70.9% | $47.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 382.37K | +70.9% | $47.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Bank Of America Corp /De/ | 250.63K | +176.8% | $30.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Bank Of America Corp /De/ | 250.63K | +176.8% | $30.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Northwestern Mutual Wealth… | 226.71K | +39.1% | $27.88M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Mariner, LLC | 139.90K | +1.2% | $17.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Stifel Financial Corp | 66.93K | +40.5% | $8.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Commonwealth Equity Services, Llc | 54.45K | +0.6% | $6.70M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Morgan Stanley ✦ | 32.38K | +2119.1% | $3.98M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 21 | Focus Partners Wealth | 20.91K | -0.7% | $2.57M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Osaic Holdings, Inc. | 18.61K | +536.7% | $2.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Osaic Holdings, Inc. | 18.61K | +536.7% | $2.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Lido Advisors, LLC | 18.29K | +31.5% | $2.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Lido Advisors, LLC | 18.29K | +31.5% | $2.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Corient Private Wealth LP | 14.28K | +7.0% | $1.76M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Envestnet Asset Management Inc | 10.78K | +19.0% | $1.33M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Jones Financial Companies Lllp | 11.40K | New | $1.32M | 0.0% | New | 1 | SEC ↗ |
| 29 | Royal Bank Of Canada | 7.80K | +16.9% | $960,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Royal Bank Of Canada | 7.80K | +16.9% | $960,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Hrt Financial Lp | 6.70K | +111.5% | $824,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Qube Research & Technologies Ltd | 5.88K | -12.7% | $723,128 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Creative Planning | 5.47K | New | $672,468 | 0.0% | New | 1 | SEC ↗ |
| 34 | Jane Street Group, Llc | 5.46K | -96.5% | $671,485 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 35 | Truist Financial Corp | 4.60K | +12.7% | $566,006 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | HighTower Advisors, LLC | 4.03K | +29.9% | $494,954 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | UBS Group AG | 1.33K | New | $163,537 | 0.0% | New | 1 | SEC ↗ |
| 38 | UBS Group AG | 1.33K | New | $163,537 | 0.0% | New | 1 | SEC ↗ |
| 39 | Fifth Third Bancorp | 808 | 0.0% | $99,352 | 0.0% | Held | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Jones Financial Companies Lllp | $1.32M | 0.0% |
| Creative Planning | $672,468 | 0.0% |
| UBS Group AG | $163,537 | 0.0% |
| UBS Group AG | $163,537 | 0.0% |
Exited
| Citadel Advisors | $547,099 | was 0.0% |
| Susquehanna International… | $486,581 | was 0.0% |
| Goldman Sachs Group | $263,186 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 121 holders, 16.42M shares, $1.59B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q2 2026 ·
Methodology ·
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