PWRD
TCW Transform Systems ETF · Financial Services · Asset Management
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -30.0% · net new positions 0.0% · formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | JPMorgan Chase ✦ | 3.03M | -40.6% | $291.33M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | LPL Financial LLC | 335.43K | n/a | $32.25M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Raymond James Financial Inc | 254.80K | n/a | $24.50M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 4 | Mariner, LLC | 124.01K | n/a | $11.92M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 35.68K | n/a | $3.43M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 6 | Commonwealth Equity Services, Llc | 29.30K | n/a | $2.82M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Corient Private Wealth LP | 27.39K | n/a | $2.63M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 8 | Stifel Financial Corp | 18.63K | n/a | $1.79M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Susquehanna International Group, Llp | 15.09K | n/a | $1.45M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Jane Street Group, Llc | 14.39K | n/a | $1.38M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Lido Advisors, LLC | 12.54K | n/a | $1.23M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Royal Bank Of Canada | 7.42K | n/a | $714,000 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 13 | Envestnet Asset Management Inc | 6.16K | n/a | $591,838 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Northwestern Mutual Wealth… | 4.96K | n/a | $476,451 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | HighTower Advisors, LLC | 3.23K | n/a | $310,679 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 2.37K | n/a | $227,404 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | UBS Group AG | 1.30K | n/a | $124,618 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Morgan Stanley ✦ | 1.04K | +2.1% | $100,194 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Wells Fargo & Company/Mn | 50 | n/a | $4,808 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| No tracked exits this quarter. |
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.
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.