PWRD
TCW Transform Systems ETF · Financial Services · Asset Management
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom -30.0% · netto nieuwe posities 0.0% — formule
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| 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 | — | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | JPMorgan Chase ✦ | 3.03M | -40.6% | $291.33M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | LPL Financial LLC | 335.43K | — | $32.25M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Raymond James Financial Inc | 254.80K | — | $24.50M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Raymond James Financial Inc | 254.80K | — | $24.50M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Raymond James Financial Inc | 254.80K | — | $24.50M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Mariner, LLC | 124.01K | — | $11.92M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 35.68K | — | $3.43M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 35.68K | — | $3.43M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 35.68K | — | $3.43M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Bank Of America Corp /De/ | 35.68K | — | $3.43M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Commonwealth Equity Services, Llc | 29.30K | — | $2.82M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Corient Private Wealth LP | 27.39K | — | $2.63M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Corient Private Wealth LP | 27.39K | — | $2.63M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Stifel Financial Corp | 18.63K | — | $1.79M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Susquehanna International Group, Llp | 15.09K | — | $1.45M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Jane Street Group, Llc | 14.39K | — | $1.38M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Lido Advisors, LLC | 12.54K | — | $1.23M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Royal Bank Of Canada | 7.42K | — | $714,000 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Royal Bank Of Canada | 7.42K | — | $714,000 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Envestnet Asset Management Inc | 6.16K | — | $591,838 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Northwestern Mutual Wealth… | 4.96K | — | $476,451 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | HighTower Advisors, LLC | 3.23K | — | $310,679 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Osaic Holdings, Inc. | 2.37K | — | $227,404 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | UBS Group AG | 1.30K | — | $124,618 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Morgan Stanley ✦ | 1.04K | +2.1% | $100,194 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Wells Fargo & Company/Mn | 50 | — | $4,808 | 0.0% | n/c | 1 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Geen nieuwe bijgehouden kopers dit kwartaal. |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 121 houders, 16.42M aandelen, $1.59B gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Wat de gevolgde houders van dit effect verder het vaakst bezitten — aantallen gedeeld eigendom, geen fundamentele relaties.