PWRD
TCW Transform Systems ETF · Financial Services · Asset Management
Momentum-Eingaben (vergleichbare Manager): Halterbreite 0.0% · Aktienfluss +2.9% · neue Nettopositionen -4.2% — Formel
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q2 2026
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | JPMorgan Chase ✦ | 3.06M | -10.6% | $364.60M | 0.0% | ▼ Trim | 4 | SEC ↗ ×6 |
| 2 | LPL Financial LLC | 586.45K | +26.6% | $72.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Raymond James Financial Inc | 491.16K | +18.2% | $60.39M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 4 | Wells Fargo & Company/Mn | 382.37K | +70.9% | $47.02M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 5 | Bank Of America Corp /De/ | 250.63K | +176.8% | $30.82M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 6 | Northwestern Mutual Wealth… | 226.71K | +39.1% | $27.88M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Mariner, LLC | 139.90K | +1.2% | $17.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Stifel Financial Corp | 66.93K | +40.5% | $8.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Commonwealth Equity Services, Llc | 54.45K | +0.6% | $6.70M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 32.38K | +2119.1% | $3.98M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 11 | Focus Partners Wealth | 20.91K | -0.7% | $2.57M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 18.61K | +536.7% | $2.29M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 13 | Lido Advisors, LLC | 18.29K | +31.5% | $2.25M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 14 | Corient Private Wealth LP | 14.28K | +7.0% | $1.76M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Envestnet Asset Management Inc | 10.78K | +19.0% | $1.33M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Jones Financial Companies Lllp | 11.40K | Neu | $1.32M | 0.0% | New | 1 | SEC ↗ |
| 17 | Royal Bank Of Canada | 7.80K | +16.9% | $960,000 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 18 | Hrt Financial Lp | 6.70K | +111.5% | $824,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Qube Research & Technologies Ltd | 5.88K | -12.7% | $723,128 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Creative Planning | 5.47K | Neu | $672,468 | 0.0% | New | 1 | SEC ↗ |
| 21 | Jane Street Group, Llc | 5.46K | -96.5% | $671,485 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Truist Financial Corp | 4.60K | +12.7% | $566,006 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | UBS Group AG | 1.33K | Neu | $163,537 | 0.0% | New | 1 | SEC ↗ ×2 |
| 24 | Fifth Third Bancorp | 808 | 0.0% | $99,352 | 0.0% | Held | 2 | SEC ↗ |
„Ihre Gewichtung" = Anteil der Position am gemeldeten 13F-Eigenkapitalwert des jeweiligen Managers — das Conviction-Maß. ✦ = kuratorisch ausgewählter Manager.
Neue Käufer
| Jones Financial Companies Lllp | $1.32M | 0.0% |
| Creative Planning | $672,468 | 0.0% |
| UBS Group AG | $163,537 | 0.0% |
Ausgestiegen
| Citadel Advisors | $547,099 | war 0.0% |
| Susquehanna International… | $486,581 | war 0.0% |
| HighTower Advisors, LLC | $302,879 | war 0.0% |
| Goldman Sachs Group | $263,186 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 121 Inhaber, 16.42M Anteile, $1.59B gemeldet. Dies ist ein anderer, älterer Zeitraum als die oben genannten Zahlen des erfassten Universums; beide werden niemals vermischt.
Was die erfassten Halter dieses Wertpapiers am häufigsten sonst noch halten — Zählungen gemeinsamer Eigentümerschaft, keine fundamentalen Zusammenhänge.