Scheda del titolo
PWRD
TCW Transform Systems ETF · Financial Services · Asset Management
25Holder monitorati
0Δ titolari
5.43MQuote detenute
$655.61MValore dichiarato
+3Nuove posizioni
−3Uscite
Input di momentum (manager comparabili): ampiezza dei detentori 0.0% · flusso azionario +2.9% · nuove posizioni nette 0.0% — formula
Tutte le cifre di proprietà: solo gestori 13F monitorati, posizioni in azioni ordinarie, periodo di riferimento Q2 2026
Proprietà nel tempo
| Trimestre | Detentori | Δ | Quote | Valore dichiarato | Nuovo | Uscite |
|---|---|---|---|---|---|---|
| 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 | — | — |
Chi lo detiene · Q2 2026
| # | Gestore | Quote | Δ azioni | Valore | Il loro peso | Detenuto | ||
|---|---|---|---|---|---|---|---|---|
| 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 | Nuovo | $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 | Nuovo | $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 | Nuovo | $163,537 | 0.0% | New | 1 | SEC ↗ |
| 38 | UBS Group AG | 1.33K | Nuovo | $163,537 | 0.0% | New | 1 | SEC ↗ |
| 39 | Fifth Third Bancorp | 808 | 0.0% | $99,352 | 0.0% | Held | 2 | SEC ↗ |
"Il loro peso" = la quota della posizione sul valore azionario 13F dichiarato da quel gestore — la misura di convinzione. ✦ = gestore selezionato.
Nuovi acquirenti
| 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% |
Uscito
| Citadel Advisors | $547,099 | era 0.0% |
| Susquehanna International… | $486,581 | era 0.0% |
| Goldman Sachs Group | $263,186 | era 0.0% |
Contesto di mercato completo: su TUTTI i filer 13F (dati strutturati SEC, Q1 2026): 121 detentori, 16.42M azioni, $1.59B dichiarato. Questo è un periodo diverso e più vecchio rispetto ai dati dell'universo monitorato riportati sopra e i due non vengono mai combinati.
Frequentemente co-detenuti
Cosa detengono più spesso gli altri holder monitorati di questo titolo — conteggi di proprietà condivisa, non relazioni fondamentali.
Provenienza: Proprietà ricavata dalle posizioni in azioni ordinarie 13F analizzate (universo monitorato, set comparabili per le variazioni); righe insider dai Moduli 3/4/5; partecipazioni dagli Schedule 13D/13G; ogni filing rimanda all'originale su SEC EDGAR.
Periodo di rendicontazione: Q2 2026 ·
Metodologia ·
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