Who owns PWRD?
TCW Transform Systems ETF · TCW
144 institutions reported holding PWRD, worth $2.3B, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of PWRD
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Dynasty Wealth Management, LLC | St. Petersburg, FL | $679.1M | 5,522,892 | −1,047,421 shares |
| JPMorgan Chase & Co | New York, NY | $364.6M | 3,058,493 | −361,420 shares |
| OpenArc Corporate Advisory, LLC | Atlanta, GA | $223.2M | 1,814,843 | −518,313 shares |
| Sagespring Wealth Partners, LLC | Franklin, TN | $213.8M | 1,739,131 | −368,091 shares |
| Quotient Wealth Partners, LLC | Dallas, TX | $116.1M | 944,060 | +11,029 shares |
| LPL Financial LLC | Fort Mill, SC | $72.1M | 586,451 | +123,261 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $60.4M | 491,163 | +75,690 shares |
| Wells Fargo & Company | San Francisco, CA | $47.0M | 382,371 | +158,683 shares |
| WCG Wealth Advisors LLC | Las Vegas, NV | $41.7M | 339,471 | −24,427 shares |
| Bank of America Corp. | Charlotte, NC | $30.8M | 250,629 | +160,070 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns PWRD?
144 institutional managers reported holding PWRD in Form 13F filings for June 30, 2026, worth $2.3B in total. The largest reported position was held by Dynasty Wealth Management, LLC, at $679.1M.
Did institutions buy or sell PWRD last quarter?
Reported 13F value rose 16.8% from March 31, 2026, which includes price moves as well as buying and selling. 29 firms reported a new position and 6 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is PWRD ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.