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TCW Transform Systems ETF (PWRD) Institutional Ownership

TCW Transform Systems ETF logo

Institutional Ownership Changes (13F Filings) for TCW Transform Systems ETF (NASDAQ:PWRD)

Number of
Institutional Buyers
(last 12 months)
12
Total
Institutional Inflows
(last 12 months)
$250.51M
Number of
Institutional Sellers
(last 12 months)
0
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PWRD Institutional Buying and Selling by Quarter

TCW Transform Systems ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/18/2025 Geneos Wealth Management Inc.3,059$276K0.0%N/A0.000%
8/15/2025 Orion Porfolio Solutions LLC73,538$6.63M0.0%N/A0.000%
8/14/2025 Raymond James Financial Inc.24,715$2.23M0.0%N/A0.000%
8/14/2025 Napa Wealth Management8,872$800K0.4%N/A0.000%
8/14/2025 Becker Capital Management Inc.7,976$719K0.0%N/A0.000%
8/13/2025 Flow Traders U.S. LLC16,772$1.51M0.1%N/A0.000%
8/13/2025 WCG Wealth Advisors LLC158,689$14.31M0.9%N/A0.000%
8/13/2025 Lido Advisors LLC10,417$939K0.0%N/A0.000%
8/12/2025 Steward Partners Investment Advisory LLC9,037$815K0.0%N/A0.000%
8/12/2025 MAI Capital Management3,111$281K0.0%N/A0.000%
8/12/2025 JPMorgan Chase & Co.2,449,738$220.89M0.0%N/A0.000%
8/11/2025 Portside Wealth Group LLC12,290$1.11M0.2%N/A0.000%
(Data available from 1/1/2016 forward)

PWRD Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PWRD shares?

During the previous two years, 12 institutional investors and hedge funds held shares of TCW Transform Systems ETF. The most heavily invested institutionals were JPMorgan Chase & Co. ($220.89M), WCG Wealth Advisors LLC ($14.31M), Orion Porfolio Solutions LLC ($6.63M), Raymond James Financial Inc. ($2.23M), Flow Traders U.S. LLC ($1.51M), Portside Wealth Group LLC ($1.11M), and Lido Advisors LLC ($939K).Learn more on TCW Transform Systems ETF's institutional investors.

Which institutional investors have been buying TCW Transform Systems ETF's stock?

Of the 12 institutional investors that purchased TCW Transform Systems ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: JPMorgan Chase & Co. ($2.45M), WCG Wealth Advisors LLC ($158.69K), Orion Porfolio Solutions LLC ($73.54K), Raymond James Financial Inc. ($24.72K), Flow Traders U.S. LLC ($16.77K), Portside Wealth Group LLC ($12.29K), and Lido Advisors LLC ($10.42K).

How much institutional buying is happening at TCW Transform Systems ETF?

Institutional investors have bought a total of 2,778,214 shares in the last 24 months. This purchase volume represents approximately $250.51M in transactions.



This page (NASDAQ:PWRD) was last updated on 8/23/2025 by MarketBeat.com Staff
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