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Disclosery

PWRD TCW ETF TRUST

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TRANS SYSTE ETF (fund)

125 managers (125 13F filers) reported a position in PWRD shares at 2026-03-31, 19,862,105 shares in all. 22 filers opened a position and 6 filers sold out during the quarter.

Managers
125
13F filers
125
New
22
Added
61
Reduced
24
Sold out
6
Shares held by filers
19,862,105

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Dynasty Wealth Management, LLC6,570,313$642M5.6%+1,267,19713F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO3,419,913$321M0.02%+390,11613F-HR/ATimelineGroup
OpenArc Corporate Advisory, LLC2,333,156$228M3.27%+662,73313F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC2,107,222$206M3.76%-245,14713F-HRTimeline
Quotient Wealth Partners, LLC933,031$91.2M2.4%+271,44413F-HRTimeline
LPL Financial LLC463,190$45.3M0.01%+127,76113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC415,473$40.6M0.01%+160,67413F-HRTimelineGroup
WCG Wealth Advisors LLC363,898$35.6M1%+4,05913F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN223,688$21.9M<0.01%+223,63813F-HR/ATimelineGroup
UNIQUE WEALTH, LLC172,606$16.9M2.33%+5,28213F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…163,032$15.9M0.01%+158,07713F-HRTimelineGroup
ASPIRIANT, LLC160,006$15.6M0.45%+12,92713F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC156,011$15.3M0.02%+141,62413F-HRTimelineGroup
Centerline Wealth Advisors, LLC150,166$14.7M5.28%-33613F-HRTimeline
Mariner, LLCin group Mariner, LLC138,211$13.5M0.02%+14,19713F-HRTimelineGroup
Procyon Advisors, LLC135,106$13.2M0.65%+16,48613F-HRTimeline
PARTNERS CAPITAL INVESTMENT GROUP, LLP105,340$10.3M0.39%013F-HRTimeline
Quadcap Wealth Management, LLC95,352$9.32M1.06%+9,12713F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/90,559$8.85M<0.01%+54,87613F-HRTimelineGroup
Storen Legacy Partners, LLC88,819$8.68M2.72%new13F-HRTimeline
Valence8 US LP85,199$8.33M2.91%-79,65113F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…83,448$8.16M0.02%+2,60313F-HRTimelineGroup
Principle Wealth Partners LLC82,829$8.1M0.46%+34,85213F-HRTimeline
Venture Visionary Partners LLC82,154$8.03M0.27%+48913F-HRTimeline
WJ Wealth Management, LLC72,463$7.08M3.32%+1,36213F-HRTimeline
ALBION FINANCIAL GROUP /UT71,647$7M0.45%-92513F-HRTimeline
ADAPT WEALTH ADVISORS, LLC57,226$5.59M2.03%+1,14913F-HRTimeline
AVALON CAPITAL MANAGEMENT55,107$5.39M1.52%-16,62813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC54,147$5.29M0.01%+24,84913F-HRTimeline
Cyndeo Wealth Partners, LLC50,975$4.98M0.26%+1,08113F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP47,625$4.66M<0.01%+28,99213F-HRTimelineGroup
TCW GROUP INCin group TCW GROUP INC39,226$3.83M0.03%+10,40413F-HRTimelineGroup
Cassady Wealth & Retirement Planning, L…32,335$3.65M1.89%+8,27013F-HRTimeline
Bridgewealth Advisory Group, LLC31,077$3.04M0.63%+11,47913F-HRTimeline
KPP Advisory Services LLC30,821$3.01M0.44%+19,96613F-HRTimeline
3EDGE Asset Management, LP28,223$2.76M0.13%+5,12213F-HRTimeline
Smart Portfolios, LLC27,966$2.73M2.73%+59613F-HRTimeline
Private Advisor Group, LLC27,471$2.69M0.01%+22,62713F-HRTimeline
Orion Porfolio Solutions, LLC26,464$2.59M0.02%-3,17213F-HRTimeline
TritonPoint Partners, LLCin group TritonPoint Partners, LLC25,820$2.52M0.93%+12,37513F-HRTimelineGroup
Steward Partners Investment Advisory, L…22,938$2.24M0.01%+3,02613F-HRTimeline
Financial Insights, Inc.22,848$2.23M0.72%+88513F-HRTimeline
Arete Wealth Advisors, LLC22,853$2.23M0.17%new13F-HR/ATimeline
BELLEVUE ASSET MANAGEMENT, LLC21,672$2.12M1.06%+34013F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth21,045$2.06M<0.01%new13F-HRTimelineGroup
TSFG, LLC20,998$2.05M0.31%+42013F-HRTimeline
Cardinal Point Capital Management ULC20,209$1.98M0.12%new13F-HRTimeline
Sloy Dahl & Holst, LLC18,629$1.82M0.25%+1,23413F-HRTimeline
Dakota Wealth Management18,395$1.8M0.04%+5,49213F-HR/ATimeline
DecisionMap Wealth Management, LLC18,308$1.79M1.16%+4,17413F-HRTimeline
TFC Financial Management, Inc.15,145$1.48M0.18%-2,14613F-HRTimeline
CAPITAL WEALTH MANAGEMENT, LLC15,143$1.48M0.4%+1,45613F-HRTimeline
Portside Wealth Group, LLC14,411$1.41M0.19%+1,35513F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC13,914$1.36M0.01%+1,37313F-HRTimelineGroup
SFG Wealth Management, LLC.13,665$1.34M0.55%-7,22613F-HRTimeline
Millstone Evans Group, LLC12,162$1.19M0.71%+1,27313F-HRTimeline
PUREfi Wealth, LLC11,157$1.09M0.71%+2,62113F-HRTimeline
MGO ONE SEVEN LLC10,753$1.05M0.02%-14513F-HRTimeline
MATHER GROUP, LLC.10,557$1.03M0.01%new13F-HRTimeline
Fairvoy Private Wealth, LLC10,471$1.02M0.24%+47713F-HRTimeline
Visionary Wealth Advisors10,206$998K0.04%+80313F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.10,043$982K0.01%new13F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP13,354$944K<0.01%-34113F-HRTimelineGroup
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…9,500$929K0.07%+1,05013F-HRTimelineGroup
First Heartland Consultants, Inc.9,155$895K0.07%-1,32713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC9,065$886K<0.01%+2,91013F-HRTimelineGroup
Trademark Financial Management, LLC8,478$829K0.41%+17213F-HRTimeline
Traveka Wealth, LLC7,876$770K0.29%+1,00213F-HRTimeline
BECKER CAPITAL MANAGEMENT INC7,400$723K0.02%-57613F-HRTimeline
&PARTNERS6,918$718K<0.01%+1,97513F-HRTimeline
Cambridge Investment Research Advisors,…7,318$715K<0.01%+83613F-HRTimeline
Geneos Wealth Management Inc.7,204$704K0.02%-10013F-HRTimeline
Qube Research & Technologies Ltd6,737$659K<0.01%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA6,674$653K<0.01%-74813F-HRTimelineGroup
Quadrature Capital Ltdin group Quadrature Capital Ltd6,247$611K0.01%new13F-HRTimelineGroup
Gateway Wealth Partners, LLC5,722$559K0.02%+2,84213F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC5,596$547K<0.01%new13F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…4,977$487K<0.01%-10,11013F-HRTimelineGroup
Roberts Wealth Advisors, LLC4,544$444K0.11%013F-HRTimeline
Janney Montgomery Scott LLC4,516$442K<0.01%+80913F-HRTimeline
GTS SECURITIES LLC4,146$405K0.01%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP4,086$399K<0.01%new13F-HRTimelineGroup
Advisor OS, LLCin group Advisor OS, LLC3,530$345K0.02%-9913F-HRTimelineGroup
Rare Wolf Capital LLC3,450$337K0.22%013F-HRTimeline
REDW Wealth LLC3,337$326K0.13%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC3,306$323K<0.01%new13F-HRTimeline
SCS Capital Management LLC3,161$309K<0.01%+8813F-HRTimeline
HRT FINANCIAL LP3,170$309K<0.01%new13F-HRTimeline
One Capital Management, LLC3,134$306K0.01%-2,76913F-HRTimeline
HighTower Advisors, LLC3,098$303K<0.01%-13313F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp3,000$293K0.01%013F-HRTimelineGroup
Argyle Capital Partners, LLC2,984$292K0.21%-21213F-HRTimeline
Waverly Advisors, LLC2,975$291K<0.01%-20013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,923$286K<0.01%+55813F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC2,692$263K<0.01%new13F-HRTimelineGroup
Fusion Capital, LLC2,638$258K0.07%new13F-HRTimeline
Atria Investments, Inc2,612$255K<0.01%+1113F-HRTimeline
MAI Capital Management2,531$247K<0.01%013F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.2,474$242K0.01%013F-HRTimeline
WealthTrust Asset Management, LLC2,361$231K0.14%+12213F-HRTimeline
OLD MISSION CAPITAL LLC2,301$225K0.01%new13F-HRTimeline
Contango Wealth Management LLC2,290$224K0.26%-22513F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …2,077$203K<0.01%new13F-HRTimelineGroup
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…2,073$203K<0.01%new13F-HRTimelineGroup
Keating Financial Advisory Services, In…1,530$150K0.02%+38813F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,459$143K<0.01%+41713F-HRTimelineGroup
Golden State Wealth Management, LLC870$85.1K0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…808$79K<0.01%new13F-HRTimelineGroup
Triumph Capital Management659$64.4K0.01%-3913F-HRTimeline
Financially Speaking Inc552$54K0.26%013F-HRTimeline
HARBOUR INVESTMENTS, INC.329$32.2K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA327$32K<0.01%-1313F-HRTimeline
Tidemark, LLC236$23.1K0.01%013F-HRTimeline
IFP Advisors, Inc213$20.8K<0.01%new13F-HRTimeline
Financial Network Wealth Advisors LLC179$17.5K0.02%+7413F-HRTimeline
TUCKER ASSET MANAGEMENT LLC148$14.5K<0.01%new13F-HRTimeline
Blue Trust, Inc.107$10.5K<0.01%013F-HRTimeline
Godfrey Financial Associates, Inc.66$6.45K0.01%013F-HRTimeline
Financial Connections Group, Inc.61$5K<0.01%013F-HRTimeline
Atlantic Edge Private Wealth Management…50$4.89K<0.01%013F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC25$2.44K<0.01%-2513F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC15$1.47K<0.01%13F-HRTimelineGroup
Ankerstar Wealth, LLC2$196<0.01%013F-HRTimeline
CoreCap Advisors, LLC1$98<0.01%013F-HRTimeline
Smartleaf Asset Management LLC1$94<0.01%new13F-HRTimeline