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TCW Transform Systems ETF (PWRD)

CUSIP: 29287L205 | NYSE | 194 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

OpenArc Corporate Advisory, LLC1,908,167
2.3% of portfolio›$200.7M
Sagespring Wealth Partners, LLC1,825,726
2.9% of portfolio›$192.1M
Principle Wealth Partners LLC170,961
0.9% of portfolio›$18.0M
Aspiriant, LLC167,840
0.4% of portfolio›$17.7M
Unique Wealth, LLC146,248
1.8% of portfolio›$15.4M
Procyon Advisors, LLC145,509
0.6% of portfolio›$15.3M
Centerline Wealth Advisors, LLC109,665
3.6% of portfolio›$11.5M
Quadcap Wealth Management, LLC104,402
1.0% of portfolio›$11.0M
Venture Visionary Partners LLC89,843
0.2% of portfolio›$9.5M
Thrivent Financial for Lutherans85,637
0.0% of portfolio›$9.1M
Albion Financial Group73,456
0.4% of portfolio›$7.7M
3Edge Asset Management, LP70,299
0.3% of portfolio›$7.4M
Fusion Capital, LLC70,075
1.6% of portfolio›$7.4M
Avalon Capital Management61,701
1.5% of portfolio›$6.5M
Valence8 US LP54,694
2.0% of portfolio›$5.8M
Commonwealth Equity Services, LLC54,548
0.0% of portfolio›$5.7M
DWM Financial Group, Inc.53,747
4.4% of portfolio›$5.7M
Cyndeo Wealth Partners, LLC40,067
0.2% of portfolio›$4.2M
KPP Advisory Services LLC36,456
0.6% of portfolio›$3.8M
Prospera Financial Services Inc34,675
0.0% of portfolio›$3.4M
BIP Wealth, LLC33,536
0.1% of portfolio›$3.5M
Financial Insights, Inc.25,190
0.7% of portfolio›$2.6M
TritonPoint Partners, LLC25,040
0.5% of portfolio›$2.6M
DecisionMap Wealth Management, LLC22,782
1.3% of portfolio›$2.4M
Sloy Dahl & Holst, LLC21,355
0.3% of portfolio›$2.2M
Cardinal Point Capital Management ULC20,215
0.1% of portfolio›$2.1M
Tsfg, LLC19,384
1.1% of portfolio›$2.0M
Rational Advisors, Inc.19,000
0.2% of portfolio›$2.0M
Lido Advisors, LLC18,648
0.0% of portfolio›$2.0M
Capital Wealth Management, LLC17,714
0.4% of portfolio›$1.9M
WJ Wealth Management, LLC15,968
0.7% of portfolio›$1.7M
TFC Financial Management, Inc.13,540
0.2% of portfolio›$1.4M
Portside Wealth Group, LLC12,884
0.2% of portfolio›$1.4M
SFG Wealth Management, Llc.11,908
0.4% of portfolio›$1.3M
MGO One Seven LLC11,713
0.0% of portfolio›$1.2M
Virtue Capital Management, LLC11,564
0.2% of portfolio›$1.2M
Fairvoy Private Wealth, LLC11,067
0.2% of portfolio›$1.2M
Visionary Wealth Advisors10,653
0.0% of portfolio›$1.1M
PUREfi Wealth, LLC9,925
0.5% of portfolio›$1.0M
Ascentis Independent Advisors9,600
0.1% of portfolio›$1.0M
Traveka Wealth, LLC9,150
0.3% of portfolio›$962.5K
Trademark Financial Management, LLC8,564
0.4% of portfolio›$900.9K
Cambridge Investment Research Advisors, Inc.8,029
0.0% of portfolio›$845.0K
Embree Financial Group7,330
0.1% of portfolio›$771.1K
Amplius Wealth Advisors, LLC5,475
0.0% of portfolio›$575.9K
GK Wealth Management LLC5,210
0.3% of portfolio›$548.1K
IFP Advisors, Inc5,033
0.0% of portfolio›$529.4K
Revisor Wealth Management LLC4,817
0.1% of portfolio›$492.0K
TPG Advisors LLC4,646
0.3% of portfolio›$488.7K
Dynamic Advisor Solutions LLC4,384
0.0% of portfolio›$461.2K
Mather Group, Llc.4,120
0.0% of portfolio›$433.4K
Creative Planning4,046
0.0% of portfolio›$425.6K
Roberts Wealth Advisors, LLC3,944
0.1% of portfolio›$414.9K
Advisor OS, LLC3,488
0.0% of portfolio›$366.9K
Rare Wolf Capital LLC3,450
0.2% of portfolio›$362.9K
Redw Wealth LLC3,337
0.1% of portfolio›$351.0K
First Heartland Consultants, Inc.3,206
0.0% of portfolio›$337.3K
Truist Financial Corp3,073
0.0% of portfolio›$323.3K
Atria Investments, Inc3,004
0.0% of portfolio›$316.0K
Argyle Capital Partners, LLC2,964
0.2% of portfolio›$311.8K
Wealthcare Advisory Partners LLC2,900
0.0% of portfolio›$305.1K
Oppenheimer & Co Inc2,537
0.0% of portfolio›$266.9K
Signature Estate & Investment Advisors LLC2,535
0.0% of portfolio›$266.7K
WealthTrust Asset Management, LLC2,336
0.1% of portfolio›$245.7K
Integras Partners LLC2,188
0.1% of portfolio›$230.2K
Highline Wealth Partners LLC1,222
0.0% of portfolio›$128.5K
Golden State Wealth Management, LLC860
0.0% of portfolio›$90.5K
Fifth Third Bancorp808
0.0% of portfolio›$85.0K
Triumph Capital Management727
0.0% of portfolio›$76.5K
Heritage Family Offices, LLP626
0.0% of portfolio›$65.9K
Financially Speaking Inc552
0.1% of portfolio›$58.1K
Farther Finance Advisors, LLC547
0.0% of portfolio›$57.5K
Private Trust Co NA468
0.0% of portfolio›$49.2K
Financial Network Wealth Advisors LLC214
0.0% of portfolio›$22.5K
NorthAvenue LLC128
0.0% of portfolio›$13.5K
Silver Grove Financial Group, Inc.117
0.0% of portfolio›$12.3K
Blue Trust, Inc.107
0.0% of portfolio›$11.3K
Center for Financial Planning, Inc.92
0.0% of portfolio›$9.7K
Pathway Financial Advisers, LLC92
0.0% of portfolio›$9.7K
Toth Financial Advisory Corp51
0.0% of portfolio›$5.4K
Atlantic Edge Private Wealth Management, LLC50
0.0% of portfolio›$5.3K
MB, Levis & Associates, LLC25
0.0% of portfolio›$2.6K
Morling Financial Advisors, LLC9
0.0% of portfolio›$947
StyleTurnoverLocationFiled
OpenArc Corporate Advisory, LLC
1,908,167$200.7M2.3%GrowthLowAtlanta, GA2026-10-21
Sagespring Wealth Partners, LLC
1,825,726$192.1M2.9%ETFLowFranklin, TN2026-10-22
Principle Wealth Partners LLC
170,961$18.0M0.9%CoreVery LowMadison, CT2026-11-02
Aspiriant, LLC
167,840$17.7M0.4%ETFVery LowLos Angeles, CA2026-10-16
Unique Wealth, LLC
146,248$15.4M1.8%ETFMediumTampa, FL2026-10-16
Procyon Advisors, LLC
145,509$15.3M0.6%CoreVery LowShelton, CT2026-10-21
Centerline Wealth Advisors, LLC
109,665$11.5M3.6%ETFHighLouisville, KY2026-10-15
Quadcap Wealth Management, LLC
104,402$11.0M1.0%ETFLowFrisco, TX2026-11-02
Venture Visionary Partners LLC
89,843$9.5M0.2%CoreLowSylvania, OH2026-10-07
Thrivent Financial for Lutherans
85,637$9.1M0.0%GARPMediumMinneapolis, MN2026-11-05
Albion Financial Group
73,456$7.7M0.4%GrowthLowSalt Lake City, UT2026-10-21
3Edge Asset Management, LP
70,299$7.4M0.3%ETFMediumNaples, FL2026-10-30
Fusion Capital, LLC
70,075$7.4M1.6%GrowthLowMt. Pleasant, SC2026-10-28
Avalon Capital Management
61,701$6.5M1.5%GrowthMediumMenlo Park, CA2026-11-04
Valence8 US LP
54,694$5.8M2.0%ETFLowCambridge, MA2026-11-03
Commonwealth Equity Services, LLC
54,548$5.7M0.0%ETFLowWaltham, MA2026-11-02
DWM Financial Group, Inc.
53,747$5.7M4.4%ETFN/APalatine, IL2026-10-28
Cyndeo Wealth Partners, LLC
40,067$4.2M0.2%CoreMediumSt. Petersburg, FL2026-10-16
KPP Advisory Services LLC
36,456$3.8M0.6%GrowthMediumLouisville, KY2026-10-26
Prospera Financial Services Inc
34,675$3.4M0.0%CoreMediumDallas, TX2026-11-04
BIP Wealth, LLC
33,536$3.5M0.1%ETFMediumAtlanta, GA2026-10-22
Financial Insights, Inc.
25,190$2.6M0.7%ETFLowTacoma, WA2026-10-27
TritonPoint Partners, LLC
25,040$2.6M0.5%CoreMediumChevy Chase, MD2026-11-05
DecisionMap Wealth Management, LLC
22,782$2.4M1.3%ETFLowGreat Falls, VA2026-10-29
Sloy Dahl & Holst, LLC
21,355$2.2M0.3%Agg GrowthVery LowVancouver, WA2026-10-14
Cardinal Point Capital Management ULC
20,215$2.1M0.1%ValueLowToronto, Australia2026-10-21
Tsfg, LLC
19,384$2.0M1.1%ETFLowLake Forest, IL2026-10-23
Rational Advisors, Inc.
19,000$2.0M0.2%ETFMediumSan Juan, PR2026-11-02
Lido Advisors, LLC
18,648$2.0M0.0%GrowthLowLos Angeles, CA2026-11-04
Capital Wealth Management, LLC
17,714$1.9M0.4%ETFVery LowW. Warwick, RI2026-10-27
WJ Wealth Management, LLC
15,968$1.7M0.7%ETFMediumGlendale, AZ2026-11-03
TFC Financial Management, Inc.
13,540$1.4M0.2%ETFVery LowBoston, MA2026-10-26
Portside Wealth Group, LLC
12,884$1.4M0.2%CoreMediumProvo, UT2026-10-20
SFG Wealth Management, Llc.
11,908$1.3M0.4%ETFMediumTowson, MD2026-10-23
MGO One Seven LLC
11,713$1.2M0.0%GrowthLowBeachwood, OH2026-10-28
Virtue Capital Management, LLC
11,564$1.2M0.2%GrowthHighBrentwood, TN2026-10-29
Fairvoy Private Wealth, LLC
11,067$1.2M0.2%GrowthMediumBirmingham, AL2026-10-19
Visionary Wealth Advisors
10,653$1.1M0.0%ETFLowO'Fallon, IL2026-11-04
PUREfi Wealth, LLC
9,925$1.0M0.5%GrowthMediumBoston, MA2026-10-19
Ascentis Independent Advisors
9,600$1.0M0.1%ETFLowDallas, TX2026-11-03
Traveka Wealth, LLC
9,150$962.5K0.3%ETFLowLos Altos, CA2026-10-19
Trademark Financial Management, LLC
8,564$900.9K0.4%ETFMediumBloomington, MN2026-10-23
Cambridge Investment Research Advisors, Inc.
8,029$845.0K0.0%ETFLowFairfield, IA2026-11-02
Embree Financial Group
7,330$771.1K0.1%ETFLowChicago, IL2026-10-22
Amplius Wealth Advisors, LLC
5,475$575.9K0.0%ETFLowBlue Bell, PA2026-10-20
GK Wealth Management LLC
5,210$548.1K0.3%GARPVery HighReno, NV2026-10-09
IFP Advisors, Inc
5,033$529.4K0.0%GrowthLowTampa, FL2026-10-16
Revisor Wealth Management LLC
4,817$492.0K0.1%CoreLowAkron, OH2026-10-20
TPG Advisors LLC
4,646$488.7K0.3%ETFVery LowNorthfield, IL2026-10-16
Dynamic Advisor Solutions LLC
4,384$461.2K0.0%ETFLowPhoenix, AZ2026-10-13
Mather Group, Llc.
4,120$433.4K0.0%ETFMediumChicago, IL2026-10-14
Creative Planning
4,046$425.6K0.0%IndexVery LowOverland Park, KS2026-11-02
Roberts Wealth Advisors, LLC
3,944$414.9K0.1%GrowthLowPalo Alto, CA2026-10-14
Advisor OS, LLC
3,488$366.9K0.0%ETFMediumChicago, IL2026-11-03
Rare Wolf Capital LLC
3,450$362.9K0.2%CoreMediumBellevue, WA2026-10-20
Redw Wealth LLC
3,337$351.0K0.1%ETFLowAlbuquerque, NM2026-11-02
First Heartland Consultants, Inc.
3,206$337.3K0.0%ETFMediumLake St. Louis, MO2026-10-08
Truist Financial Corp
3,073$323.3K0.0%CoreLowCharlotte, NC2026-10-30
Atria Investments, Inc
3,004$316.0K0.0%CoreMediumCharlotte, NC2026-10-15
Argyle Capital Partners, LLC
2,964$311.8K0.2%CoreLowLos Angeles, CA2026-10-23
Wealthcare Advisory Partners LLC
2,900$305.1K0.0%ETFLowWest Chester, PA2026-10-21
Oppenheimer & Co Inc
2,537$266.9K0.0%CoreLowNew York, NY2026-10-26
Signature Estate & Investment Advisors LLC
2,535$266.7K0.0%ETFMediumLos Angeles, CA2026-10-13
WealthTrust Asset Management, LLC
2,336$245.7K0.1%GARPMediumDestin, FL2026-10-22
Integras Partners LLC
2,188$230.2K0.1%CoreLowAlpharetta, GA2026-10-30
Highline Wealth Partners LLC
1,222$128.5K0.0%ETFMediumSherman Oaks, CA2026-10-19
Golden State Wealth Management, LLC
860$90.5K0.0%ETFMediumSanta Ana, CA2026-11-02
Fifth Third Bancorp
808$85.0K0.0%IndexVery LowCincinnati, OH2026-11-05
Triumph Capital Management
727$76.5K0.0%ETFMediumDenver, CO2026-10-14
Heritage Family Offices, LLP
626$65.9K0.0%GrowthHighScottsdale, AZ2026-11-02
Financially Speaking Inc
552$58.1K0.1%ETFHighGreenwood Village, CO2026-11-05
Farther Finance Advisors, LLC
547$57.5K0.0%IndexLowSan Francisco, CA2026-10-08
Private Trust Co NA
468$49.2K0.0%CoreLowCleveland, OH2026-10-20
Financial Network Wealth Advisors LLC
214$22.5K0.0%ETFLowMurray, UT2026-10-28
NorthAvenue LLC
128$13.5K0.0%ETFVery LowColumbus, OH2026-10-29
Silver Grove Financial Group, Inc.
117$12.3K0.0%CoreMediumOrchard Park, NY2026-11-05
Blue Trust, Inc.
107$11.3K0.0%ETFLowBrentwood, TN2026-10-15
Center for Financial Planning, Inc.
92$9.7K0.0%ETFLowSouthfied, MI2026-10-26
Pathway Financial Advisers, LLC
92$9.7K0.0%CoreLowAuburn, IN2026-10-27
Toth Financial Advisory Corp
51$5.4K0.0%CoreLowLeesburg, VA2026-10-08
Atlantic Edge Private Wealth Management, LLC
50$5.3K0.0%CoreLowJacksonville, FL2026-10-20
MB, Levis & Associates, LLC
25$2.6K0.0%ETFVery LowCenter Valley, PA2026-10-16
Morling Financial Advisors, LLC
9$9470.0%ETFLowFremont, CA2026-10-28