TCW ETF TRUST (PWRD)
Institutional ownership reported to the SEC as of Q2 2026, across 18 quarters.
136
Reporting holders
$2.2B
Reported value
0.0%
Held as options
+19
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Dynasty Wealth Management, LLC | $679.1M | 5,522,892 | 5.05% | 10q | -15.9%-$128.8M |
| JPMORGAN CHASE & CO | $364.6M | 3,058,493 | 0.02% | 12q | -10.6%-$43.1M |
| OpenArc Corporate Advisory, LLC | $223.2M | 1,814,843 | 2.65% | 3q | -22.2%-$63.7M |
| SAGESPRING WEALTH PARTNERS, LLC | $213.8M | 1,739,131 | 3.29% | 7q | -17.5%-$45.3M |
| Quotient Wealth Partners, LLC | $116.1M | 944,060 | 2.74% | 10q | +1.2%+$1.4M |
| LPL Financial LLC | $72.1M | 586,451 | 0.02% | 8q | +26.6%+$15.2M |
| RAYMOND JAMES FINANCIAL INC | $60.4M | 491,163 | 0.02% | 7q | +18.2%+$9.3M |
| WELLS FARGO & COMPANY/MN | $47.0M | 382,371 | 0.01% | 3q | -14.5%-$8.0M |
| WCG Wealth Advisors LLC | $41.7M | 339,471 | 0.99% | 5q | -6.7%-$3.0M |
| BANK OF AMERICA CORP /DE/ | $30.8M | 250,629 | 0.00% | 3q | +176.8%+$19.7M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $27.9M | 226,712 | 0.01% | 3q | +39.1%+$7.8M |
| ASPIRIANT, LLC | $20.0M | 162,280 | 0.49% | 8q | +1.4%+$279.6K |
| Principle Wealth Partners LLC | $18.8M | 152,553 | 0.93% | 6q | +84.2%+$8.6M |
| Procyon Advisors, LLC | $17.7M | 143,637 | 0.76% | 9q | +6.3%+$1.0M |
| Mariner, LLC | $17.2M | 139,898 | 0.02% | 3q | +1.2%+$207.4K |
| UNIQUE WEALTH, LLC | $16.7M | 136,013 | 1.95% | 8q | -21.2%-$4.5M |
| Centerline Wealth Advisors, LLC | $14.0M | 114,143 | 4.40% | 7q | -24.0%-$4.4M |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | $13.0M | 105,393 | 0.46% | 5q | HELD |
| Quadcap Wealth Management, LLC | $12.1M | 98,142 | 1.17% | 4q | +2.9%+$343.1K |
| 3EDGE Asset Management, LP | $10.8M | 88,074 | 0.48% | 14q | +212.1%+$7.4M |
| Venture Visionary Partners LLC | $10.7M | 87,121 | 0.30% | 5q | +6.0%+$610.7K |
| ALBION FINANCIAL GROUP /UT | $8.9M | 72,216 | 0.51% | 13q | +0.8%+$70.0K |
| WJ Wealth Management, LLC | $8.7M | 70,610 | 3.43% | 5q | -2.6%-$227.8K |
| Fusion Capital, LLC | $8.4M | 68,243 | 1.95% | 2q | +2486.9%+$8.1M |
| Storen Legacy Partners, LLC | $8.4M | 68,225 | 2.29% | 2q | -23.2%-$2.5M |
| STIFEL FINANCIAL CORP | $8.2M | 66,930 | 0.01% | 4q | +40.5%+$2.4M |
| TCW GROUP INC | $7.9M | 64,528 | 0.05% | 7q | +64.5%+$3.1M |
| AVALON CAPITAL MANAGEMENT | $7.4M | 59,985 | 1.74% | 11q | +8.9%+$599.8K |
| ADAPT WEALTH ADVISORS, LLC | $7.1M | 57,433 | 2.31% | 4q | HELD |
| Integrated Wealth Concepts LLC | $7.0M | 56,793 | 0.03% | new | NEW |
| Valence8 US LP | $6.7M | 54,694 | 2.24% | 3q | -35.8%-$3.8M |
| COMMONWEALTH EQUITY SERVICES, LLC | $6.7M | 54,453 | 0.01% | 5q | +0.6%+$37.6K |
| DWM Financial Group, Inc. | $6.2M | 64,622 | 5.54% | new | NEW |
| Arete Wealth Advisors, LLC | $5.6M | 45,904 | 0.12% | 2q | +100.9%+$2.8M |
| OLD MISSION CAPITAL LLC | $5.2M | 42,545 | 0.08% | 2q | +1749.0%+$4.9M |
| Cyndeo Wealth Partners, LLC | $4.6M | 37,663 | 0.22% | 11q | -26.1%-$1.6M |
| Cassady Wealth & Retirement Planning, LLC | $4.5M | 36,280 | 2.07% | 3q | +12.2%+$485.1K |
| Bridgewealth Advisory Group, LLC | $4.4M | 36,039 | 0.84% | 3q | +16.0%+$610.1K |
| KPP Advisory Services LLC | $4.0M | 32,757 | 0.51% | 5q | +6.3%+$238.1K |
| MORGAN STANLEY | $4.0M | 32,376 | 0.00% | 10q | +2119.1%+$3.8M |
| BIP Wealth, LLC | $3.8M | 30,936 | 0.11% | new | NEW |
| Private Advisor Group, LLC | $3.7M | 30,490 | 0.02% | 3q | +11.0%+$371.2K |
| Corient Private Wealth LP | $3.5M | 28,568 | 0.00% | 4q | +113.9%+$1.9M |
| Steward Partners Investment Advisory, LLC | $3.4M | 27,896 | 0.02% | 8q | +21.6%+$609.6K |
| BELLEVUE ASSET MANAGEMENT, LLC | $2.7M | 21,565 | 1.22% | 11q | HELD |
| &PARTNERS | $2.6M | 21,043 | 0.01% | 4q | +204.2%+$1.7M |
| Focus Partners Wealth | $2.6M | 20,906 | 0.00% | 2q | -0.7%-$17.1K |
| TritonPoint Partners, LLC | $2.5M | 20,495 | 0.21% | 3q | -20.6%-$654.8K |
| Cardinal Point Capital Management ULC | $2.5M | 20,215 | 0.14% | 2q | HELD |
| Sloy Dahl & Holst, LLC | $2.5M | 20,034 | 0.30% | 7q | +7.5%+$172.8K |
| DecisionMap Wealth Management, LLC | $2.4M | 19,584 | 1.35% | 3q | +7.0%+$156.9K |
| Dakota Wealth Management | $2.4M | 19,415 | 0.05% | 3q | +5.5%+$125.4K |
| OSAIC HOLDINGS, INC. | $2.3M | 18,612 | 0.00% | 9q | +536.7%+$1.9M |
| Lido Advisors, LLC | $2.2M | 18,292 | 0.01% | 7q | +31.5%+$538.3K |
| CAPITAL WEALTH MANAGEMENT, LLC | $2.0M | 15,969 | 0.47% | 7q | +5.5%+$101.6K |
| SFG Wealth Management, LLC. | $1.8M | 14,782 | 0.65% | 4q | +8.2%+$137.3K |
| Millstone Evans Group, LLC | $1.8M | 14,734 | 0.98% | 7q | +21.1%+$316.3K |
| TFC Financial Management, Inc. | $1.7M | 13,540 | 0.18% | 15q | -10.6%-$197.4K |
| Portside Wealth Group, LLC | $1.6M | 13,379 | 0.19% | 13q | -7.2%-$126.9K |
| Orion Porfolio Solutions, LLC | $1.6M | 12,814 | 0.01% | 16q | -51.6%-$1.7M |
| MGO ONE SEVEN LLC | $1.4M | 11,432 | 0.02% | 9q | +6.3%+$83.5K |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $1.4M | 11,343 | 0.01% | new | NEW |
| ENVESTNET ASSET MANAGEMENT INC | $1.3M | 10,784 | 0.00% | 14q | +19.0%+$211.4K |
| JONES FINANCIAL COMPANIES LLLP | $1.3M | 11,397 | 0.00% | new | NEW |
| Visionary Wealth Advisors | $1.3M | 10,535 | 0.05% | 4q | +3.2%+$40.5K |
| PUREfi Wealth, LLC | $1.2M | 9,840 | 0.66% | 7q | -11.8%-$161.9K |
| First Heartland Consultants, Inc. | $1.2M | 9,699 | 0.08% | 4q | +5.9%+$66.9K |
| Keating Financial Advisory Services, Inc. | $1.2M | 9,360 | 0.15% | 3q | +511.8%+$962.8K |
| Fairvoy Private Wealth, LLC | $1.1M | 9,006 | 0.22% | 7q | -14.0%-$180.1K |
| Trademark Financial Management, LLC | $1.1M | 8,585 | 0.43% | 5q | +1.3%+$13.2K |
| Traveka Wealth, LLC | $980.5K | 7,974 | 0.33% | 4q | +1.2%+$12.1K |
| Geneos Wealth Management Inc. | $962.0K | 7,824 | 0.02% | 6q | +8.6%+$76.2K |
| ROYAL BANK OF CANADA | $960.0K | 7,805 | 0.00% | 4q | +16.9%+$139.1K |
| BECKER CAPITAL MANAGEMENT INC | $909.9K | 7,400 | 0.02% | 14q | HELD |
| GK Wealth Management LLC | $854.0K | 6,946 | 0.45% | new | NEW |
| Equitable Holdings, Inc. | $756.0K | 6,148 | 0.00% | 2q | -38.8%-$479.0K |
| Qube Research & Technologies Ltd | $723.1K | 5,881 | 0.00% | 2q | -12.7%-$105.3K |
| Creative Planning | $672.5K | 5,469 | 0.00% | new | NEW |
| JANE STREET GROUP, LLC | $671.5K | 5,461 | 0.00% | 4q | -96.5%-$18.5M |
| IFP Advisors, Inc | $573.7K | 4,666 | 0.01% | 2q | +2090.6%+$547.5K |
| TRUIST FINANCIAL CORP | $566.0K | 4,603 | 0.00% | 2q | +12.7%+$63.6K |
| Roberts Wealth Advisors, LLC | $558.7K | 4,544 | 0.13% | 10q | HELD |
| Revisor Wealth Management LLC | $558.2K | 4,540 | 0.13% | new | NEW |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $556.0K | 4,522 | 0.00% | 2q | +36.8%+$149.5K |
| HighTower Advisors, LLC | $495.0K | 4,025 | 0.00% | 4q | +29.9%+$114.0K |
| Dynamic Advisor Solutions LLC | $484.2K | 3,938 | 0.01% | new | NEW |
| MATHER GROUP, LLC. | $482.0K | 3,920 | 0.00% | 2q | -62.9%-$816.1K |
| ARWA LLC | $478.6K | 4,343 | 0.20% | new | NEW |
| Rare Wolf Capital LLC | $424.2K | 3,450 | 0.27% | 3q | HELD |
| Advisor OS, LLC | $423.0K | 3,440 | 0.03% | 3q | -2.5%-$11.1K |
| REDW Wealth LLC | $410.3K | 3,337 | 0.15% | 9q | HELD |
| SCS Capital Management LLC | $388.7K | 3,161 | 0.00% | 6q | HELD |
| Wealthcare Advisory Partners LLC | $386.3K | 3,142 | 0.01% | new | NEW |
| Atria Investments, Inc | $380.8K | 3,097 | 0.00% | 3q | +18.6%+$59.6K |
| Atlantic Union Bankshares Corp | $368.9K | 3,000 | 0.01% | 5q | HELD |
| Argyle Capital Partners, LLC | $366.9K | 2,984 | 0.23% | 7q | HELD |
| Waverly Advisors, LLC | $365.8K | 2,975 | 0.00% | 3q | HELD |
| Gateway Wealth Partners, LLC | $359.8K | 2,926 | 0.02% | 3q | -48.9%-$343.8K |
| OPPENHEIMER & CO INC | $328.5K | 2,672 | 0.00% | 2q | +28.6%+$73.2K |
| WealthTrust Asset Management, LLC | $317.6K | 2,583 | 0.17% | 4q | +9.4%+$27.3K |
Showing the largest 100 of 142 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 136 | $2.2B | 18,275,918 | 26 | 58 | 26 | 0.0% |
| Q1 2026 | 117 | $1.9B | 19,963,844 | 20 | 56 | 22 | 0.0% |
| Q4 2025 | 104 | $1.5B | 16,180,487 | 19 | 39 | 15 | 0.0% |
| Q3 2025 | 81 | $1.3B | 13,261,030 | 22 | 31 | 15 | 0.0% |
| Q2 2025 | 64 | $786.8M | 9,276,041 | 18 | 22 | 15 | 0.0% |
| Q1 2025 | 51 | $605.3M | 9,807,907 | 7 | 23 | 14 | 0.0% |
| Q4 2024 | 48 | $603.3M | 8,313,130 | 6 | 21 | 8 | 0.0% |
| Q3 2024 | 37 | $171.9M | 2,324,719 | 5 | 15 | 11 | 0.0% |
| Q2 2024 | 36 | $156.5M | 2,293,782 | 8 | 11 | 13 | 0.0% |
| Q1 2024 | 28 | $139.1M | 2,033,189 | 7 | 12 | 6 | 0.0% |
| Q4 2023 | 23 | $85.9M | 1,513,181 | 6 | 9 | 6 | 0.0% |
| Q3 2023 | 20 | $89.5M | 1,748,168 | 3 | 7 | 7 | 0.0% |
| Q2 2023 | 18 | $84.6M | 1,617,392 | 5 | 7 | 1 | 0.0% |
| Q1 2023 | 12 | $76.1M | 1,530,088 | 5 | 5 | 0 | 0.0% |
| Q4 2022 | 9 | $39.7M | 1,133,953 | 5 | 2 | 0 | 0.0% |
| Q3 2022 | 7 | $47.1M | 1,023,520 | 2 | 1 | 1 | 0.0% |
| Q2 2022 | 7 | $42.6M | 982,181 | 5 | 0 | 0 | 0.0% |
| Q1 2022 | 3 | $32.4M | 599,850 | 3 | 0 | 0 | 0.0% |