PWRDTCW ETF TRUST
CUSIP 29287L205 · Yahoo Finance ↗ · Google Finance ↗
Tcw Etf Trust (PWRD) has 123 institutional holders in Filings Flow’s 13F database, together reporting 19.86M shares worth $1.9B as of Q1 2026. The largest reported holders are Dynasty Wealth Management, LLC, Jpmorgan Chase & Co, and Openarc Corporate Advisory, LLC.
Institutional Holders
123
Q1 2026
Reported Value
$1.9B
Ticker
PWRD
Quarters Tracked
17
Ownership Trend
Institutional holders
Total reported value
Holders
··Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Dynasty Wealth Management, LLC$11.5B AUM | 5.60% | $642M | 6.57M | Q1 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.02% | $321M | 3.42M | Q1 2026 |
| OpenArc Corporate Advisory, LLC$7.0B AUM | 3.27% | $228M | 2.33M | Q1 2026 |
| SAGESPRING WEALTH PARTNERS, LLC$5.5B AUM | 3.76% | $206M | 2.11M | Q1 2026 |
| Quotient Wealth Partners, LLC$3.8B AUM | 2.40% | $91M | 933.0K | Q1 2026 |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.81% | $56M | 625.6K | Q2 2025OLDER |
| LPL Financial LLC$376.6B AUM | 0.01% | $45M | 463.2K | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.01% | $41M | 415.5K | Q1 2026 |
| WCG Wealth Advisors LLC$3.6B AUM | 1.00% | $36M | 363.9K | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $22M | 223.7K | Q1 2026 |
| UNIQUE WEALTH, LLC$723M AUM | 2.33% | $17M | 172.6K | Q1 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.01% | $16M | 163.0K | Q1 2026 |
| ASPIRIANT, LLC$3.5B AUM | 0.45% | $16M | 160.0K | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $15M | 156.0K | Q1 2026 |
| Centerline Wealth Advisors, LLC$319M AUM | 5.28% | $15M | 150.2K | Q1 2026 |
| Mariner, LLC$85.7B AUM | 0.02% | $14M | 138.2K | Q1 2026 |
| Procyon Advisors, LLC$2.3B AUM | 0.65% | $13M | 135.1K | Q1 2026 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP$2.7B AUM | 0.39% | $10M | 105.3K | Q1 2026 |
| Quadcap Wealth Management, LLC$879M AUM | 1.06% | $9M | 95.4K | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $9M | 90.6K | Q1 2026 |
| Storen Legacy Partners, LLC$367M AUM | 2.72% | $9M | 88.8K | Q1 2026 |
| Valence8 US LP$286M AUM | 2.91% | $8M | 85.2K | Q1 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS$52.5B AUM | 0.02% | $8M | 83.4K | Q1 2026 |
| Principle Wealth Partners LLC$1.7B AUM | 0.46% | $8M | 82.8K | Q1 2026 |
| Venture Visionary Partners LLC$3.0B AUM | 0.27% | $8M | 82.2K | Q1 2026 |
| WJ Wealth Management, LLC$214M AUM | 3.32% | $7M | 72.5K | Q1 2026 |
| ALBION FINANCIAL GROUP /UT$1.5B AUM | 0.45% | $7M | 71.6K | Q1 2026 |
| ADAPT WEALTH ADVISORS, LLC$276M AUM | 2.03% | $6M | 57.2K | Q1 2026 |
| AVALON CAPITAL MANAGEMENT$354M AUM | 1.52% | $5M | 55.1K | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.01% | $5M | 54.1K | Q1 2026 |
| Cyndeo Wealth Partners, LLC$1.9B AUM | 0.26% | $5M | 51.0K | Q1 2026 |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $5M | 47.6K | Q1 2026 |
| TCW GROUP INC$13.3B AUM | 0.03% | $4M | 39.2K | Q1 2026 |
| Cassady Wealth & Retirement Planning, LLC$193M AUM | 1.89% | $4M | 32.3K | Q1 2026 |
| Bridgewealth Advisory Group, LLC$482M AUM | 0.63% | $3M | 31.1K | Q1 2026 |
| KPP Advisory Services LLC$689M AUM | 0.44% | $3M | 30.8K | Q1 2026 |
| FLOW TRADERS U.S. LLC$3.2B AUM | 0.12% | $3M | 30.8K | Q3 2025OLDER |
| 3EDGE Asset Management, LP$2.1B AUM | 0.13% | $3M | 28.2K | Q1 2026 |
| Smart Portfolios, LLC$100M AUM | 2.73% | $3M | 28.0K | Q1 2026 |
| Private Advisor Group, LLC$21.3B AUM | 0.01% | $3M | 27.5K | Q1 2026 |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.02% | $3M | 26.5K | Q1 2026 |
| TritonPoint Partners, LLC$272M AUM | 0.93% | $3M | 25.8K | Q1 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.01% | $2M | 22.9K | Q1 2026 |
| Financial Insights, Inc.$309M AUM | 0.72% | $2M | 22.8K | Q1 2026 |
| Arete Wealth Advisors, LLC$1.3B AUM | 0.17% | $2M | 22.9K | Q1 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC$200M AUM | 1.06% | $2M | 21.7K | Q1 2026 |
| Focus Partners Wealth$89.9B AUM | 0.00% | $2M | 21.0K | Q1 2026 |
| TSFG, LLC$659M AUM | 0.31% | $2M | 21.0K | Q1 2026 |
| Cardinal Point Capital Management ULC$1.8B AUM | 0.12% | $2M | 20.2K | Q1 2026 |
| Sloy Dahl & Holst, LLC$728M AUM | 0.25% | $2M | 18.6K | Q1 2026 |
| Dakota Wealth Management$4.6B AUM | 0.04% | $2M | 18.4K | Q1 2026 |
| DecisionMap Wealth Management, LLC$155M AUM | 1.16% | $2M | 18.3K | Q1 2026 |
| TFC Financial Management, Inc.$812M AUM | 0.18% | $1M | 15.1K | Q1 2026 |
| CAPITAL WEALTH MANAGEMENT, LLC$416M AUM | 0.40% | $1M | 15.1K | Q1 2026 |
| Portside Wealth Group, LLC$738M AUM | 0.19% | $1M | 14.4K | Q1 2026 |
| Lido Advisors, LLC$32.7B AUM | 0.00% | $1M | 13.9K | Q1 2026 |
| SFG Wealth Management, LLC.$243M AUM | 0.55% | $1M | 13.7K | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $1M | 12.2K | Q1 2026 |
| Millstone Evans Group, LLC$167M AUM | 0.71% | $1M | 12.2K | Q1 2026 |
| PUREfi Wealth, LLC$153M AUM | 0.71% | $1M | 11.2K | Q1 2026 |
| MGO ONE SEVEN LLC$5.0B AUM | 0.02% | $1M | 10.8K | Q1 2026 |
| MATHER GROUP, LLC.$10.0B AUM | 0.01% | $1M | 10.6K | Q1 2026 |
| Fairvoy Private Wealth, LLC$419M AUM | 0.24% | $1M | 10.5K | Q1 2026 |
| NAPA WEALTH MANAGEMENT$213M AUM | 0.47% | $999,378 | 10.2K | Q3 2025OLDER |
| Visionary Wealth Advisors$2.3B AUM | 0.04% | $997,800 | 10.2K | Q1 2026 |
| Equitable Holdings, Inc.$15.5B AUM | 0.01% | $981,864 | 10.0K | Q1 2026 |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $944,391 | 13.4K | Q1 2026 |
| Bristlecone Advisors, LLC$1.2B AUM | 0.08% | $938,029 | 9.6K | Q3 2025OLDER |
| Ascentis Independent Advisors$1.3B AUM | 0.07% | $928,777 | 9.5K | Q1 2026 |
| First Heartland Consultants, Inc.$1.5B AUM | 0.07% | $895,048 | 9.2K | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $886,249 | 9.1K | Q1 2026 |
| Trademark Financial Management, LLC$204M AUM | 0.41% | $828,860 | 8.5K | Q1 2026 |
| Traveka Wealth, LLC$262M AUM | 0.29% | $770,005 | 7.9K | Q1 2026 |
| BECKER CAPITAL MANAGEMENT INC$3.4B AUM | 0.02% | $723,469 | 7.4K | Q1 2026 |
| &PARTNERS$20.2B AUM | 0.00% | $717,896 | 6.9K | Q1 2026 |
| Cambridge Investment Research Advisors, Inc.$38.8B AUM | 0.00% | $715,000 | 7.3K | Q1 2026 |
| Geneos Wealth Management Inc.$4.3B AUM | 0.02% | $704,335 | 7.2K | Q1 2026 |
| FSA WEALTH PARTNERS, INC.$210M AUM | 0.26% | $674,653 | 6.9K | Q3 2025OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.00% | $658,650 | 6.7K | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $653,000 | 6.7K | Q1 2026 |
| Quadrature Capital Ltd$8.4B AUM | 0.01% | $610,744 | 6.2K | Q1 2026 |
| Lindenwold Advisors, INC$212M AUM | 0.27% | $562,309 | 5.8K | Q4 2025OLDER |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.02% | $559,420 | 5.7K | Q1 2026 |
| rebel Financial LLC$231M AUM | 0.24% | $556,350 | 0 | Q3 2025OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $486,581 | 5.0K | Q1 2026 |
| Roberts Wealth Advisors, LLC$394M AUM | 0.11% | $444,249 | 4.5K | Q1 2026 |
| Janney Montgomery Scott LLC$40.4B AUM | 0.00% | $442,000 | 4.5K | Q1 2026 |
| GTS SECURITIES LLC$2.8B AUM | 0.01% | $405,338 | 4.1K | Q1 2026 |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $399,472 | 4.1K | Q1 2026 |
| Advisor OS, LLC$1.4B AUM | 0.02% | $345,113 | 3.5K | Q1 2026 |
| Rare Wolf Capital LLC$154M AUM | 0.22% | $337,293 | 3.5K | Q1 2026 |
| REDW Wealth LLC$251M AUM | 0.13% | $326,245 | 3.3K | Q1 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $323,214 | 3.3K | Q1 2026 |
| SCS Capital Management LLC$9.4B AUM | 0.00% | $309,038 | 3.2K | Q1 2026 |
| HRT FINANCIAL LP$40.1B AUM | 0.00% | $309,000 | 3.2K | Q1 2026 |
| One Capital Management, LLC$3.6B AUM | 0.01% | $306,398 | 3.1K | Q1 2026 |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $302,879 | 3.1K | Q1 2026 |
| Atlantic Union Bankshares Corp$5.2B AUM | 0.01% | $293,298 | 3.0K | Q1 2026 |
| Argyle Capital Partners, LLC$139M AUM | 0.21% | $291,734 | 3.0K | Q1 2026 |
| Waverly Advisors, LLC$13.4B AUM | 0.00% | $290,854 | 3.0K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $285,765 | 2.9K | Q1 2026 |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $263,186 | 2.7K | Q1 2026 |
| Fusion Capital, LLC$371M AUM | 0.07% | $257,907 | 2.6K | Q1 2026 |
| Atria Investments, Inc$8.9B AUM | 0.00% | $255,365 | 2.6K | Q1 2026 |
| MAI Capital Management$17.7B AUM | 0.00% | $247,446 | 2.5K | Q1 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC.$2.4B AUM | 0.01% | $241,873 | 2.5K | Q1 2026 |
| WealthTrust Asset Management, LLC$167M AUM | 0.14% | $230,826 | 2.4K | Q1 2026 |
| Diversified Trust Co$5.4B AUM | 0.00% | $230,100 | 2.4K | Q4 2025OLDER |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.00% | $224,959 | 2.3K | Q1 2026 |
| OPPENHEIMER & CO INC$8.2B AUM | 0.00% | $203,060 | 2.1K | Q1 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$4.9B AUM | 0.00% | $202,669 | 2.1K | Q1 2026 |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.02% | $149,582 | 1.5K | Q1 2026 |
| MORGAN STANLEY$1.66T AUM | 0.00% | $142,641 | 1.5K | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $124,618 | 1.3K | Q4 2025OLDER |
| Golden State Wealth Management, LLC$915M AUM | 0.01% | $85,057 | 870 | Q1 2026 |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $78,995 | 808 | Q1 2026 |
| COMERICA BANK$25.1B AUM | 0.00% | $77,694 | 808 | Q4 2025OLDER |
| Triumph Capital Management$491M AUM | 0.01% | $64,428 | 659 | Q1 2026 |
| Financially Speaking Inc$21M AUM | 0.26% | $53,967 | 552 | Q1 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $32,165 | 329 | Q1 2026 |
| PRIVATE TRUST CO NA$1.1B AUM | 0.00% | $31,969 | 327 | Q1 2026 |
| Key Capital Management, INC$151M AUM | 0.03% | $30,481 | 317 | Q4 2025OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $26,884 | 275 | Q3 2025OLDER |
| Litman Gregory Wealth Management LLC$1.4B AUM | 0.00% | $24,328 | 253 | Q4 2025OLDER |
| Tidemark, LLC$393M AUM | 0.01% | $23,073 | 236 | Q1 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $20,824 | 213 | Q1 2026 |
| Financial Network Wealth Advisors LLC$98M AUM | 0.02% | $17,500 | 179 | Q1 2026 |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $12,503 | 140 | Q2 2025OLDER |
| Signature Resources Capital Management, LLC$211M AUM | 0.01% | $12,116 | 126 | Q4 2025OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $10,461 | 107 | Q1 2026 |
| Godfrey Financial Associates, Inc.$117M AUM | 0.01% | $6,453 | 66 | Q1 2026 |
| Financial Connections Group, Inc.$288M AUM | 0.00% | $5,000 | 61 | Q1 2026 |
| Atlantic Edge Private Wealth Management, LLC$407M AUM | 0.00% | $4,889 | 50 | Q1 2026 |
| MB, LEVIS & ASSOCIATES, LLC$240M AUM | 0.00% | $2,444 | 25 | Q1 2026 |
| VANGUARD ADVISERS INC$25.5B AUM | 0.00% | $1,466 | 15 | Q1 2026 |
| Ankerstar Wealth, LLC$95M AUM | 0.00% | $196 | 2 | Q1 2026 |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $98 | 1 | Q1 2026 |
| TCTC Holdings, LLC$3.5B AUM | 0.00% | $95 | 1 | Q4 2025OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $94 | 1 | Q1 2026 |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC.$0 AUM | — | $0 | 0 | Q2 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.