PWRD — TCW TRANSFORM SYSTEMS ETF
As of Q2 2026, 5 SEC-registered investment managers reported holding PWRD (TCW TRANSFORM SYSTEMS ETF) in their latest 13F filings, with a combined reported value of $446.58M across 3.73M shares. That is +1026.8% by share count (+3.39M shares) versus the previous quarter, while reported value moved +1281.7%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 2 opened new positions, 3 added to existing stakes, 2 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 5 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| JPMorgan Chase & Co history | 3.06M | $364.60M | 0.04% | New |
| Wells Fargo & Co history | 382.37K | $47.02M | 0.01% | Add |
| Bank of America Corp history | 250.63K | $30.82M | 0.00% | Add |
| Morgan Stanley history | 32.38K | $3.98M | 0.00% | Add |
| UBS Group AG history | 1.33K | $163.54K | 0.00% | New |
Q1 2026 — 5 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Wells Fargo & Co history | 223.69K | $21.87M | 0.00% | Add |
| Bank of America Corp history | 90.56K | $8.85M | 0.00% | Add |
| Citadel Advisors history | 12.20K | $1.19M | 0.00% | New |
| Goldman Sachs Group history | 2.69K | $263.19K | 0.00% | New |
| Morgan Stanley history | 1.46K | $142.64K | 0.00% | Add |
Q4 2025 — 5 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| JPMorgan Chase & Co history | 3.03M | $291.33M | 0.04% | Add |
| Bank of America Corp history | 35.68K | $3.43M | 0.00% | New |
| UBS Group AG history | 1.30K | $124.62K | 0.00% | New |
| Morgan Stanley history | 1.04K | $100.19K | 0.00% | Add |
| Wells Fargo & Co history | 50 | $4.81K | 0.00% | New |
Q3 2025 — 2 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| JPMorgan Chase & Co history | 2.55M | $249.01M | 0.03% | Add |
| Morgan Stanley history | 1.02K | $99.76K | 0.00% | Reduce |
Q2 2025 — 3 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| JPMorgan Chase & Co history | 2.45M | $220.89M | 0.03% | Add |
| Morgan Stanley history | 1.22K | $110.01K | 0.00% | Add |
| Wells Fargo & Co history | 1.01K | $90.98K | 0.00% | Add |
Q1 2025 — 4 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| JPMorgan Chase & Co history | 2.35M | $163.74M | 0.03% | Add |
| UBS Group AG history | 1.05K | $73.09K | 0.00% | New |
| Morgan Stanley history | 1.02K | $71.23K | 0.00% | Add |
| Wells Fargo & Co history | 999 | $69.68K | 0.00% | New |
New Positions (Q2 2026)
- JPMorgan Chase & Co 3.06M sh · $364.60M
- UBS Group AG 1.33K sh · $163.54K
Fully Exited (vs previous quarter)
- Citadel Advisors sold 12.20K sh · $1.19M
- Goldman Sachs Group sold 2.69K sh · $263.19K
Fund Position History — shares by quarter (top 8 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q1 2023 | Q3 2022 | Q2 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JPMorgan Chase & Co | 3.06M | — | 3.03M | 2.55M | 2.45M | 2.35M | 2.01M | 94.22K | 58.37K | 42.55K | 19.29K | 1.94K | — | — | — |
| Wells Fargo & Co | 382.37K | 223.69K | 50 | — | 1.01K | 999 | — | — | — | — | — | — | — | — | — |
| Bank of America Corp | 250.63K | 90.56K | 35.68K | — | — | — | — | — | 196 | — | — | — | 576 | — | 1.24K |
| Morgan Stanley | 32.38K | 1.46K | 1.04K | 1.02K | 1.22K | 1.02K | 420 | 421 | 1 | 1 | — | — | — | — | 1.68K |
| UBS Group AG | 1.33K | — | 1.30K | — | — | 1.05K | — | — | — | — | — | — | — | 296 | 1.17K |
| Citadel Advisors | — | 12.20K | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Goldman Sachs Group | — | 2.69K | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Fidelity Management & Research (FMR) | — | — | — | — | — | — | — | — | — | — | 61 | — | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details