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PWRD — TCW TRANSFORM SYSTEMS ETF

Reported value held$448.04M
Funds holding (latest)8
Sector—
Funds holding (Q2 2026)5
Institutional value$446.58M · 3.73M sh
New / Add / Cut / Exit2 / 3 / 0 / 2
Top-5 / Top-10 concentration100.0% / 100.0%
Institutional holdings change Accumulating +1026.8% (+3.39M sh)
Institutional value change Up +1281.7%

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

FundSharesValuePortfolio WeightChange
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

FundSharesValuePortfolio WeightChange
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

FundSharesValuePortfolio WeightChange
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

FundSharesValuePortfolio WeightChange
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

FundSharesValuePortfolio WeightChange
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

FundSharesValuePortfolio WeightChange
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)

Fully Exited (vs previous quarter)

Fund Position History — shares by quarter (top 8 funds)

FundQ2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q1 2023Q3 2022Q2 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 — — — —

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