TCW ETF Trust - PWRD
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Dynasty Wealth Management, LLC | History | Added to | 5,303,116 | 509,927 | 5.01% | 4.23% | 1 | +2,061,596 | 63.6% | Q4 2025 | Feb 10, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 3,029,797 | 291,332 | 0.02% | 0.01% | 2 | +480,792 | 18.86% | Q4 2025 | Feb 11, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 2,352,369 | 192,888 | 3.5% | 4.42% | 3 | -307,140 | -11.55% | Q4 2025 | Jan 07, 2026 |
| OpenArc Corporate Advisory, LLC | History | New | 1,670,423 | 160,620 | 2.65% | — | 4 | +1,670,423 | New | Q4 2025 | Feb 13, 2026 |
| Quotient Wealth Partners, LLC | History | Added to | 661,587 | 63,615 | 1.69% | 0.04% | 5 | +646,383 | 4251.4% | Q4 2025 | Jan 22, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 359,839 | 34,601 | 0.97% | 0.75% | 6 | +236,974 | 192.87% | Q4 2025 | Feb 10, 2026 |
| LPL Financial LLC | History | Added to | 335,429 | 32,253 | 0.01% | 0.01% | 7 | +102,977 | 44.3% | Q4 2025 | Feb 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 254,799 | 24,500 | 0.01% | 0.01% | 8 | +27,607 | 12.15% | Q4 2025 | Feb 18, 2026 |
| UNIQUE WEALTH, LLC | History | Reduced | 167,324 | 16,089 | 2.25% | 2.62% | 9 | -15,660 | -8.56% | Q4 2025 | Jan 06, 2026 |
| Valence8 US LP | History | New | 164,850 | 15,851 | 4.7% | — | 10 | +164,850 | New | Q4 2025 | Feb 09, 2026 |
| Centerline Wealth Advisors, LLC | History | Added to | 150,502 | 14,471 | 5.24% | 2.61% | 11 | +89,035 | 144.85% | Q4 2025 | Jan 08, 2026 |
| ASPIRIANT, LLC | History | Added to | 147,079 | 14,142 | 0.41% | 0.43% | 12 | +4,296 | 3.01% | Q4 2025 | Jan 20, 2026 |
| Mariner, LLC | History | New | 124,014 | 11,924 | 0.01% | — | 13 | +124,014 | New | Q4 2025 | Feb 13, 2026 |
| Procyon Advisors, LLC | History | Added to | 118,620 | 11,406 | 0.56% | 0.67% | 14 | +2,402 | 2.07% | Q4 2025 | Jan 07, 2026 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | History | No change | 105,340 | 10,129 | 0.38% | 0.41% | 15 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Quadcap Wealth Management, LLC | History | Added to | 86,225 | 8,298 | 0.95% | 0.88% | 16 | +9,798 | 12.82% | Q4 2025 | Jan 29, 2026 |
| Venture Visionary Partners LLC | History | Added to | 81,665 | 7,884 | 0.26% | 0.27% | 17 | +1,346 | 1.68% | Q4 2025 | Feb 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 80,845 | 7,842 | 0.01% | 0.02% | 18 | -6,105 | -7.02% | Q4 2025 | Feb 05, 2026 |
| ALBION FINANCIAL GROUP /UT | History | Reduced | 72,572 | 6,978 | 0.43% | 0.43% | 19 | -1,009 | -1.37% | Q4 2025 | Jan 21, 2026 |
| AVALON CAPITAL MANAGEMENT | History | Added to | 71,735 | 6,897 | 1.65% | 1.68% | 20 | +1,612 | 2.3% | Q4 2025 | Feb 11, 2026 |
| WJ Wealth Management, LLC | History | Added to | 71,101 | 6,836 | 2.99% | 3.19% | 21 | +179 | 0.25% | Q4 2025 | Feb 05, 2026 |
| ADAPT WEALTH ADVISORS, LLC | History | Added to | 56,077 | 5,392 | 1.85% | 1.86% | 22 | +4,684 | 9.11% | Q4 2025 | Feb 10, 2026 |
| Cyndeo Wealth Partners, LLC | History | Reduced | 49,894 | 4,797 | 0.26% | 0.29% | 23 | -3,635 | -6.79% | Q4 2025 | Jan 07, 2026 |
| Principle Wealth Partners LLC | History | Added to | 47,977 | 4,613 | 0.26% | 0.08% | 24 | +33,767 | 237.63% | Q4 2025 | Feb 06, 2026 |
| BANK OF AMERICA CORP /DE/ | History | New | 35,683 | 3,431 | 0.0% | — | 25 | +35,683 | New | Q4 2025 | Feb 17, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 29,636 | 2,849 | 0.02% | 0.02% | 26 | -2,346 | -7.34% | Q4 2025 | Feb 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 29,298 | 2,817 | 0.0% | 0.0% | 27 | +22,079 | 305.85% | Q4 2025 | Feb 12, 2026 |
| TCW GROUP INC | History | Added to | 28,822 | 2,771 | 0.02% | 0.01% | 28 | +18,604 | 182.07% | Q4 2025 | Feb 17, 2026 |
| Smart Portfolios, LLC | History | Added to | 27,370 | 2,631 | 2.62% | 2.32% | 29 | +2,765 | 11.24% | Q4 2025 | Jan 30, 2026 |
| Cassady Wealth & Retirement Planning, LLC | History | New | 24,065 | 2,313 | 1.51% | — | 30 | +24,065 | New | Q4 2025 | Apr 02, 2026 |
| 3EDGE Asset Management, LP | History | Reduced | 23,101 | 2,221 | 0.12% | 0.13% | 31 | -191 | -0.82% | Q4 2025 | Feb 06, 2026 |
| Financial Insights, Inc. | History | Added to | 21,963 | 2,111 | 0.71% | 0.34% | 32 | +11,591 | 111.75% | Q4 2025 | Mar 31, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | Added to | 21,332 | 2,049 | 0.66% | 0.94% | 33 | +489 | 2.35% | Q4 2025 | Jan 23, 2026 |
| SFG Wealth Management, LLC. | History | Reduced | 20,891 | 2,008 | 0.79% | 0.93% | 34 | -1,156 | -5.24% | Q4 2025 | Feb 03, 2026 |
| TSFG, LLC | History | Reduced | 20,578 | 1,979 | 0.3% | 0.65% | 35 | -20,995 | -50.5% | Q4 2025 | Feb 04, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 19,912 | 1,914 | 0.01% | 0.01% | 36 | +5,768 | 40.78% | Q4 2025 | Feb 12, 2026 |
| Bridgewealth Advisory Group, LLC | History | New | 19,598 | 1,884 | 0.42% | — | 37 | +19,598 | New | Q4 2025 | Feb 04, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 18,633 | 1,791 | 0.0% | 0.0% | 38 | +14,635 | 366.06% | Q4 2025 | Feb 13, 2026 |
| Sloy Dahl & Holst, LLC | History | Added to | 17,395 | 1,672 | 0.2% | 0.17% | 39 | +1,370 | 8.55% | Q4 2025 | Feb 04, 2026 |
| TFC Financial Management, Inc. | History | No change | 17,291 | 1,662 | 0.21% | 0.22% | 40 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 15,087 | 1,450 | 0.0% | 0.0% | 41 | -42,067 | -73.6% | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 14,387 | 1,383 | 0.0% | 0.0% | 42 | -6,610 | -31.48% | Q4 2025 | Feb 12, 2026 |
| DecisionMap Wealth Management, LLC | History | New | 14,134 | 1,359 | 0.84% | — | 43 | +14,134 | New | Q4 2025 | Jan 07, 2026 |
| Corient Private Wealth LLC | History | Added to | 13,695 | 1,316 | 0.0% | 0.0% | 45 | +9,997 | 270.34% | Q4 2025 | Mar 09, 2026 |
| CAPITAL WEALTH MANAGEMENT, LLC | History | Added to | 13,687 | 1,316 | 0.42% | 0.39% | 44 | +2,088 | 18.0% | Q4 2025 | Feb 02, 2026 |
| TritonPoint Partners, LLC | History | New | 13,445 | 1,292 | 0.69% | — | 46 | +13,445 | New | Q4 2025 | Feb 13, 2026 |
| Portside Wealth Group, LLC | History | Added to | 13,056 | 1,255 | 0.17% | 0.17% | 47 | +654 | 5.27% | Q4 2025 | Jan 21, 2026 |
| Dakota Wealth Management | History | New | 12,903 | 1,240 | 0.02% | — | 48 | +12,903 | New | Q4 2025 | Jan 13, 2026 |
| Lido Advisors, LLC | History | No change | 12,541 | 1,225 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Millstone Evans Group, LLC | History | Reduced | 10,889 | 1,047 | 0.62% | 0.68% | 51 | -155 | -1.4% | Q4 2025 | Feb 02, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 10,898 | 1,047 | 0.02% | 0.02% | 50 | +92 | 0.85% | Q4 2025 | Feb 03, 2026 |
| KPP Advisory Services LLC | History | Added to | 10,855 | 1,043 | 0.15% | 0.13% | 52 | +1,627 | 17.63% | Q4 2025 | Feb 02, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 10,482 | 1,007 | 0.08% | 0.06% | 53 | +2,647 | 33.78% | Q4 2025 | Jan 09, 2026 |
| Fairvoy Private Wealth, LLC | History | Reduced | 9,994 | 960 | 0.21% | 0.26% | 54 | -1,596 | -13.77% | Q4 2025 | Jan 14, 2026 |
| Visionary Wealth Advisors | History | Added to | 9,403 | 904 | 0.04% | 0.04% | 55 | +942 | 11.13% | Q4 2025 | Feb 13, 2026 |
| PUREfi Wealth, LLC | History | Reduced | 8,536 | 820 | 0.63% | 0.73% | 56 | -1,163 | -11.99% | Q4 2025 | Jan 12, 2026 |
| Golden State Equity Partners | History | Added to | 8,450 | 812 | 0.13% | 0.08% | 57 | +3,500 | 70.71% | Q4 2025 | Jan 29, 2026 |
| Trademark Financial Management, LLC | History | Added to | 8,306 | 798 | 0.44% | 0.38% | 58 | +1,642 | 24.64% | Q4 2025 | Jan 28, 2026 |
| BECKER CAPITAL MANAGEMENT INC | History | No change | 7,976 | 766 | 0.02% | 0.02% | 59 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 7,422 | 714 | 0.0% | — | 60 | +7,422 | New | Q4 2025 | Feb 17, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 7,304 | 702 | 0.02% | 0.02% | 61 | +45 | 0.62% | Q4 2025 | Jan 28, 2026 |
| Traveka Wealth, LLC | History | Added to | 6,874 | 660 | 0.27% | 0.19% | 62 | +2,529 | 58.2% | Q4 2025 | Jan 08, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 6,482 | 623 | 0.0% | 0.0% | 63 | -1,757 | -21.33% | Q4 2025 | Feb 05, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 6,155 | 591 | 0.0% | 0.0% | 64 | -69,229 | -91.84% | Q4 2025 | Feb 10, 2026 |
| One Capital Management, LLC | History | Added to | 5,903 | 567 | 0.02% | 0.01% | 65 | +3,134 | 113.18% | Q4 2025 | Feb 10, 2026 |
| rebel Financial LLC | History | New | 5,785 | 556 | 0.24% | — | 66 | +5,785 | New | Q4 2025 | Mar 27, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 4,955 | 476 | 0.0% | — | 67 | +4,955 | New | Q4 2025 | Feb 10, 2026 |
| &PARTNERS | History | Added to | 4,943 | 475 | 0.0% | 0.0% | 68 | +175 | 3.67% | Q4 2025 | Feb 17, 2026 |
| Private Advisor Group, LLC | History | New | 4,844 | 465 | 0.0% | — | 69 | +4,844 | New | Q4 2025 | Feb 17, 2026 |
| Roberts Wealth Advisors, LLC | History | No change | 4,544 | 436 | 0.11% | 0.12% | 70 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 3,707 | 356 | 0.0% | 0.0% | 71 | +250 | 7.23% | Q4 2025 | Feb 11, 2026 |
| Advisor OS, LLC | History | New | 3,629 | 348 | 0.03% | — | 72 | +3,629 | New | Q4 2025 | Feb 04, 2026 |
| Rare Wolf Capital LLC | History | New | 3,450 | 331 | 0.21% | — | 73 | +3,450 | New | Q4 2025 | Feb 19, 2026 |
| REDW Wealth LLC | History | No change | 3,337 | 320 | 0.12% | 0.12% | 74 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| HighTower Advisors, LLC | History | Added to | 3,231 | 310 | 0.0% | 0.0% | 75 | +485 | 17.66% | Q4 2025 | Feb 06, 2026 |
| Argyle Capital Partners, LLC | History | No change | 3,196 | 307 | 0.22% | 0.22% | 76 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Waverly Advisors, LLC | History | New | 3,175 | 305 | 0.0% | — | 77 | +3,175 | New | Q4 2025 | Feb 17, 2026 |
| SCS Capital Management LLC | History | No change | 3,073 | 295 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 3,000 | 288 | 0.01% | 0.01% | 79 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Gateway Wealth Partners, LLC | History | New | 2,880 | 276 | 0.03% | — | 80 | +2,880 | New | Q4 2025 | Feb 11, 2026 |
| Atria Investments, Inc | History | New | 2,601 | 250 | 0.0% | — | 81 | +2,601 | New | Q4 2025 | Feb 05, 2026 |
| MAI Capital Management | History | No change | 2,531 | 243 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | New | 2,474 | 237 | 0.01% | — | 83 | +2,474 | New | Q4 2025 | Feb 09, 2026 |
| Diversified Trust Co | History | No change | 2,393 | 230 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 2,365 | 227 | 0.0% | 0.0% | 85 | +1,144 | 93.69% | Q4 2025 | Feb 17, 2026 |
| WealthTrust Asset Management, LLC | History | No change | 2,239 | 215 | 0.15% | 0.15% | 86 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| UBS Group AG | History | New | 1,296 | 124 | 0.0% | — | 87 | +1,296 | New | Q4 2025 | Jan 29, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 1,142 | 109 | 0.01% | — | 88 | +1,142 | New | Q4 2025 | Feb 09, 2026 |
| MORGAN STANLEY | History | Added to | 1,042 | 100 | 0.0% | 0.0% | 89 | +21 | 2.06% | Q4 2025 | Feb 13, 2026 |
| Golden State Wealth Management, LLC | History | New | 870 | 83 | 0.01% | — | 90 | +870 | New | Q4 2025 | Feb 13, 2026 |
| COMERICA BANK | History | No change | 808 | 77 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Triumph Capital Management | History | New | 698 | 67 | 0.01% | — | 92 | +698 | New | Q4 2025 | Feb 12, 2026 |
| Financially Speaking Inc | History | No change | 552 | 53 | 0.03% | 0.03% | 93 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| PRIVATE TRUST CO NA | History | No change | 340 | 32 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 329 | 31 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Key Capital Management, INC | History | New | 317 | 30 | 0.03% | — | 96 | +317 | New | Q4 2025 | Jan 26, 2026 |
| Litman Gregory Wealth Management LLC | History | New | 253 | 24 | 0.0% | — | 97 | +253 | New | Q4 2025 | Feb 12, 2026 |
| Tidemark, LLC | History | No change | 236 | 22 | 0.01% | 0.01% | 98 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 126 | 12 | 0.01% | 0.01% | 99 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Blue Trust, Inc. | History | New | 107 | 10 | 0.0% | — | 100 | +107 | New | Q4 2025 | Jan 16, 2026 |
| Financial Network Wealth Advisors LLC | History | Added to | 105 | 10 | 0.01% | 0.0% | 101 | +81 | 337.5% | Q4 2025 | Feb 13, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 66 | 6 | 0.01% | — | 102 | +66 | New | Q4 2025 | Feb 10, 2026 |
| Financial Connections Group, Inc. | History | No change | 61 | 5 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| WELLS FARGO & COMPANY/MN | History | New | 50 | 4 | 0.0% | — | 104 | +50 | New | Q4 2025 | Feb 13, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | No change | 50 | 4 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| MB, LEVIS & ASSOCIATES, LLC | History | No change | 50 | 4 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -30,792 | -100.0% | Q3 2025 | Nov 14, 2025 |
| FSA WEALTH PARTNERS, INC. | History | Closed out | 0 | 0 | — | 0.26% | — | -6,906 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Lindenwold Advisors, INC | History | Closed out | 0 | 0 | — | 0.27% | — | -5,756 | -100.0% | Q3 2025 | Dec 16, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -275 | -100.0% | Q3 2025 | Nov 12, 2025 |
| CoreCap Advisors, LLC | History | Reduced | 1 | 0 | — | 0.0% | — | -141 | -99.3% | Q4 2025 | Jan 13, 2026 |
| Ankerstar Wealth, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Feb 12, 2026 |
| TCTC Holdings, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |