DaveManuel.com · Institutional Ownership · Who Owns It
TCW ETF TRUST (PWRD)
Institutional ownership reported to the SEC as of Q2 2026, across 19 quarters.
143
Reporting holders
$2.2B
Reported value
0.0%
Calls
0.0%
Puts
+18
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
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 | +70.9%+$19.5M |
| 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 |
| Thrivent Financial for Lutherans | $10.2M | 82,890 | 0.02% | 4q | -0.7%-$68.6K |
| 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 | $6.9M | 56,243 | 0.05% | 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 |
| 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 |
| Steward Partners Investment Advisory, LLC | $3.4M | 27,896 | 0.02% | 8q | +21.6%+$609.6K |
| Arete Wealth Advisors, LLC | $2.8M | 22,952 | 0.19% | 2q | HELD |
| Financial Insights, Inc. | $2.7M | 22,209 | 0.72% | 5q | -2.8%-$78.6K |
| 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 |
| TSFG, LLC | $2.5M | 20,738 | 0.32% | 5q | -1.2%-$32.0K |
| 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 |
| Cambridge Investment Research Advisors, Inc. | $2.2M | 17,810 | 0.00% | 8q | +143.4%+$1.3M |
| Janney Montgomery Scott LLC | $2.0M | 16,658 | 0.00% | 4q | +268.9%+$1.5M |
| 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 |
| Corient Private Wealth LP | $1.8M | 14,284 | 0.00% | 4q | +7.0%+$114.4K |
| 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 |
| HRT FINANCIAL LP | $824.0K | 6,704 | 0.00% | 2q | +111.5%+$434.4K |
| 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 |
Showing the largest 100 of 143 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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 58 | $525.8M | 4,998,913 | 7 | 26 | 16 | 0.0% |
| Q2 2026 | 143 | $2.2B | 18,406,992 | 26 | 61 | 29 | 0.0% |
| Q1 2026 | 125 | $1.9B | 19,862,105 | 22 | 60 | 23 | 0.0% |
| Q4 2025 | 110 | $1.5B | 16,294,675 | 19 | 40 | 18 | 0.0% |
| Q3 2025 | 88 | $1.3B | 13,439,321 | 24 | 34 | 16 | 0.0% |
| Q2 2025 | 69 | $793.1M | 9,345,986 | 22 | 22 | 16 | 0.0% |
| Q1 2025 | 52 | $605.7M | 9,812,521 | 7 | 23 | 15 | 0.0% |
| Q4 2024 | 50 | $603.7M | 8,317,835 | 6 | 21 | 9 | 0.0% |
| Q3 2024 | 39 | $172.3M | 2,330,886 | 6 | 15 | 11 | 0.0% |
| Q2 2024 | 37 | $156.5M | 2,293,842 | 8 | 11 | 14 | 0.0% |
| Q1 2024 | 29 | $139.1M | 2,033,250 | 7 | 13 | 6 | 0.0% |
| Q4 2023 | 24 | $85.9M | 1,513,241 | 6 | 9 | 7 | 0.0% |
| Q3 2023 | 22 | $89.6M | 1,748,496 | 4 | 7 | 7 | 0.0% |
| Q2 2023 | 19 | $84.6M | 1,617,552 | 5 | 7 | 1 | 0.0% |
| Q1 2023 | 13 | $76.1M | 1,530,248 | 6 | 5 | 0 | 0.0% |
| Q4 2022 | 9 | $53.7M | 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% |