13F Insight
DOSSIER · 13F Holders · Q2 2026
PWRD

TCW ETF TRUST

152 institutions still hold TCW ETF TRUST as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 29287L205·152 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$2.0B
visible holders
Holders
152
filers reporting
Concentration
34.50%
Dynasty Wealth Management, LLC #1
top holder share
AI Holders Summary · Q2 2026

152 institutions reported PWRD in Q2 2026. Dynasty Wealth Management, LLC leads at 34.5% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Dynasty Wealth Management, LLC
CIK 0001727599
$679M5.5M5.05%Q2 202602
JPMORGAN CHASE & CO
CIK 0000019617
$365M3.1M0.02%Q2 202603
OpenArc Corporate Advisory, LLC
CIK 0002111345
$201M1.9M2.26%Q3 202604
SAGESPRING WEALTH PARTNERS, LLC
CIK 0002056425
$192M1.8M2.86%Q3 202605
Quotient Wealth Partners, LLC
CIK 0002004904
$116M944K2.74%Q2 202606
LPL Financial LLC
CIK 0001403438
$72M586K0.02%Q2 202607
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$60M491K0.02%Q2 202608
WELLS FARGO & COMPANY/MN
CIK 0000072971
$47M382K0.01%Q2 202609
WCG Wealth Advisors LLC
CIK 0001855713
$42M339K0.99%Q2 202610
BANK OF AMERICA CORP /DE/
CIK 0000070858
$31M251K0.00%Q2 202611
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$28M227K0.01%Q2 202612
Principle Wealth Partners LLC
CIK 0001743413
$19M153K0.93%Q2 202613
ASPIRIANT, LLC
CIK 0001433541
$18M168K0.43%Q3 202614
Mariner, LLC
CIK 0001373442
$17M140K0.02%Q2 202615
UNIQUE WEALTH, LLC
CIK 0001957124
$15M146K1.75%Q3 202616
Procyon Advisors, LLC
CIK 0001804329
$15M146K0.65%Q3 202617
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$15M156K0.00%Q1 202618
PARTNERS CAPITAL INVESTMENT GROUP, LLP
CIK 0001694870
$13M105K0.46%Q2 202619
Quadcap Wealth Management, LLC
CIK 0002009674
$12M98K1.17%Q2 202620
Centerline Wealth Advisors, LLC
CIK 0001802059
$12M110K3.60%Q3 2026
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