13F Insight
DOSSIER · 13F Holders · Q1 2026
PWRD

TCW ETF TRUST

138 institutions still hold TCW ETF TRUST as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 29287L205·138 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$1.8B
visible holders
Holders
138
filers reporting
Concentration
36.03%
Dynasty Wealth Management, LLC #1
top holder share
AI Holders Summary · Q1 2026

138 institutions reported PWRD in Q1 2026. Dynasty Wealth Management, LLC leads at 36.0% 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
$642M6.6M5.60%Q1 202602
JPMORGAN CHASE & CO
CIK 0000019617
$321M3.4M0.02%Q1 202603
OpenArc Corporate Advisory, LLC
CIK 0002111345
$228M2.3M3.27%Q1 202604
SAGESPRING WEALTH PARTNERS, LLC
CIK 0002056425
$206M2.1M3.76%Q1 202605
Quotient Wealth Partners, LLC
CIK 0002004904
$91M933K2.40%Q1 202606
LPL Financial LLC
CIK 0001403438
$45M463K0.01%Q1 202607
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$41M415K0.01%Q1 202608
WCG Wealth Advisors LLC
CIK 0001855713
$36M364K1.00%Q1 202609
WELLS FARGO & COMPANY/MN
CIK 0000072971
$22M224K0.00%Q1 202610
ASPIRIANT, LLC
CIK 0001433541
$20M162K0.49%Q2 202611
Procyon Advisors, LLC
CIK 0001804329
$18M144K0.76%Q2 202612
UNIQUE WEALTH, LLC
CIK 0001957124
$17M136K1.95%Q2 202613
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$16M163K0.01%Q1 202614
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$15M156K0.00%Q1 202615
Centerline Wealth Advisors, LLC
CIK 0001802059
$14M114K4.40%Q2 202616
Mariner, LLC
CIK 0001373442
$14M138K0.02%Q1 202617
PARTNERS CAPITAL INVESTMENT GROUP, LLP
CIK 0001694870
$10M105K0.39%Q1 202618
Quadcap Wealth Management, LLC
CIK 0002009674
$9M95K1.06%Q1 202619
ALBION FINANCIAL GROUP /UT
CIK 0001054677
$9M72K0.51%Q2 202620
BANK OF AMERICA CORP /DE/
CIK 0000070858
$9M91K0.00%Q1 2026
Page 1 of 7
118 more holders available. Log in →