DOSSIER · 13F Holders · Q1 2026Most-boughtAI cap-ex

PWRD

TCW ETF TRUST

129 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 29287L205·129 13F holders·last filed Mar 31, 2026

Market cap

—

▼ 9.0%

vs prior quarter

13F value held

$1.8B

72.0% inst. owned

of float

Holders

129

-10 QoQ

filers reporting

Activity

+58 / −63

+837 added · −673 reduced

this quarter

Concentration

36.19%

Dynasty Wealth Management, LLC #1

top holder share

AI Holders Summary · Q1 2026

129 institutions reported PWRD in Q1 2026. Dynasty Wealth Management, LLC leads at 36.2% of the visible book. -10 net institutions QoQ — distribution reading.

Top holders

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

Hide index funds / market makers / custodians(1 on this page)

#HolderValueShares% port.Quarter

Dynasty Wealth Management, LLC

$642M6.6M5.60%Q1 2026 02

JPMORGAN CHASE & CO

$321M3.4M0.02%Q1 2026 03

OpenArc Corporate Advisory, LLC

$228M2.3M3.27%Q1 2026 04

SAGESPRING WEALTH PARTNERS, LLC

$206M2.1M3.76%Q1 2026 05

Quotient Wealth Partners, LLC

$91M933K2.40%Q1 2026 06

LPL Financial LLC

$45M463K0.01%Q1 2026 07

RAYMOND JAMES FINANCIAL INC

$41M415K0.01%Q1 2026 08

WCG Wealth Advisors LLC

$36M364K1.00%Q1 2026 09

WELLS FARGO & COMPANY/MN

$22M224K0.00%Q1 2026 10

UNIQUE WEALTH, LLC

$17M173K2.33%Q1 2026 11

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

$16M163K0.01%Q1 2026 12

$16M160K0.45%Q1 2026 13

JANE STREET GROUP, LLC

CIK 0001595888· Market maker

$15M156K0.00%Q1 2026 14

Centerline Wealth Advisors, LLC

$15M150K5.28%Q1 2026 15

$14M138K0.02%Q1 2026 16

Procyon Advisors, LLC

$13M135K0.65%Q1 2026 17

PARTNERS CAPITAL INVESTMENT GROUP, LLP

$10M105K0.39%Q1 2026 18

Quadcap Wealth Management, LLC

$9M95K1.06%Q1 2026 19

BANK OF AMERICA CORP /DE/

$9M91K0.00%Q1 2026 20

Storen Legacy Partners, LLC

$9M89K2.72%Q1 2026

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