Vault-13

TCW ETF TRUST PWRD

TRANSFORM SYSTEM · ETP · CUSIP 29287L205

110 institutional holders +22 vs Q3 2025
16,294,67516.3m shares reported held*
$1.5bnreported value*
19 new 42 added 18 reduced 3 sold out net bought ≈ $112.1m (+1.2m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $94.12.

Trends to Q4 2025

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 9Q4 22: 11Q1 23: 14Q2 23: 20Q3 23: 23Q4 23: 25Q1 24: 30Q2 24: 38Q3 24: 40Q4 24: 51Q1 25: 53Q2 25: 69Q3 25: 88Q4 25: 110110Q3 22Q2 23Q1 24Q4 24Q4 25
Numbers
QuarterHolders
Q3 20229
Q4 202211
Q1 202314
Q2 202320
Q3 202323
Q4 202325
Q1 202430
Q2 202438
Q3 202440
Q4 202451
Q1 202553
Q2 202569
Q3 202588
Q4 2025110

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q1 24: 19 bought or addedQ1 24: 8 cut or sold outQ2 24: 19 bought or addedQ2 24: 14 cut or sold outQ2 24Q3 24: 22 bought or addedQ3 24: 16 cut or sold outQ4 24: 27 bought or addedQ4 24: 14 cut or sold outQ4 24Q1 25: 31 bought or addedQ1 25: 18 cut or sold outQ2 25: 43 bought or addedQ2 25: 21 cut or sold outQ2 25Q3 25: 58 bought or addedQ3 25: 21 cut or sold outQ4 25: 61 bought or addedQ4 25: 21 cut or sold outQ4 25
Numbers
QuarterBought or addedCut or sold out
Q1 2024198
Q2 20241914
Q3 20242216
Q4 20242714
Q1 20253118
Q2 20254321
Q3 20255821
Q4 20256121

Biggest buyers

Dynasty Wealth Management, LLC Added +2,061,596+2.1m
Quotient Wealth Partners, LLC Added +646,383+646.4k
WCG Wealth Advisors LLC Added +236,974+237.0k
Valence8 US LP New +164,850+164.8k
Mariner, LLC New +124,014+124.0k
LPL Financial LLC Added +102,977+103.0k
Centerline Wealth Advisors, LLC Added +89,035+89.0k
BANK OF AMERICA CORP /DE/ New +35,683+35.7k
Principle Wealth Partners LLC Added +33,767+33.8k
RAYMOND JAMES FINANCIAL INC Added +27,607+27.6k

Biggest sellers

JPMORGAN CHASE & CO Reduced -2,068,213-2.1m
SAGESPRING WEALTH PARTNERS, LLC Reduced -307,140-307.1k
ENVESTNET ASSET MANAGEMENT INC Reduced -69,229-69.2k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -42,067-42.1k
FLOW TRADERS U.S. LLC Sold out -30,792-30.8k
TSFG, LLC Reduced -20,995-21.0k
UNIQUE WEALTH, LLC Reduced -15,660-15.7k
FSA WEALTH PARTNERS, INC. Sold out -6,906-6.9k
JANE STREET GROUP, LLC Reduced -6,610-6.6k
Thrivent Financial for Lutherans Reduced -6,105-6.1k

Holders, Q4 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Dynasty Wealth Management, LLC 5.01% of their portfolio ST. PETERSBURG, FL 5,303,1165.3m $509.9m $509.9m 5.01% Added +2.1m +2,061,596
2 JPMORGAN CHASE & CO 0.02% of their portfolio NEW YORK, NY 3,029,7973.0m $291.3m $291.3m 0.02% Reduced -2.1m -2,068,213
3 SAGESPRING WEALTH PARTNERS, LLC 3.50% of their portfolio FRANKLIN, TN 2,352,3692.4m $192.9m $192.9m 3.50% Reduced -307.1k -307,140
4 OpenArc Corporate Advisory, LLC 2.65% of their portfolio ATLANTA, GA 1,670,4231.7m $160.6m $160.6m 2.65% First filing
5 Quotient Wealth Partners, LLC 1.69% of their portfolio DALLAS, TX 661,587661.6k $63.6m $63.6m 1.69% Added +646.4k +646,383
6 WCG Wealth Advisors LLC 0.97% of their portfolio LAS VEGAS, NV 359,839359.8k $34.6m $34.6m 0.97% Added +237.0k +236,974
7 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 335,429335.4k $32.3m $32.3m 0.01% Added +103.0k +102,977
8 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 254,799254.8k $24.5m $24.5m 0.01% Added +27.6k +27,607
9 UNIQUE WEALTH, LLC 2.25% of their portfolio TAMPA, FL 167,324167.3k $16.1m $16.1m 2.25% Reduced -15.7k -15,660
10 Valence8 US LP 4.70% of their portfolio Cambridge, MA 164,850164.8k $15.9m $15.9m 4.70% New
11 Centerline Wealth Advisors, LLC 5.24% of their portfolio LOUISVILLE, KY 150,502150.5k $14.5m $14.5m 5.24% Added +89.0k +89,035
12 ASPIRIANT, LLC 0.41% of their portfolio San Francisco, CA 147,079147.1k $14.1m $14.1m 0.41% Added +4.3k +4,296
13 Mariner, LLC 0.01% of their portfolio Overland Park, KS 124,014124.0k $11.9m $11.9m 0.01% New
14 Procyon Advisors, LLC 0.56% of their portfolio SHELTON, CT 118,620118.6k $11.4m $11.4m 0.56% Added +2.4k +2,402
15 PARTNERS CAPITAL INVESTMENT GROUP, LLP 0.38% of their portfolio BOSTON, MA 105,340105.3k $10.1m $10.1m 0.38% Unchanged
16 Quadcap Wealth Management, LLC 0.95% of their portfolio Frisco, TX 86,22586.2k $8.3m $8.3m 0.95% Added +9.8k +9,798
17 Venture Visionary Partners LLC 0.26% of their portfolio Sylvania, OH 81,66581.7k $7.9m $7.9m 0.26% Added +1.3k +1,346
18 Thrivent Financial for Lutherans 0.01% of their portfolio Minneapolis, MN 80,84580.8k $7.8m $7.8m 0.01% Reduced -6.1k -6,105
19 ALBION FINANCIAL GROUP /UT 0.43% of their portfolio SALT LAKE CITY, UT 72,57272.6k $7.0m $7.0m 0.43% Reduced -1.0k -1,009
20 AVALON CAPITAL MANAGEMENT 1.65% of their portfolio Port Of Redwood City, CA 71,73571.7k $6.9m $6.9m 1.65% Added +1.6k +1,612
21 WJ Wealth Management, LLC 2.99% of their portfolio GLENDALE, AZ 71,10171.1k $6.8m $6.8m 2.99% Added +179 +179
22 ADAPT WEALTH ADVISORS, LLC 1.85% of their portfolio ATLANTA, GA 56,07756.1k $5.4m $5.4m 1.85% Added +4.7k +4,684
23 Cyndeo Wealth Partners, LLC 0.26% of their portfolio ST. PETERSBURG, FL 49,89449.9k $4.8m $4.8m 0.26% Reduced -3.6k -3,635
24 Principle Wealth Partners LLC 0.26% of their portfolio MADISON, CT 47,97748.0k $4.6m $4.6m 0.26% Added +33.8k +33,767
25 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 35,68335.7k $3.4m $3.4m 0.00% New
26 Orion Porfolio Solutions, LLC 0.02% of their portfolio OMAHA, NE 29,63629.6k $2.8m $2.8m 0.02% Reduced -2.3k -2,346
27 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 29,29829.3k $2.8m $2.8m 0.00% Added +22.1k +22,079
28 TCW GROUP INC 0.02% of their portfolio LOS ANGELES, CA 28,82228.8k $2.8m $2.8m 0.02% Added +18.6k +18,604
29 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 27,39027.4k $2.6m $2.6m 0.00% Added +23.7k +23,692
30 Smart Portfolios, LLC 2.62% of their portfolio LAKE FOREST PARK, WA 27,37027.4k $2.6m $2.6m 2.62% Added +2.8k +2,765
31 Cassady Wealth & Retirement Planning, LLC 1.51% of their portfolio HENDERSON, NV 24,06524.1k $2.3m $2.3m 1.51% First filing
32 3EDGE Asset Management, LP 0.12% of their portfolio Naples, FL 23,10123.1k $2.2m $2.2m 0.12% Reduced -191 -191
33 Financial Insights, Inc. 0.71% of their portfolio TACOMA, WA 21,96322.0k $2.1m $2.1m 0.71% Added +11.6k +11,591
34 BELLEVUE ASSET MANAGEMENT, LLC 0.66% of their portfolio BELLEVUE, WA 21,33221.3k $2.0m $2.0m 0.66% Added +489 +489
35 SFG Wealth Management, LLC. 0.79% of their portfolio TOWSON, MD 20,89120.9k $2.0m $2.0m 0.79% Reduced -1.2k -1,156
36 TSFG, LLC 0.30% of their portfolio LAKE FOREST, IL 20,57820.6k $2.0m $2.0m 0.30% Reduced -21.0k -20,995
37 Steward Partners Investment Advisory, LLC 0.01% of their portfolio STAMFORD, CT 19,91219.9k $1.9m $1.9m 0.01% Added +5.8k +5,768
38 Bridgewealth Advisory Group, LLC 0.42% of their portfolio Fresno, CA 19,59819.6k $1.9m $1.9m 0.42% New
39 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 18,63318.6k $1.8m $1.8m 0.00% Added +14.6k +14,635
40 Sloy Dahl & Holst, LLC 0.20% of their portfolio Vancouver, WA 17,39517.4k $1.7m $1.7m 0.20% Added +1.4k +1,370
41 TFC Financial Management, Inc. 0.21% of their portfolio BOSTON, MA 17,29117.3k $1.7m $1.7m 0.21% Unchanged
42 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 15,08715.1k $1.5m $1.5m 0.00% Reduced -42.1k -42,067
43 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 14,38714.4k $1.4m $1.4m 0.00% Reduced -6.6k -6,610
44 DecisionMap Wealth Management, LLC 0.84% of their portfolio GREAT FALLS, VA 14,13414.1k $1.4m $1.4m 0.84% New
45 CAPITAL WEALTH MANAGEMENT, LLC 0.43% of their portfolio W. WARWICK, RI 13,68713.7k $1.3m $1.3m 0.43% Added +2.1k +2,088
46 TritonPoint Partners, LLC 0.69% of their portfolio CHEVY CHASE, MD 13,44513.4k $1.3m $1.3m 0.69% First filing
47 Portside Wealth Group, LLC 0.17% of their portfolio Provo, UT 13,05613.1k $1.3m $1.3m 0.17% Added +654 +654
48 Dakota Wealth Management 0.02% of their portfolio PALM BEACH GARDENS, FL 12,90312.9k $1.2m $1.2m 0.02% New
49 Lido Advisors, LLC 0.00% of their portfolio Los Angeles, CA 12,54112.5k $1.2m $1.2m 0.00% Unchanged
50 MGO ONE SEVEN LLC 0.02% of their portfolio Beachwood, OH 10,89810.9k $1.0m $1.0m 0.02% Added +92 +92
51 Millstone Evans Group, LLC 0.62% of their portfolio BOULDER, CO 10,88910.9k $1.0m $1.0m 0.62% Reduced -155 -155
52 KPP Advisory Services LLC 0.15% of their portfolio Louisville, KY 10,85510.9k $1.0m $1.0m 0.15% Added +1.6k +1,627
53 First Heartland Consultants, Inc. 0.08% of their portfolio LAKE ST. LOUIS, MO 10,48210.5k $1.0m $1.0m 0.08% Added +2.6k +2,647
54 Fairvoy Private Wealth, LLC 0.22% of their portfolio BIRMINGHAM, AL 9,99410.0k $961.0k $961.0k 0.22% Reduced -1.6k -1,596
55 Visionary Wealth Advisors 0.04% of their portfolio O'FALLON, IL 9,4039.4k $904.2k $904.2k 0.04% Added +942 +942
56 PUREfi Wealth, LLC 0.63% of their portfolio BOSTON, MA 8,5368.5k $820.8k $820.8k 0.63% Reduced -1.2k -1,163
57 Ascentis Independent Advisors 0.13% of their portfolio DALLAS, TX 8,4508.4k $812.5k $812.5k 0.13% Added +3.5k +3,500
58 Trademark Financial Management, LLC 0.44% of their portfolio Bloomington, MN 8,3068.3k $798.7k $798.7k 0.44% Added +1.6k +1,642
59 BECKER CAPITAL MANAGEMENT INC 0.02% of their portfolio Portland, OR 7,9768.0k $766.9k $766.9k 0.02% Unchanged
60 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 7,4227.4k $714.0k $714.0k 0.00% Added +3.2k +3,154
61 Geneos Wealth Management Inc. 0.02% of their portfolio ENGLEWOOD, CO 7,3047.3k $702.4k $702.4k 0.02% Added +45 +45
62 Traveka Wealth, LLC 0.27% of their portfolio LOS ALTOS, CA 6,8746.9k $661.0k $661.0k 0.27% Added +2.5k +2,529
63 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 6,4826.5k $623.0k $623.0k 0.00% Reduced -1.8k -1,757
64 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 6,1556.2k $591.8k $591.8k 0.00% Reduced -69.2k -69,229
65 One Capital Management, LLC 0.02% of their portfolio WESTLAKE VILLAGE, CA 5,9035.9k $567.6k $567.6k 0.02% Added +3.1k +3,134
66 rebel Financial LLC 0.24% of their portfolio GROVEPORT, OH 5,7855.8k $556.3k $556.3k 0.24% Added +5.8k +5,785
67 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 4,9555.0k $476.5k $476.5k 0.00% New
68 &PARTNERS 0.00% of their portfolio NASHVILLE, TN 4,9434.9k $475.3k $475.3k 0.00% Added +175 +175
69 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 4,8444.8k $465.8k $465.8k 0.00% New
70 Roberts Wealth Advisors, LLC 0.11% of their portfolio PALO ALTO, CA 4,5444.5k $436.9k $436.9k 0.11% Unchanged
71 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 3,7073.7k $356.0k $356.0k 0.00% Added +250 +250
72 Advisor OS, LLC 0.03% of their portfolio CHICAGO, IL 3,6293.6k $348.9k $348.9k 0.03% New
73 Rare Wolf Capital LLC 0.21% of their portfolio BELLEVUE, WA 3,4503.5k $331.7k $331.7k 0.21% First filing
74 REDW Wealth LLC 0.12% of their portfolio ALBUQUERQUE, NM 3,3373.3k $320.9k $320.9k 0.12% Unchanged
75 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 3,2313.2k $310.7k $310.7k 0.00% Added +485 +485
76 Argyle Capital Partners, LLC 0.22% of their portfolio LOS ANGELES, CA 3,1963.2k $307.3k $307.3k 0.22% Unchanged
77 Waverly Advisors, LLC 0.00% of their portfolio BIRMINGHAM, AL 3,1753.2k $305.3k $305.3k 0.00% New
78 SCS Capital Management LLC 0.00% of their portfolio BOSTON, MA 3,0733.1k $295.5k $295.5k 0.00% Unchanged
79 Atlantic Union Bankshares Corp 0.01% of their portfolio GLEN ALLEN, VA 3,0003.0k $288.5k $288.5k 0.01% Unchanged
80 Gateway Wealth Partners, LLC 0.03% of their portfolio APPLETON, WI 2,8802.9k $276.9k $276.9k 0.03% New
81 Atria Investments, Inc 0.00% of their portfolio Charlotte, NC 2,6012.6k $250.1k $250.1k 0.00% New
82 MAI Capital Management 0.00% of their portfolio INDEPENDENCE, OH 2,5312.5k $243.4k $243.4k 0.00% Unchanged
83 Contango Wealth Management LLC 0.27% of their portfolio OAKLAND, CA 2,5152.5k $241.8k $241.8k 0.27% First filing
84 LEAVELL INVESTMENT MANAGEMENT, INC. 0.01% of their portfolio MOBILE, AL 2,4742.5k $237.9k $237.9k 0.01% New
85 DIVERSIFIED TRUST CO 0.00% of their portfolio MEMPHIS, TN 2,3932.4k $230.1k $230.1k 0.00% Unchanged
86 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 2,3652.4k $227.4k $227.4k 0.00% Added +1.1k +1,144
87 WealthTrust Asset Management, LLC 0.15% of their portfolio Destin, FL 2,2392.2k $215.3k $215.3k 0.15% Unchanged
88 UBS Group AG 0.00% of their portfolio ZURICH, V8 1,2961.3k $124.6k $124.6k 0.00% New
89 Keating Financial Advisory Services, Inc. 0.01% of their portfolio MANHATTAN, KS 1,1421.1k $109.8k $109.8k 0.01% First filing
90 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 1,0421.0k $100.2k $100.2k 0.00% Added +21 +21
91 Golden State Wealth Management, LLC 0.01% of their portfolio SANTA ANA, CA 870870 $83.7k $83.7k 0.01% New
92 COMERICA BANK 0.00% of their portfolio DALLAS, TX 808808 $77.7k $77.7k 0.00% Unchanged
93 Triumph Capital Management 0.01% of their portfolio DENVER, CO 698698 $67.1k $67.1k 0.01% New
94 Financially Speaking Inc 0.03% of their portfolio GREENWOOD VILLAGE, CO 552552 $53.1k $53.1k 0.03% Unchanged
95 PRIVATE TRUST CO NA 0.00% of their portfolio CLEVELAND, OH 340340 $32.7k $32.7k 0.00% Unchanged
96 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 329329 $31.6k $31.6k 0.00% Unchanged
97 Key Capital Management, INC 0.03% of their portfolio HENDERSONVILLE, TN 37075, TN 317317 $30.5k $30.5k 0.03% First filing
98 Litman Gregory Wealth Management LLC 0.00% of their portfolio LARKSPUR, CA 253253 $24.3k $24.3k 0.00% New
99 Tidemark, LLC 0.01% of their portfolio SAN DIEGO, CA 236236 $22.7k $22.7k 0.01% Unchanged
100 Signature Resources Capital Management, LLC 0.01% of their portfolio NEWPORT BEACH, CA 126126 $12.1k $12.1k 0.01% Unchanged