Inst. Holders
43 funds
PW
PWRD
TCW ETF TRUST
$107.62 ▲ +1.58%
Prev close $105.9513 New Institutional Positions4 Institutional Exits
Snapshot
The big-picture read on PWRD right now — valuation, ownership and activity at a glance.
Inst. Value
$1.4B
Inst. Activity
13 buys / 4 sells
Price chart 30d +3.3%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 8, 2026 ftd
FTD: PWRD — 11,397 shares ($1.2M) failed to deliver
Settlement: 20260908, Price: $107.52, FTD Value: $1,225,405.44, TCW TRANSFORM SYSTEMS ETF
Jun 30, 2026 Inst.
LPL Financial LLC — ADD
586,451 shares ($72.1M)
Jun 30, 2026 Inst.
WELLS FARGO & COMPANY/MN — ADD
382,371 shares ($47.0M)
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 8, 2026
ftd
FTD: PWRD — 11,397 shares ($1.2M) failed to deliver
Settlement: 20260908, Price: $107.52, FTD Value: $1,225,405.44, TCW TRANSFORM SYSTEMS ETF
Aug 31, 2026
ftd
FTD: PWRD — 30,000 shares ($3.2M) failed to deliver
Settlement: 20260831, Price: $105.71, FTD Value: $3,171,300, TCW TRANSFORM SYSTEMS ETF
Aug 26, 2026
ftd
FTD: PWRD — 40,000 shares ($4.3M) failed to deliver
Settlement: 20260826, Price: $107.33, FTD Value: $4,293,200, TCW TRANSFORM SYSTEMS ETF
Aug 24, 2026
dark_pool
Dark Pool: PWRD — 0.1M shares, 1,232 trades
Week starting 2026-08-24. Total ATS volume: 105,826 shares across 1,232 trades.
Aug 17, 2026
dark_pool
Dark Pool: PWRD — 0.1M shares, 1,015 trades
Week starting 2026-08-17. Total ATS volume: 66,323 shares across 1,015 trades.
Institutional ownership
Which big funds own PWRD (from quarterly 13F filings) and who is adding or trimming.
43 institutional holders with $1.4B total value (11,199,805 shares) as of 2026-Q2. Top holders: Dynasty, JPMORGAN, LPL. Net buying activity: 13 institutions added/increased vs 4 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| Dynasty Wealth Management, LLC | 5,522,892 | $679.1M | 49.8% | ADD +63.6% |
| JPMORGAN CHASE & CO | 3,058,493 | $364.6M | 26.7% | — |
| LPL Financial LLC | 586,451 | $72.1M | 5.3% | ADD +26.6% |
| RAYMOND JAMES FINANCIAL INC | 491,163 | $60.4M | 4.4% | ADD +68.8% |
| WELLS FARGO & COMPANY/MN | 382,371 | $47.0M | 3.4% | ADD +70.9% |
| BANK OF AMERICA CORP /DE/ | 250,629 | $30.8M | 2.3% | DOUBLED +176.8% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 226,712 | $27.9M | 2.0% | ADD +39.1% |
| Mariner, LLC | 139,898 | $17.2M | 1.3% | NEW |
| STIFEL FINANCIAL CORP | 66,930 | $8.2M | 0.6% | ADD +40.5% |
| TCW GROUP INC | 64,528 | $7.9M | 0.6% | ADD +64.5% |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| LPL Financial LLC | ADD | 463,190 | 586,451 | +26.6% | $72.1M |
| WELLS FARGO & COMPANY/MN | ADD | 223,688 | 382,371 | +70.9% | $47.0M |
| BANK OF AMERICA CORP /DE/ | DOUBLED | 90,559 | 250,629 | +176.8% | $30.8M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | ADD | 163,032 | 226,712 | +39.1% | $27.9M |
| STIFEL FINANCIAL CORP | ADD | 47,625 | 66,930 | +40.5% | $8.2M |
| TCW GROUP INC | ADD | 39,226 | 64,528 | +64.5% | $7.9M |
| MORGAN STANLEY | DOUBLED | 1,459 | 32,376 | +2119.1% | $4.0M |
| &PARTNERS | DOUBLED | 6,918 | 21,043 | +204.2% | $2.6M |
| OSAIC HOLDINGS, INC. | DOUBLED | 2,923 | 18,612 | +536.7% | $2.3M |
| Lido Advisors, LLC | ADD | 13,914 | 18,292 | +31.5% | $2.2M |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for PWRD.
Shares short
27,825
Settlement Sep 15, 2026
Change vs prior
-67.7%
Semi-monthly cycle
Days to cover
1.0
At avg daily volume