Tcw Transform Systems ETF
$104.160%
-$171.1M
Net Activity
-7.39% total shares
Institutions Holding
144
Popularity Rank
#3776
Avg Weight
0.42%
Total Value
$2.2B
144 institutions currently hold PWRD, with 95 net buyers and 37 net sellers this quarter.
Institutional Moves (Q2 2026)
Majority Increased
Based on recent trading activity
Net Selling Institutions
37
Net Buying Institutions
95
Top 5 by Value
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Across its top 20 institutional holders, PWRD's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 11/100, avg. turnover score 19/100).
PWRD ranks #3776 out of 37501 tracked stocks by institutional interest, inside the more closely watched half of our coverage.
PWRD is a top-conviction position for DWM Financial Group, Inc. — at 5.5% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.
The largest dollar stake in PWRD belongs to Dynasty Wealth Management, LLC, but the position matters far more to DWM Financial Group, Inc., who has 5.5% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.
Dynasty Wealth Management, LLC has added to its PWRD position for two straight quarters, increasing it by $169.2M to reach $679.1M today.
Valence8 US LP has trimmed its PWRD position for two straight quarters, cutting it by $9.1M while still holding $6.7M.
PWRD is up 0% today, but institutions show net selling of $171.1M this quarter — a divergence between today's price move and the underlying institutional flow.
+$152.0M
Total Buy Value
$329.5M
Total Sell Value
95
Net Buyers
37
Net Sellers
PWRD
Q2 2026
Top 5 Institutional Movers
+$43.2M
+$36.7M
+$26.8M
+$25.1M
+$24.9M
PWRD does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.
13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
No Form 144 planned sale filings in the last 90 days
No Schedule 13D/13G filings for this ticker
No Form 8-K filings for this ticker
29287L205
The most-added stocks by 13F institutions this quarter
Institutions Holding
6,242
Total reported value
$2.2T
3229 13F institutions increased their position this quarter
Institutions Holding
5,990
Total reported value
$3.6T
3033 13F institutions increased their position this quarter
Institutions Holding
6,153
Total reported value
$1.8T
2971 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
Institutions Holding
5,250
Total reported value
$1.3T
Held by 5250 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
5,144
Total reported value
$670.7B
Held by 5144 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
5,074
Total reported value
$1.1T
Held by 5074 institutions — one of the most-tracked stocks on AlphaSMO
Access PWRD's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/PWRDCLI
npx alphasmo stocks get PWRDFull API & MCP documentation →