PWRD · Insider trading · 13F holders · Congress trades
Tcw ETF Trust (PWRD)
Who is buying and selling PWRD: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 35
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
PWRD at a glance
- No open-market insider purchases or sales of PWRD were filed in the last 90 days.
- 35 13F filers hold PWRD among their 50 largest positions, worth $1.4B combined. The biggest bets by portfolio weight are Dynasty Wealth Management, LLC (5.0%), DWM Financial Group, Inc. (4.4%) and Centerline Wealth Advisors, LLC (3.6%). In their latest 13Fs, 0 managers opened a new position and 13 added to one.
- No member of Congress has disclosed a trade in PWRD.
PWRD insider trading
No open-market insider purchases or sales of PWRD were filed in the last 90 days.
Who owns PWRD? Hedge funds and superinvestors
35 13F filers hold PWRD among their 50 largest positions, worth $1.4B combined. The biggest bets by portfolio weight are Dynasty Wealth Management, LLC (5.0%), DWM Financial Group, Inc. (4.4%) and Centerline Wealth Advisors, LLC (3.6%). In their latest 13Fs, 0 managers opened a new position and 13 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Dynasty Wealth Management, LLCInstitutional asset manager | 5.0% | $679.1M | 5,522,892 | -15.9% shares | Q2 2026 |
| OpenArc Corporate Advisory, LLCWealth manager | 2.3% | $200.7M | 1,908,167 | +5.1% shares | Q3 2026 |
| Sagespring Wealth Partners, LLCWealth manager | 2.9% | $192.1M | 1,825,726 | +5.0% shares | Q3 2026 |
| Quotient Wealth Partners, LLCWealth manager | 2.7% | $116.1M | 944,060 | +1.2% shares | Q2 2026 |
| WCG Wealth Advisors LLCWealth manager | 1.0% | $41.7M | 339,471 | -6.7% shares | Q2 2026 |
| Principle Wealth Partners LLCWealth manager | 0.9% | $18.8M | 152,553 | +84.2% shares | Q2 2026 |
| Aspiriant, LLCWealth manager | 0.4% | $17.7M | 167,840 | +3.4% shares | Q3 2026 |
| Unique Wealth, LLCWealth manager | 1.8% | $15.4M | 146,248 | +7.5% shares | Q3 2026 |
| Procyon Advisors, LLCInstitutional asset manager | 0.6% | $15.3M | 145,509 | +1.3% shares | Q3 2026 |
| Partners Capital Investment Group, LLPHedge fund | 0.5% | $13.0M | 105,393 | +0.1% shares | Q2 2026 |
| Quadcap Wealth Management, LLCWealth manager | 1.2% | $12.1M | 98,142 | +2.9% shares | Q2 2026 |
| Centerline Wealth Advisors, LLCWealth manager | 3.6% | $11.5M | 109,665 | -3.9% shares | Q3 2026 |
| 3EDGE Asset Management, LPWealth manager | 0.5% | $10.8M | 88,074 | +212.1% shares | Q2 2026 |
| WJ Wealth Management, LLCWealth manager | 3.4% | $8.7M | 70,610 | -2.6% shares | Q2 2026 |
| Storen Legacy Partners, LLCWealth manager | 2.3% | $8.4M | 68,225 | -23.2% shares | Q2 2026 |
| Avalon Capital ManagementWealth manager | 1.7% | $7.4M | 59,985 | +8.9% shares | Q2 2026 |
| Fusion Capital, LLCWealth manager | 1.6% | $7.4M | 70,075 | +2.7% shares | Q3 2026 |
| Adapt Wealth Advisors, LLCWealth manager | 2.3% | $7.1M | 57,433 | +0.4% shares | Q2 2026 |
| Valence8 US LPHedge fund | 2.2% | $6.7M | 54,694 | -35.8% shares | Q2 2026 |
| DWM Financial Group, Inc.Wealth manager | 4.4% | $5.7M | 53,747 | -16.8% shares | Q3 2026 |
| Cassady Wealth & Retirement Planning, LLCWealth manager | 2.1% | $4.5M | 36,280 | +12.2% shares | Q2 2026 |
| Bridgewealth Advisory Group, LLCWealth manager | 0.8% | $4.4M | 36,039 | +16.0% shares | Q2 2026 |
| KPP Advisory Services LLCWealth manager | 0.6% | $3.8M | 36,456 | +11.3% shares | Q3 2026 |
| Smart Portfolios, LLCWealth manager | 2.7% | $2.7M | 27,966 | +2.2% shares | Q1 2026 |
| Bellevue Asset Management, LLCWealth manager | 1.2% | $2.7M | 21,565 | -0.5% shares | Q2 2026 |
| Financial Insights, Inc.Wealth manager | 0.7% | $2.6M | 25,190 | +13.4% shares | Q3 2026 |
| DecisionMap Wealth Management, LLCWealth manager | 1.3% | $2.4M | 22,782 | +16.3% shares | Q3 2026 |
| Sloy Dahl & Holst, LLCInstitutional asset manager | 0.3% | $2.2M | 21,355 | +6.6% shares | Q3 2026 |
| Tsfg, LLCWealth manager | 0.5% | $2.0M | 19,384 | — | Q3 2026 |
| Capital Wealth Management, LLCWealth manager | 0.4% | $1.9M | 17,714 | +10.9% shares | Q3 2026 |
The 30 largest of 35 positions, by value. Each manager counts with its latest 13F (Q3 2026: 17, Q2 2026: 17, Q1 2026: 1). Screen PWRD in the grand portfolio →
PWRD stock trades by members of Congress
No member of Congress has disclosed a trade in PWRD.
PWRD questions and answers
Are insiders buying PWRD stock?
No open-market insider purchases or sales of PWRD were filed in the last 90 days.
Which hedge funds own PWRD?
35 13F filers hold PWRD among their 50 largest positions, worth $1.4B combined. The biggest bets by portfolio weight are Dynasty Wealth Management, LLC (5.0%), DWM Financial Group, Inc. (4.4%) and Centerline Wealth Advisors, LLC (3.6%). In their latest 13Fs, 0 managers opened a new position and 13 added to one.
Has Congress traded PWRD?
No member of Congress has disclosed a trade in PWRD.
Who is the largest holder of PWRD?
Among 13F filers, Dynasty Wealth Management, LLC reports the largest PWRD position, $679.1M (5,522,892 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Dynasty Wealth Management, LLC's: 5.0% of its portfolio.
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