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Who holds PWRD

TCW ETF TRUST · 60 funds in the latest indexed 13Fs.

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FundSharesValue% of portfolio
Dynasty Wealth Management, LLC5.5M$679.1M5.0%
JPMORGAN CHASE & CO3.1M$364.6M0.0%
OpenArc Corporate Advisory, LLC1.8M$223.2M2.7%
SAGESPRING WEALTH PARTNERS, LLC1.7M$213.8M3.3%
Quotient Wealth Partners, LLC944.1K$116.1M2.7%
LPL Financial LLC586.5K$72.1M0.0%
RAYMOND JAMES FINANCIAL INC491.2K$60.4M0.0%
WELLS FARGO & COMPANY/MN382.4K$47.0M0.0%
WCG Wealth Advisors LLC339.5K$41.7M1.0%
BANK OF AMERICA CORP /DE/250.6K$30.8M0.0%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO226.7K$27.9M0.0%
ASPIRIANT, LLC162.3K$20.0M0.5%
Principle Wealth Partners LLC152.6K$18.8M0.9%
Procyon Advisors, LLC143.6K$17.7M0.8%
Mariner, LLC139.9K$17.2M0.0%
UNIQUE WEALTH, LLC136.0K$16.7M1.9%
Centerline Wealth Advisors, LLC114.1K$14.0M4.4%
PARTNERS CAPITAL INVESTMENT GROUP, LLP105.4K$13.0M0.5%
Quadcap Wealth Management, LLC98.1K$12.1M1.2%
3EDGE Asset Management, LP88.1K$10.8M0.5%
Venture Visionary Partners LLC87.1K$10.7M0.3%
THRIVENT FINANCIAL FOR LUTHERANS82.9K$10.2M0.0%
ALBION FINANCIAL GROUP /UT72.2K$8.9M0.5%
WJ Wealth Management, LLC70.6K$8.7M3.4%
Fusion Capital, LLC68.2K$8.4M1.9%
Storen Legacy Partners, LLC68.2K$8.4M2.3%
STIFEL FINANCIAL CORP66.9K$8.2M0.0%
TCW GROUP INC64.5K$7.9M0.1%
AVALON CAPITAL MANAGEMENT60.0K$7.4M1.7%
ADAPT WEALTH ADVISORS, LLC57.4K$7.1M2.3%
Integrated Wealth Concepts LLC56.2K$6.9M0.0%
Valence8 US LP54.7K$6.7M2.2%
COMMONWEALTH EQUITY SERVICES, LLC54.5K$6.7M0.0%
DWM Financial Group, Inc.64.6K$6.2M5.5%
OLD MISSION CAPITAL LLC42.5K$5.2M0.1%
Cyndeo Wealth Partners, LLC37.7K$4.6M0.2%
Cassady Wealth & Retirement Planning, LLC36.3K$4.5M2.1%
Bridgewealth Advisory Group, LLC36.0K$4.4M0.8%
KPP Advisory Services LLC32.8K$4.0M0.5%
MORGAN STANLEY32.4K$4.0M0.0%
BIP Wealth, LLC30.9K$3.8M0.1%
Private Advisor Group, LLC30.5K$3.7M0.0%
Steward Partners Investment Advisory, LLC27.9K$3.4M0.0%
Arete Wealth Advisors, LLC23.0K$2.8M0.2%
Financial Insights, Inc.22.2K$2.7M0.7%
BELLEVUE ASSET MANAGEMENT, LLC21.6K$2.7M1.2%
&PARTNERS21.0K$2.6M0.0%
Focus Partners Wealth20.9K$2.6M0.0%
TSFG, LLC20.7K$2.5M0.3%
TritonPoint Partners, LLC20.5K$2.5M0.2%
Cardinal Point Capital Management ULC20.2K$2.5M0.1%
Sloy Dahl & Holst, LLC20.0K$2.5M0.3%
DecisionMap Wealth Management, LLC19.6K$2.4M1.3%
OSAIC HOLDINGS, INC.18.6K$2.3M0.0%
Lido Advisors, LLC18.3K$2.2M0.0%
Janney Montgomery Scott LLC16.7K$2.0M0.0%
CAPITAL WEALTH MANAGEMENT, LLC16.0K$2.0M0.5%
SFG Wealth Management, LLC.14.8K$1.8M0.7%
Millstone Evans Group, LLC14.7K$1.8M1.0%
Corient Private Wealth LP14.3K$1.8M0.0%
Top Fund Holdings
13F
Top Fund Holdings

What did the whales just file?

13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
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