Public ownership evidence

TCW Transform Systems ETF (PWRD) Ownership Disclosures

Read PWRD insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

TCW Transform Systems ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Corient Private Wealth LP
Report period
2026-06-30
Available
2026-08-28
Reported shares
14,284
Value (USD)
$1,756,350
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001948780-26-000011
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read PWRD fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read PWRD fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Corient Private Wealth LP2026-06-302026-08-2814,284$1,756,350None
TUCKER ASSET MANAGEMENT LLC2026-06-302026-08-28122$15,001None
TUCKER ASSET MANAGEMENT LLC2026-03-312026-08-28148$14,469None
Dakota Wealth Management2025-12-312026-08-2712,903$1,240,696None
Dakota Wealth Management2026-03-312026-08-2718,395$1,798,406None
Financial Insights, Inc.2026-06-302026-08-2622,209$2,730,852None
Corient Private Wealth LP2026-06-302026-08-1814,284$1,756,350None
UNITED CAPITAL FINANCIAL ADVISORS, LLC2026-06-302026-08-1811,343$1,392,174None
Equitable Holdings, Inc.2026-06-302026-08-186,148$756,008None
WCG Wealth Advisors LLC2026-06-302026-08-15339,471$41,741,337None
Qube Research & Technologies Ltd2026-06-302026-08-155,881$723,128None
IFG Advisory, LLC2026-06-302026-08-15390$47,960None
OSAIC HOLDINGS, INC.2026-06-302026-08-1510$1,230None
OSAIC HOLDINGS, INC.2026-06-302026-08-1518,602$2,287,306None
JANE STREET GROUP, LLC2026-06-302026-08-155,461$671,485None
Orion Porfolio Solutions, LLC2026-06-302026-08-1512,814$1,575,590None
HRT FINANCIAL LP2026-06-302026-08-156,704$824,000None
OLD MISSION CAPITAL LLC2026-06-302026-08-1542,545$5,231,333None
Quantum Portfolio Management LLC2026-06-302026-08-1530$3,689None
Waverly Advisors, LLC2026-06-302026-08-152,975$365,823None
&PARTNERS2026-06-302026-08-1521,043$2,587,476None
Thrivent Financial for Lutherans2026-06-302026-08-1582,890$10,192,000None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-1511,397$1,318,405None
MAI Capital Management2026-06-302026-08-152,531$311,212None
ROYAL BANK OF CANADA2026-06-302026-08-157,050$867,000None
ROYAL BANK OF CANADA2026-06-302026-08-15755$93,000None
DWM Financial Group, Inc.2026-06-302026-08-1564,622$6,213,767None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-155,081$624,759None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-15359,537$44,208,670None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-15126,545$15,559,973None
WELLS FARGO & COMPANY/MN2026-06-302026-08-15254,661$31,313,117None
WELLS FARGO & COMPANY/MN2026-06-302026-08-15957$117,673None
WELLS FARGO & COMPANY/MN2026-06-302026-08-15126,753$15,585,549None
BANK OF AMERICA CORP /DE/2026-06-302026-08-15158,678$19,511,047None
BANK OF AMERICA CORP /DE/2026-06-302026-08-1591,951$11,306,255None
Silver Grove Financial Group, Inc.2026-06-302026-08-14171$21,026None
TritonPoint Partners, LLC2026-06-302026-08-1420,495$2,520,065None
Ankerstar Wealth, LLC2026-06-302026-08-142$246None
Visionary Wealth Advisors2026-06-302026-08-1410,535$1,295,366None
Dynasty Wealth Management, LLC2026-06-302026-08-145,522,892$679,094,818None
Steward Partners Investment Advisory, LLC2026-06-302026-08-1427,896$3,430,092None
UBS Group AG2026-06-302026-08-141,300$159,848None
UBS Group AG2026-06-302026-08-1430$3,689None
One Capital Management, LLC2026-06-302026-08-143,134$306,398None
Arete Wealth Advisors, LLC2026-06-302026-08-1422,952$2,822,178None
Mariner, LLC2026-06-302026-08-14139,898$17,201,858None
Creative Planning2026-06-302026-08-145,469$672,468None
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2026-06-302026-08-144,522$556,025None
Sloy Dahl & Holst, LLC2026-06-302026-08-1420,034$2,463,382None
PARTNERS CAPITAL INVESTMENT GROUP, LLP2026-06-302026-08-14105,393$12,959,157None

90-day public filing window, up to 50 source positions.

Corient Private Wealth LP ↗TUCKER ASSET MANAGEMENT LLC ↗TUCKER ASSET MANAGEMENT LLC ↗Dakota Wealth Management ↗Dakota Wealth Management ↗Financial Insights, Inc. ↗Corient Private Wealth LP ↗UNITED CAPITAL FINANCIAL ADVISORS, LLC ↗Equitable Holdings, Inc. ↗WCG Wealth Advisors LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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