TCW TR

$PWRD
13F holders
112
Net 13F flow · Q
Insider buys · 90d
0
Insider net · 90d
Congress · 90d
0
Convergence

Institutional holders

Top 10 of 112 · Source: 13F-HR
01
Parisi Gray Wealth Management
02
Opulen Financial Group LLC
03
Taconic Capital Advisors LP
04
Correct Capital Wealth Management
05
Ebor Charitable Trust
06
State Farm Mutual Automobile Insurance Co.
07
Kodai Capital Management LP
08
Foresight Group Ltd Liability Partnership
09
1834 Investment Advisors Co.
10
Aspiriant, LLC

Each fund name links to that filer's expert page. Share counts and per-fund weights are pending the 13F ingest fix (portfolios_expertholding.units is currently mis-populated — see the same caveat on the fund detail page's holdings table). Quarter-over-quarter delta ships with the metrics pipeline.

See all 112 13F holders · Pro →

Smart Money · top-200 alpha cohort

1 holders · Q1 2026

Fewer than 3 top-performer holders hold this ticker — not enough signal for a Smart-Money commentary this week. The institutional holders table below shows the full picture.

Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.

Insider activity · last 90 days

No insider activity

No Form 4 filings on record for $PWRD in the recent window.

Congress trades · last 90 days

No Congress trades

No STOCK Act filings reference $PWRD in the recent window.

Convergence · Pattern Engine ships in v1.1

30-day window
In development

Convergence detection for $PWRD lands with the Pattern Engine.

Once the Pattern Engine ships, this section will surface every active convergence event involving $PWRD — the institutional managers and Congress members on the same name, the 30-day window, and the combined position size.

Source data: SEC EDGAR · 13F-HR · Form 4 · CapitolTrades · Last refreshed 09:36 UTC.