129 tracked 13F filers disclose a position in PWRD as of the latest SEC 13F filings, a combined $2.1B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Dynasty Wealth Management, LLC | $679.1M | 5.5M | ▼−16% Reduced · −1.0M sh | Q2 2026 | |
| 2 | JPMORGAN CHASE & CO | $321.4M | 3.4M | ▲+13% Added · +390K sh | Q1 2026 | |
| 3 | OpenArc Corporate Advisory, LLC | $223.2M | 1.8M | ▼−22% Reduced · −518K sh | Q2 2026 | |
| 4 | SAGESPRING WEALTH PARTNERS, LLC | $213.8M | 1.7M | ▼−17% Reduced · −368K sh | Q2 2026 | |
| 5 | Quotient Wealth Partners, LLC | $116.1M | 944K | ▲+1.2% Added · +11K sh | Q2 2026 | |
| 6 | LPL Financial LLC | $45.3M | 463K | ▲+38% Added · +128K sh | Q1 2026 | |
| 7 | RAYMOND JAMES FINANCIAL INC | $40.6M | 415K | ▲+63% Added · +161K sh | Q1 2026 | |
| 8 | WCG Wealth Advisors LLC | $35.6M | 364K | ▲+1.1% Added · +4K sh | Q1 2026 | |
| 9 | WELLS FARGO & COMPANY/MN | $21.9M | 224K | ▲4k× Added · +224K sh | Q1 2026 | |
| 10 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $15.9M | 163K | ▲33× Added · +158K sh | Q1 2026 | |
| 11 | ASPIRIANT, LLC | $20.0M | 162K | ▲+1.4% Added · +2K sh | Q2 2026 | |
| 12 | JANE STREET GROUP, LLC | $15.3M | 156K | ▲11× Added · +142K sh | Q1 2026 | |
| 13 | Principle Wealth Partners LLC | $18.8M | 153K | ▲+84% Added · +70K sh | Q2 2026 | |
| 14 | Procyon Advisors, LLC | $17.7M | 144K | ▲+6.3% Added · +9K sh | Q2 2026 | |
| 15 | Mariner, LLC | $13.5M | 138K | ▲+11% Added · +14K sh | Q1 2026 | |
| 16 | UNIQUE WEALTH, LLC | $16.7M | 136K | ▼−21% Reduced · −37K sh | Q2 2026 | |
| 17 | Centerline Wealth Advisors, LLC | $14.0M | 114K | ▼−24% Reduced · −36K sh | Q2 2026 | |
| 18 | PARTNERS CAPITAL INVESTMENT GROUP, LLP | $13.0M | 105K | ▲+0.1% Added · +53 sh | Q2 2026 | |
| 19 | Quadcap Wealth Management, LLC | $12.1M | 98K | ▲+2.9% Added · +3K sh | Q2 2026 | |
| 20 | BANK OF AMERICA CORP /DE/ | $8.9M | 91K | ▲+154% Added · +55K sh | Q1 2026 | |
| 21 | 3EDGE Asset Management, LP | $10.8M | 88K | ▲+212% Added · +60K sh | Q2 2026 | |
| 22 | Venture Visionary Partners LLC | $10.7M | 87K | ▲+6.0% Added · +5K sh | Q2 2026 | |
| 23 | ALBION FINANCIAL GROUP /UT | $8.9M | 72K | ▲+0.8% Added · +569 sh | Q2 2026 | |
| 24 | WJ Wealth Management, LLC | $8.7M | 71K | ▼−2.5% Reduced · −2K sh | Q2 2026 | |
| 25 | Storen Legacy Partners, LLC | $8.4M | 68K | ▼−23% Reduced · −21K sh | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 7 funds opened a new position in PWRD and 22 added to an existing one, while 12 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 62 funds | $8.8B |
| MICROSOFT CORPMSFT | 61 funds | $5.2B |
| APPLE INCAAPL | 60 funds | $7.9B |
| AMAZON.COM INCAMZN | 60 funds | $5.0B |
| ALPHABET INC-CL AGOOGL | 60 funds | $3.7B |
| INVESCO QQQ TRUST SERIES 1QQQ | 60 funds | $2.0B |
| ALPHABET INC-CL CGOOG | 59 funds | $3.3B |
| JPMORGAN CHASE & COJPM | 59 funds | $3.0B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 59 funds | $3.0B |
| META PLATFORMS INC-CLASS AMETA | 58 funds | $2.9B |
| TESLA INCTSLA | 58 funds | $2.2B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 58 funds | $1.7B |
Ranked by how many of PWRD's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| FLXRmc | 152 funds | $2.0B |
| PWRDthis pagemc | 129 funds | $2.1B |
| VOTETRANSFRM 500 ETF | 106 funds | $476.6M |
| AIFDETF | 29 funds | $20.1M |
| GRWETF | 26 funds | $37.9M |
| 29287L809SENIOR LOAN ETF | 13 funds | $203.1M |
| HYBXHIGH YIELD BOND | 11 funds | $9.8M |
| ACLOETF | 6 funds | $448.9M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for PWRD
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/PWRD/capital-change-brief"
Use Arkolith's capital_change_brief for PWRD. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for PWRD. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.