Who owns PWRD (PWRD)
Which tracked institutional funds hold PWRD, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See PWRD company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on PWRD is one-sided between 2025-Q4 and 2026-Q1: 43 added or opened and 8 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
PWRD’s largest tracked holder by dollar value, Dynasty Wealth Management, LLC, sizes it at 5.6% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 5.5pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in PWRD divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 123 tracked filers holding PWRD, 83 increased or opened the position and 31 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in PWRD between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 9
- Storen Legacy Partners, LLC$9M
- Arete Wealth Advisors, LLC$2M
- Focus Partners Wealth$2M
- Cardinal Point Capital Management ULC$2M
- MATHER GROUP, LLC.$1M
- Equitable Holdings, Inc.$982K
Full exits 1
- rebel Financial LLC$556K
Largest adds
- Dynasty Wealth Management, LLC$132M
- OpenArc Corporate Advisory, LLC$67M
- JPMORGAN CHASE & CO$30M
- Quotient Wealth Partners, LLC$28M
- WELLS FARGO & COMPANY/MN$22M
- RAYMOND JAMES FINANCIAL INC$16M
Largest trims
- Valence8 US LP$8M
- AVALON CAPITAL MANAGEMENT$2M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$964K
- SFG Wealth Management, LLC.$673K
- Corient Private Wealth LLC$372K
- Orion Porfolio Solutions, LLC$262K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Dynasty Wealth Management, LLC added | 6,570,313 | $642M | 32.3% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 3,419,913 | $321M | 16.2% | 2026-Q1 |
| OpenArc Corporate Advisory, LLC added | 2,333,156 | $228M | 11.5% | 2026-Q1 |
| SAGESPRING WEALTH PARTNERS, LLC trimmed | 2,107,222 | $206M | 10.4% | 2026-Q1 |
| Quotient Wealth Partners, LLC added | 933,031 | $91M | 4.6% | 2026-Q1 |
| LPL Financial LLC added | 463,190 | $45M | 2.3% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 415,473 | $41M | 2.0% | 2026-Q1 |
| WCG Wealth Advisors LLC added | 363,898 | $36M | 1.8% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 223,688 | $22M | 1.1% | 2026-Q1 |
| UNIQUE WEALTH, LLC added | 172,606 | $17M | 0.8% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 163,032 | $16M | 0.8% | 2026-Q1 |
| ASPIRIANT, LLC added | 160,006 | $16M | 0.8% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 156,011 | $15M | 0.8% | 2026-Q1 |
| Centerline Wealth Advisors, LLC trimmed | 150,166 | $15M | 0.7% | 2026-Q1 |
| Mariner, LLC added | 138,211 | $14M | 0.7% | 2026-Q1 |
| Procyon Advisors, LLC added | 135,106 | $13M | 0.7% | 2026-Q1 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | 105,340 | $10M | 0.5% | 2026-Q1 |
| Quadcap Wealth Management, LLC added | 95,352 | $9M | 0.5% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 90,559 | $9M | 0.4% | 2026-Q1 |
| Storen Legacy Partners, LLC new | 88,819 | $9M | 0.4% | 2026-Q1 |
| Valence8 US LP trimmed | 85,199 | $8M | 0.4% | 2026-Q1 |
| Thrivent Financial for Lutherans added | 83,448 | $8M | 0.4% | 2026-Q1 |
| Principle Wealth Partners LLC added | 82,829 | $8M | 0.4% | 2026-Q1 |
| Venture Visionary Partners LLC added | 82,154 | $8M | 0.4% | 2026-Q1 |
| WJ Wealth Management, LLC added | 72,463 | $7M | 0.4% | 2026-Q1 |
| ALBION FINANCIAL GROUP /UT trimmed | 71,647 | $7M | 0.4% | 2026-Q1 |
| ADAPT WEALTH ADVISORS, LLC added | 57,226 | $6M | 0.3% | 2026-Q1 |
| AVALON CAPITAL MANAGEMENT trimmed | 55,107 | $5M | 0.3% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 54,147 | $5M | 0.3% | 2026-Q1 |
| Cyndeo Wealth Partners, LLC added | 50,975 | $5M | 0.3% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 47,625 | $5M | 0.2% | 2026-Q1 |
| TCW GROUP INC added | 39,226 | $4M | 0.2% | 2026-Q1 |
| Cassady Wealth & Retirement Planning, LLC added | 32,335 | $4M | 0.2% | 2026-Q1 |
| Bridgewealth Advisory Group, LLC added | 31,077 | $3M | 0.2% | 2026-Q1 |
| KPP Advisory Services LLC added | 30,821 | $3M | 0.2% | 2026-Q1 |
| 3EDGE Asset Management, LP added | 28,223 | $3M | 0.1% | 2026-Q1 |
| Smart Portfolios, LLC added | 27,966 | $3M | 0.1% | 2026-Q1 |
| Private Advisor Group, LLC added | 27,471 | $3M | 0.1% | 2026-Q1 |
| Orion Porfolio Solutions, LLC trimmed | 26,464 | $3M | 0.1% | 2026-Q1 |
| TritonPoint Partners, LLC added | 25,820 | $3M | 0.1% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 22,938 | $2M | 0.1% | 2026-Q1 |
| Financial Insights, Inc. added | 22,848 | $2M | 0.1% | 2026-Q1 |
| Arete Wealth Advisors, LLC new | 22,853 | $2M | 0.1% | 2026-Q1 |
| BELLEVUE ASSET MANAGEMENT, LLC added | 21,672 | $2M | 0.1% | 2026-Q1 |
| Focus Partners Wealth new | 21,045 | $2M | 0.1% | 2026-Q1 |
| TSFG, LLC added | 20,998 | $2M | 0.1% | 2026-Q1 |
| Cardinal Point Capital Management ULC new | 20,209 | $2M | 0.1% | 2026-Q1 |
| Sloy Dahl & Holst, LLC added | 18,629 | $2M | 0.1% | 2026-Q1 |
| Dakota Wealth Management added | 18,395 | $2M | 0.1% | 2026-Q1 |
| DecisionMap Wealth Management, LLC added | 18,308 | $2M | 0.1% | 2026-Q1 |
| TFC Financial Management, Inc. trimmed | 15,145 | $1M | 0.1% | 2026-Q1 |
| CAPITAL WEALTH MANAGEMENT, LLC added | 15,143 | $1M | 0.1% | 2026-Q1 |
| Portside Wealth Group, LLC added | 14,411 | $1M | 0.1% | 2026-Q1 |
| Lido Advisors, LLC added | 13,914 | $1M | 0.1% | 2026-Q1 |
| SFG Wealth Management, LLC. trimmed | 13,665 | $1M | 0.1% | 2026-Q1 |
| Millstone Evans Group, LLC added | 12,162 | $1M | 0.1% | 2026-Q1 |
| PUREfi Wealth, LLC added | 11,157 | $1M | 0.1% | 2026-Q1 |
| MGO ONE SEVEN LLC trimmed | 10,753 | $1M | 0.1% | 2026-Q1 |
| MATHER GROUP, LLC. new | 10,557 | $1M | 0.1% | 2026-Q1 |
| Fairvoy Private Wealth, LLC added | 10,471 | $1M | 0.1% | 2026-Q1 |
| Visionary Wealth Advisors added | 10,206 | $998K | 0.1% | 2026-Q1 |
| Equitable Holdings, Inc. new | 10,043 | $982K | 0.0% | 2026-Q1 |
| Corient Private Wealth LLC trimmed | 13,354 | $944K | 0.0% | 2026-Q1 |
| Ascentis Independent Advisors added | 9,500 | $929K | 0.0% | 2026-Q1 |
| First Heartland Consultants, Inc. trimmed | 9,155 | $895K | 0.0% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 9,065 | $886K | 0.0% | 2026-Q1 |
| Trademark Financial Management, LLC added | 8,478 | $829K | 0.0% | 2026-Q1 |
| Traveka Wealth, LLC added | 7,876 | $770K | 0.0% | 2026-Q1 |
| BECKER CAPITAL MANAGEMENT INC trimmed | 7,400 | $723K | 0.0% | 2026-Q1 |
| &PARTNERS added | 6,918 | $718K | 0.0% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 7,318 | $715K | 0.0% | 2026-Q1 |
| Geneos Wealth Management Inc. trimmed | 7,204 | $704K | 0.0% | 2026-Q1 |
| Qube Research & Technologies Ltd new | 6,737 | $659K | 0.0% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 6,674 | $653K | 0.0% | 2026-Q1 |
| Quadrature Capital Ltd new | 6,247 | $611K | 0.0% | 2026-Q1 |
| Gateway Wealth Partners, LLC added | 5,722 | $559K | 0.0% | 2026-Q1 |
| CITADEL ADVISORS LLC new | 5,596 | $547K | 0.0% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 4,977 | $487K | 0.0% | 2026-Q1 |
| Roberts Wealth Advisors, LLC | 4,544 | $444K | 0.0% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 4,516 | $442K | 0.0% | 2026-Q1 |
| GTS SECURITIES LLC trimmed | 4,146 | $405K | 0.0% | 2026-Q1 |
| TRUIST FINANCIAL CORP new | 4,086 | $399K | 0.0% | 2026-Q1 |
| Advisor OS, LLC trimmed | 3,530 | $345K | 0.0% | 2026-Q1 |
| Rare Wolf Capital LLC | 3,450 | $337K | 0.0% | 2026-Q1 |
| REDW Wealth LLC | 3,337 | $326K | 0.0% | 2026-Q1 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC new | 3,306 | $323K | 0.0% | 2026-Q1 |
| SCS Capital Management LLC added | 3,161 | $309K | 0.0% | 2026-Q1 |
| HRT FINANCIAL LP new | 3,170 | $309K | 0.0% | 2026-Q1 |
| One Capital Management, LLC trimmed | 3,134 | $306K | 0.0% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 3,098 | $303K | 0.0% | 2026-Q1 |
| Atlantic Union Bankshares Corp | 3,000 | $293K | 0.0% | 2026-Q1 |
| Vestmark Advisory Solutions, Inc. new | 625,613 | $56M | 2.8% | 2025-Q2 stale |
| FLOW TRADERS U.S. LLC added | 30,792 | $3M | 0.2% | 2025-Q3 stale |
| NAPA WEALTH MANAGEMENT added | 10,230 | $999K | 0.1% | 2025-Q3 stale |
| Bristlecone Advisors, LLC added | 9,602 | $938K | 0.0% | 2025-Q3 stale |
| Orion Portfolio Solutions, LLC trimmed | 11,868 | $828K | 0.0% | 2025-Q1 stale |
| FSA WEALTH PARTNERS, INC. new | 6,906 | $675K | 0.0% | 2025-Q3 stale |
| Lindenwold Advisors, INC new | 5,756 | $562K | 0.0% | 2025-Q3 stale |
| rebel Financial LLC added | 5,785 | $556K | 0.0% | 2025-Q4 stale |
| TOWNSQUARE CAPITAL LLC trimmed | 7,934 | $553K | 0.0% | 2025-Q1 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.