Who owns 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-Q2 13F filings (latest filed 2026-08-25). 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 2026-Q1 and 2026-Q2: 64 added or opened and 15 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 5.0% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 4.9pp 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 2026-Q1 and 2026-Q2, across 136 tracked filers holding PWRD, 87 increased or opened the position and 43 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 2026-Q1 and 2026-Q2 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 8
- Integrated Wealth Concepts LLC$7M
- DWM Financial Group, Inc.$6M
- BIP Wealth, LLC$4M
- UNITED CAPITAL FINANCIAL ADVISORS, LLC$1M
- JONES FINANCIAL COMPANIES LLLP$1M
- GK Wealth Management LLC$854K
Full exits 7
- Thrivent Financial for Lutherans$8M
- Smart Portfolios, LLC$3M
- TSFG, LLC$2M
- Ascentis Independent Advisors$929K
- Cambridge Investment Research Advisors, Inc.$715K
- Quadrature Capital Ltd$611K
Largest adds
- JPMORGAN CHASE & CO$43M
- Dynasty Wealth Management, LLC$37M
- LPL Financial LLC$27M
- WELLS FARGO & COMPANY/MN$25M
- Quotient Wealth Partners, LLC$25M
- BANK OF AMERICA CORP /DE/$22M
Largest trims
- JANE STREET GROUP, LLC$15M
- OpenArc Corporate Advisory, LLC$5M
- Valence8 US LP$2M
- Orion Porfolio Solutions, LLC$1M
- Centerline Wealth Advisors, LLC$646K
- MATHER GROUP, LLC.$550K
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Dynasty Wealth Management, LLC trimmed | 5,522,892 | $679M | 30.5% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 3,058,493 | $365M | 16.4% | 2026-Q2 |
| OpenArc Corporate Advisory, LLC trimmed | 1,814,843 | $223M | 10.0% | 2026-Q2 |
| SAGESPRING WEALTH PARTNERS, LLC trimmed | 1,739,131 | $214M | 9.6% | 2026-Q2 |
| Quotient Wealth Partners, LLC added | 944,060 | $116M | 5.2% | 2026-Q2 |
| LPL Financial LLC added | 586,451 | $72M | 3.2% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 491,163 | $60M | 2.7% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 382,371 | $47M | 2.1% | 2026-Q2 |
| WCG Wealth Advisors LLC trimmed | 339,471 | $42M | 1.9% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 250,629 | $31M | 1.4% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 226,712 | $28M | 1.3% | 2026-Q2 |
| ASPIRIANT, LLC added | 162,280 | $20M | 0.9% | 2026-Q2 |
| Principle Wealth Partners LLC added | 152,553 | $19M | 0.8% | 2026-Q2 |
| Procyon Advisors, LLC added | 143,637 | $18M | 0.8% | 2026-Q2 |
| Mariner, LLC added | 139,898 | $17M | 0.8% | 2026-Q2 |
| UNIQUE WEALTH, LLC trimmed | 136,013 | $17M | 0.8% | 2026-Q2 |
| Centerline Wealth Advisors, LLC trimmed | 114,143 | $14M | 0.6% | 2026-Q2 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP added | 105,393 | $13M | 0.6% | 2026-Q2 |
| Quadcap Wealth Management, LLC added | 98,142 | $12M | 0.5% | 2026-Q2 |
| 3EDGE Asset Management, LP added | 88,074 | $11M | 0.5% | 2026-Q2 |
| Venture Visionary Partners LLC added | 87,121 | $11M | 0.5% | 2026-Q2 |
| ALBION FINANCIAL GROUP /UT added | 72,216 | $9M | 0.4% | 2026-Q2 |
| WJ Wealth Management, LLC trimmed | 70,610 | $9M | 0.4% | 2026-Q2 |
| Fusion Capital, LLC added | 68,243 | $8M | 0.4% | 2026-Q2 |
| Storen Legacy Partners, LLC trimmed | 68,225 | $8M | 0.4% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 66,930 | $8M | 0.4% | 2026-Q2 |
| DWM Financial Group, Inc. new | 64,622 | $6M | 0.3% | 2026-Q2 |
| TCW GROUP INC added | 64,528 | $8M | 0.4% | 2026-Q2 |
| AVALON CAPITAL MANAGEMENT added | 59,985 | $7M | 0.3% | 2026-Q2 |
| ADAPT WEALTH ADVISORS, LLC added | 57,433 | $7M | 0.3% | 2026-Q2 |
| Integrated Wealth Concepts LLC new | 56,793 | $7M | 0.3% | 2026-Q2 |
| Valence8 US LP trimmed | 54,694 | $7M | 0.3% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 54,453 | $7M | 0.3% | 2026-Q2 |
| OLD MISSION CAPITAL LLC added | 42,545 | $5M | 0.2% | 2026-Q2 |
| Cyndeo Wealth Partners, LLC trimmed | 37,663 | $5M | 0.2% | 2026-Q2 |
| Cassady Wealth & Retirement Planning, LLC added | 36,280 | $4M | 0.2% | 2026-Q2 |
| Bridgewealth Advisory Group, LLC added | 36,039 | $4M | 0.2% | 2026-Q2 |
| KPP Advisory Services LLC added | 32,757 | $4M | 0.2% | 2026-Q2 |
| MORGAN STANLEY added | 32,376 | $4M | 0.2% | 2026-Q2 |
| BIP Wealth, LLC new | 30,936 | $4M | 0.2% | 2026-Q2 |
| Private Advisor Group, LLC added | 30,490 | $4M | 0.2% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 27,896 | $3M | 0.2% | 2026-Q2 |
| Arete Wealth Advisors, LLC added | 22,952 | $3M | 0.1% | 2026-Q2 |
| Financial Insights, Inc. trimmed | 22,209 | $3M | 0.1% | 2026-Q2 |
| BELLEVUE ASSET MANAGEMENT, LLC trimmed | 21,565 | $3M | 0.1% | 2026-Q2 |
| &PARTNERS added | 21,043 | $3M | 0.1% | 2026-Q2 |
| Focus Partners Wealth trimmed | 20,906 | $3M | 0.1% | 2026-Q2 |
| TritonPoint Partners, LLC trimmed | 20,495 | $3M | 0.1% | 2026-Q2 |
| Cardinal Point Capital Management ULC added | 20,215 | $2M | 0.1% | 2026-Q2 |
| Sloy Dahl & Holst, LLC added | 20,034 | $2M | 0.1% | 2026-Q2 |
| DecisionMap Wealth Management, LLC added | 19,584 | $2M | 0.1% | 2026-Q2 |
| Dakota Wealth Management added | 19,415 | $2M | 0.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 18,612 | $2M | 0.1% | 2026-Q2 |
| Lido Advisors, LLC added | 18,292 | $2M | 0.1% | 2026-Q2 |
| CAPITAL WEALTH MANAGEMENT, LLC added | 15,969 | $2M | 0.1% | 2026-Q2 |
| SFG Wealth Management, LLC. added | 14,782 | $2M | 0.1% | 2026-Q2 |
| Millstone Evans Group, LLC added | 14,734 | $2M | 0.1% | 2026-Q2 |
| Corient Private Wealth LP added | 14,284 | $2M | 0.1% | 2026-Q2 |
| TFC Financial Management, Inc. trimmed | 13,540 | $2M | 0.1% | 2026-Q2 |
| Portside Wealth Group, LLC trimmed | 13,379 | $2M | 0.1% | 2026-Q2 |
| Orion Porfolio Solutions, LLC trimmed | 12,814 | $2M | 0.1% | 2026-Q2 |
| MGO ONE SEVEN LLC added | 11,432 | $1M | 0.1% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 11,397 | $1M | 0.1% | 2026-Q2 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC new | 11,343 | $1M | 0.1% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 10,784 | $1M | 0.1% | 2026-Q2 |
| Visionary Wealth Advisors added | 10,535 | $1M | 0.1% | 2026-Q2 |
| PUREfi Wealth, LLC trimmed | 9,840 | $1M | 0.1% | 2026-Q2 |
| First Heartland Consultants, Inc. added | 9,699 | $1M | 0.1% | 2026-Q2 |
| Keating Financial Advisory Services, Inc. added | 9,360 | $1M | 0.1% | 2026-Q2 |
| Fairvoy Private Wealth, LLC trimmed | 9,006 | $1M | 0.0% | 2026-Q2 |
| Trademark Financial Management, LLC added | 8,585 | $1M | 0.0% | 2026-Q2 |
| Traveka Wealth, LLC added | 7,974 | $980K | 0.0% | 2026-Q2 |
| Geneos Wealth Management Inc. added | 7,824 | $962K | 0.0% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 7,805 | $960K | 0.0% | 2026-Q2 |
| BECKER CAPITAL MANAGEMENT INC | 7,400 | $910K | 0.0% | 2026-Q2 |
| GK Wealth Management LLC new | 6,946 | $854K | 0.0% | 2026-Q2 |
| Equitable Holdings, Inc. trimmed | 6,148 | $756K | 0.0% | 2026-Q2 |
| Qube Research & Technologies Ltd trimmed | 5,881 | $723K | 0.0% | 2026-Q2 |
| Creative Planning new | 5,469 | $672K | 0.0% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 5,461 | $671K | 0.0% | 2026-Q2 |
| IFP Advisors, Inc added | 4,666 | $574K | 0.0% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 4,603 | $566K | 0.0% | 2026-Q2 |
| Roberts Wealth Advisors, LLC | 4,544 | $559K | 0.0% | 2026-Q2 |
| Revisor Wealth Management LLC new | 4,540 | $558K | 0.0% | 2026-Q2 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC added | 4,522 | $556K | 0.0% | 2026-Q2 |
| ARWA LLC new | 4,343 | $479K | 0.0% | 2026-Q2 |
| Dynamic Advisor Solutions LLC new | 3,938 | $484K | 0.0% | 2026-Q2 |
| MATHER GROUP, LLC. trimmed | 3,920 | $482K | 0.0% | 2026-Q2 |
| Rare Wolf Capital LLC | 3,450 | $424K | 0.0% | 2026-Q2 |
| Advisor OS, LLC trimmed | 3,440 | $423K | 0.0% | 2026-Q2 |
| REDW Wealth LLC | 3,337 | $410K | 0.0% | 2026-Q2 |
| SCS Capital Management LLC | 3,161 | $389K | 0.0% | 2026-Q2 |
| Wealthcare Advisory Partners LLC new | 3,142 | $386K | 0.0% | 2026-Q2 |
| Atria Investments, Inc added | 3,097 | $381K | 0.0% | 2026-Q2 |
| Atlantic Union Bankshares Corp | 3,000 | $369K | 0.0% | 2026-Q2 |
| Argyle Capital Partners, LLC | 2,984 | $367K | 0.0% | 2026-Q2 |
| Waverly Advisors, LLC | 2,975 | $366K | 0.0% | 2026-Q2 |
| Gateway Wealth Partners, LLC trimmed | 2,926 | $360K | 0.0% | 2026-Q2 |
| OPPENHEIMER & CO INC added | 2,672 | $329K | 0.0% | 2026-Q2 |
| WealthTrust Asset Management, LLC added | 2,583 | $318K | 0.0% | 2026-Q2 |
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.