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TCW Transform 500 ETF (VOTE) Institutional Ownership

TCW Transform 500 ETF logo
$85.16 +0.71 (+0.84%)
As of 04:15 PM Eastern
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Institutional Ownership Changes (13F Filings) for TCW Transform 500 ETF (BATS:VOTE)

Number of
Institutional Buyers
(last 12 months)
52
Total
Institutional Inflows
(last 12 months)
$156.69M
Number of
Institutional Sellers
(last 12 months)
26
Total
Institutional Outflows
(last 12 months)
$42.63M
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VOTE Institutional Buying and Selling by Quarter

TCW Transform 500 ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/5/2026Bank of New York Mellon Corp41,325$3.15M0.0%+3.3%0.368%
4/30/2026 Millstone Evans Group LLC1,936$148K0.1%-6.2%0.017%
4/24/2026 Fairman Group LLC21,072$1.61M1.4%+813.0%0.188%
4/23/2026 Etesian Wealth Advisors Inc.13,733$1.05M0.3%+14.1%0.122%
4/17/2026 AdvisorNet Financial Inc1,421$108K0.0%+23.1%0.013%
3/17/2026Rockefeller Capital Management L.P.4,539$364K0.0%+268.4%0.040%
3/4/2026SHP Wealth Management646$52K0.0%N/A0.006%
2/23/2026Sonoma Allocations LLC7,961$650K0.2%+110.3%0.071%
2/18/2026Alpha Capital Advisors Inc. ADV7,214$588K0.5%N/A0.064%
2/17/2026AQR Capital Management LLC3,892$312K0.0%+50.3%0.035%
2/17/2026Osaic Holdings Inc.15,622$1.25M0.0%+0.9%0.139%
2/17/2026Royal Bank of Canada700$56K0.0%-36.2%0.006%
2/17/2026Stark Wealth Management LLC3,480$279K1.0%N/A0.031%
2/13/2026 Kestra Advisory Services LLC17,934$1.44M0.0%+11.4%0.160%
2/13/2026Plum Street Advisors LLC33,941$2.72M1.0%+33.6%0.303%
2/13/2026Stifel Financial Corp8,763$703K0.0%-1.6%0.078%
2/12/2026Orion Porfolio Solutions LLC162,935$13.07M0.1%+8.0%1.452%
2/12/2026Litman Gregory Wealth Management LLC176,249$14.14M1.0%-2.8%1.571%
2/12/2026 Commonwealth Equity Services LLC13,407$1.08M0.0%-10.0%0.119%
2/12/2026Moneta Group Investment Advisors LLC32,133$2.58M0.0%-4.8%0.286%
2/11/2026Gateway Wealth Partners LLC48,962$3.93M0.4%+2.9%0.436%
2/11/2026Dorsey & Whitney Trust CO LLC189,410$15.20M0.8%+0.6%1.688%
2/11/2026Focus Partners Advisor Solutions LLC5,320$427K0.0%-11.3%0.047%
2/11/2026LPL Financial LLC28,778$2.31M0.0%+20.8%0.256%
2/11/2026JPMorgan Chase & Co.528,431$42.39M0.0%-7.3%4.710%
2/11/2026 Etesian Wealth Advisors Inc.12,038$966K0.3%+6.6%0.107%
2/10/2026Goldman Sachs Group Inc.378,240$30.34M0.0%-3.4%3.371%
2/6/2026PNC Financial Services Group Inc.1,092,021$87.61M0.0%+0.3%9.733%
2/5/2026 Thrivent Financial for Lutherans775,453$62.66M0.1%-1.9%6.911%
2/3/2026Legacy Wealth Managment LLC ID1,080$87K0.0%N/A0.010%
2/3/2026 Ethic Inc.365,507$29.32M0.5%+0.6%3.258%
2/3/2026 Pearl Planning LLC4,761$382K0.2%N/A0.042%
2/2/2026 Mutual Advisors LLC125,146$10.04M0.2%-0.6%1.115%
1/29/2026Ashton Thomas Private Wealth LLC8,455$678K0.0%+38.8%0.075%
1/28/2026 A&I Financial Services LLC45,105$3.62M1.7%+3.6%0.402%
1/27/2026 Krilogy Financial LLC3,334$271K0.0%N/A0.030%
1/27/2026Seeds Investor LLC16,132$1.29M0.2%+1.5%0.144%
1/22/2026 Phoenix Wealth Advisors32,677$2.62M1.0%-0.4%0.291%
1/20/2026 Rainier Family Wealth Inc.5,302$425K0.3%+71.0%0.047%
1/20/2026Aspiriant LLC130,776$10.49M0.3%+23.9%1.166%
1/16/2026 Values Added Financial LLC86,620$6.95M2.9%-0.9%0.772%
1/1/2026JPMorgan Chase & Co.570,113$44.74M0.0%-1.5%5.081%
11/17/2025Moneta Group Investment Advisors LLC33,751$2.65M0.0%+146.2%0.301%
11/17/2025Bank of America Corp DE167,861$13.17M0.0%+0.4%1.496%
11/14/2025Plum Street Advisors LLC25,406$1.99M0.8%+2.3%0.226%
11/13/2025Pathstone Holdings LLC111,620$8.76M0.0%-1.6%0.995%
11/13/2025Modern Wealth Management LLC24,332$1.91M0.0%+4.3%0.217%
11/12/2025Orion Porfolio Solutions LLC150,886$11.84M0.1%+10.2%1.345%
11/12/2025Focus Partners Advisor Solutions LLC6,001$481K0.0%+21.8%0.053%
11/12/2025Advisor OS LLC7,966$625K0.1%-5.4%0.071%
11/10/2025Portland Global Advisors LLC4,223$331K0.0%-6.2%0.038%
11/10/2025Rossby Financial LCC1,108$87K0.0%+122.9%0.010%
11/7/2025MJP Associates Inc. ADV7,966$625K0.1%-5.4%0.071%
11/7/2025JPMorgan Chase & Co.570,113$44.74M0.0%-1.5%5.081%
11/7/2025PNC Financial Services Group Inc.1,089,061$85.47M0.1%+7.1%9.706%
11/6/2025 Angeles Investment Advisors LLC729,569$57.26M3.8%-30.8%6.502%
11/6/2025Caprock Group LLC4,601$349K0.0%N/A0.041%
11/6/2025Sage Advisory Services Ltd.Co.10,494$824K0.4%-1.5%0.094%
11/6/2025Gateway Wealth Partners LLC47,588$3.74M0.5%+40.2%0.424%
11/4/2025Ashton Thomas Private Wealth LLC6,090$478K0.0%N/A0.054%
11/4/2025Mission Wealth Management LP16,846$1.32M0.0%+1.0%0.150%
11/4/2025 Mutual Advisors LLC125,933$9.96M0.2%+1.3%1.122%
11/4/2025 Thrivent Financial for Lutherans790,255$62.02M0.1%N/A7.043%
11/3/2025Ballentine Partners LLC29,820$2.34M0.0%+0.7%0.266%
11/3/2025Valeo Financial Advisors LLC8,451$663K0.0%-13.4%0.075%
10/31/2025 Values Added Financial LLC87,447$6.86M3.1%-12.0%0.779%
10/29/2025 Root Financial Partners LLC400$31K0.0%N/A0.004%
10/28/2025 Phoenix Wealth Advisors32,824$2.58M1.0%-3.2%0.293%
10/28/2025 Wolff Wiese Magana LLC1,551$122K0.1%N/A0.014%
10/24/2025Aspiriant LLC105,559$8.28M0.3%+3.2%0.941%
10/24/2025Sonoma Allocations LLC3,786$294K0.1%N/A0.034%
10/23/2025 A&I Financial Services LLC43,526$3.43M1.7%+0.6%0.388%
10/23/2025 Etesian Wealth Advisors Inc.11,288$886K0.3%+10.3%0.101%
10/17/2025 Ethic Inc.363,221$28.51M0.5%+30.4%3.237%
10/16/2025Litman Gregory Wealth Management LLC181,390$14.24M1.1%-4.3%1.617%
10/16/2025 Rainier Family Wealth Inc.3,100$243K0.2%N/A0.028%
10/9/2025 AdvisorNet Financial Inc1,102$87K0.0%+13.0%0.010%
9/4/2025Osaic Holdings Inc.9,409$684K0.0%+1,613.8%0.084%
8/28/2025Stark Wealth Management LLC3,480$253K0.3%N/A0.031%
8/27/2025Orion Porfolio Solutions LLC136,885$9.96M0.1%+81.5%1.220%
8/15/2025Orion Porfolio Solutions LLC136,885$9.96M0.1%+81.5%1.220%
8/15/2025Modern Wealth Management LLC23,329$1.70M0.0%+35.3%0.208%
8/15/2025Bank of America Corp DE167,212$12.16M0.0%-7.5%1.490%
8/14/2025Raymond James Financial Inc.2,417$176K0.0%N/A0.022%
8/13/2025Per Stirling Capital Management LLC.5,969$434K0.1%-3.7%0.053%
8/13/2025Gateway Wealth Partners LLC33,955$2.47M0.5%N/A0.303%
8/13/2025Portland Global Advisors LLC4,500$327K0.0%-3.7%0.040%
8/12/2025Seeds Investor LLC10,600$771K0.2%-15.7%0.094%
8/12/2025JPMorgan Chase & Co.578,563$42.09M0.0%-1.4%5.157%
8/11/2025 Angeles Investment Advisors LLC1,054,544$76.71M4.3%+22.3%9.399%
8/11/2025Dorsey & Whitney Trust CO LLC185,099$13.46M0.7%+1.3%1.650%
8/8/2025MJP Associates Inc. ADV8,417$612K0.1%+12.1%0.075%
8/8/2025Creative Planning12,515$910K0.0%+2.2%0.112%
8/8/2025 Phoenix Wealth Advisors33,921$2.47M1.0%-44.2%0.302%
8/8/2025PNC Financial Services Group Inc.1,016,587$73.95M0.0%+20.5%9.060%
7/31/2025Schneider Downs Wealth Management Advisors LP2,974$216K0.0%N/A0.027%
7/30/2025 Ethic Inc.278,514$20.17M0.4%+41.4%2.482%
7/29/2025Aspiriant LLC102,247$7.44M0.2%+9.3%0.911%
7/28/2025 Fairman Group LLC2,308$168K0.1%+123.0%0.021%
7/28/2025 Mutual Advisors LLC124,320$9.32M0.2%-2.3%1.108%


VOTE Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of VOTE shares?

During the previous two years, 78 institutional investors and hedge funds held shares of TCW Transform 500 ETF. The most heavily invested institutionals were PNC Financial Services Group Inc. ($87.61M), Thrivent Financial for Lutherans ($62.66M), Angeles Investment Advisors LLC ($57.26M), JPMorgan Chase & Co. ($42.39M), Goldman Sachs Group Inc. ($30.34M), Ethic Inc. ($29.32M), and Dorsey & Whitney Trust CO LLC ($15.20M).Learn more on TCW Transform 500 ETF's institutional investors.

Which institutional investors have been buying TCW Transform 500 ETF's stock?

Of the 68 institutional investors that purchased TCW Transform 500 ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Thrivent Financial for Lutherans ($911.72K), Angeles Investment Advisors LLC ($573.98K), PNC Financial Services Group Inc. ($401.34K), Ethic Inc. ($365.51K), Orion Porfolio Solutions LLC ($149.01K), Aspiriant LLC ($111.46K), and Orion Portfolio Solutions LLC ($61.85K).

How much institutional buying is happening at TCW Transform 500 ETF?

Institutional investors have bought a total of 2,100,902 shares in the last 24 months. This purchase volume represents approximately $156.69M in transactions.

Which of TCW Transform 500 ETF's major shareholders have been selling company stock?

Of the 26 institutional investors that sold TCW Transform 500 ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Angeles Investment Advisors LLC ($324.98K), JPMorgan Chase & Co. ($66.91K), Financial Insights Inc. ($34.18K), Phoenix Wealth Advisors ($30.28K), Litman Gregory Wealth Management LLC ($20.81K), Thrivent Financial for Lutherans ($14.80K), and Bank of America Corp DE ($13.47K).

How much institutional selling is happening at TCW Transform 500 ETF?

Institutional investors have sold a total of 550,718 shares in the last 24 months. This volume of shares sold represents approximately $42.63M in transactions.


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This page (BATS:VOTE) was last updated on 5/5/2026 by MarketBeat.com Staff.
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