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TCW Transform 500 ETF (VOTE) Institutional Ownership

TCW Transform 500 ETF logo
$91.57 -0.19 (-0.21%)
As of 08/14/2026 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)
40
Total
Institutional Inflows
(last 12 months)
$107.08M
Number of
Institutional Sellers
(last 12 months)
23
Total
Institutional Outflows
(last 12 months)
$38.11M
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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
7/10/2026 A&I Financial Services LLC42,458$3.74M1.6%-3.2%0.378%
7/8/2026 Sonoma Allocations LLC11,564$1.02M0.4%+25.2%0.103%
6/9/2026Contango Wealth Management LLC50,174$3.83M4.5%-39.4%0.447%
5/19/2026 Sonoma Allocations LLC9,239$714K0.2%+16.1%0.082%
5/19/2026Bank of America Corp DE185,779$14.18M0.0%+5.2%1.656%
5/19/2026Financial Insights Inc.50,610$3.86M1.3%-4.9%0.451%
5/18/2026Royal Bank of Canada3,732$284K0.0%+433.1%0.033%
5/15/2026 Gateway Wealth Partners LLC100,168$7.64M0.3%+104.6%0.893%
5/14/2026Modern Wealth Management LLC31,115$2.40M0.0%+9.7%0.277%
5/8/2026 PNC Financial Services Group Inc.1,180,277$90.06M0.1%+8.1%10.519%
5/5/2026 Bank 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%
3/17/2026 Rockefeller Capital Management L.P.4,539$364K0.0%+268.4%0.040%
3/4/2026 SHP Wealth Management646$52K0.0%N/A0.006%
2/23/2026 Sonoma Allocations LLC7,961$650K0.2%+110.3%0.071%
2/18/2026 Alpha 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%
2/13/2026 Plum Street Advisors LLC33,941$2.72M1.0%+33.6%0.303%
2/13/2026 Stifel 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%
2/11/2026 Gateway 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%
2/11/2026 Focus Partners Advisor Solutions LLC5,320$427K0.0%-11.3%0.047%
2/11/2026 LPL Financial LLC28,778$2.31M0.0%+20.8%0.256%
2/11/2026 JPMorgan 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%
2/6/2026 PNC Financial Services Group Inc.1,092,021$87.61M0.0%+0.3%9.733%
2/5/2026Thrivent Financial for Lutherans775,453$62.66M0.1%-1.9%6.911%
2/3/2026 Legacy Wealth Managment LLC ID1,080$87K0.0%N/A0.010%
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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%
2/2/2026Mutual Advisors LLC125,146$10.04M0.2%-0.6%1.115%
1/29/2026 Ashton 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%
1/27/2026 Seeds 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%
1/20/2026 Aspiriant LLC130,776$10.49M0.3%+23.9%1.166%
1/16/2026 Values Added Financial LLC86,620$6.95M2.9%-0.9%0.772%
1/1/2026 JPMorgan 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%
11/14/2025 Plum Street Advisors LLC25,406$1.99M0.8%+2.3%0.226%
11/13/2025 Pathstone 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%
11/12/2025 Focus Partners Advisor Solutions LLC6,001$481K0.0%+21.8%0.053%
11/12/2025 Advisor OS LLC7,966$625K0.1%-5.4%0.071%
11/10/2025 Portland Global Advisors LLC4,223$331K0.0%-6.2%0.038%
11/10/2025 Rossby Financial LCC1,108$87K0.0%+122.9%0.010%
11/7/2025 MJP Associates Inc. ADV7,966$625K0.1%-5.4%0.071%
11/7/2025 JPMorgan Chase & Co.570,113$44.74M0.0%-1.5%5.081%
11/7/2025 PNC 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%
11/6/2025 Caprock Group LLC4,601$349K0.0%N/A0.041%
11/6/2025 Sage Advisory Services Ltd.Co.10,494$824K0.4%-1.5%0.094%
11/6/2025 Gateway Wealth Partners LLC47,588$3.74M0.5%+40.2%0.424%
11/4/2025 Ashton Thomas Private Wealth LLC6,090$478K0.0%N/A0.054%
11/4/2025 Mission Wealth Management LP16,846$1.32M0.0%+1.0%0.150%
11/4/2025Mutual Advisors LLC125,933$9.96M0.2%+1.3%1.122%
11/4/2025Thrivent Financial for Lutherans790,255$62.02M0.1%N/A7.043%
11/3/2025 Ballentine Partners LLC29,820$2.34M0.0%+0.7%0.266%
11/3/2025 Valeo 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%
10/24/2025 Aspiriant LLC105,559$8.28M0.3%+3.2%0.941%
10/24/2025 Sonoma 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%
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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%
8/13/2025 Gateway Wealth Partners LLC33,955$2.47M0.5%N/A0.303%
8/13/2025 Portland Global Advisors LLC4,500$327K0.0%-3.7%0.040%
8/12/2025 Seeds Investor LLC10,600$771K0.2%-15.7%0.094%
8/12/2025 JPMorgan 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%


VOTE Institutional Ownership - Frequently Asked Questions

During the previous two years, 79 institutional investors and hedge funds held shares of TCW Transform 500 ETF. The most heavily invested institutionals were PNC Financial Services Group Inc. ($90.06M), 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.

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 ($866.59K), Angeles Investment Advisors LLC ($543.76K), PNC Financial Services Group Inc. ($489.60K), Ethic Inc. ($365.51K), Orion Porfolio Solutions LLC ($149.01K), Aspiriant LLC ($111.46K), and Gateway Wealth Partners LLC ($100.17K).

Institutional investors have bought a total of 1,375,998 shares in the last 24 months. This purchase volume represents approximately $107.08M in transactions.

Of the 23 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. ($58.58K), Contango Wealth Management LLC ($32.66K), Thrivent Financial for Lutherans ($14.80K), Goldman Sachs Group Inc. ($13.40K), Litman Gregory Wealth Management LLC ($13.39K), and Values Added Financial LLC ($12.76K).

Institutional investors have sold a total of 485,519 shares in the last 24 months. This volume of shares sold represents approximately $38.11M in transactions.


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Institutional ownership data for BATS:VOTE is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 7/10/2026. New 13F filings are added each quarter as they're published.
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