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TCW Transform 500 ETF (VOTE) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for TCW Transform 500 ETF (BATS:VOTE)

Number of
Institutional Buyers
(last 12 months)
21
Total
Institutional Inflows
(last 12 months)
$89.25M
Number of
Institutional Sellers
(last 12 months)
13
Total
Institutional Outflows
(last 12 months)
$9.34M
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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
4/24/2024Capasso Planning Partners LLC4,134$253K0.1%N/A0.042%
4/17/2024 Stephens Consulting LLC6,499$398K0.1%+11.3%0.066%
3/22/2024PNC Financial Services Group Inc.583,958$32.48M0.0%+28.0%5.899%
3/1/2024Goldman Sachs Group Inc.350,128$19.47M0.0%+131.1%3.537%
2/14/2024Angeles Investment Advisors LLC1,014,623$56.43M3.4%+78.7%10.249%
2/12/2024Dorsey & Whitney Trust CO LLC152,322$8.47M0.6%+33.1%1.539%
2/9/2024Advisory Services Network LLC7,626$424K0.0%+36.0%0.077%
2/9/2024Cambridge Investment Research Advisors Inc.79,159$4.40M0.0%-8.1%0.800%
2/9/2024PNC Financial Services Group Inc.583,958$32.48M0.0%+28.0%5.899%
2/8/2024Jordan Park Group LLC1,206,696$67.12M4.6%-5.7%12.189%
2/5/2024Brighton Jones LLC21,122$1.18M0.0%N/A0.213%
2/2/2024Atria Wealth Solutions Inc.4,866$271K0.0%N/A0.049%
2/1/2024Sage Advisory Services Ltd.Co.9,428$524K0.1%N/A0.095%
1/31/2024Litman Gregory Wealth Management LLC187,136$10.41M1.0%-1.3%1.890%
1/30/2024Phoenix Wealth Advisors54,385$3.00M2.1%+78.5%0.549%
1/29/2024 Valeo Financial Advisors LLC9,077$505K0.0%+25.5%0.092%
1/25/2024Financial Insights Inc.73,861$4.11M1.3%+21.2%0.746%
1/19/2024 Woodmont Investment Counsel LLC4,181$233K0.0%N/A0.042%
1/18/2024Values Added Financial LLC93,427$5.20M4.3%-8.9%0.944%
1/12/2024Mutual Advisors LLC83,536$4.65M0.2%-32.2%0.844%
11/8/2023Dorsey & Whitney Trust CO LLC114,402$5.71M0.5%+34.2%1.156%
11/8/2023Hirtle Callaghan & Co LLC15,966$796K0.0%-12.1%0.161%
10/24/2023Cambridge Investment Research Advisors Inc.86,146$4.30M0.0%-4.6%0.870%
10/23/2023SVB Wealth LLC6,090$304K0.0%-6.7%0.062%
8/14/2023Jordan Park Group LLC1,285,016$66.31M4.4%-0.9%12.980%
8/14/2023Thrivent Financial for Lutherans411,326$20.97M0.0%-0.4%4.155%
8/11/2023JPMorgan Chase & Co.1,438,633$74.23M0.0%+24.7%14.532%
8/11/2023PNC Financial Services Group Inc.154,866$7.99M0.0%N/A1.564%
8/10/2023Hirtle Callaghan & Co LLC18,174$938K0.0%+3.4%0.184%
8/9/2023Veritable L.P.97,359$5.02M0.1%-7.2%0.983%
7/31/2023Mutual Advisors LLC116,292$6.00M0.2%+16.5%1.284%
7/24/2023SVB Wealth LLC6,525$337K0.0%N/A0.072%
7/24/2023Values Added Financial LLC97,816$5.05M4.7%N/A1.080%
7/21/2023Creative Planning6,273$324K0.0%-40.9%0.069%
7/21/2023 Stephens Consulting LLC6,132$316K0.1%-19.7%0.068%
7/13/2023Phoenix Wealth Advisors30,825$1.59M0.9%-2.1%0.340%
7/13/2023Cambridge Investment Research Advisors Inc.90,291$4.66M0.0%-1.4%0.997%
5/19/2023 Abacus Wealth Partners LLC8,934$427K0.1%N/A0.100%
5/16/2023Betterment LLC927,588$44.14M0.1%+3.2%10.376%
5/11/2023Cambridge Investment Research Advisors Inc.91,611$4.36M0.0%-1.2%1.025%
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5/11/2023Hirtle Callaghan & Co LLC17,568$836K0.0%+18.5%0.197%
5/5/2023Phoenix Wealth Advisors31,474$1.50M0.9%+1.9%0.352%
4/25/2023Parallel Advisors LLC1,992$95K0.0%-52.6%0.022%
4/18/2023Financial Insights Inc.34,130$1.62M0.7%+31.6%0.401%
4/17/2023 Annapolis Financial Services LLC723$34K0.0%N/A0.008%
4/17/2023 Valeo Financial Advisors LLC7,235$344K0.0%N/A0.085%
4/11/2023Mutual Advisors LLC99,801$4.75M0.2%+5.7%1.171%
2/14/2023Hirtle Callaghan & Co LLC14,822$655K0.0%+3.3%0.000%
2/13/2023Betterment LLC899,069$39.76M0.1%+11.7%0.000%
2/13/2023JPMorgan Chase & Co.827,503$36.59M0.0%N/A0.000%
2/10/2023Financial Insights Inc.25,925$1.15M0.5%+27.4%0.000%
2/8/2023Jordan Park Group LLC1,295,883$57.31M4.5%-0.5%0.000%
2/8/2023Thrivent Financial for Lutherans452,911$20.09M0.1%+10.3%0.000%
2/8/2023Cambridge Investment Research Advisors Inc.92,713$4.10M0.0%-1.9%0.000%
2/6/2023Phoenix Wealth Advisors30,880$1.37M0.8%-9.0%0.000%
1/23/2023CAPROCK Group Inc.4,624$204K0.0%N/A0.000%
1/20/2023 Stephens Consulting LLC7,639$338K0.2%-3.6%0.000%
1/18/2023Litman Gregory Wealth Management LLC202,369$8.95M1.3%+2.4%0.000%
1/12/2023Mutual Advisors LLC94,411$4.18M0.2%+46.3%0.000%
11/15/2022Thrivent Financial for Lutherans410,550$17.32M0.0%-1.7%0.000%
11/14/2022Veritable L.P.61,487$2.56M0.0%+9.0%0.000%
11/7/2022Phoenix Wealth Advisors33,925$1.41M1.4%-4.4%0.000%
11/3/2022Mutual Advisors LLC64,528$2.68M0.1%+108.9%0.000%
11/3/2022Creative Planning11,920$496K0.0%+31.3%0.000%
11/3/2022Angeles Investment Advisors LLC441,000$18.61M1.9%N/A0.000%
10/28/2022Jordan Park Group LLC1,301,749$54.14M4.2%+3.9%0.000%
10/27/2022Portland Global Advisors LLC8,380$349K0.1%N/A0.000%
10/27/2022Financial Insights Inc.20,355$847K0.6%+29.9%0.000%
10/17/2022Cambridge Investment Research Advisors Inc.94,505$3.93M0.0%-1.2%0.000%
10/13/2022Litman Gregory Wealth Management LLC197,714$8.22M1.3%+24.4%0.000%
8/16/2022Thrivent Financial for Lutherans417,466$18.27M0.0%+13.7%0.000%
8/15/2022Mutual Advisors LLC30,893$1.35M0.1%+391.6%0.000%
8/3/2022Financial Insights Inc.15,673$686K0.7%N/A0.000%
8/1/2022Phoenix Wealth Advisors35,473$1.55M1.5%+0.9%0.000%
7/29/2022 Ridgecrest Wealth Partners LLC5,065$222K0.2%N/A0.000%
7/21/2022Litman Gregory Wealth Management LLC158,990$6.96M1.0%+29.1%0.000%
7/13/2022Cambridge Investment Research Advisors Inc.95,639$4.19M0.0%-15.1%0.000%
7/12/2022Jordan Park Group LLC1,252,544$54.82M5.3%+2.5%0.000%
5/12/2022Capital Analysts LLC978$52K0.0%N/A0.000%
5/12/2022Fiduciary Trust Co.4,700$249K0.0%N/A0.000%
5/12/2022Cambridge Investment Research Advisors Inc.112,677$5.96M0.0%+4.2%0.000%
5/11/2022Veritable L.P.56,397$2.98M0.0%+60.5%0.000%
5/9/2022Mutual Advisors LLC6,284$332K0.0%N/A0.000%
5/6/2022Jordan Park Group LLC1,221,751$64.64M5.7%+0.5%0.000%
5/4/2022Litman Gregory Wealth Management LLC123,105$6.51M1.0%-5.6%0.000%
5/2/2022Phoenix Wealth Advisors35,157$1.84M1.9%+20.7%0.000%
4/25/2022Mission Wealth Management LP3,791$201K0.0%N/A0.000%
2/15/2022Betterment LLC504,189$28.20M0.1%+81.0%0.000%
2/15/2022Jordan Park Group LLC1,215,816$68.00M4.9%-39.6%0.000%
2/10/2022Litman Gregory Wealth Management LLC130,411$7.29M1.2%+35.4%0.000%
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2/8/2022Elmwood Wealth Management Inc.600$34K0.0%N/A0.000%
2/8/2022Bank of America Corp DE175,572$9.82M0.0%-22.6%0.000%
2/3/2022Cambridge Investment Research Advisors Inc.108,143$6.05M0.0%+17.9%0.000%
1/26/2022Blue Bell Private Wealth Management LLC923$52K0.0%N/A0.000%
1/20/2022Parallel Advisors LLC4,199$235K0.0%+90.2%0.000%
11/16/2021Jane Street Group LLC55,755$2.84M0.0%N/A0.000%
11/3/2021Litman Gregory Wealth Management LLC96,342$4.91M0.9%N/A0.000%
11/2/2021Parallel Advisors LLC2,208$113K0.0%N/A0.000%
11/2/2021Cambridge Investment Research Advisors Inc.91,761$4.68M0.0%N/A0.000%
10/27/2021 Aspiriant LLC19,316$984K0.1%N/A0.000%
(Data available from 1/1/2016 forward)

VOTE Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of VOTE shares?

During the previous two years, 35 institutional investors and hedge funds held shares of TCW Transform 500 ETF. The most heavily invested institutionals were JPMorgan Chase & Co. ($74.23M), Jordan Park Group LLC ($67.12M), Angeles Investment Advisors LLC ($56.43M), Betterment LLC ($44.14M), PNC Financial Services Group Inc. ($32.48M), Thrivent Financial for Lutherans ($20.97M), and Goldman Sachs Group Inc. ($19.47M).Learn more on VOTE's institutional investors.

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

Of the 34 institutional investors that purchased TCW Transform 500 ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: JPMorgan Chase & Co. ($1.11M), Angeles Investment Advisors LLC ($887.81K), PNC Financial Services Group Inc. ($410.30K), Goldman Sachs Group Inc. ($198.65K), Betterment LLC ($122.42K), Mutual Advisors LLC ($116.29K), and Values Added Financial LLC ($97.82K).

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

Institutional investors have bought a total of 3,485,635 shares in the last 24 months. This purchase volume represents approximately $169.11M in transactions.

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

Of the 13 institutional investors that sold TCW Transform 500 ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Jordan Park Group LLC ($91.56K), Mutual Advisors LLC ($39.73K), Cambridge Investment Research Advisors Inc. ($33.52K), Litman Gregory Wealth Management LLC ($9.73K), Values Added Financial LLC ($9.14K), Thrivent Financial for Lutherans ($8.73K), and Veritable L.P. ($7.55K).

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

Institutional investors have sold a total of 216,183 shares in the last 24 months. This volume of shares sold represents approximately $11.35M in transactions.


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This page (BATS:VOTE) was last updated on 4/24/2024 by MarketBeat.com Staff

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