TCW TRANSFORM 500 ETF VOTE
$87.90
-0.1% 52w: $73.99 – $89.27
Latest 13F among current holders filed 27 days ago (Aug 6, 2026)
Price — last 12 months
research preview data73.9981.6389.27
Aug 18, 2025 Jul 2, 2026
Institutional holders
113
+13 QoQ
13F value
$659.4M
+0.2% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns VOTE?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Betterment LLC | Wealth advisor | 1.6M | $123.3M | 0.2% | +2.7% |
| PNC FINANCIAL SERVICES GROUP, INC. | Diversified mechanical | 1.2M | $90.1M | 0.1% | +8.1% |
| Thrivent Financial for Lutherans | Diversified mechanical | 789.5K | $60.2M | 0.1% | +1.8% |
| Angeles Investment Advisors, LLC | Wealth advisor | 764.7K | $58.3M | — | -4.5% |
| National Philanthropic Trust | Other | 476.6K | $36.4M | 0.4% | Held |
| Fund Evaluation Group, LLC | Wealth advisor | 432.3K | $33.0M | — | New |
| GOLDMAN SACHS GROUP INC | Bank broker | 377.8K | $28.8M | 0.0% | -0.1% |
| Ethic Inc. | Diversified mechanical | 346.3K | $26.4M | 0.4% | -5.2% |
| JPMORGAN CHASE & CO | Bank broker | 349.5K | $25.9M | 0.0% | -33.9% |
| Dorsey & Whitney Trust CO LLC | Other | 187.0K | $14.3M | 0.8% | -1.3% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 185.8K | $14.2M | 0.0% | +5.2% |
| Orion Porfolio Solutions, LLC | Wealth advisor | 173.6K | $13.2M | 0.1% | +6.5% |
| Beacon Pointe Advisors, LLC | Wealth advisor | 160.8K | $12.3M | 0.1% | New |
| MORGAN STANLEY | Bank broker | 132.7K | $10.1M | 0.0% | +6.5% |
| ASPIRIANT, LLC | Wealth advisor | 132.0K | $10.1M | 0.3% | +1.0% |
| Mutual Advisors, LLC | Wealth advisor | 124.9K | $9.5M | 0.2% | -0.2% |
| Pathstone Holdings, LLC | Diversified mechanical | 111.2K | $8.5M | 0.0% | Held |
| Gateway Wealth Partners, LLC | Wealth advisor | 100.2K | $7.6M | 0.3% | +104.6% |
| Values Added Financial LLC | Wealth advisor | 83.8K | $6.4M | — | -3.3% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 69.0K | $5.3M | 0.0% | -8.4% |
| Tolleson Wealth Management, Inc. | Wealth advisor | 67.8K | $5.2M | 0.8% | +0.8% |
| Financial Insights, Inc. | Wealth advisor | 50.6K | $3.9M | — | -4.9% |
| Contango Wealth Management LLC | Wealth advisor | 50.2K | $3.8M | — | -39.4% |
| A&I FINANCIAL SERVICES, LLC | Wealth advisor | 43.8K | $3.3M | 1.6% | -2.8% |
| Bank of New York Mellon Corp | Diversified mechanical | 41.3K | $3.2M | 0.0% | +3.3% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 38.3K | $2.9M | 0.0% | New |
| Plum Street Advisors, LLC | Wealth advisor | 34.2K | $2.6M | 0.9% | +0.6% |
| MONETA GROUP INVESTMENT ADVISORS LLC | Wealth advisor | 32.5K | $2.5M | 0.0% | +1.1% |
| Modern Wealth Management, LLC | Wealth advisor | 31.1K | $2.4M | 0.0% | +9.7% |
| LPL Financial LLC | Bank broker | 30.0K | $2.3M | 0.0% | +4.3% |
| Ballentine Partners, LLC | Wealth advisor | 29.8K | $2.3M | 0.0% | Held |
| BRIGHTON JONES LLC | Other | 21.8K | $1.7M | 0.0% | New |
| Fairman Group, LLC | Wealth advisor | 21.1K | $1.6M | 1.4% | +813.0% |
| SEEDS INVESTOR LLC | Wealth advisor | 18.6K | $1.5M | 0.2% | +15.0% |
| Kestra Advisory Services, LLC | Wealth advisor | 18.0K | $1.4M | 0.0% | +0.5% |
| Hirtle & Co., LLC | Wealth advisor | 16.9K | $1.3M | 0.1% | Held |
| MISSION WEALTH MANAGEMENT, LP | Wealth advisor | 16.8K | $1.3M | 0.0% | Held |
| Phoenix Wealth Advisors | Wealth advisor | 16.3K | $1.2M | — | -50.1% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 15.5K | $1.2M | 0.0% | -0.5% |
| Etesian Wealth Advisors, Inc. | Wealth advisor | 13.7K | $1.0M | 0.3% | +14.1% |
| Breakwater Investment Management | Wealth advisor | 11.4K | $870K | 0.3% | Held |
| Rockefeller Capital Management L.P. | Diversified mechanical | 11.1K | $850K | 0.0% | +145.4% |
| Sage Advisory Services, Ltd.Co. | Wealth advisor | 10.6K | $811K | — | +1.3% |
| Creative Planning | Wealth advisor | 10.3K | $785K | 0.0% | -38.8% |
| Diversified Trust Co | Other | 9.6K | $731K | 0.0% | Held |
| Sonoma Allocations LLC | Wealth advisor | 9.2K | $714K | 0.2% | +16.1% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 9.2K | $698K | 0.0% | +4.5% |
| Ashton Thomas Private Wealth, LLC | Wealth advisor | 8.5K | $645K | 0.0% | Held |
| Valeo Financial Advisors, LLC | Wealth advisor | 8.5K | $645K | 0.0% | Held |
| Fiduciary Trust Co | Other | 8.4K | $642K | 0.0% | Held |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.