Who Owns TCW Transform 500 ETF (VOTE)?Hedge Fund & Institutional Holders

$77.72-0.47 (-0.60%)Financial ServicesNASDAQ

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$1.2615385000642615e+190T

% of Float Held

—

QoQ Change in Holders

+14 / -4

Price History

$58.20$64.10$70.00$75.89$81.79Aug 24May 25Mar 26

VOTE — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
THRIVENT FINANCIAL FOR LUTHERANSNew Position+775K+$62.0M
Ethic Inc.New Position+366K+$29.3M
Litman Gregory Wealth Management LLCNew Position+176K+$14.0M
ASPIRIANT, LLCNew Position+131K+$10.5M
Mutual Advisors, LLCNew Position+125K+$10.0M
Values Added Financial LLCNew Position+87K+$6.9M
Betterment LLCIncreased+16K+$4.0M
Gateway Wealth Partners, LLCNew Position+49K+$3.9M
A&I FINANCIAL SERVICES, LLCNew Position+45K+$3.6M
Bank of New York Mellon CorpNew Position+40K+$3.0M
Phoenix Wealth AdvisorsNew Position+33K+$2.6M
Ballentine Partners, LLCNew Position+30K+$2.4M
MISSION WEALTH MANAGEMENT, LPNew Position+17K+$1.0M
COMMONWEALTH EQUITY SERVICES, LLCNew Position+13K+$1.0M
Etesian Wealth Advisors, Inc.New Position+12K+$965K

VOTE — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
JPMORGAN CHASE & CODecreased-42K-$44.7B
GOLDMAN SACHS GROUP INCDecreased-13K-$30.7B
Pathstone Holdings, LLCDecreased-470-$8.8B
Arax Advisory PartnersClosed Position-165K-$6.8B
MONETA GROUP INVESTMENT ADVISORS LLCDecreased-2K-$2.6B
BRIGHTON JONES LLCClosed Position-22K-$1.7B
STIFEL FINANCIAL CORPDecreased-139-$698.7M
Focus Partners Advisor Solutions, LLCDecreased-681-$481.3M
SUSQUEHANNA INTERNATIONAL GROUP, LLPClosed Position-5K-$400.0M
Rossby Financial, LCCDecreased-14-$87.2M
ROYAL BANK OF CANADADecreased-397-$86.0M
Russell Investments Group, Ltd.Decreased-15-$36.4M
US BANCORP \DE\Decreased-25-$5.9M
Financial Life PlannersClosed Position-4-$319K
Cambridge Investment Research Advisors, Inc.Decreased-2K-$47K

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Betterment LLC1,572,590$126.2M0.24%Share
2PNC FINANCIAL SERVICES GROUP, INC.1,064,481$85.0M0.05%Share
3Angeles Investment Advisors, LLC801,039$64.3M4.29%Share
4THRIVENT FINANCIAL FOR LUTHERANS775,453$62.0M0.11%Share
5JPMORGAN CHASE & CO528,251$42.0M0.00%Share
6Ethic Inc.365,507$29.3M0.45%Share
7Dorsey & Whitney Trust CO LLC189,410$15.0M0.79%Share
8GOLDMAN SACHS GROUP INC192,152$15.0M0.00%Share
9Litman Gregory Wealth Management LLC176,249$14.0M1.02%Share
10GOLDMAN SACHS GROUP INC186,088$14.0M0.00%Share
11BANK OF AMERICA CORP /DE/169,000$13.0M0.00%Share
12Orion Porfolio Solutions, LLC162,935$13.0M0.10%Share
13ASPIRIANT, LLC130,776$10.5M0.30%Share
14Mutual Advisors, LLC125,146$10.0M0.22%Share
15MORGAN STANLEY121,481$9.0M0.00%Share
16Pathstone Holdings, LLC111,150$8.0M0.03%Share
17Values Added Financial LLC86,620$6.9M2.93%Share
18Cambridge Investment Research Advisors, Inc.75,376$6.0M0.02%Share
19Tolleson Wealth Management, Inc.67,303$5.4M0.78%Share
20Gateway Wealth Partners, LLC48,962$3.9M0.44%Share
21A&I FINANCIAL SERVICES, LLC45,105$3.6M1.72%Share
22Bank of New York Mellon Corp40,022$3.0M0.00%Share
23Plum Street Advisors, LLC33,941$2.7M0.97%Share
24Phoenix Wealth Advisors32,677$2.6M1.01%Share
25Ballentine Partners, LLC29,820$2.4M0.03%Share
26Modern Wealth Management, LLC28,367$2.3M0.04%Share
27MONETA GROUP INVESTMENT ADVISORS LLC32,133$2.0M0.02%Share
28LPL Financial LLC28,778$2.0M0.00%Share
29Hirtle Callaghan & Co LLC16,911$1.4M0.05%Share
30SEEDS INVESTOR LLC16,132$1.3M0.25%Share
31Creative Planning16,820$1.0M0.00%Share
32MISSION WEALTH MANAGEMENT, LP16,846$1.0M0.02%Share
33OSAIC HOLDINGS, INC.15,622$1.0M0.00%Share
34COMMONWEALTH EQUITY SERVICES, LLC13,407$1.0M0.00%Share
35Kestra Advisory Services, LLC17,934$1.0M0.00%Share
36Etesian Wealth Advisors, Inc.12,038$965K0.30%Share
37Breakwater Investment Management11,396$914K0.33%Share
38Sage Advisory Services, Ltd.Co.10,494$842K0.46%Share
39Diversified Trust Co9,578$768K0.01%Share
40Ashton Thomas Private Wealth, LLC8,455$678K0.02%Share
41Valeo Financial Advisors, LLC8,451$677K0.02%Share
42Premier Financial Group8,050$649K0.17%Share
43Sonoma Allocations LLC7,961$649K0.22%Share
44MJP ASSOCIATES INC /ADV7,979$640K0.08%Share
45Advisor OS, LLC7,979$640K0.05%Share
46ALPHA CAPITAL ADVISORS INC /ADV7,214$588K0.55%Share
47Per Stirling Capital Management, LLC.5,969$478K0.05%Share
48RAINIER FAMILY WEALTH INC5,302$425K0.32%Share
49RIDGECREST WEALTH PARTNERS, LLC5,028$403K0.22%Share
50Pearl Planning LLC4,761$381K0.23%Share

VOTE Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202596$594.4M+39
Q3 202557$312.9B-17
Q2 202574$353.4B-7
Q1 202581$299.6B+16
Q4 202465$33.4T+5
Q3 202460$173.9T+8
Q2 202452$195.6T+4
Q1 202448$176.7T—

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As of Q4 2025, 50 institutional investors hold VOTE (TCW Transform 500 ETF). The largest holder is Betterment LLC with $126.2M in shares. This quarter, 14 institutions opened new positions and 4 closed their positions.

Frequently Asked Questions

How many hedge funds own VOTE?

As of Q4 2025, 50 institutional investors report holding VOTE (TCW Transform 500 ETF) in their 13F filings.

Who is the largest institutional holder of VOTE?

The largest institutional holder of VOTE is Betterment LLC with $126.2M in shares.

Is institutional ownership of VOTE increasing or decreasing?

This quarter, 14 institutions opened new positions in VOTE and 4 closed their positions.