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TCW Transform 500 ETF (VOTE) Institutional Ownership

TCW Transform 500 ETF logo
$70.91 +0.68 (+0.96%)
As of 01/21/2025
Compare

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

Number of
Institutional Buyers
(last 12 months)
27
Total
Institutional Inflows
(last 12 months)
$90.50M
Number of
Institutional Sellers
(last 12 months)
12
Total
Institutional Outflows
(last 12 months)
$44.68M
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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
1/21/2025Brighton Jones LLC20,904$1.44M0.0%-1.1%0.212%
1/17/2025 Mutual Advisors LLC113,823$7.91M0.2%+8.7%1.157%
1/17/2025 Phoenix Wealth Advisors62,959$4.33M1.9%+24.2%0.640%
1/16/2025 Aspiriant LLC84,135$5.79M0.2%+39.1%0.855%
1/16/2025 Breakwater Investment Management11,344$780K0.3%+3.9%0.115%
1/7/2025 Diversified Trust Co9,578$659K0.0%+100.2%0.097%
12/26/2024JPMorgan Chase & Co.640,586$42.95M0.0%-2.6%6.510%
11/15/2024Orion Portfolio Solutions LLC66,574$4.46M0.1%+543.7%0.677%
11/15/2024Stifel Financial Corp8,462$567K0.0%N/A0.086%
11/8/2024PNC Financial Services Group Inc.743,107$49.82M0.0%+7.6%7.552%
11/7/2024Thrivent Financial for Lutherans794,765$53.28M0.1%+9.3%8.077%
11/6/2024Angeles Investment Advisors LLC510,784$34.24M1.8%-52.7%5.191%
10/28/2024Values Added Financial LLC95,570$6.41M4.0%+1.4%0.971%
10/25/2024 Mutual Advisors LLC104,670$7.09M0.2%+0.3%1.064%
10/23/2024 Ballentine Partners LLC29,623$1.99M0.0%+8.5%0.301%
10/23/2024Fairman Group LLC1,035$69K0.1%+43.4%0.011%
10/22/2024Litman Gregory Wealth Management LLC189,262$12.69M1.1%+8.6%1.923%
10/22/2024Financial Insights Inc.107,173$7.19M2.3%+7.0%1.089%
10/19/2024Stephens Consulting LLC5,844$392K0.1%-6.5%0.059%
10/18/2024Etesian Wealth Advisors Inc.6,110$410K0.2%N/A0.062%
10/17/2024 Aspiriant LLC60,493$4.06M0.2%+213.2%0.615%
10/7/2024 Diversified Trust Co4,784$321K0.0%N/A0.049%
8/13/2024Thrivent Financial for Lutherans727,023$46.22M0.1%+6.6%7.388%
8/9/2024Angeles Investment Advisors LLC1,080,609$68.71M3.5%+2.9%10.982%
8/7/2024Dorsey & Whitney Trust CO LLC186,849$11.88M0.8%-0.5%1.899%
8/6/2024Sage Advisory Services Ltd.Co.9,535$606K0.2%-16.9%0.097%
8/6/2024 Ballentine Partners LLC27,308$1.74M0.0%N/A0.278%
7/30/2024Values Added Financial LLC94,239$5.99M4.3%-1.5%0.958%
7/30/2024Litman Gregory Wealth Management LLC174,350$11.09M1.0%-0.4%1.772%
7/30/2024Stephens Consulting LLC6,248$397K0.1%-3.9%0.063%
7/29/2024Fairman Group LLC722$46K0.0%+117.5%0.007%
7/26/2024Bank of New York Mellon Corp49,756$3.16M0.0%-6.8%0.506%
7/17/2024 Phoenix Wealth Advisors52,583$3.34M1.7%-2.1%0.534%
7/16/2024Financial Insights Inc.100,180$6.37M1.8%+15.4%1.018%
5/9/2024Dorsey & Whitney Trust CO LLC187,719$11.50M0.8%+23.2%1.908%
5/9/2024Portland Global Advisors LLC8,875$544K0.1%+5.9%0.090%
5/2/2024 Mutual Advisors LLC105,562$6.47M0.2%+26.4%1.073%
4/27/2024 Phoenix Wealth Advisors53,716$3.29M2.0%-1.2%0.543%
4/26/2024Sage Advisory Services Ltd.Co.11,476$703K0.2%+21.7%0.116%
4/26/2024Financial Insights Inc.86,827$5.32M1.5%+17.6%0.877%
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4/25/2024Values Added Financial LLC95,701$5.86M4.6%+2.4%0.967%
4/25/2024Valeo Financial Advisors LLC10,348$612K0.0%+14.0%0.105%
4/25/2024Cambridge Investment Research Advisors Inc.88,286$5.41M0.0%+11.5%0.892%
4/24/2024Capasso Planning Partners LLC4,134$253K0.1%N/A0.042%
4/17/2024Stephens 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%
1/30/2024 Phoenix Wealth Advisors54,385$3.00M2.1%+78.5%0.549%
1/29/2024Valeo Financial Advisors LLC9,077$505K0.0%+25.5%0.092%
1/25/2024Financial Insights Inc.73,861$4.11M1.3%+21.2%0.746%
1/19/2024Woodmont Investment Counsel LLC4,181$233K0.0%N/A0.042%
1/18/2024Values Added Financial LLC93,427$5.20M4.3%-8.9%0.944%
1/12/2024 Mutual 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%
7/31/2023 Mutual 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%
7/21/2023Stephens Consulting LLC6,132$316K0.1%-19.7%0.068%
7/13/2023 Phoenix 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%
5/11/2023Hirtle Callaghan & Co LLC17,568$836K0.0%+18.5%0.197%
5/5/2023 Phoenix 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%
4/17/2023Annapolis Financial Services LLC723$34K0.0%N/A0.008%
4/17/2023Valeo Financial Advisors LLC7,235$344K0.0%N/A0.085%
4/11/2023 Mutual Advisors LLC99,801$4.75M0.2%+5.7%1.171%
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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%
2/6/2023 Phoenix Wealth Advisors30,880$1.37M0.8%-9.0%0.000%
1/23/2023CAPROCK Group Inc.4,624$204K0.0%N/A0.000%
1/20/2023Stephens Consulting LLC7,639$338K0.2%-3.6%0.000%
(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, 40 institutional investors and hedge funds held shares of TCW Transform 500 ETF. The most heavily invested institutionals were Jordan Park Group LLC ($67.12M), Thrivent Financial for Lutherans ($53.28M), PNC Financial Services Group Inc. ($49.82M), Betterment LLC ($44.14M), JPMorgan Chase & Co. ($42.95M), Angeles Investment Advisors LLC ($34.24M), 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 35 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 ($477.03K), PNC Financial Services Group Inc. ($462.73K), Goldman Sachs Group Inc. ($198.65K), Thrivent Financial for Lutherans ($155.23K), Betterment LLC ($122.42K), and Dorsey & Whitney Trust CO LLC ($102.45K).

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

Institutional investors have bought a total of 3,166,779 shares in the last 24 months. This purchase volume represents approximately $167.12M in transactions.

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

Of the 19 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: Angeles Investment Advisors LLC ($569.83K), Jordan Park Group LLC ($91.56K), Mutual Advisors LLC ($39.73K), JPMorgan Chase & Co. ($17.13K), Cambridge Investment Research Advisors Inc. ($15.35K), Values Added Financial LLC ($10.60K), and Veritable L.P. ($7.55K).

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

Institutional investors have sold a total of 780,257 shares in the last 24 months. This volume of shares sold represents approximately $49.88M in transactions.


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This page (BATS:VOTE) was last updated on 1/22/2025 by MarketBeat.com Staff
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