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TCW Transform 500 ETF (VOTE) Institutional Ownership

TCW Transform 500 ETF logo
$66.93
+0.30 (+0.45%)
(As of 11/1/2024 ET)
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Institutional Ownership Changes (13F Filings) for TCW Transform 500 ETF (BATS:VOTE)

Number of
Institutional Buyers
(last 12 months)
25
Total
Institutional Inflows
(last 12 months)
$76.32M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$8.14M
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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
10/28/2024 Values 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%
10/23/2024 Fairman Group LLC1,035$69K0.1%+43.4%0.011%
10/22/2024 Litman Gregory Wealth Management LLC189,262$12.69M1.1%+8.6%1.923%
10/22/2024 Financial 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%
10/17/2024Aspiriant 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%
7/30/2024 Values Added Financial LLC94,239$5.99M4.3%-1.5%0.958%
7/30/2024 Litman Gregory Wealth Management LLC174,350$11.09M1.0%-0.4%1.772%
7/30/2024Stephens Consulting LLC6,248$397K0.1%-3.9%0.063%
7/29/2024 Fairman Group LLC722$46K0.0%+117.5%0.007%
7/26/2024Bank of New York Mellon Corp49,756$3.16M0.0%-6.8%0.506%
7/17/2024Phoenix Wealth Advisors52,583$3.34M1.7%-2.1%0.534%
7/16/2024 Financial 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%
4/27/2024Phoenix 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%
4/26/2024 Financial Insights Inc.86,827$5.32M1.5%+17.6%0.877%
4/25/2024 Values Added Financial LLC95,701$5.86M4.6%+2.4%0.967%
4/25/2024 Valeo Financial Advisors LLC10,348$612K0.0%+14.0%0.105%
4/25/2024 Cambridge 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%
2/9/2024 Cambridge 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%
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2/8/2024Jordan Park Group LLC1,206,696$67.12M4.6%-5.7%12.189%
2/5/2024 Brighton 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%
1/31/2024 Litman 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%
1/25/2024 Financial Insights Inc.73,861$4.11M1.3%+21.2%0.746%
1/19/2024 Woodmont Investment Counsel LLC4,181$233K0.0%N/A0.042%
1/18/2024 Values 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%
10/24/2023 Cambridge 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%
7/24/2023 Values Added Financial LLC97,816$5.05M4.7%N/A1.080%
7/21/2023 Creative Planning6,273$324K0.0%-40.9%0.069%
7/21/2023Stephens Consulting LLC6,132$316K0.1%-19.7%0.068%
7/13/2023Phoenix Wealth Advisors30,825$1.59M0.9%-2.1%0.340%
7/13/2023 Cambridge 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%
5/11/2023 Cambridge 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%
5/5/2023Phoenix Wealth Advisors31,474$1.50M0.9%+1.9%0.352%
4/25/2023Parallel Advisors LLC1,992$95K0.0%-52.6%0.022%
4/18/2023 Financial 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%
4/11/2023 Mutual 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%
2/10/2023 Financial 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%
2/8/2023 Cambridge 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%
1/20/2023Stephens Consulting LLC7,639$338K0.2%-3.6%0.000%
1/18/2023 Litman Gregory Wealth Management LLC202,369$8.95M1.3%+2.4%0.000%
1/12/2023 Mutual Advisors LLC94,411$4.18M0.2%+46.3%0.000%
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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%
11/3/2022 Mutual Advisors LLC64,528$2.68M0.1%+108.9%0.000%
11/3/2022 Creative 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%
10/27/2022 Financial Insights Inc.20,355$847K0.6%+29.9%0.000%
10/17/2022 Cambridge Investment Research Advisors Inc.94,505$3.93M0.0%-1.2%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, 37 institutional investors and hedge funds held shares of TCW Transform 500 ETF. The most heavily invested institutionals were JPMorgan Chase & Co. ($74.23M), Angeles Investment Advisors LLC ($68.71M), Jordan Park Group LLC ($67.12M), Thrivent Financial for Lutherans ($46.22M), Betterment LLC ($44.14M), PNC Financial Services Group Inc. ($32.48M), 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 ($918.03K), PNC Financial Services Group Inc. ($410.30K), Goldman Sachs Group Inc. ($198.65K), Betterment LLC ($122.42K), Mutual Advisors LLC ($107.75K), 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 3,448,735 shares in the last 24 months. This purchase volume represents approximately $172.85M in transactions.

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

Of the 16 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. ($15.35K), Values Added Financial LLC ($10.60K), Thrivent Financial for Lutherans ($8.73K), Veritable L.P. ($7.55K), and Phoenix Wealth Advisors ($7.04K).

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

Institutional investors have sold a total of 201,825 shares in the last 24 months. This volume of shares sold represents approximately $10.88M in transactions.


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This page (BATS:VOTE) was last updated on 11/2/2024 by MarketBeat.com Staff
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