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TCW Transform 500 ETF (VOTE) Institutional Ownership

TCW Transform 500 ETF logo
$73.59 +0.63 (+0.86%)
As of 07/3/2025
Compare

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

Number of
Institutional Buyers
(last 12 months)
39
Total
Institutional Inflows
(last 12 months)
$90.20M
Number of
Institutional Sellers
(last 12 months)
20
Total
Institutional Outflows
(last 12 months)
$45.26M
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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
5/29/2025Plum Street Advisors LLC24,493$1.60M0.8%+221.3%0.222%
5/16/2025Goldman Sachs Group Inc.376,316$24.61M0.0%+1.0%3.354%
5/16/2025Tolleson Wealth Management Inc.66,650$4.36M0.8%+0.5%0.604%
5/16/2025Angeles Investment Advisors LLC861,919$56.36M3.0%+12.6%7.807%
5/15/2025Focus Partners Advisor Solutions LLC4,896$320K0.0%+16.9%0.044%
5/15/2025Centric Wealth Management4,844$317K0.1%N/A0.044%
5/14/2025Phoenix Wealth Advisors60,809$3.98M1.7%-3.4%0.551%
5/14/2025Dorsey & Whitney Trust CO LLC182,749$11.95M0.7%-0.2%1.655%
5/13/2025Ethic Inc.196,977$12.94M0.3%+295.5%1.784%
5/12/2025Hirtle Callaghan & Co LLC16,528$1.08M0.0%+3.5%0.150%
5/9/2025PNC Financial Services Group Inc.843,901$55.18M0.0%+3.8%7.686%
5/7/2025Portland Global Advisors LLC4,675$306K0.0%-35.7%0.043%
5/6/2025Cetera Investment Advisers3,277$214K0.0%-26.2%0.030%
5/6/2025Advisor OS LLC7,508$491K0.1%N/A0.068%
5/2/2025Litman Gregory Wealth Management LLC197,062$12.89M1.1%+1.1%1.795%
5/1/2025A&I Financial Services LLC41,298$2.70M1.8%+6.4%0.376%
4/30/2025MJP Associates Inc. ADV7,508$491K0.1%N/A0.068%
4/30/2025Valeo Financial Advisors LLC9,756$638K0.0%-4.9%0.089%
4/29/2025Bank of New York Mellon Corp42,183$2.76M0.0%-8.2%0.384%
4/29/2025Values Added Financial LLC98,493$6.44M3.6%+0.7%0.897%
4/28/2025Mutual Advisors LLC127,218$8.22M0.2%+11.8%1.159%
4/28/2025Rossby Financial LCC497$32K0.0%N/A0.005%
4/25/2025Financial Insights Inc.106,023$6.93M2.8%-8.2%0.966%
4/24/2025Etesian Wealth Advisors Inc.8,199$536K0.2%+34.2%0.075%
4/22/2025Ridgecrest Wealth Partners LLC4,453$291K0.2%+31.8%0.041%
4/22/2025Cambridge Investment Research Advisors Inc.73,941$4.84M0.0%-5.3%0.673%
4/21/2025Aspiriant LLC93,543$6.12M0.2%+11.2%0.852%
4/17/2025Brighton Jones LLC21,613$1.41M0.0%+3.4%0.197%
3/5/2025Financial Insights Inc.115,513$7.95M3.1%+7.8%1.058%
2/18/2025Focus Partners Advisor Solutions LLC4,189$288K0.0%-47.6%0.043%
2/17/2025Two Sigma Investments LP28,000$1.93M0.0%N/A0.285%
2/17/2025Tolleson Wealth Management Inc.66,350$4.56M0.9%+452.9%0.674%
2/17/2025Pathstone Holdings LLC113,452$7.80M0.0%-1.0%1.153%
2/17/2025Ethic Inc.49,807$3.43M0.1%N/A0.506%
2/17/2025Cetera Investment Advisers4,440$305K0.0%-22.4%0.045%
2/14/2025Stifel Financial Corp8,876$611K0.0%+4.9%0.090%
2/13/2025Seeds Investor LLC12,126$834K0.2%+8.6%0.123%
2/13/2025Envestnet Asset Management Inc.4,152$286K0.0%-22.0%0.042%
2/12/2025Orion Portfolio Solutions LLC72,191$4.97M0.0%+8.4%0.734%
2/12/2025JPMorgan Chase & Co.602,943$41.47M0.0%-5.9%6.127%
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2/11/2025Modern Wealth Management LLC17,584$1.25M0.0%N/A0.179%
2/11/2025Woodmont Investment Counsel LLC4,344$299K0.0%+3.9%0.044%
2/11/2025Angeles Investment Advisors LLC765,439$52.65M2.5%+49.9%7.779%
2/11/2025LPL Financial LLC8,563$589K0.0%+121.0%0.087%
2/11/2025Millstone Evans Group LLC2,055$141K0.1%N/A0.021%
2/10/2025Thrivent Financial for Lutherans803,360$56.39M0.1%+1.1%8.164%
2/10/2025Commonwealth Equity Services LLC5,826$401K0.0%+18.9%0.059%
2/7/2025Sage Mountain Advisors LLC3,691$254K0.0%N/A0.038%
2/7/2025Dorsey & Whitney Trust CO LLC183,121$12.60M0.7%-1.3%1.861%
2/7/2025PNC Financial Services Group Inc.813,269$55.94M0.0%+9.4%8.265%
2/5/2025SVB Wealth LLC6,090$419K0.0%N/A0.062%
2/5/2025Sage Advisory Services Ltd.Co.10,746$739K0.4%+12.7%0.109%
2/5/2025A&I Financial Services LLC38,818$2.67M2.6%N/A0.394%
2/4/2025Bank of New York Mellon Corp45,928$3.16M0.0%-4.5%0.467%
1/31/2025Atria Wealth Solutions Inc.11,973$824K0.0%-20.7%0.122%
1/30/2025Values Added Financial LLC97,825$6.73M3.9%+2.4%0.994%
1/24/2025Litman Gregory Wealth Management LLC194,822$13.40M1.2%+2.9%1.980%
1/23/2025Caprock Group LLC4,575$315K0.0%-3.4%0.046%
1/21/2025Brighton Jones LLC20,904$1.44M0.0%-1.1%0.191%
1/17/2025Mutual Advisors LLC113,823$7.91M0.2%+8.7%1.157%
1/17/2025Phoenix Wealth Advisors62,959$4.33M1.9%+24.2%0.640%
1/16/2025Aspiriant LLC84,135$5.79M0.2%+39.1%0.855%
1/16/2025Breakwater Investment Management11,344$780K0.3%+3.9%0.115%
1/7/2025Diversified 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%
10/25/2024Mutual Advisors LLC104,670$7.09M0.2%+0.3%1.064%
10/23/2024Ballentine 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%
10/17/2024Aspiriant LLC60,493$4.06M0.2%+213.2%0.615%
10/7/2024Diversified 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%
8/6/2024Ballentine 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%
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7/17/2024Phoenix 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%
5/2/2024Mutual 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%
4/26/2024Financial Insights Inc.86,827$5.32M1.5%+17.6%0.877%
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%
(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, 56 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 ($56.39M), Angeles Investment Advisors LLC ($56.36M), PNC Financial Services Group Inc. ($55.18M), JPMorgan Chase & Co. ($41.47M), Goldman Sachs Group Inc. ($24.61M), and Ethic Inc. ($12.94M).Learn more on TCW Transform 500 ETF's institutional investors.

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

Of the 48 institutional investors that purchased TCW Transform 500 ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Angeles Investment Advisors LLC ($828.17K), PNC Financial Services Group Inc. ($563.52K), JPMorgan Chase & Co. ($285.24K), Goldman Sachs Group Inc. ($202.49K), Ethic Inc. ($196.98K), Thrivent Financial for Lutherans ($121.47K), and Values Added Financial LLC ($104.34K).

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

Institutional investors have bought a total of 1,342,735 shares in the last 24 months. This purchase volume represents approximately $90.20M in transactions.

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

Of the 20 institutional investors that sold TCW Transform 500 ETF's 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), JPMorgan Chase & Co. ($54.77K), Bank of New York Mellon Corp ($9.57K), Financial Insights Inc. ($9.49K), Cambridge Investment Research Advisors Inc. ($4.16K), Focus Partners Advisor Solutions LLC ($3.80K), and Dorsey & Whitney Trust CO LLC ($3.63K).

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

Institutional investors have sold a total of 674,724 shares in the last 24 months. This volume of shares sold represents approximately $45.26M in transactions.


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This page (BATS:VOTE) was last updated on 7/5/2025 by MarketBeat.com Staff
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