TCW Transform 500 ETFVOTEETF
13F holders, Q2 2026 (June 30)112holders −1
10new positions
8sold out
1famous investor
$88.14avg. 13F price*
At the end of Q2 2026, 112 institutions reported holding TCW Transform 500 ETF (VOTE) in their 13F filings, down 1 from Q1 2026. 10 opened new positions and 8 sold out. The largest holders were Betterment LLC ($142.9M), PNC Financial Services Group, Inc. ($105.7M) and Angeles Investment Advisors, LLC ($78.4M). One famous investor held it Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- TCW Transform 500 ETF
- Filed as
- TCW ETF TRUST (Q2 2026)
- CUSIP
- 29287L106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $2.0M |
| Exits | 8 | $1.8M |
All 13F filers, Q1 2026 → Q2 2026: 412,617 shares bought and 372,147 shares sold, net +40,470 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 112 holders
| Betterment LLC | 0.24% | Add +0.3% | 1,620,553 | $142.9M |
| PNC Financial Services Group, Inc. | 0.05% | Add +1.6% | 1,199,264 | $105.7M |
| Angeles Investment Advisors, LLC | 4.71% | Add +16.3% | 889,414 | $78.4M |
| Thrivent Financial for Lutherans | 0.12% | Add +0.2% | 790,935 | $69.7M |
| Fund Evaluation Group, LLC | 1.22% | Add +18.6% | 512,574 | $45.2M |
| National Philanthropic Trust | 0.61% | No change | 476,634 | $42.0M |
| Goldman Sachs Group Inc. | 0.00% | Add +3.6% | 391,401 | $34.5M |
| JPMorgan Chase & Co. | 0.00% | Reduce -19.2% | 282,396 | $24.7M |
| Orion Porfolio Solutions, LLC | 0.14% | Add +21.9% | 211,498 | $18.6M |
| Ethic Inc. | 0.21% | Reduce -44.0% | 194,114 | $17.1M |
| Dorsey & Whitney Trust CO LLC | 0.80% | No change | 186,983 | $16.5M |
| Bank of America Corp. | 0.00% | Reduce -0.1% | 185,599 | $16.4M |
| Aspiriant, LLC | 0.36% | Add +26.9% | 167,619 | $14.8M |
| Beacon Pointe Advisors, LLC | 0.07% | Reduce -0.3% | 160,262 | $14.1M |
| Morgan Stanley | 0.00% | Add +6.5% | 141,392 | $12.5M |
| Mutual Advisors, LLC | 0.21% | Reduce -0.9% | 123,719 | $10.9M |
| Pathstone Holdings, LLC | 0.03% | Reduce -0.5% | 110,650 | $9.8M |
| Values Added Financial LLC | 2.73% | Add +2.3% | 85,748 | $7.6M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -6.3% | 64,726 | $5.7M |
| Susquehanna International Group, LLP | 0.00% | Add +64.5% | 63,084 | $5.6M |
| Gateway Wealth Partners, LLC | 0.27% | Reduce -48.9% | 51,211 | $4.5M |
| Financial Insights, Inc. | 1.12% | Reduce -7.5% | 46,806 | $4.1M |
| Modern Wealth Management, LLC | 0.05% | Add +48.9% | 46,340 | $4.1M |
| Moneta Group Investment Advisors LLC | 0.03% | Add +31.8% | 42,809 | $3.8M |
| A&I Financial Services, LLC | 1.63% | Reduce -3.2% | 42,458 | $3.7M |
| Bank of New York Mellon Corp | 0.00% | Reduce -2.9% | 40,133 | $3.5M |
| Plum Street Advisors, LLC | 0.95% | Reduce -1.5% | 33,640 | $3.0M |
| Ballentine Partners, LLC | 0.03% | No change | 29,820 | $2.6M |
| LPL Financial LLC | 0.00% | Reduce -8.0% | 27,607 | $2.4M |
| Brighton Jones LLC | 0.04% | Add +0.2% | 21,818 | $1.9M |
| Fairman Group, LLC | 1.46% | Add +0.2% | 21,118 | $1.9M |
| Kestra Advisory Services, LLC | 0.01% | Add +4.7% | 18,856 | $1.7M |
| Seeds Investor LLC | 0.17% | Add +1.0% | 18,747 | $1.7M |
| Hirtle & Co., LLC | 0.05% | No change | 16,911 | $1.5M |
| Mission Wealth Management, LP | 0.02% | Reduce -1.3% | 16,636 | $1.5M |
| Jordan Park Group LLC | 0.07% | New | 16,522 | $1.5M |
| Osaic Holdings, Inc. | 0.00% | Add +4.6% | 16,255 | $1.4M |
| Phoenix Wealth Advisors | 0.48% | Reduce -1.8% | 16,024 | $1.4M |
| Tolleson Wealth Management, Inc. | 0.19% | Reduce -76.7% | 15,828 | $1.4M |
| Etesian Wealth Advisors, Inc. | 0.35% | Reduce -1.8% | 13,489 | $1.2M |
| Sonoma Allocations LLC | 0.32% | Add +25.2% | 11,564 | $1.0M |
| Rockefeller Capital Management L.P. | 0.00% | No change | 11,137 | $982K |
| Sage Advisory Services, Ltd.Co. | 0.45% | Reduce -2.5% | 10,361 | $914K |
| Breakwater Investment Management | 0.31% | Reduce -10.4% | 10,212 | $900K |
| Creative Planning | 0.00% | Reduce -1.6% | 10,126 | $893K |
| Diversified Trust Co. | 0.01% | No change | 9,578 | $844K |
| Stifel Financial Corp. | 0.00% | Add +1.4% | 9,286 | $819K |
| Valeo Financial Advisors, LLC | 0.02% | No change | 8,451 | $745K |
| Fiduciary Trust Co | 0.01% | No change | 8,420 | $742K |
| Ashton Thomas Private Wealth, LLC | 0.02% | Reduce -1.7% | 8,309 | $733K |
| Premier Financial Group | 0.14% | Add +0.3% | 8,089 | $713K |
| MJP Associates Inc. | 0.08% | Reduce -2.6% | 7,935 | $700K |
| Advisor OS, LLC | 0.05% | Reduce -2.6% | 7,935 | $700K |
| Alpha Capital Advisors Inc. | 0.55% | No change | 7,214 | $636K |
| FMR LLC | 0.00% | Add +691.1% | 6,724 | $593K |
| CIBC Bancorp USA Inc. | 0.00% | No change | 6,456 | $569K |
| Per Stirling Capital Management, LLC. | 0.05% | Reduce -1.9% | 5,899 | $520K |
| Rainier Family Wealth Inc. | 0.27% | No change | 5,420 | $478K |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.2% | 5,054 | $446K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Add +1.4% | 5,043 | $445K |
| Pearl Planning LLC | 0.19% | No change | 4,761 | $420K |
| Caprock Group, LLC | 0.01% | Add +0.3% | 4,649 | $410K |
| Ridgecrest Wealth Partners, LLC | 0.17% | Reduce -16.6% | 4,110 | $362K |
| AQR Capital Management | 0.00% | No change | 3,892 | $343K |
| Sage Mountain Advisors LLC | 0.02% | No change | 3,691 | $325K |
| Portland Global Advisors LLC | 0.03% | Reduce -10.0% | 3,621 | $319K |
| Krilogy Financial LLC | 0.01% | Add +0.3% | 3,350 | $295K |
| DWR Wealth Management, LLC | 0.22% | Add +2.8% | 3,289 | $287K |
| Schneider Downs Wealth Management Advisors, LP | 0.03% | No change | 3,175 | $280K |
| UBS Group AG | 0.00% | Add +2.2% | 2,986 | $263K |
| Rossby Financial, LCC | 0.05% | Add +12.0% | 2,935 | $259K |
| Raymond James Financial Inc. | 0.00% | Reduce -10.2% | 2,752 | $243K |
| Arax Advisory Partners | 0.00% | New | 2,589 | $228K |
| EP Wealth Advisors, LLC | 0.00% | New | 2,507 | $221K |
| Wells Fargo & Company | 0.00% | Reduce -70.4% | 2,248 | $198K |
| Millstone Evans Group, LLC | 0.09% | No change | 1,936 | $171K |
| Wolff Wiese Magana LLC | 0.06% | No change | 1,551 | $137K |
| AdvisorNet Financial, Inc | 0.01% | Add +2.2% | 1,452 | $128K |
| Farther Finance Advisors, LLC | 0.00% | No change | 1,179 | $104K |
| Capital Analysts, LLC | 0.00% | Add +0.2% | 1,006 | $89K |
| Blue Bell Private Wealth Management, LLC | 0.01% | No change | 923 | $81K |
| Royal Bank of Canada | 0.00% | Reduce -75.7% | 908 | $80K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +3.6% | 855 | $75K |
| SHP Wealth Management | 0.00% | No change | 646 | $57K |
| Frankly Finances, LLC | 0.04% | New | 549 | $48K |
| Ameriflex Group, Inc. | 0.02% | New | 513 | $45K |
| National Bank of Canada | 0.00% | No change | 500 | $44K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -3.0% | 425 | $37K |
| Napier Financial, LLC | 0.01% | No change | 420 | $37K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 315 | $28K |
| Downshift Financial, LLC | 0.01% | New | 252 | $22K |
| Vanguard Advisers Inc. | 0.00% | Add +4.2% | 248 | $22K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | No change | 232 | $20K |
| Mather Group, Llc. | 0.00% | No change | 200 | $18K |
| Maseco LLP | 0.00% | No change | 181 | $16K |
| Assetmark, Inc. | 0.00% | Add +14.4% | 151 | $13K |
| GoalVest Advisory LLC | 0.00% | No change | 135 | $12K |
| Blueline Advisors LLC | 0.01% | No change | 117 | $10K |
| Bogart Wealth, LLC | 0.00% | No change | 84 | $7K |
| US Bancorp \de | 0.00% | No change | 50 | $4K |
"% of holder's portfolio" is VOTE's weight in each manager's 13F, not the share of TCW Transform 500 ETF the manager owns.