TCW Transform 500 ETFVOTEETF
13F holders, Q1 2024 (March 31)68holders
$61.25avg. 13F price*
At the end of Q1 2024, 68 institutions reported holding TCW Transform 500 ETF (VOTE) in their 13F filings. The largest holders were Angeles Investment Advisors, LLC ($64.3M), Betterment LLC ($59.8M) and JPMorgan Chase & Co. ($43.2M).
- Company
- TCW Transform 500 ETF
- CUSIP
- 29287L106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $2.1M |
| Exits | 5 | $67.9M |
Ownership 68 holders
| Angeles Investment Advisors, LLC | 3.42% | Add +3.5% | 1,050,387 | $64.3M |
| Betterment LLC | 0.16% | Add +1.1% | 975,704 | $59.8M |
| JPMorgan Chase & Co. | 0.00% | Reduce -58.1% | 705,768 | $43.2M |
| PNC Financial Services Group, Inc. | 0.03% | Add +18.1% | 689,560 | $42.2M |
| Thrivent Financial for Lutherans | 0.08% | Add +1.8% | 681,895 | $41.8M |
| National Philanthropic Trust | 0.64% | No change | 476,634 | $29.2M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -42.9% | 199,830 | $12.2M |
| Dorsey & Whitney Trust CO LLC | 0.79% | Add +23.2% | 187,719 | $11.5M |
| Litman Gregory Wealth Management LLC | 0.97% | Reduce -6.4% | 175,098 | $10.7M |
| Bank of America Corp. | 0.00% | Reduce -9.4% | 163,739 | $10.0M |
| Pathstone Holdings, LLC | 0.03% | No change | 114,627 | $7.0M |
| Mutual Advisors, LLC | 0.21% | Add +26.4% | 105,562 | $6.5M |
| Values Added Financial LLC | 4.57% | Add +2.4% | 95,701 | $5.9M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +11.5% | 88,286 | $5.4M |
| Financial Insights, Inc. | 1.53% | Add +17.6% | 86,827 | $5.3M |
| GTS Securities LLC | 0.09% | Add +396.5% | 54,076 | $3.3M |
| Phoenix Wealth Advisors | 2.00% | Reduce -1.2% | 53,716 | $3.3M |
| Bank of New York Mellon Corp | 0.00% | Add +28.8% | 53,398 | $3.3M |
| Susquehanna International Group, LLP | 0.00% | Reduce -19.1% | 34,067 | $2.1M |
| Moneta Group Investment Advisors LLC | 0.03% | Add +7.2% | 26,270 | $1.6M |
| Brighton Jones LLC | 0.05% | Add +0.0% | 21,124 | $1.3M |
| Tower Research Capital LLC (TRC) | 0.03% | Reduce -2.8% | 20,278 | $1.2M |
| Aspiriant, LLC | 0.05% | No change | 19,316 | $1.2M |
| Mission Wealth Management, LP | 0.03% | No change | 16,683 | $1.0M |
| Hirtle & Co., LLC | 0.05% | No change | 15,966 | $978K |
| Morgan Stanley | 0.00% | Add +10.1% | 15,108 | $925K |
| Sage Advisory Services, Ltd.Co. | 0.19% | Add +21.7% | 11,476 | $703K |
| Breakwater Investment Management | 0.30% | — | 10,775 | $660K |
| Kestra Advisory Services, LLC | 0.00% | Add +12.7% | 10,424 | $639K |
| Advisory Services Network, LLC | 0.01% | Add +35.8% | 10,356 | $634K |
| Valeo Financial Advisors, LLC | 0.02% | Add +14.0% | 10,348 | $612K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +92.5% | 9,369 | $574K |
| Portland Global Advisors LLC | 0.07% | Add +5.9% | 8,875 | $544K |
| Fiduciary Trust Co | 0.01% | No change | 8,045 | $493K |
| Orion Porfolio Solutions, LLC | 0.00% | New | 7,542 | $462K |
| Orion Portfolio Solutions, LLC | 0.00% | New | 7,542 | $462K |
| Per Stirling Capital Management, LLC. | 0.07% | New | 6,638 | $407K |
| Stephens Consulting, LLC | 0.12% | Add +11.3% | 6,499 | $398K |
| SVB Wealth LLC | 0.01% | No change | 6,090 | $373K |
| Creative Planning | 0.00% | Add +1.1% | 5,879 | $360K |
| Cetera Investment Advisers | 0.00% | New | 5,542 | $339K |
| Envestnet Asset Management Inc. | 0.00% | Add +23.0% | 5,149 | $315K |
| JMG Financial Group, Ltd. | 0.01% | No change | 4,982 | $305K |
| Seeds Investor LLC | 0.28% | Add +2.9% | 4,879 | $299K |
| Caprock Group, LLC | 0.02% | Add +0.7% | 4,706 | $288K |
| LPL Financial LLC | 0.00% | Add +4.3% | 4,657 | $285K |
| Woodmont Investment Counsel LLC | 0.02% | No change | 4,181 | $256K |
| Royal Bank of Canada | 0.00% | Add +4.2% | 4,165 | $255K |
| Capasso Planning Partners LLC | 0.10% | New | 4,134 | $253K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +0.0% | 3,708 | $227K |
| Parallel Advisors, LLC | 0.00% | No change | 1,993 | $122K |
| CIBC Private Wealth Group LLC | 0.00% | New | 1,488 | $91K |
| Capital Analysts, LLC | 0.00% | Add +0.3% | 981 | $60K |
| Blue Bell Private Wealth Management, LLC | 0.01% | No change | 923 | $57K |
| UBS Group AG | 0.00% | New | 599 | $37K |
| Osaic Holdings, Inc. | 0.00% | Add +4.5% | 510 | $31K |
| AdvisorNet Financial, Inc | 0.00% | Add +4.9% | 388 | $24K |
| Fairman Group, LLC | 0.02% | New | 332 | $20K |
| Mather Group, Llc. | 0.00% | New | 200 | $11K |
| GoalVest Advisory LLC | 0.00% | No change | 135 | $8K |
| US Bancorp \de | 0.00% | No change | 100 | $6K |
| Mine & Arao Wealth Creation & Management, LLC. | 0.00% | No change | 96 | $6K |
| Financial Connections Group, Inc. | 0.01% | Add +2.9% | 70 | $5K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +305.0% | 81 | $5K |
| Baldwin Wealth Partners LLC | 0.00% | No change | 50 | $3K |
| Ruedi Wealth Management, Inc. | 0.00% | Reduce -14.3% | 18 | $1K |
| Trust Co | 0.00% | New | 7 | $453 |
| FMR LLC | 0.00% | Reduce -98.9% | 1 | $61 |
"% of holder's portfolio" is VOTE's weight in each manager's 13F, not the share of TCW Transform 500 ETF the manager owns.