TCW Transform 500 ETFVOTEETF
13F holders, Q2 2024 (June 30)70holders +2
6new positions
4sold out
1famous investor
$63.58avg. 13F price*
At the end of Q2 2024, 70 institutions reported holding TCW Transform 500 ETF (VOTE) in their 13F filings, up 2 from Q1 2024. 6 opened new positions and 4 sold out. The largest holders were Betterment LLC ($75.5M), Angeles Investment Advisors, LLC ($68.7M) and Thrivent Financial for Lutherans ($46.2M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- TCW Transform 500 ETF
- Filed as
- TCW ETF TRUST (Q2 2024)
- CUSIP
- 29287L106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $3.2M |
| Exits | 4 | $1.4M |
All 13F filers, Q1 2024 → Q2 2024: 565,867 shares bought and 117,311 shares sold, net +448,556 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 70 holders
| Betterment LLC | 0.20% | Add +21.7% | 1,187,388 | $75.5M |
| Angeles Investment Advisors, LLC | 3.50% | Add +2.9% | 1,080,609 | $68.7M |
| Thrivent Financial for Lutherans | 0.09% | Add +6.6% | 727,023 | $46.2M |
| PNC Financial Services Group, Inc. | 0.03% | Add +0.2% | 690,677 | $43.9M |
| JPMorgan Chase & Co. | 0.00% | Reduce -6.8% | 657,715 | $41.8M |
| National Philanthropic Trust | 0.58% | No change | 476,634 | $30.3M |
| Goldman Sachs Group Inc. | 0.00% | Add +89.1% | 377,910 | $24.0M |
| Dorsey & Whitney Trust CO LLC | 0.82% | Reduce -0.5% | 186,849 | $11.9M |
| Litman Gregory Wealth Management LLC | 0.98% | Reduce -0.4% | 174,350 | $11.1M |
| Bank of America Corp. | 0.00% | Add +0.1% | 163,865 | $10.4M |
| Pathstone Holdings, LLC | 0.03% | No change | 114,627 | $7.3M |
| Mutual Advisors, LLC | 0.20% | Reduce -1.2% | 104,342 | $6.6M |
| Financial Insights, Inc. | 1.77% | Add +15.4% | 100,180 | $6.4M |
| Values Added Financial LLC | 4.32% | Reduce -1.5% | 94,239 | $6.0M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -7.1% | 81,978 | $5.2M |
| Phoenix Wealth Advisors | 1.68% | Reduce -2.1% | 52,583 | $3.3M |
| Bank of New York Mellon Corp | 0.00% | Reduce -6.8% | 49,756 | $3.2M |
| GTS Securities LLC | 0.06% | Reduce -19.9% | 43,307 | $2.8M |
| Ballentine Partners, LLC | 0.03% | New | 27,308 | $1.7M |
| Moneta Group Investment Advisors LLC | 0.02% | Reduce -8.0% | 24,162 | $1.5M |
| Susquehanna International Group, LLP | 0.00% | Reduce -31.0% | 23,505 | $1.5M |
| Brighton Jones LLC | 0.04% | Add +0.0% | 21,127 | $1.3M |
| Aspiriant, LLC | 0.05% | No change | 19,316 | $1.2M |
| Morgan Stanley | 0.00% | Add +14.0% | 17,228 | $1.1M |
| Advisory Services Network, LLC | 0.02% | Add +61.9% | 16,765 | $1.1M |
| Mission Wealth Management, LP | 0.03% | No change | 16,683 | $1.1M |
| Hirtle & Co., LLC | 0.05% | No change | 15,966 | $1.0M |
| Tolleson Wealth Management, Inc. | 0.15% | New | 12,000 | $763K |
| Kestra Advisory Services, LLC | 0.00% | Add +4.8% | 10,922 | $694K |
| Breakwater Investment Management | 0.31% | Add +0.5% | 10,824 | $688K |
| Osaic Holdings, Inc. | 0.00% | Add +1955.1% | 10,481 | $666K |
| Seeds Investor LLC | 0.34% | Add +114.2% | 10,452 | $665K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +10.9% | 10,391 | $661K |
| Orion Porfolio Solutions, LLC | 0.01% | Add +37.1% | 10,343 | $658K |
| Orion Portfolio Solutions, LLC | 0.01% | Add +37.1% | 10,343 | $658K |
| Valeo Financial Advisors, LLC | 0.02% | Reduce -0.9% | 10,255 | $652K |
| Sage Advisory Services, Ltd.Co. | 0.17% | Reduce -16.9% | 9,535 | $606K |
| Fiduciary Trust Co | 0.01% | No change | 8,045 | $512K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +111.7% | 7,848 | $499K |
| Portland Global Advisors LLC | 0.06% | Reduce -18.1% | 7,270 | $462K |
| Citadel Advisors | 0.00% | New | 6,949 | $442K |
| Per Stirling Capital Management, LLC. | 0.07% | Add +0.1% | 6,643 | $422K |
| Stephens Consulting, LLC | 0.11% | Reduce -3.9% | 6,248 | $397K |
| SVB Wealth LLC | 0.01% | No change | 6,090 | $387K |
| Creative Planning | 0.00% | Reduce -2.0% | 5,759 | $366K |
| Cetera Investment Advisers | 0.00% | Add +2.0% | 5,654 | $359K |
| Envestnet Asset Management Inc. | 0.00% | Add +2.1% | 5,255 | $334K |
| JMG Financial Group, Ltd. | 0.01% | Reduce -3.8% | 4,794 | $305K |
| Caprock Group, LLC | 0.01% | Add +0.3% | 4,721 | $300K |
| LPL Financial LLC | 0.00% | Reduce -2.0% | 4,563 | $290K |
| Woodmont Investment Counsel LLC | 0.02% | No change | 4,181 | $266K |
| Capasso Planning Partners LLC | 0.09% | No change | 4,134 | $263K |
| Ridgecrest Wealth Partners, LLC | 0.13% | New | 3,288 | $209K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 1,488 | $97K |
| Capital Analysts, LLC | 0.00% | Add +0.3% | 984 | $63K |
| Royal Bank of Canada | 0.00% | Reduce -76.3% | 989 | $63K |
| Blue Bell Private Wealth Management, LLC | 0.01% | No change | 923 | $59K |
| Fairman Group, LLC | 0.05% | Add +117.5% | 722 | $46K |
| AdvisorNet Financial, Inc | 0.00% | Add +45.6% | 565 | $36K |
| Sandy Spring Bank | 0.00% | New | 309 | $20K |
| Mather Group, Llc. | 0.00% | No change | 200 | $12K |
| GoalVest Advisory LLC | 0.00% | No change | 135 | $9K |
| Russell Investments Group, Ltd. | 0.00% | New | 102 | $6K |
| US Bancorp \de | 0.00% | No change | 100 | $6K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -1.2% | 80 | $5K |
| Financial Connections Group, Inc. | 0.00% | Reduce -1.4% | 69 | $4K |
| Baldwin Wealth Partners LLC | 0.00% | No change | 50 | $3K |
| Ruedi Wealth Management, Inc. | 0.00% | Add +16.7% | 21 | $1K |
| Trust Co | 0.00% | No change | 7 | $470 |
| FMR LLC | 0.00% | Add +300.0% | 4 | $254 |
"% of holder's portfolio" is VOTE's weight in each manager's 13F, not the share of TCW Transform 500 ETF the manager owns.