TCW Transform 500 ETFVOTEETF
13F holders, Q3 2024 (September 30)79holders +9
11new positions
2sold out
$67.04avg. 13F price*
At the end of Q3 2024, 79 institutions reported holding TCW Transform 500 ETF (VOTE) in their 13F filings, up 9 from Q2 2024. 11 opened new positions and 2 sold out. The largest holders were Betterment LLC ($82.4M), Thrivent Financial for Lutherans ($53.3M) and PNC Financial Services Group, Inc. ($49.8M).
- Company
- TCW Transform 500 ETF
- Filed as
- TCW ETF TRUST (Q3 2024)
- CUSIP
- 29287L106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $5.0M |
| Exits | 2 | $829K |
All 13F filers, Q2 2024 → Q3 2024: 428,336 shares bought and 650,217 shares sold, net −221,881 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 79 holders
| Betterment LLC | 0.20% | Add +3.5% | 1,229,328 | $82.4M |
| Thrivent Financial for Lutherans | 0.10% | Add +9.3% | 794,765 | $53.3M |
| PNC Financial Services Group, Inc. | 0.03% | Add +7.6% | 743,107 | $49.8M |
| JPMorgan Chase & Co. | 0.00% | Reduce -2.6% | 640,586 | $42.9M |
| Angeles Investment Advisors, LLC | 1.75% | Reduce -52.7% | 510,784 | $34.2M |
| National Philanthropic Trust | 0.58% | No change | 476,634 | $32.0M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -0.8% | 374,865 | $25.1M |
| Litman Gregory Wealth Management LLC | 1.06% | Add +8.6% | 189,262 | $12.7M |
| Dorsey & Whitney Trust CO LLC | 0.66% | Reduce -0.7% | 185,506 | $12.4M |
| Bank of America Corp. | 0.00% | Add +0.5% | 164,672 | $11.0M |
| Pathstone Holdings, LLC | 0.03% | No change | 114,627 | $7.7M |
| Financial Insights, Inc. | 2.34% | Add +7.0% | 107,173 | $7.2M |
| Mutual Advisors, LLC | 0.21% | Add +0.3% | 104,670 | $7.1M |
| Values Added Financial LLC | 4.04% | Add +1.4% | 95,570 | $6.4M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +2.1% | 83,739 | $5.6M |
| Orion Porfolio Solutions, LLC | 0.04% | Add +543.7% | 66,574 | $4.5M |
| Orion Portfolio Solutions, LLC | 0.04% | Add +543.7% | 66,574 | $4.5M |
| Aspiriant, LLC | 0.15% | Add +213.2% | 60,493 | $4.1M |
| Phoenix Wealth Advisors | 1.58% | Reduce -3.6% | 50,684 | $3.4M |
| Bank of New York Mellon Corp | 0.00% | Reduce -3.3% | 48,109 | $3.2M |
| Ballentine Partners, LLC | 0.03% | Add +8.5% | 29,623 | $2.0M |
| Moneta Group Investment Advisors LLC | 0.02% | Add +0.2% | 24,209 | $1.6M |
| Susquehanna International Group, LLP | 0.00% | Reduce -10.1% | 21,142 | $1.4M |
| Brighton Jones LLC | 0.05% | Add +0.0% | 21,130 | $1.4M |
| Morgan Stanley | 0.00% | Add +1.2% | 17,431 | $1.2M |
| Mission Wealth Management, LP | 0.03% | No change | 16,683 | $1.1M |
| Laird Norton Wetherby Trust Company, LLC | 0.14% | New | 16,060 | $1.1M |
| Hirtle & Co., LLC | 0.05% | No change | 15,966 | $1.1M |
| Advisory Services Network, LLC | 0.02% | No change | 16,765 | $1.1M |
| Atria Wealth Solutions, Inc. | 0.01% | Add +45.3% | 15,096 | $1.0M |
| Tower Research Capital LLC (TRC) | 0.02% | New | 13,114 | $879K |
| Jordan Park Group LLC | 0.06% | New | 12,839 | $861K |
| Tolleson Wealth Management, Inc. | 0.15% | No change | 12,000 | $804K |
| Osaic Holdings, Inc. | 0.00% | Add +12.1% | 11,752 | $788K |
| Seeds Investor LLC | 0.28% | Add +6.8% | 11,167 | $749K |
| Kestra Advisory Services, LLC | 0.00% | Add +0.2% | 10,944 | $734K |
| Breakwater Investment Management | 0.31% | Add +0.9% | 10,921 | $732K |
| Valeo Financial Advisors, LLC | 0.02% | No change | 10,255 | $687K |
| Sage Advisory Services, Ltd.Co. | 0.17% | No change | 9,535 | $606K |
| Stifel Financial Corp. | 0.00% | New | 8,462 | $567K |
| Per Stirling Capital Management, LLC. | 0.08% | Add +22.6% | 8,147 | $546K |
| Fiduciary Trust Co | 0.01% | No change | 8,045 | $539K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +1.8% | 7,990 | $536K |
| Old Mission Capital LLC | 0.01% | New | 7,725 | $518K |
| Portland Global Advisors LLC | 0.06% | No change | 7,270 | $487K |
| Etesian Wealth Advisors, Inc. | 0.19% | New | 6,110 | $410K |
| Stephens Consulting, LLC | 0.10% | Reduce -6.5% | 5,844 | $392K |
| Creative Planning | 0.00% | No change | 5,759 | $386K |
| Cetera Investment Advisers | 0.00% | Add +1.2% | 5,721 | $384K |
| Envestnet Asset Management Inc. | 0.00% | Add +1.3% | 5,322 | $357K |
| GTS Securities LLC | 0.01% | Reduce -88.5% | 4,962 | $333K |
| Commonwealth Equity Services, LLC | 0.00% | New | 4,900 | $329K |
| JMG Financial Group, Ltd. | 0.01% | Add +1.0% | 4,844 | $325K |
| Diversified Trust Co. | 0.01% | New | 4,784 | $321K |
| Caprock Group, LLC | 0.01% | Add +0.3% | 4,736 | $318K |
| Woodmont Investment Counsel LLC | 0.02% | No change | 4,181 | $280K |
| Capasso Planning Partners LLC | 0.08% | No change | 4,134 | $277K |
| LPL Financial LLC | 0.00% | Reduce -15.1% | 3,875 | $260K |
| Ridgecrest Wealth Partners, LLC | 0.12% | Add +2.7% | 3,378 | $226K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 1,488 | $100K |
| Fairman Group, LLC | 0.06% | Add +43.4% | 1,035 | $69K |
| Capital Analysts, LLC | 0.00% | Add +0.3% | 987 | $66K |
| Blue Bell Private Wealth Management, LLC | 0.01% | No change | 923 | $62K |
| AdvisorNet Financial, Inc | 0.00% | Add +2.8% | 581 | $39K |
| Royal Bank of Canada | 0.00% | Reduce -49.4% | 500 | $34K |
| Russell Investments Group, Ltd. | 0.00% | Add +329.4% | 438 | $29K |
| Sandy Spring Bank | 0.00% | No change | 309 | $21K |
| UBS Group AG | 0.00% | New | 211 | $14K |
| Mather Group, Llc. | 0.00% | No change | 200 | $13K |
| FMR LLC | 0.00% | Add +4125.0% | 169 | $11K |
| GoalVest Advisory LLC | 0.00% | No change | 135 | $9K |
| US Bancorp \de | 0.00% | No change | 100 | $7K |
| National Bank of Canada | 0.00% | New | 100 | $7K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -1.3% | 79 | $5K |
| Financial Connections Group, Inc. | 0.00% | No change | 69 | $4K |
| Baldwin Wealth Partners LLC | 0.00% | No change | 50 | $3K |
| Ruedi Wealth Management, Inc. | 0.00% | No change | 21 | $1K |
| Trust Co | 0.00% | No change | 7 | $496 |
| Tucker Asset Management LLC | 0.00% | New | 2 | $134 |
"% of holder's portfolio" is VOTE's weight in each manager's 13F, not the share of TCW Transform 500 ETF the manager owns.