TCW Transform 500 ETFVOTEETF
13F holders, Q4 2024 (December 31)79holders
7new positions
11sold out
$68.96avg. 13F price*
At the end of Q4 2024, 79 institutions reported holding TCW Transform 500 ETF (VOTE) in their 13F filings, unchanged from Q3 2024. 7 opened new positions and 11 sold out. The largest holders were Betterment LLC ($87.7M), Thrivent Financial for Lutherans ($56.4M) and PNC Financial Services Group, Inc. ($55.9M).
- Company
- TCW Transform 500 ETF
- Filed as
- TCW ETF TRUST (Q4 2024)
- CUSIP
- 29287L106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $7.9M |
| Exits | 11 | $4.5M |
All 13F filers, Q3 2024 → Q4 2024: 640,578 shares bought and 143,679 shares sold, net +496,899 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 79 holders
| Betterment LLC | 0.21% | Add +3.7% | 1,274,494 | $87.7M |
| Thrivent Financial for Lutherans | 0.11% | Add +1.1% | 803,360 | $56.4M |
| PNC Financial Services Group, Inc. | 0.04% | Add +9.4% | 813,269 | $55.9M |
| Angeles Investment Advisors, LLC | 2.53% | Add +49.9% | 765,439 | $52.7M |
| JPMorgan Chase & Co. | 0.00% | Reduce -5.9% | 602,943 | $41.5M |
| National Philanthropic Trust | 0.47% | No change | 476,634 | $32.8M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -0.6% | 372,480 | $25.6M |
| Litman Gregory Wealth Management LLC | 1.16% | Add +2.9% | 194,822 | $13.4M |
| Dorsey & Whitney Trust CO LLC | 0.69% | Reduce -1.3% | 183,121 | $12.6M |
| Bank of America Corp. | 0.00% | Add +0.1% | 164,803 | $11.3M |
| Financial Insights, Inc. | 3.07% | Add +7.8% | 115,513 | $7.9M |
| Mutual Advisors, LLC | 0.23% | Add +8.7% | 113,823 | $7.9M |
| Pathstone Holdings, LLC | 0.03% | Reduce -1.0% | 113,452 | $7.8M |
| Values Added Financial LLC | 3.89% | Add +2.4% | 97,825 | $6.7M |
| Aspiriant, LLC | 0.21% | Add +39.1% | 84,135 | $5.8M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -6.7% | 78,100 | $5.4M |
| Orion Porfolio Solutions, LLC | 0.05% | Add +8.4% | 72,191 | $5.0M |
| Orion Portfolio Solutions, LLC | 0.05% | Add +8.4% | 72,191 | $5.0M |
| Tolleson Wealth Management, Inc. | 0.94% | Add +452.9% | 66,350 | $4.6M |
| Phoenix Wealth Advisors | 1.88% | Add +24.2% | 62,959 | $4.3M |
| Ethic Inc. | 0.07% | New | 49,807 | $3.4M |
| Bank of New York Mellon Corp | 0.00% | Reduce -4.5% | 45,928 | $3.2M |
| A&I Financial Services, LLC | 2.60% | — | 38,818 | $2.7M |
| Ballentine Partners, LLC | 0.03% | No change | 29,623 | $2.0M |
| Two Sigma Investments, LP | 0.00% | New | 28,000 | $1.9M |
| Moneta Group Investment Advisors LLC | 0.02% | Add +0.6% | 24,355 | $1.7M |
| Brighton Jones LLC | 0.04% | Reduce -1.1% | 20,904 | $1.4M |
| Modern Wealth Management, LLC | 0.04% | New | 17,262 | $1.2M |
| Mission Wealth Management, LP | 0.03% | No change | 16,683 | $1.1M |
| Hirtle & Co., LLC | 0.05% | No change | 15,966 | $1.1M |
| Morgan Stanley | 0.00% | Reduce -18.7% | 14,179 | $975K |
| Susquehanna International Group, LLP | 0.00% | Reduce -34.7% | 13,806 | $950K |
| Tower Research Capital LLC (TRC) | 0.02% | Reduce -0.9% | 12,992 | $894K |
| Creative Planning | 0.00% | Add +110.8% | 12,140 | $835K |
| Seeds Investor LLC | 0.24% | Add +8.6% | 12,126 | $834K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -20.7% | 11,973 | $824K |
| Breakwater Investment Management | 0.33% | Add +3.9% | 11,344 | $780K |
| Sage Advisory Services, Ltd.Co. | 0.44% | Add +12.7% | 10,746 | $739K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -2.5% | 10,665 | $734K |
| Valeo Financial Advisors, LLC | 0.02% | No change | 10,255 | $705K |
| Osaic Holdings, Inc. | 0.00% | Reduce -15.1% | 9,978 | $686K |
| Diversified Trust Co. | 0.02% | Add +100.2% | 9,578 | $659K |
| Stifel Financial Corp. | 0.00% | Add +4.9% | 8,876 | $611K |
| LPL Financial LLC | 0.00% | Add +121.0% | 8,563 | $589K |
| Fiduciary Trust Co | 0.01% | Add +4.7% | 8,420 | $579K |
| Plum Street Advisors, LLC | 0.26% | New | 7,622 | $524K |
| Portland Global Advisors LLC | 0.06% | No change | 7,270 | $500K |
| Per Stirling Capital Management, LLC. | 0.06% | Reduce -23.9% | 6,196 | $426K |
| Etesian Wealth Advisors, Inc. | 0.19% | No change | 6,110 | $420K |
| SVB Wealth LLC | 0.01% | New | 6,090 | $419K |
| Commonwealth Equity Services, LLC | 0.00% | Add +18.9% | 5,826 | $401K |
| Stephens Consulting, LLC | 0.10% | Reduce -2.0% | 5,725 | $394K |
| Stark Wealth Management LLC | 0.23% | — | 4,600 | $316K |
| Caprock Group, LLC | 0.01% | Reduce -3.4% | 4,575 | $315K |
| Cetera Investment Advisers | 0.00% | Reduce -22.4% | 4,440 | $305K |
| Woodmont Investment Counsel LLC | 0.02% | Add +3.9% | 4,344 | $299K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Reduce -47.6% | 4,189 | $288K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -22.0% | 4,152 | $286K |
| Sage Mountain Advisors LLC | 0.02% | New | 3,691 | $254K |
| Ridgecrest Wealth Partners, LLC | 0.13% | No change | 3,378 | $232K |
| Millstone Evans Group, LLC | 0.10% | — | 2,055 | $141K |
| MAI Capital Management | 0.00% | New | 1,967 | $135K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 1,488 | $103K |
| Fairman Group, LLC | 0.06% | No change | 1,035 | $71K |
| Capital Analysts, LLC | 0.00% | Add +0.3% | 990 | $68K |
| Blue Bell Private Wealth Management, LLC | 0.01% | No change | 923 | $63K |
| AdvisorNet Financial, Inc | 0.00% | Add +19.3% | 693 | $48K |
| Royal Bank of Canada | 0.00% | No change | 500 | $34K |
| Russell Investments Group, Ltd. | 0.00% | No change | 438 | $30K |
| Sandy Spring Bank | 0.00% | Add +0.3% | 310 | $21K |
| Mather Group, Llc. | 0.00% | No change | 200 | $14K |
| FMR LLC | 0.00% | Add +11.2% | 188 | $13K |
| GoalVest Advisory LLC | 0.00% | No change | 135 | $9K |
| US Bancorp \de | 0.00% | No change | 100 | $7K |
| National Bank of Canada | 0.00% | No change | 100 | $7K |
| Financial Connections Group, Inc. | 0.00% | Add +1.4% | 70 | $4K |
| Ruedi Wealth Management, Inc. | 0.00% | Add +23.8% | 26 | $2K |
| Financial Life Planners | 0.00% | — | 4 | $277 |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -97.5% | 2 | $138 |
"% of holder's portfolio" is VOTE's weight in each manager's 13F, not the share of TCW Transform 500 ETF the manager owns.