TCW Transform 500 ETFVOTEETF
13F holders, Q1 2025 (March 31)85holders +6
10new positions
4sold out
1famous investor
$65.91avg. 13F price*
At the end of Q1 2025, 85 institutions reported holding TCW Transform 500 ETF (VOTE) in their 13F filings, up 6 from Q4 2024. 10 opened new positions and 4 sold out. The largest holders were Betterment LLC ($86.4M), Thrivent Financial for Lutherans ($56.4M) and Angeles Investment Advisors, LLC ($56.4M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- TCW Transform 500 ETF
- Filed as
- TCW ETF TRUST (Q1 2025)
- CUSIP
- 29287L106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $1.7M |
| Exits | 4 | $2.5M |
All 13F filers, Q4 2024 → Q1 2025: 435,836 shares bought and 98,731 shares sold, net +337,105 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 85 holders
| Betterment LLC | 0.20% | Add +3.6% | 1,320,747 | $86.4M |
| Thrivent Financial for Lutherans | 0.13% | No change | 803,360 | $56.4M |
| Angeles Investment Advisors, LLC | 3.03% | Add +12.6% | 861,919 | $56.4M |
| PNC Financial Services Group, Inc. | 0.03% | Add +3.8% | 843,901 | $55.2M |
| JPMorgan Chase & Co. | 0.00% | Reduce -2.7% | 586,889 | $38.4M |
| National Philanthropic Trust | 0.50% | No change | 476,634 | $31.2M |
| Goldman Sachs Group Inc. | 0.00% | Add +1.0% | 376,316 | $24.6M |
| Ethic Inc. | 0.26% | Add +295.5% | 196,977 | $12.9M |
| Litman Gregory Wealth Management LLC | 1.11% | Add +1.1% | 197,062 | $12.9M |
| Dorsey & Whitney Trust CO LLC | 0.69% | Reduce -0.2% | 182,749 | $11.9M |
| Bank of America Corp. | 0.00% | Add +9.6% | 180,686 | $11.8M |
| Mutual Advisors, LLC | 0.24% | Add +11.8% | 127,218 | $8.2M |
| Pathstone Holdings, LLC | 0.03% | No change | 113,452 | $7.4M |
| Financial Insights, Inc. | 2.76% | Reduce -8.2% | 106,023 | $6.9M |
| Values Added Financial LLC | 3.57% | Add +0.7% | 98,493 | $6.4M |
| Aspiriant, LLC | 0.21% | Add +11.2% | 93,543 | $6.1M |
| Orion Porfolio Solutions, LLC | 0.05% | Add +4.5% | 75,405 | $4.9M |
| Orion Portfolio Solutions, LLC | 0.05% | Add +4.5% | 75,405 | $4.9M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -5.3% | 73,941 | $4.8M |
| Tolleson Wealth Management, Inc. | 0.84% | Add +0.5% | 66,650 | $4.4M |
| Phoenix Wealth Advisors | 1.73% | Reduce -3.4% | 60,809 | $4.0M |
| Bank of New York Mellon Corp | 0.00% | Reduce -8.2% | 42,183 | $2.8M |
| A&I Financial Services, LLC | 1.83% | Add +6.4% | 41,298 | $2.7M |
| Ballentine Partners, LLC | 0.03% | No change | 29,623 | $1.9M |
| Moneta Group Investment Advisors LLC | 0.02% | Add +8.5% | 26,428 | $1.7M |
| Plum Street Advisors, LLC | 0.77% | Add +221.3% | 24,493 | $1.6M |
| Brighton Jones LLC | 0.05% | Add +3.4% | 21,613 | $1.4M |
| Tower Research Capital LLC (TRC) | 0.04% | Add +44.7% | 18,795 | $1.2M |
| Modern Wealth Management, LLC | 0.04% | Reduce -0.1% | 17,238 | $1.1M |
| Mission Wealth Management, LP | 0.03% | No change | 16,683 | $1.1M |
| Hirtle & Co., LLC | 0.05% | Add +3.5% | 16,528 | $1.1M |
| Morgan Stanley | 0.00% | Add +9.6% | 15,543 | $1.0M |
| Seeds Investor LLC | 0.23% | Add +3.7% | 12,570 | $822K |
| Creative Planning | 0.00% | Add +0.9% | 12,250 | $801K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +0.5% | 12,031 | $787K |
| Breakwater Investment Management | 0.32% | Add +0.4% | 11,387 | $745K |
| Sage Advisory Services, Ltd.Co. | 0.41% | No change | 10,746 | $703K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -0.7% | 10,587 | $692K |
| Valeo Financial Advisors, LLC | 0.02% | Reduce -4.9% | 9,756 | $638K |
| Diversified Trust Co. | 0.02% | No change | 9,578 | $626K |
| Stifel Financial Corp. | 0.00% | Add +0.2% | 8,891 | $581K |
| Commonwealth Equity Services, LLC | 0.00% | Add +46.2% | 8,517 | $557K |
| Fiduciary Trust Co | 0.01% | No change | 8,420 | $551K |
| Etesian Wealth Advisors, Inc. | 0.23% | Add +34.2% | 8,199 | $536K |
| MJP Associates Inc. | 0.09% | New | 7,508 | $491K |
| Advisor OS, LLC | 0.06% | New | 7,508 | $491K |
| LPL Financial LLC | 0.00% | Reduce -14.6% | 7,315 | $478K |
| Per Stirling Capital Management, LLC. | 0.06% | No change | 6,196 | $405K |
| SVB Wealth LLC | 0.02% | No change | 6,090 | $398K |
| Stephens Consulting, LLC | 0.09% | Reduce -0.3% | 5,707 | $373K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Add +16.9% | 4,896 | $320K |
| Centric Wealth Management | 0.08% | New | 4,844 | $317K |
| Portland Global Advisors LLC | 0.04% | Reduce -35.7% | 4,675 | $306K |
| Caprock Group, LLC | 0.01% | Add +0.3% | 4,589 | $300K |
| Citadel Advisors | 0.00% | New | 4,473 | $292K |
| Ridgecrest Wealth Partners, LLC | 0.15% | Add +31.8% | 4,453 | $291K |
| Susquehanna International Group, LLP | 0.00% | Reduce -69.5% | 4,207 | $275K |
| Sage Mountain Advisors LLC | 0.02% | No change | 3,691 | $241K |
| Stark Wealth Management LLC | 2.34% | Reduce -24.4% | 3,480 | $228K |
| Cetera Investment Advisers | 0.00% | Reduce -26.2% | 3,277 | $214K |
| Millstone Evans Group, LLC | 0.09% | Add +0.4% | 2,063 | $135K |
| MAI Capital Management | 0.00% | Add +0.3% | 1,972 | $129K |
| Fairman Group, LLC | 0.07% | No change | 1,035 | $71K |
| Capital Analysts, LLC | 0.00% | Add +0.3% | 993 | $65K |
| Blue Bell Private Wealth Management, LLC | 0.01% | No change | 923 | $60K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -32.8% | 1,000 | $58K |
| AdvisorNet Financial, Inc | 0.00% | Add +20.5% | 835 | $55K |
| UBS Group AG | 0.00% | New | 713 | $47K |
| Osaic Holdings, Inc. | 0.00% | Reduce -94.5% | 549 | $36K |
| Royal Bank of Canada | 0.00% | No change | 500 | $33K |
| Rossby Financial, LCC | 0.01% | New | 497 | $32K |
| Russell Investments Group, Ltd. | 0.00% | No change | 438 | $29K |
| Sandy Spring Bank | 0.00% | Add +0.3% | 311 | $20K |
| FMR LLC | 0.00% | Add +51.1% | 284 | $19K |
| Mather Group, Llc. | 0.00% | No change | 200 | $13K |
| GoalVest Advisory LLC | 0.00% | No change | 135 | $9K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +5850.0% | 119 | $8K |
| National Bank of Canada | 0.00% | No change | 100 | $7K |
| US Bancorp \de | 0.00% | No change | 100 | $7K |
| Bogart Wealth, LLC | 0.00% | New | 83 | $5K |
| Financial Connections Group, Inc. | 0.00% | No change | 70 | $4K |
| AE Wealth Management LLC | 0.00% | New | 30 | $2K |
| Ruedi Wealth Management, Inc. | 0.00% | Add +3.9% | 27 | $2K |
| Dunhill Financial, LLC | 0.00% | New | 5 | $327 |
| Golden State Wealth Management, LLC | 0.00% | New | 1 | $66 |
"% of holder's portfolio" is VOTE's weight in each manager's 13F, not the share of TCW Transform 500 ETF the manager owns.