TCW Transform 500 ETFVOTEETF
13F holders, Q2 2025 (June 30)86holders +1
10new positions
7sold out
1famous investor
$72.95avg. 13F price*
At the end of Q2 2025, 86 institutions reported holding TCW Transform 500 ETF (VOTE) in their 13F filings, up 1 from Q1 2025. 10 opened new positions and 7 sold out. The largest holders were Betterment LLC ($110.6M), Angeles Investment Advisors, LLC ($76.7M) and PNC Financial Services Group, Inc. ($73.9M). 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 2025)
- CUSIP
- 29287L106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $5.0M |
| Exits | 7 | $57.8M |
All 13F filers, Q1 2025 → Q2 2025: 971,144 shares bought and 952,391 shares sold, net +18,753 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 86 holders
| Betterment LLC | 0.24% | Add +15.2% | 1,520,777 | $110.6M |
| Angeles Investment Advisors, LLC | 4.34% | Add +22.4% | 1,054,544 | $76.7M |
| PNC Financial Services Group, Inc. | 0.05% | Add +20.5% | 1,016,587 | $73.9M |
| JPMorgan Chase & Co. | 0.00% | Reduce -1.4% | 578,563 | $42.1M |
| National Philanthropic Trust | 0.46% | No change | 476,634 | $34.7M |
| Goldman Sachs Group Inc. | 0.00% | Add +6.8% | 401,847 | $29.2M |
| Ethic Inc. | 0.36% | Add +41.4% | 278,514 | $20.2M |
| Litman Gregory Wealth Management LLC | 1.08% | Reduce -3.8% | 189,634 | $13.8M |
| Dorsey & Whitney Trust CO LLC | 0.71% | Add +1.3% | 185,099 | $13.5M |
| Bank of America Corp. | 0.00% | Reduce -7.5% | 167,212 | $12.2M |
| Orion Porfolio Solutions, LLC | 0.09% | Add +81.5% | 136,885 | $10.0M |
| Mutual Advisors, LLC | 0.23% | Reduce -2.3% | 124,320 | $9.3M |
| Morgan Stanley | 0.00% | Add +643.7% | 115,594 | $8.4M |
| Pathstone Holdings, LLC | 0.03% | No change | 113,452 | $8.3M |
| Aspiriant, LLC | 0.24% | Add +9.3% | 102,247 | $7.4M |
| Values Added Financial LLC | 3.50% | Add +0.9% | 99,375 | $7.2M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +1.1% | 74,782 | $5.4M |
| Financial Insights, Inc. | 1.91% | Reduce -32.2% | 71,842 | $5.2M |
| Tolleson Wealth Management, Inc. | 0.83% | No change | 66,650 | $4.8M |
| A&I Financial Services, LLC | 1.78% | Add +4.8% | 43,258 | $3.1M |
| Bank of New York Mellon Corp | 0.00% | Reduce -2.2% | 41,265 | $3.0M |
| Gateway Wealth Partners, LLC | 0.47% | New | 33,955 | $2.5M |
| Phoenix Wealth Advisors | 1.03% | Reduce -44.2% | 33,921 | $2.5M |
| Moneta Group Investment Advisors LLC | 0.03% | Reduce -48.1% | 13,710 | $2.3M |
| Ballentine Partners, LLC | 0.03% | No change | 29,623 | $2.2M |
| Plum Street Advisors, LLC | 0.80% | Add +1.4% | 24,842 | $1.8M |
| Modern Wealth Management, LLC | 0.04% | Add +35.3% | 23,329 | $1.7M |
| Two Sigma Investments, LP | 0.00% | New | 22,700 | $1.7M |
| Brighton Jones LLC | 0.04% | Add +0.2% | 21,652 | $1.6M |
| LPL Financial LLC | 0.00% | Add +162.1% | 19,171 | $1.4M |
| Hirtle & Co., LLC | 0.05% | Add +2.3% | 16,911 | $1.2M |
| Mission Wealth Management, LP | 0.03% | No change | 16,683 | $1.2M |
| Kestra Advisory Services, LLC | 0.01% | Add +38.0% | 14,615 | $1.1M |
| Commonwealth Equity Services, LLC | 0.00% | Add +70.0% | 14,482 | $1.1M |
| Creative Planning | 0.00% | Add +2.2% | 12,515 | $910K |
| Citadel Advisors | 0.00% | Add +178.8% | 12,472 | $907K |
| Breakwater Investment Management | 0.32% | No change | 11,387 | $828K |
| Sage Advisory Services, Ltd.Co. | 0.42% | Reduce -0.8% | 10,659 | $775K |
| Seeds Investor LLC | 0.18% | Reduce -15.7% | 10,600 | $771K |
| Etesian Wealth Advisors, Inc. | 0.28% | Add +24.8% | 10,233 | $744K |
| Valeo Financial Advisors, LLC | 0.02% | No change | 9,756 | $710K |
| Diversified Trust Co. | 0.02% | No change | 9,578 | $697K |
| Osaic Holdings, Inc. | 0.00% | Add +1613.8% | 9,409 | $684K |
| Stifel Financial Corp. | 0.00% | Add +0.6% | 8,941 | $650K |
| Fiduciary Trust Co | 0.01% | No change | 8,420 | $612K |
| MJP Associates Inc. | 0.09% | Add +12.1% | 8,417 | $612K |
| Advisor OS, LLC | 0.06% | Add +12.1% | 8,417 | $612K |
| Premier Financial Group | 0.17% | — | 8,050 | $608K |
| SVB Wealth LLC | 0.02% | No change | 6,090 | $443K |
| Per Stirling Capital Management, LLC. | 0.06% | Reduce -3.7% | 5,969 | $434K |
| Stephens Consulting, LLC | 0.10% | Add +0.3% | 5,724 | $416K |
| Arax Advisory Partners | 0.02% | New | 5,340 | $388K |
| Susquehanna International Group, LLP | 0.00% | Add +21.1% | 5,094 | $371K |
| Ridgecrest Wealth Partners, LLC | 0.19% | Add +12.9% | 5,028 | $366K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Add +0.6% | 4,926 | $358K |
| Portland Global Advisors LLC | 0.04% | Reduce -3.7% | 4,500 | $327K |
| Sage Mountain Advisors LLC | 0.02% | No change | 3,691 | $268K |
| Stark Wealth Management LLC | 0.36% | No change | 3,480 | $253K |
| Schneider Downs Wealth Management Advisors, LP | 0.03% | New | 2,974 | $216K |
| Raymond James Financial Inc. | 0.00% | New | 2,417 | $176K |
| Fairman Group, LLC | 0.14% | Add +123.0% | 2,308 | $168K |
| Millstone Evans Group, LLC | 0.10% | No change | 2,063 | $150K |
| MAI Capital Management | 0.00% | Add +0.3% | 1,977 | $144K |
| Farther Finance Advisors, LLC | 0.00% | New | 1,197 | $87K |
| Royal Bank of Canada | 0.00% | Add +132.2% | 1,161 | $85K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 1,000 | $73K |
| Capital Analysts, LLC | 0.00% | Add +0.3% | 996 | $72K |
| AdvisorNet Financial, Inc | 0.00% | Add +16.8% | 975 | $71K |
| Blue Bell Private Wealth Management, LLC | 0.01% | No change | 923 | $67K |
| Rossby Financial, LCC | 0.01% | No change | 497 | $36K |
| Russell Investments Group, Ltd. | 0.00% | No change | 438 | $32K |
| FMR LLC | 0.00% | Add +18.0% | 335 | $24K |
| Atlantic Union Bankshares Corp | 0.00% | New | 312 | $23K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +61.3% | 192 | $14K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -99.1% | 171 | $12K |
| GoalVest Advisory LLC | 0.00% | No change | 135 | $10K |
| National Bank of Canada | 0.00% | No change | 100 | $7K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 92 | $7K |
| Bogart Wealth, LLC | 0.00% | No change | 83 | $6K |
| US Bancorp \de | 0.00% | Reduce -25.0% | 75 | $5K |
| Financial Connections Group, Inc. | 0.00% | No change | 70 | $5K |
| AE Wealth Management LLC | 0.00% | No change | 30 | $2K |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 22 | $2K |
| Asset Dedication, LLC | 0.00% | New | 6 | $437 |
| Dunhill Financial, LLC | 0.00% | No change | 5 | $363 |
| Golden State Wealth Management, LLC | 0.00% | No change | 1 | $73 |
"% of holder's portfolio" is VOTE's weight in each manager's 13F, not the share of TCW Transform 500 ETF the manager owns.