TCW Transform 500 ETFVOTEETF
13F holders, Q3 2025 (September 30)93holders +7
13new positions
8sold out
1famous investor
$77.74avg. 13F price*
At the end of Q3 2025, 93 institutions reported holding TCW Transform 500 ETF (VOTE) in their 13F filings, up 7 from Q2 2025. 13 opened new positions and 8 sold out. The largest holders were Betterment LLC ($122.1M), PNC Financial Services Group, Inc. ($85.5M) and Thrivent Financial for Lutherans ($62.0M). One famous investor held it Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- TCW Transform 500 ETF
- Filed as
- TCW ETF TRUST (Q3 2025)
- CUSIP
- 29287L106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $63.6M |
| Exits | 8 | $3.6M |
All 13F filers, Q2 2025 → Q3 2025: 1,249,963 shares bought and 427,549 shares sold, net +822,414 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 93 holders
| Betterment LLC | 0.24% | Add +2.3% | 1,556,154 | $122.1M |
| PNC Financial Services Group, Inc. | 0.05% | Add +7.1% | 1,089,061 | $85.5M |
| Thrivent Financial for Lutherans | 0.13% | New | 790,255 | $62.0M |
| Angeles Investment Advisors, LLC | 3.76% | Reduce -30.8% | 729,569 | $57.3M |
| JPMorgan Chase & Co. | 0.00% | Reduce -1.5% | 570,113 | $44.7M |
| National Philanthropic Trust | 0.42% | No change | 476,634 | $37.4M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -2.5% | 391,641 | $30.7M |
| Ethic Inc. | 0.47% | Add +30.4% | 363,221 | $28.5M |
| Dorsey & Whitney Trust CO LLC | 0.78% | Add +1.8% | 188,372 | $14.8M |
| Litman Gregory Wealth Management LLC | 1.06% | Reduce -4.3% | 181,390 | $14.2M |
| Bank of America Corp. | 0.00% | Add +0.4% | 167,861 | $13.2M |
| Orion Porfolio Solutions, LLC | 0.09% | Add +10.2% | 150,886 | $11.8M |
| Mutual Advisors, LLC | 0.22% | Add +1.3% | 125,933 | $10.0M |
| Morgan Stanley | 0.00% | Add +5.3% | 121,668 | $9.5M |
| Pathstone Holdings, LLC | 0.03% | Reduce -1.6% | 111,620 | $8.8M |
| Aspiriant, LLC | 0.25% | Add +3.2% | 105,559 | $8.3M |
| Values Added Financial LLC | 3.05% | Reduce -12.0% | 87,447 | $6.9M |
| Arax Advisory Partners | 0.10% | Add +2985.0% | 164,737 | $6.8M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +3.0% | 77,051 | $6.0M |
| Tolleson Wealth Management, Inc. | 0.81% | Add +0.1% | 66,745 | $5.2M |
| Financial Insights, Inc. | 1.67% | Reduce -10.3% | 64,427 | $5.1M |
| Gateway Wealth Partners, LLC | 0.50% | Add +40.1% | 47,588 | $3.7M |
| A&I Financial Services, LLC | 1.67% | Add +0.6% | 43,526 | $3.4M |
| Bank of New York Mellon Corp | 0.00% | Reduce -2.2% | 40,350 | $3.2M |
| Moneta Group Investment Advisors LLC | 0.02% | Add +146.2% | 33,751 | $2.6M |
| Phoenix Wealth Advisors | 0.99% | Reduce -3.2% | 32,824 | $2.6M |
| Ballentine Partners, LLC | 0.03% | Add +0.7% | 29,820 | $2.3M |
| Plum Street Advisors, LLC | 0.77% | Add +2.3% | 25,406 | $2.0M |
| Modern Wealth Management, LLC | 0.04% | Add +4.3% | 24,332 | $1.9M |
| LPL Financial LLC | 0.00% | Add +24.3% | 23,824 | $1.9M |
| Brighton Jones LLC | 0.04% | Add +0.2% | 21,693 | $1.7M |
| Hirtle & Co., LLC | 0.05% | No change | 16,911 | $1.3M |
| Mission Wealth Management, LP | 0.03% | Add +1.0% | 16,846 | $1.3M |
| Kestra Advisory Services, LLC | 0.01% | Add +10.2% | 16,101 | $1.3M |
| Seeds Investor LLC | 0.26% | Add +50.0% | 15,896 | $1.2M |
| Osaic Holdings, Inc. | 0.00% | Add +64.6% | 15,486 | $1.2M |
| Commonwealth Equity Services, LLC | 0.00% | Add +2.9% | 14,904 | $1.2M |
| Creative Planning | 0.00% | Reduce -0.0% | 12,514 | $982K |
| Breakwater Investment Management | 0.33% | No change | 11,387 | $894K |
| Etesian Wealth Advisors, Inc. | 0.29% | Add +10.3% | 11,288 | $886K |
| Sage Advisory Services, Ltd.Co. | 0.43% | Reduce -1.6% | 10,494 | $824K |
| Diversified Trust Co. | 0.01% | No change | 9,578 | $752K |
| Stifel Financial Corp. | 0.00% | Reduce -0.4% | 8,902 | $699K |
| Valeo Financial Advisors, LLC | 0.02% | Reduce -13.4% | 8,451 | $663K |
| Fiduciary Trust Co | 0.01% | No change | 8,420 | $661K |
| Premier Financial Group | 0.17% | No change | 8,050 | $628K |
| MJP Associates Inc. | 0.08% | Reduce -5.4% | 7,966 | $625K |
| Advisor OS, LLC | 0.05% | Reduce -5.4% | 7,966 | $625K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +21.8% | 6,001 | $481K |
| Ashton Thomas Private Wealth, LLC | 0.01% | New | 6,090 | $478K |
| Per Stirling Capital Management, LLC. | 0.06% | No change | 5,969 | $468K |
| Susquehanna International Group, LLP | 0.00% | Add +0.1% | 5,097 | $400K |
| Ridgecrest Wealth Partners, LLC | 0.18% | No change | 5,028 | $395K |
| Caprock Group, LLC | 0.01% | — | 4,601 | $349K |
| Portland Global Advisors LLC | 0.04% | Reduce -6.2% | 4,223 | $331K |
| UBS Group AG | 0.00% | New | 4,025 | $316K |
| Sonoma Allocations LLC | 0.11% | — | 3,786 | $294K |
| Sage Mountain Advisors LLC | 0.02% | No change | 3,691 | $290K |
| Stark Wealth Management LLC | 1.25% | No change | 3,480 | $273K |
| Rainier Family Wealth Inc. | 0.22% | New | 3,100 | $243K |
| Schneider Downs Wealth Management Advisors, LP | 0.03% | No change | 2,974 | $233K |
| AQR Capital Management | 0.00% | New | 2,589 | $203K |
| Fairman Group, LLC | 0.15% | No change | 2,308 | $181K |
| Millstone Evans Group, LLC | 0.10% | No change | 2,063 | $162K |
| MAI Capital Management | 0.00% | Add +0.3% | 1,983 | $156K |
| Wolff Wiese Magana LLC | 0.07% | New | 1,551 | $122K |
| Rockefeller Capital Management L.P. | 0.00% | New | 1,232 | $97K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -1.5% | 1,179 | $93K |
| Rossby Financial, LCC | 0.03% | Add +122.9% | 1,108 | $87K |
| AdvisorNet Financial, Inc | 0.00% | Add +13.0% | 1,102 | $87K |
| Royal Bank of Canada | 0.00% | Reduce -5.5% | 1,097 | $86K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 1,000 | $78K |
| Capital Analysts, LLC | 0.00% | Add +0.3% | 999 | $78K |
| Blue Bell Private Wealth Management, LLC | 0.01% | No change | 923 | $72K |
| Russell Investments Group, Ltd. | 0.00% | Add +5.9% | 464 | $36K |
| Root Financial Partners, LLC | 0.00% | New | 400 | $31K |
| Atlantic Union Bankshares Corp | 0.00% | Add +0.3% | 313 | $25K |
| FMR LLC | 0.00% | Reduce -8.4% | 307 | $24K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | New | 232 | $18K |
| Mather Group, Llc. | 0.00% | New | 200 | $16K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 192 | $15K |
| Maseco LLP | 0.00% | New | 181 | $14K |
| GoalVest Advisory LLC | 0.00% | No change | 135 | $11K |
| Resources Management Corp. /CT/ | 0.00% | New | 112 | $9K |
| National Bank of Canada | 0.00% | No change | 100 | $8K |
| Bogart Wealth, LLC | 0.00% | No change | 83 | $7K |
| US Bancorp \de | 0.00% | No change | 75 | $6K |
| Financial Connections Group, Inc. | 0.00% | No change | 70 | $5K |
| AE Wealth Management LLC | 0.00% | No change | 30 | $2K |
| Asset Dedication, LLC | 0.00% | No change | 6 | $471 |
| Dunhill Financial, LLC | 0.00% | No change | 5 | $392 |
| Financial Life Planners | 0.00% | New | 4 | $319 |
| Golden State Wealth Management, LLC | 0.00% | No change | 1 | $79 |
"% of holder's portfolio" is VOTE's weight in each manager's 13F, not the share of TCW Transform 500 ETF the manager owns.