TCW Transform 500 ETFVOTEETF
13F holders, Q4 2025 (December 31)100holders +7
7new positions
6sold out
1famous investor
$80.28avg. 13F price*
At the end of Q4 2025, 100 institutions reported holding TCW Transform 500 ETF (VOTE) in their 13F filings, up 7 from Q3 2025. 7 opened new positions and 6 sold out. The largest holders were Betterment LLC ($126.2M), PNC Financial Services Group, Inc. ($87.6M) and Angeles Investment Advisors, LLC ($64.3M). 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 (Q4 2025)
- CUSIP
- 29287L106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $1.2M |
| Exits | 6 | $8.9M |
All 13F filers, Q3 2025 → Q4 2025: 200,245 shares bought and 286,951 shares sold, net −86,706 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 100 holders
| Betterment LLC | 0.24% | Add +1.1% | 1,572,590 | $126.2M |
| PNC Financial Services Group, Inc. | 0.05% | Add +0.3% | 1,092,021 | $87.6M |
| Angeles Investment Advisors, LLC | 4.29% | Add +9.8% | 801,039 | $64.3M |
| Thrivent Financial for Lutherans | 0.11% | Reduce -1.9% | 775,453 | $62.7M |
| JPMorgan Chase & Co. | 0.00% | Reduce -7.3% | 528,431 | $42.4M |
| National Philanthropic Trust | 0.38% | No change | 476,634 | $38.2M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -3.4% | 378,240 | $30.3M |
| Ethic Inc. | 0.45% | Add +0.6% | 365,507 | $29.3M |
| Dorsey & Whitney Trust CO LLC | 0.80% | Add +0.6% | 189,410 | $15.2M |
| Bank of America Corp. | 0.00% | Add +5.2% | 176,564 | $14.2M |
| Litman Gregory Wealth Management LLC | 1.04% | Reduce -2.8% | 176,249 | $14.1M |
| Orion Porfolio Solutions, LLC | 0.10% | Add +8.0% | 162,935 | $13.1M |
| Aspiriant, LLC | 0.30% | Add +23.9% | 130,776 | $10.5M |
| Mutual Advisors, LLC | 0.22% | Reduce -0.6% | 125,146 | $10.0M |
| Morgan Stanley | 0.00% | Add +2.5% | 124,662 | $10.0M |
| Pathstone Holdings, LLC | 0.03% | Reduce -0.4% | 111,150 | $8.9M |
| Values Added Financial LLC | 2.93% | Reduce -0.9% | 86,620 | $6.9M |
| Contango Wealth Management LLC | 7.43% | — | 82,837 | $6.6M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -2.2% | 75,376 | $6.0M |
| Tolleson Wealth Management, Inc. | 0.78% | Add +0.8% | 67,303 | $5.4M |
| Financial Insights, Inc. | 1.43% | Reduce -17.4% | 53,205 | $4.3M |
| Gateway Wealth Partners, LLC | 0.44% | Add +2.9% | 48,962 | $3.9M |
| A&I Financial Services, LLC | 1.72% | Add +3.6% | 45,105 | $3.6M |
| Bank of New York Mellon Corp | 0.00% | Reduce -0.8% | 40,023 | $3.2M |
| Plum Street Advisors, LLC | 0.97% | Add +33.6% | 33,941 | $2.7M |
| Phoenix Wealth Advisors | 1.01% | Reduce -0.5% | 32,677 | $2.6M |
| Moneta Group Investment Advisors LLC | 0.02% | Reduce -4.8% | 32,133 | $2.6M |
| Ballentine Partners, LLC | 0.03% | No change | 29,820 | $2.4M |
| LPL Financial LLC | 0.00% | Add +20.8% | 28,778 | $2.3M |
| Modern Wealth Management, LLC | 0.04% | Add +16.6% | 28,367 | $2.3M |
| Kestra Advisory Services, LLC | 0.01% | Add +11.4% | 17,934 | $1.4M |
| Hirtle & Co., LLC | 0.05% | No change | 16,911 | $1.4M |
| Mission Wealth Management, LP | 0.03% | No change | 16,846 | $1.4M |
| Creative Planning | 0.00% | Add +34.4% | 16,820 | $1.3M |
| Seeds Investor LLC | 0.25% | Add +1.5% | 16,132 | $1.3M |
| Osaic Holdings, Inc. | 0.00% | Add +0.9% | 15,622 | $1.3M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -10.0% | 13,407 | $1.1M |
| Etesian Wealth Advisors, Inc. | 0.30% | Add +6.6% | 12,038 | $966K |
| Breakwater Investment Management | 0.33% | Add +0.1% | 11,396 | $914K |
| Sage Advisory Services, Ltd.Co. | 0.46% | No change | 10,494 | $842K |
| Diversified Trust Co. | 0.01% | No change | 9,578 | $768K |
| GTS Securities LLC | 0.02% | New | 8,833 | $709K |
| Stifel Financial Corp. | 0.00% | Reduce -1.6% | 8,763 | $703K |
| Ashton Thomas Private Wealth, LLC | 0.02% | Add +38.8% | 8,455 | $678K |
| Valeo Financial Advisors, LLC | 0.02% | No change | 8,451 | $678K |
| Fiduciary Trust Co | 0.01% | No change | 8,420 | $675K |
| Sonoma Allocations LLC | 0.22% | Add +110.3% | 7,961 | $650K |
| Premier Financial Group | 0.17% | No change | 8,050 | $649K |
| MJP Associates Inc. | 0.08% | Add +0.2% | 7,979 | $640K |
| Advisor OS, LLC | 0.05% | Add +0.2% | 7,979 | $640K |
| Alpha Capital Advisors Inc. | 0.55% | — | 7,214 | $588K |
| Per Stirling Capital Management, LLC. | 0.05% | No change | 5,969 | $479K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -11.3% | 5,320 | $427K |
| Rainier Family Wealth Inc. | 0.32% | Add +71.0% | 5,302 | $425K |
| Ridgecrest Wealth Partners, LLC | 0.22% | No change | 5,028 | $403K |
| Pearl Planning LLC | 0.23% | — | 4,761 | $382K |
| Caprock Group, LLC | 0.01% | Add +0.5% | 4,626 | $371K |
| Rockefeller Capital Management L.P. | 0.00% | Add +268.4% | 4,539 | $364K |
| Portland Global Advisors LLC | 0.04% | No change | 4,223 | $339K |
| UBS Group AG | 0.00% | Add +3.6% | 4,170 | $335K |
| AQR Capital Management | 0.00% | Add +50.3% | 3,892 | $312K |
| Sage Mountain Advisors LLC | 0.02% | No change | 3,691 | $296K |
| Stark Wealth Management LLC | 1.05% | No change | 3,480 | $279K |
| Krilogy Financial LLC | 0.01% | New | 3,334 | $271K |
| Schneider Downs Wealth Management Advisors, LP | 0.03% | No change | 2,974 | $239K |
| Fairman Group, LLC | 0.15% | No change | 2,308 | $185K |
| Millstone Evans Group, LLC | 0.10% | No change | 2,063 | $166K |
| MAI Capital Management | 0.00% | Add +0.2% | 1,987 | $159K |
| Wolff Wiese Magana LLC | 0.07% | No change | 1,551 | $124K |
| Farther Finance Advisors, LLC | 0.00% | No change | 1,179 | $95K |
| AdvisorNet Financial, Inc | 0.00% | Add +4.7% | 1,154 | $93K |
| Rossby Financial, LCC | 0.03% | Reduce -1.3% | 1,094 | $88K |
| Legacy Wealth Managment, LLC | 0.04% | New | 1,080 | $87K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 1,007 | $81K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 1,000 | $80K |
| Capital Analysts, LLC | 0.00% | Add +0.2% | 1,001 | $80K |
| Blue Bell Private Wealth Management, LLC | 0.01% | No change | 923 | $74K |
| Royal Bank of Canada | 0.00% | Reduce -36.2% | 700 | $56K |
| SHP Wealth Management | 0.00% | — | 646 | $52K |
| FMR LLC | 0.00% | Add +94.5% | 597 | $48K |
| National Bank of Canada | 0.00% | Add +400.0% | 500 | $40K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -3.2% | 449 | $36K |
| Atlantic Union Bankshares Corp | 0.00% | Add +0.3% | 314 | $25K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | No change | 232 | $19K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 192 | $15K |
| Maseco LLP | 0.00% | No change | 181 | $15K |
| GoalVest Advisory LLC | 0.00% | No change | 135 | $11K |
| Assetmark, Inc. | 0.00% | New | 132 | $11K |
| Blueline Advisors LLC | 0.01% | — | 117 | $9K |
| Resources Management Corp. /CT/ | 0.00% | No change | 112 | $9K |
| Cwm, LLC | 0.00% | New | 100 | $8K |
| Bogart Wealth, LLC | 0.00% | Add +1.2% | 84 | $7K |
| Root Financial Partners, LLC | 0.00% | Reduce -80.8% | 77 | $6K |
| Financial Connections Group, Inc. | 0.00% | No change | 70 | $5K |
| US Bancorp \de | 0.00% | Reduce -33.3% | 50 | $4K |
| Asset Dedication, LLC | 0.00% | No change | 6 | $482 |
| Godfrey Financial Associates, Inc. | 0.00% | — | 6 | $481 |
| Dunhill Financial, LLC | 0.00% | No change | 5 | $401 |
| Wells Fargo & Company | 0.00% | New | 3 | $241 |
| Golden State Wealth Management, LLC | 0.00% | No change | 1 | $81 |
"% of holder's portfolio" is VOTE's weight in each manager's 13F, not the share of TCW Transform 500 ETF the manager owns.