TCW Transform 500 ETFVOTEETF
13F holders, Q1 2026 (March 31)113holders +13
16new positions
2sold out
2famous investors
$76.23avg. 13F price*
At the end of Q1 2026, 113 institutions reported holding TCW Transform 500 ETF (VOTE) in their 13F filings, up 13 from Q4 2025. 16 opened new positions and 2 sold out. The largest holders were Betterment LLC ($123.3M), PNC Financial Services Group, Inc. ($90.1M) and Thrivent Financial for Lutherans ($60.2M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- TCW Transform 500 ETF
- Filed as
- TCW ETF TRUST (Q1 2026)
- CUSIP
- 29287L106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 16 | $51.7M |
| Exits | 2 | $718K |
All 13F filers, Q4 2025 → Q1 2026: 956,358 shares bought and 325,644 shares sold, net +630,714 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 113 holders
| Betterment LLC | 0.23% | Add +2.7% | 1,615,436 | $123.3M |
| PNC Financial Services Group, Inc. | 0.05% | Add +8.1% | 1,180,277 | $90.1M |
| Thrivent Financial for Lutherans | 0.12% | Add +1.8% | 789,467 | $60.2M |
| Angeles Investment Advisors, LLC | 3.92% | Reduce -4.5% | 764,656 | $58.3M |
| National Philanthropic Trust | 0.39% | No change | 476,634 | $36.4M |
| Fund Evaluation Group, LLC | 1.01% | New | 432,269 | $33.0M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -0.1% | 377,759 | $28.8M |
| Ethic Inc. | 0.41% | Reduce -5.3% | 346,335 | $26.4M |
| JPMorgan Chase & Co. | 0.00% | Reduce -33.9% | 349,469 | $25.9M |
| Dorsey & Whitney Trust CO LLC | 0.79% | Reduce -1.3% | 186,983 | $14.3M |
| Bank of America Corp. | 0.00% | Add +5.2% | 185,779 | $14.2M |
| Orion Porfolio Solutions, LLC | 0.11% | Add +6.5% | 173,555 | $13.2M |
| Beacon Pointe Advisors, LLC | 0.07% | New | 160,815 | $12.3M |
| Morgan Stanley | 0.00% | Add +6.5% | 132,714 | $10.1M |
| Aspiriant, LLC | 0.29% | Add +1.0% | 132,031 | $10.1M |
| Mutual Advisors, LLC | 0.20% | Reduce -0.2% | 124,903 | $9.5M |
| Pathstone Holdings, LLC | 0.03% | No change | 111,150 | $8.5M |
| Gateway Wealth Partners, LLC | 0.30% | Add +104.6% | 100,168 | $7.6M |
| Values Added Financial LLC | 2.69% | Reduce -3.3% | 83,794 | $6.4M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -8.4% | 69,048 | $5.3M |
| Tolleson Wealth Management, Inc. | 0.76% | Add +0.8% | 67,828 | $5.2M |
| Financial Insights, Inc. | 1.25% | Reduce -4.9% | 50,610 | $3.9M |
| Contango Wealth Management LLC | 4.47% | Reduce -39.4% | 50,174 | $3.8M |
| A&I Financial Services, LLC | 1.58% | Reduce -2.8% | 43,848 | $3.3M |
| Bank of New York Mellon Corp | 0.00% | Add +3.3% | 41,325 | $3.2M |
| Susquehanna International Group, LLP | 0.00% | New | 38,338 | $2.9M |
| Plum Street Advisors, LLC | 0.90% | Add +0.7% | 34,160 | $2.6M |
| Moneta Group Investment Advisors LLC | 0.02% | Add +1.1% | 32,492 | $2.5M |
| Modern Wealth Management, LLC | 0.04% | Add +9.7% | 31,115 | $2.4M |
| LPL Financial LLC | 0.00% | Add +4.3% | 30,005 | $2.3M |
| Ballentine Partners, LLC | 0.03% | No change | 29,820 | $2.3M |
| Brighton Jones LLC | 0.04% | New | 21,780 | $1.7M |
| Fairman Group, LLC | 1.37% | Add +813.0% | 21,072 | $1.6M |
| Seeds Investor LLC | 0.21% | Add +15.0% | 18,556 | $1.5M |
| Kestra Advisory Services, LLC | 0.01% | Add +0.5% | 18,017 | $1.4M |
| Hirtle & Co., LLC | 0.05% | No change | 16,911 | $1.3M |
| Mission Wealth Management, LP | 0.03% | No change | 16,846 | $1.3M |
| Phoenix Wealth Advisors | 0.49% | Reduce -50.0% | 16,321 | $1.2M |
| Osaic Holdings, Inc. | 0.00% | Reduce -0.5% | 15,543 | $1.2M |
| Etesian Wealth Advisors, Inc. | 0.33% | Add +14.1% | 13,733 | $1.0M |
| Breakwater Investment Management | 0.32% | No change | 11,396 | $870K |
| Rockefeller Capital Management L.P. | 0.00% | Add +145.4% | 11,137 | $850K |
| Sage Advisory Services, Ltd.Co. | 0.44% | Add +1.3% | 10,630 | $811K |
| Creative Planning | 0.00% | Reduce -38.8% | 10,289 | $785K |
| Diversified Trust Co. | 0.01% | No change | 9,578 | $731K |
| Sonoma Allocations LLC | 0.25% | Add +16.1% | 9,239 | $714K |
| Stifel Financial Corp. | 0.00% | Add +4.5% | 9,154 | $698K |
| Ashton Thomas Private Wealth, LLC | 0.02% | No change | 8,455 | $645K |
| Valeo Financial Advisors, LLC | 0.02% | No change | 8,451 | $645K |
| Fiduciary Trust Co | 0.01% | No change | 8,420 | $642K |
| Premier Financial Group | 0.11% | Add +0.2% | 8,068 | $624K |
| MJP Associates Inc. | 0.08% | Add +2.2% | 8,151 | $622K |
| Advisor OS, LLC | 0.04% | Add +2.2% | 8,151 | $622K |
| Wells Fargo & Company | 0.00% | Add +253233.3% | 7,600 | $580K |
| Citadel Advisors | 0.00% | New | 7,309 | $558K |
| Alpha Capital Advisors Inc. | 0.52% | No change | 7,214 | $550K |
| CIBC Bancorp USA Inc. | 0.00% | — | 6,456 | $493K |
| Per Stirling Capital Management, LLC. | 0.05% | Add +0.7% | 6,010 | $459K |
| Rainier Family Wealth Inc. | 0.28% | Add +2.2% | 5,420 | $414K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -62.4% | 5,042 | $385K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Reduce -6.5% | 4,975 | $378K |
| Ridgecrest Wealth Partners, LLC | 0.21% | Reduce -2.0% | 4,928 | $376K |
| Pearl Planning LLC | 0.19% | No change | 4,761 | $363K |
| Caprock Group, LLC | 0.01% | Add +0.2% | 4,637 | $354K |
| Jane Street Group, LLC | 0.00% | New | 4,229 | $323K |
| Portland Global Advisors LLC | 0.03% | Reduce -4.7% | 4,023 | $307K |
| AQR Capital Management | 0.00% | No change | 3,892 | $297K |
| Royal Bank of Canada | 0.00% | Add +433.1% | 3,732 | $284K |
| Sage Mountain Advisors LLC | 0.02% | No change | 3,691 | $282K |
| Krilogy Financial LLC | 0.01% | Add +0.2% | 3,341 | $276K |
| Old Mission Capital LLC | 0.01% | New | 3,445 | $263K |
| Schneider Downs Wealth Management Advisors, LP | 0.03% | Add +6.8% | 3,175 | $242K |
| GK Wealth Management LLC | 0.21% | New | 3,200 | $237K |
| DWR Wealth Management, LLC | 0.21% | New | 3,200 | $237K |
| Raymond James Financial Inc. | 0.00% | New | 3,063 | $234K |
| UBS Group AG | 0.00% | Reduce -29.9% | 2,922 | $223K |
| Rossby Financial, LCC | 0.04% | Add +139.6% | 2,621 | $202K |
| MAI Capital Management | 0.00% | Add +1.5% | 2,017 | $154K |
| Millstone Evans Group, LLC | 0.09% | Reduce -6.2% | 1,936 | $148K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +61.0% | 1,621 | $124K |
| Wolff Wiese Magana LLC | 0.07% | No change | 1,551 | $118K |
| AdvisorNet Financial, Inc | 0.01% | Add +23.1% | 1,421 | $108K |
| Farther Finance Advisors, LLC | 0.00% | No change | 1,179 | $91K |
| Legacy Wealth Managment, LLC | 0.04% | Add +5.6% | 1,140 | $87K |
| Capital Analysts, LLC | 0.00% | Add +0.3% | 1,004 | $77K |
| Blue Bell Private Wealth Management, LLC | 0.01% | No change | 923 | $70K |
| FMR LLC | 0.00% | Add +42.4% | 850 | $65K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +329.7% | 825 | $63K |
| SHP Wealth Management | 0.00% | No change | 646 | $49K |
| National Bank of Canada | 0.00% | No change | 500 | $38K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -2.5% | 438 | $33K |
| Napier Financial, LLC | 0.01% | New | 420 | $32K |
| Atlantic Union Bankshares Corp | 0.00% | Add +0.3% | 315 | $24K |
| Vanguard Advisers Inc. | 0.00% | — | 238 | $18K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | No change | 232 | $18K |
| Mather Group, Llc. | 0.00% | New | 200 | $15K |
| Maseco LLP | 0.00% | No change | 181 | $14K |
| GoalVest Advisory LLC | 0.00% | No change | 135 | $10K |
| Assetmark, Inc. | 0.00% | No change | 132 | $10K |
| Cwm, LLC | 0.00% | Add +26.0% | 126 | $10K |
"% of holder's portfolio" is VOTE's weight in each manager's 13F, not the share of TCW Transform 500 ETF the manager owns.